Products
ePLANNING Securities, Inc. offers all the traditional securities you’d expect to find at an independent broker/dealer such as thousands of mutual funds, many
insurance carriers, and over 20 third party money managers. Additionally, we offer alternative investments such as 1031 Exchange - TIC programs, Oil & Gas programs, real estate funds, and
various other kinds of public and private placements.
Alternative
Investments
A big factor in differentiating yourself in the marketplace is having something your competitors don’t have. That is why we created a robust offering in alternative investments. We now
have one of the most extensive selections of alternative
investment products and sponsors available in the securities industry.
For ePLANNING Representatives Only (for login and password, please call Operations at 888-815-1000)
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Variable Life & Annuities
We have direct selling agreements with many variable annuity providers.
Life Insurance
ePLANNING has direct agreements with insurance companies offering variable life products. We also have our ePLANNING Insurance Network (ePIN) to provide an extensive line of fixed
insurance products, Equity Indexed Annuities, marketing support, and case design.
Money Managers
Many financial advisors are turning to professional money managers because the benefits and rewards of fee-based asset management are recognized as crucial to maintaining and developing
long-term client relationships. Many of these companies are considered Turnkey Asset Management Programs (TAMPs) because they provide marketing materials, in-field sales support, strategic
coaching, help-lines, and other forms of asset gathering support in addition to managing assets and providing performance reporting.
Mutual Funds
ePLANNING Securities has selling agreements with dozens of fund families so that our representatives can choose to send their business direct to the fund companies. For those representatives
that prefer to consolidate their clients’ assets into brokerage accounts there are many fund families available through our clearing firm, National Financial Services (NFS).
ePLANNING believes all of our product lists are to up to date but can not guarantee their accuracy as selling agreements can be added or voided at any time without
notice. Please feel free to contact the Operations dept at 888-815-1000 to determine the status of any particular product that you may have interest in.
