Available products

• Choose from over 16,000 Mutual Funds
• Access to over 75 Insurance Companies
• Variable and Fixed Annuities
• Equities
• Bonds
• Certificates of Deposit
• Money Markets
• Unit Investment Trusts
• Options
• Check Writing
• Visa Gold Debit Card
• Automatic Bill Paying
• Separately Managed Accounts
• Direct Participation Programs
• Alternative Investments
• Initial Public Offerings
• Real Estate Investment Trusts
• 1031 Exchange Programs
• 401(k) Plans
• 403(b) Plans
• SIMPLE Plans
• Roth IRAs
• SEP IRAs
• Health Savings Accounts
• Money Purchase, Profit Sharing, and Defined Benefit Plans
• Individual Retirement Accounts
• Margin Accounts
• 529 Plans
• Transfer on Death Accounts
• Term, Universal, Variable, and Whole Life Insurance
• Disability Insurance
• Long Term Care Insurance

Mutual Funds

As a Cantella producer, you have access to a vast selection of mutual funds. We try to provide you with a selection that is unprecedented in the industry and will not pressure you to sell any particular fund. Providing such a high level of choice helps you focus on finding the best solution for your customers without any proprietary product conflict of interest.

Mutual Funds are sold by prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information please call our Compliance Department at (800)333-3502 to request a free prospectus. Please read it carefully before you invest.

Insurance

Cantella producers have access to a vast array of insurance products and services to help their clients. We offer solutions for all aspects of insurance including annuities, term life, universal life, whole life, second to die policies, disability, long-term care, and health insurance from over 30 companies. We work closely with CRUMP to make sure you have access the insurance products you need. Experts in advanced planning areas such as wealth transfer, charitable giving, asset protection, and business succession planning can help you find the ideal solution for complex situations.

Variable Annuities

As more individuals mature from the accumulation years of their work life to the distribution phase of retirement, annuities are becoming more popular. At Cantella, you will have access to the top annuity providers in the industry.

Principal value, income payments, and investment returns of a variable annuity will fluctuate, and you may have a gain or loss when money is received. Before investing, consider the investment objectives, risks, charges and expenses of the annuity and its investment options. For this and other information, call our Compliance Department at (800)333-3502 for a free prospectus. Please read it carefully before you invest.