Logins

For your convenience, below are the links for the most commonly used client logins: for financial planning, investments, insurance and annuities. Please don't hesitate to contact me if you need help getting your email and/or address up-to-date, so you receive timely communications from your various service providers. 

View and download statements, forms, tax documents, etc. for advisory accounts held at AssetMark.

Client access to brokerage and advisory accounts held in custody at NFS with Cambridge Advisors. View and download detailed statements, forms, tax documents, etc.

View and download documents for your Jackson National variable annuities.

Here you will find access to your AIG annuity products.

Here you will find access to view your MassMutual life, disability and LTC insurance products and make premium payments.

Here you will find access to Brighthouse annuity contracts.

Here you will find access to MetLife life insurance products and annuities.