The integrated product is expected to be available to clients by the end of the year. For more information, visit www.seic.com or call (800) SEI-1003.
SunAmerica Launches Annuity
SunAmerica Inc., based in Los Angeles, has introduced Polaris Platinum, a variable annuity with enhanced commission choices, including an all-upfront commission and three options that offer a combination of upfront and trail commissions.
Polaris Platinum offers access to 11 money managers, 34 variable investment options and seven fixed-rate choices. For more information, visit www.sunamerica.com or call (800) 445-SUN2.
Portfolio Lowers Minimum
The Marshall Tax Efficient Portfolio has lowered its minimum account size to $250,000. The portfolio, a strategy for separate accounts, starts each investor with 200 to 250 stocks and rebalances those securities monthly to track the S&P 500 Index. Any capital losses in the account can be used by investors to offset capital gains and improve their tax situation.
The portfolio was introduced in 1998 by Marshall & Isley Trust Co. of Milwaukee. For more information, call (800) 236-3500.
Broker-Dealer Selected
Strategic Legacy Advisors Inc., based in Lincoln, Neb., has chosen QA3 Financial Corp. in Omaha, Neb., as its broker-dealer and registered investment advisor. SLA consists of 14 licensed advisors who also are financial planners, attorneys and CPAs.