Investment Solutions

National Financial's comprehensive line of Premiere Select^® retirement products and selling tools offer you a wide variety of funding options and services to help meet your customers' retirement planning needs. From individual retirement products to turnkey plans for small businesses and private-label IRAs, our products can help maximize your firm's opportunity in the ever-competitive and growing retirement marketplace.

Our individual retirement offering includes Traditional, Roth, and Rollover IRAs, as well as the IRA-BDA (Beneficiary Distribution Account). Small-business retirement products include SIMPLE and SEP-IRAs, and Money Purchase/Profit Sharing Plan. Both individual and small-business offerings let you choose from more than 11,000 mutual fund share class alternatives, plus thousands of individual securities.

To help put you in a position to succeed, National Financial has partnered with Fidelity Registered Investment Advisor Group (FRIAG) to bring you the TPA (Third Party Administrators) Retirement Network (TRN). TRN is a business development and referral program that allows you to join forces with various TPAs for prospecting and winning retirement plan business.

As part of TRN, the Fidelity Retirement Network^SM - a powerful set of online tools and data - is available for your investment representatives to identify an offering and retirement plan administrator for each of their prospects.

In addition, our Premiere Retirement Sales Group is available to help you and your investment representatives evaluate retirement plan options and assist with sales, marketing, and technical questions for all Premiere Select and TRN retirement products.