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Monitoring Services


National Asset Management (NAM) has designed a platform that allows your Investment Advisor Representative to manage your accounts wherever the account may be held.

If you have Variable Annuity Accounts, your investment advisor can help you select among investment options provided through the insurance company that services your Variable Annuity investment.

NAM's state-of-the-art asset management platform is equipped to receive information regarding your Variable Annuity Account and to allow your financial advisor and you to access the platform to view all of your accounts in one place. This advanced service allows your financial advisor to view all your investments in one platform and to recommend a more appropriate asset allocation for your investment needs.

If you have a 401(k) account or a 403(b) account, your financial advisor can manage those accounts for you through our Monitoring Program.

Our state-of-the-art portfolio management program is designed to receive information for your investments regardless of where the account may be held.


Advantage

You and your financial advisor have the advantage of viewing all your accounts and investments under one platform. No need to access different systems, platforms, or institutions to retrieve and view information about your investments. One quarterly performance report presenting all your investments. One log-in and password to access all your accounts.


Please contact your financial advisor or NAM at 1-800-742-7730 and ask about account aggregation and monitoring services available through NAM.