Strategic Partners

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Nov 22, 2008 7:11 pm

Based on your understanding of the following companies, as well as their performance and track record and any other variables worth considering - who would you select as core products you'd present? Here's the list and thanks in advance


Partners:


 

Nationwide


 

Nov 22, 2008 7:19 pm

Man, I would post something here, but I think it might bring your mood down.  Look at AIG maybe though?

Nov 22, 2008 7:21 pm
YTB:

 


There are a few others but this is the list I’m trying to narrow down

 
I missed this on my first post.  How did AIG get through to this slightly narrowed list?
Nov 23, 2008 10:34 am
snaggletooth:

Man, I would post something here, but I think it might bring your mood down.  Look at AIG maybe though?


 
It's okay -
Nov 23, 2008 3:35 pm

As far as mutual fund managers go, Franklin Templeton gives you a broad variety of funds, plus they have some name recognition that makes them easier to present and their marketing support is good.  MFS has a good rep. Calvert is a speciality shop for do-good liberals. Putnam blew up. Van Kampen has been bought and sold and its performance is poor.
If you are new, I would just pick one, probably Franklin, and stick to them until you get established.


I would avoid partnering with bankrupt companies.

Nov 23, 2008 4:24 pm

Franklin has been underperforming for a couple of years now. He is right about Calvert(funds for people who care more about the company's PR than making a profit).


FT Portfolios is good, depending on what you get to used, ETFs, UITs, or other. Claymore is just a FT ripoff. Hartford has a couple of good funds.


I agree with ICE this list is pretty bad.
Nov 23, 2008 4:43 pm

Since that was the list that you have thus far narrowed down, I'd be interested to see the ones that you excluded.  Why don't you post those ones?

Nov 23, 2008 4:43 pm

LOL -

Nov 25, 2008 2:17 pm

My $.02.

 
Take a look at Transamerica's IDEX mutual funds.  Easy story to tell.
 
Get familiar with Lincoln's VA.  One of the better "income now" stories out there with the I4Life rider, but it is complicated for first timers.
 
I would invest in Alliance Bernstein, but oddly enough, I don't like their offerings.
 
Good luck.
Nov 26, 2008 10:47 am

What is Transamerica's deal?  I just looked up thier funds on our site, and they seem to license funds from other families or something (i.e. PIMCO, Templeton, Marsico, etc.).


Why not just buy those funds directly from those fund families?