Resources
Investment Company Websites
AIG Annuities (Now known as Corebridge Financial)
(800) 448-2542
Allianz
(800) 950-1962
American Funds
(800) 421-4225
Barings (Was Sierra Income Corporation)
(617) 761-3800
Calvert Investments
(800) 368-2745
Corporate Capital Trust – BDC
(855) 477-0447
Nationwide
(800) 321-6064
Nuveen (Scholar’s Choice)
(800) 257-8787
OneAmerica (Also known as StateLife)
(800) 537-6442
Tax Professionals
Marcolina Tax & Accounting – Linda Marcolina, E.A. (303) 975-6981
Wallace Accounting LLC – Rebecca Wallace Beattie, CPA, Attorney, LL.M in Taxation (303) 384-0046
*Marcolina Tax & Accounting, Linda Marcolina, Wallace Accounting LLC, and Rebecca Wallace Beattie are not affiliated with Personal Benefit Financial, Kestra IS, or Kestra AS.
Estate Planning Legal Professionals
Brian Budman
(303) 217-2018
Brian@BudmanLaw.com
Rebecca Wallace Beattie
(303) 384-0046
rebecca@wallacebeattie.com
Michael T. Meurer
(303) 991-3544
mike@meurerlawoffices.com
*Brian Budman, Rebecca Wallace Beattie, Lisa Hardin, and Michael Meurer are not affiliated with Personal Benefit Financial, Kestra IS, or Kestra AS.