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Mutual Funds Mutual funds are one of the most effective long-term savings vehicles. Mutual funds are a great way to "become an owner, not a loaner." They give average families access to an investment vehicle with the potential to minimize risk through professional management and diversification.* There's no doubt that investing in mutual funds involves risk. Investment representative can help you to understand those risks, and guide you to mutual funds that match your investment objectives and risk tolerance. Mutual Fund Providers: AB American Century Investments American Funds Invesco Fidelity Advisor Funds Franklin Templeton Investments Legg Mason MFS Investment Management OppenheimerFunds Amundi Pioneer Putnam Investments Investors should carefully consider the investment objectives, risks, charges, fees, and expenses of any mutual fund before investing. This and other important information can be found in the fund prospectus and or summary prospectus, which may be obtained from Investments, or by calling the fund or by visiting the fund's website. Please read each fund's prospectus carefully before investing. *Diversification does not guarantee a profit or protect against loss. Managed Investments A managed account is accessed through an investment platform. The platform typically offers access to actively managed investment models comprised of securities selected by investment professionals. When your account is managed through the Lifetime Investment Platform, you will have an ongoing relationship with your advisor and will receive professional money manager services, and consolidated reporting. The Lifetime Investment Platform investment model offering provides you with access to a wide range of asset allocation strategies. Your Advisor will assist you in selecting the professional asset manager and models that will help meet your asset allocation and financial goals during your investing lifecycle. The investment models are constructed using mutual funds, exchange traded funds (ETF) or a blend of both investment types. By working with your Advisor, you will be able to identify the investment model options most aligned with your personal goals, time horizon, risk tolerance, and investing preferences. You can always adjust your investment plan and model selection to accommodate changing needs. Annuities Investments offers three kinds of annuities products: variable annuities, fixed annuities, and fixed