EFFECTIVE 12/30/2016, PRODUCT IS NO LONGER AVAILABLE FOR NEW SALES
The Inside Edge Mutual Fund Program offers what you'd expect from a tax-qualified plan:
- An array of more than 85 no-load mutual funds that span the financial spectrum, managed by widely known and experienced investment managers.
- 21 fund families – including American Funds, Invesco AIM, Pioneer, Franklin, and VALIC Company I to name a few.
- A fixed annuity option that can help stabilize the investment portfolio.
- Inside Edge Program Q&A[PDF]
A client can transfer among investment options without charges or tax consequences, subject to limitations detailed in the custodial agreement and annuity contract.
NOTE: In Texas, Teachers Retirement System (TRS) plans, we only offer forty-seven funds. TRS does not allow us to sell non-proprietary funds. The only funds available in TRS are the forty-seven VALIC Company I funds.
See the appropriate fixed rate flier for rates and specific contract features. (CT, OR, and WA have different features than other states).