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            Schwab Signature Alliance    800 515-2157 

 

            SACM    866 667-1669

             

Annuity Statements / Information

 

            American Equity -  General Information    888 221-1234          

           

            ING    800 369-5303

 

            Sun Life Financial    800 367-3653

              

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Shreder Investment Consulting Group L.L.C. ("SICG")

 

702 898-4683

 

Primary custodian is Charles Schwab & Company, Inc. Member SIPC.

Investment Advisory and Management Services provided by SummitAlliance Capital Management, LLC ("SACM")

   

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 Past performance is not a guarantee of future results and there is no assurance that any investment strategy undertaken will be profitable.  No rate of return is guaranteed. 

Investments in securities involve the risk of loss.  A qualified professional should be consulted before making any tax, legal or financial decisions.

 

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