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SAM®/SAM® Select Investment Options

Your Strategic Asset Management (SAM®) or SAM® Select account can be set up to utilize investments offered by one of the fund or insurance companies listed below:
  • Federated Funds
  • Fidelity Advisors Funds
  • Franklin Templeton Funds
  • Great American
  • Ivy Funds
  • JP Morgan Funds
  • OppenheimerFunds
  • Security Advisor Funds
  • Security Benefit Funds
  • Security Benefit NEA Valuebuilder
  • Valic
  • Waddell & Reed Advisors Funds
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The NEA Valuebuilder Program provides investment products (the "NEA Valuebuilder products") in connection with retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members Security Distributors, Inc. and certain of its affiliates (collectively "Security Benefit") make the NEA Valubuilder products available under this program pursuant to an agreement with NEA's wholly-owned subsidiary, NEA's Member Benefits Corporation ("MBC"). Security Benefit has the exclusive right to offer the NEA Valuebuilder products under the program, and MBC generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employers any investment products that compete with the NEA Valuebuilder products. MBC promotes the program to NEA members and their employers and provides certain services in connection with the program. Security Benefit pays an annual fee to MBC based in part on the average assets invested in the NEA Valuebuilder products under the agreement. You may wish to take into account this agreement and arrangement, including any fees paid, when considering and evaluating any communications relating to the NEA Valuebuilder products. NEA and MBC are not affiliated with Security Benefit. Neither NEA nor MBC is a registered broker/dealer. All securities brokerage services are performed exclusively by your sales representative's broker/dealer and not by NEA or MBC. Security Benefit Corporation is not an affiliate of Legend Advisory Corporation or any of its affiliates.

Before investing in a mutual fund or variable annuity, consider
its investment objectives, risks, charges and expenses carefully.
The prospectus for a mutual fund or the policy prospectus and prospectuses for the underlying investments of a variable annuity, which contain this and other information, can be obtained by contacting Legend Equities Corporation. Please read the prospectus
or prospectuses carefully before you invest or send money.

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This material has been prepared solely for information purposes only and is not a recommendation to buy or sell any security or instrument. There is no guarantee that the recommendations made by AANN will be accurate and there can be no assurance that any asset class will achieve any forecasted returns. AANN does not, in and of itself, make any investment decisions. Investment decisions may result in a profit or a loss. The value of a portfolio will fluctuate and shares, when redeemed, may be worth more or less than their original value. The hypothetical allocation example included in this video presentation is not indicative of any specific allocation employed at any given time. Actual client portfolios may differ from this example and may include exposure to additional asset classes.
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