Exceptional Products & Support

Stocks & Bonds · Mutual Funds · Variable Annuities · Fixed Products · Investment Advisory · Brokerage

At ICA, we understand you require flexibility to serve the unique investment needs and objectives of your clients. You need the credibility that comes from being able to offer investment products and services from sponsors with exceptional reputations, without the push to sell proprietary products.

With product itself not being enough, ICA has established relationships with the most respected names in the financial services industry to offer you even greater support in your sales efforts. Our unique Web site features an array of research tools and resource centers to help you build your business more effectively:

Resource Centers
ICA's Mutual Fund, Insurance, Health Savings Account, Alternate Investments, UIT, and Retirement Resource Centers provide an online central location to help our advisors build their practice.

• Updated fund analysis and commentary, fact sheets, prospectuses, sales ideas, and a complete list of approved products.
• Cutting edge search engines and research tools to help you find the products and services that best fit your clients' needs.
• Complete list of approved advisory products, prohibited transactions, and advisory compliance guidelines.
• Assistance with researching and selecting retirement plans along with timely industry updates and updated lists of retirement plans in your area.

Wealth Management
ICA's Wealth Management Team (WMT) is a specialized team designed to support your endeavors as a financial planner. The WMT offers comprehensive analysis of wealth among your clients and prospects from Asset Allocation to Estate and Wealth Transfer Planning. This dedicated team also offers assistance with qualified retirement plans for individuals and businesses, along with assistance in relaying the message to your clients and prospects so you are not alone.

Research
ICA offers a wealth of product research tools to enhance your sales efforts, including:

• Proprietary Mutual Fund Research - Includes fund analysis and a Focus List of funds categorized by asset class.
• Morningstar Fund Analytics - Provides research coverage on over 23,000 mutual funds, closed-end funds, and ETFs, as well as the ability to create compelling Hypothetical Investment Illustrations.
• PC Quotes - Offers quotes and charts on thousands of stocks.
• Annuity Nexus - Allows you to research various fixed products and will also produce a specified side-by-side comparison of any product available in the database.
• Argus - Independent equity research based on a six-point process to develop ideas, forecasts and investment ratings.
• Morningstar IAVA - IAVA provides comprehensive coverage on variable annuity products including industry recognized performance data, robust searching capabilities, comprehensive variable annuity reports and detailed comparison reports between variable annuity products.
• 401Konnect - 401Konnect streamlines the 401(k) selection and sales process by enabling you to conveniently match your clients' preferences with vendor capabilities.
• Morningstar Advisor Workstation - Streamline investment research, create tailored investment plans, construct and analyze portfolios and improve client presentations with this web-based power application.

For any questions regarding approved products call 800-544-7113.

Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with any financial institution. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC/NCUA or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any financial institution or their affiliates *subject to risks including the possible loss of principal amount invested.