... your key to pursuing your financial goals

CONNECT

Address:

1755 Telstar Dr. Suite 300
Colorado Springs, CO 80920

Phone:

719.302.3004

Fax/Other:

719.428.3067

Account Access

Please follow the appropriate link for the specific company you are trying to Log In. If you have not registered your account, register by following directions in the appropriate website. If you have already registered, your User ID and Password remain the same.

AIG:  www.aig.com  then choose investors link at top right

Allianz: www.allianzlife.com  then login/Register link at top right

American Funds:   www.AmericanFunds.com then choose individual investor site

AXA: https://us.axa.com/home   then Register at top right, then “I am an individual”

College Invest: www.collegeinvest.org  then enroll or login at top right

Global Atlantic: www.GlobalAtlantic.com  then investors link at top right, then log in, then customer log in

Great West: www.greatwest.com then login at top right then individual

Jackson:  www.Jackson.com   then Register link at top right

John Hancock: www.JohnHancock.com  then individual tab at top left then login on top right then they need to know annuities, investments, insurance, long term care etc. then they can set up login in that department

MetLife: www.MetLife.com then log in link at top right

Oppenheimer: www.oppenheimerfunds.com  then login tab at top

SEI Private Trust Co.:  www.SeiClientConnect.com  then register

Scholars Choice: www.leggmason.com/529             then account access link at top right then shareholders

Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.