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Account Types

Managed Investment Accounts

Your BEAM Financial Manager account provides the purchase and trading of over 5,500 of the best-known, no-load mutual funds and exchange traded mutual funds all at no transaction fee or commission. Includes are over 1,900 popular load funds that are available without a load, sales charge, or transaction fee. These funds are made available through our financial institution custodians such as Fidelity Institutional, TD Ameritrade, and Schwab Institutional.

Managed Tax-Deferred Accounts

Your Financial Manager account offers tax-deferred investing options through Variable Annuities, or Variable Life Insurance.

Withdrawals from a variable annuity are subject to ordinary income tax and withdrawals prior to age 59 1/2 may be assessed a 10% penalty tax.

Managed Retirement Plan Accounts

Your Financial Manager account allows you to open or transfer IRA, 401(k), TSA, Pension and Profit Sharing accounts, all managed in a convenient Financial Manager managed account.

Investing in mutual funds involve risk, including the possible loss of principal. Investments in specialized industry sectors have additional risks, which are outlined in the prospectus.

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