On-line Account Access

Plan B does not offer proprietary investment options. Plan B searches out different investment companies and compliance institutions to work with. We are different than our competitors because of the vast number of investment and insurance companies we use to invest money and reduce risks.

In order to view your account on-line you will need to establish a login directly with the selected investment company. Click on the below link or contact your broker for assistance.

American Funds   

https://www.americanfunds.com/

Security Benefit Group

 https://www.securitybenefit.com/individuals/my-accounts.aspx

LSW             

 https://www.nationallifegroup.com/PublicSite/Views/PolicyOwnerRegistration.aspx

Aspire                 

https://www.aspireonline.com/contact

Great American

http://www.greatamericaninsurancegroup.com/Annuities/Pages/Annuity-Agent-Login.aspx

GWN Securties

 http://www.gwnsecurities.com/

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck