What mutual fund families and/or annuity companies can I use in a PageOne program?
There are many different mutual fund families and annuity companies available for use in a PageOne program. The Financial Advisors that represent us have an extensive list of what can and cannot be used. It’s important to remember that because we are active asset managers, and therefore may exchange assets several times a year, we can only work with funds/annuities that do not have restrictive exchange policies. Those restrictions severely inhibit our ability to effectively manage our programs.
