Lifetime Wealth PortfoliosSM

Lifetime Wealth PortfoliosSM

A managed account solution that provides you with all the benefits of a comprehensive investment management service, including objective and independent research, strategic asset allocation, access to an extensive universe of mutual funds, separately managed accounts, exchanged traded funds  and quality insurance coverage —all tailored to your needs in a simplified approach focused on maximizing value over your entire lifetime.

Several Experts Under One Comprehensive Solution

Lifetime Wealth Portfolios marks a unique advance in wealth management by bringing together  Ibbotson Associates’ pioneering expertise in human capital and risk tolerance based portfolio assignment, Morningstar Inc.’s extensive mutual fund research data, Eagle Strategies' innovative approach to insurance product selection, and rigorous investment management provided by various sub-advisers — all together to create an integrated investment and strategy to help meet your financial goals.


For a complimentary Lifetime Wealth Portfolio consultation please call (251) 473-2120 today.

*Refers to fixed annuity products. Guarantees are backed by the claims paying ability of the issuer.