Solutions

H.D. Vest provides a variety of solutions to meet your clients’ needs including:

• Mutual Funds

  H.D. Vest has selling agreements with more than 180 mutual fund families, plus several hundred more fund families in brokerage accounts through our clearing partner, Wells Fargo.

• Brokerage Services

  One of the benefits of brokerage accounts is that a variety of investments can be held in a single account. Brokerage accounts are available to trade stocks, bonds and more.

• Fee Planning

  When advisors work on a fee planning basis, they either charge by the hour or a management fee that is a percentage of the assets under management. H.D. Vest offers several fee planning platforms to give both you and your client options.

• Insurance Services

  H.D. Vest’s general agency works with life (term and permanent), long-term care, disability, fixed annuities, equity indexed annuities and variable annuities.

• Banking Products

  Wells Fargo Bank, N.A. products and services include home mortgages, home equity loans and lines of credit, education loans, trust and estate services, small-business loans and lines of credit, SBA loans, commercial mortgages, and consumer and business banking products and services.

Educational Partners

Mutual Fund Companies

• Invesco
• Aim
• Lincoln Financial Distributors
• John Hancock Funds & Annuities
• MFS
• OppenheimerFunds
• Phoenix Investment Partners, Ltd.
• Putnam Investments
• DWS Scudder
• Van Kampen Funds
• Wells Fargo Advantage Funds
• Hartford Mutual Funds

H.D. Vest also has selling agreements with over 300 fund companies.

Insurance Companies

• John Hancock Insurance Services
• Lincoln Benefit Life
• The Hartford Life
• Allianz
• Jefferson Pilot Life
• AIG
• Hartford: Planco
• SunLife (MFS)
• MetLife

Find out more about H.D. Vest Insurance Services by visiting our website at: www.hdvinsuranceservices.com.