* Alternatives
The Chicago Board of Options has listed options for five exchange-traded funds: First Trust IPOX-100, iShares FTSE/Xinhua China, Market Vectors Gold Miners, Powershares Wilderhill Clean Energy and Powershares Water Resources Portfolio
(877) 843-2263
www.cboe.com
Ave Maria Money Market Account
Ave Maria Funds
(866) 283-6274
www.avemariafunds.com
DJ-AIG Commodity Indexes, three benchmarks for commodity futures
Dow Jones Indexes; AIG Financial Products
(212) 416-2000
www.dowjonesindexes.com
K-Score Portfolios: investments using undervalued, investment-grade rare coins
Numismatic Investments
(630) 963-6350
www.coinportfolios.com
Rochester Massachusetts and Rochester Virginia, tax-exempt municipal bond funds
OppenheimerFunds
(800) 525-7048
www.oppenheimerfunds.com
UltraShort ProShares: four exchange-traded funds short-selling major market indexes
ProFunds
(888) 776-3637
www.profunds.com
* Insurance
Aetna has released Vital Savings on Health, a program offering discounts on healthcare services and prescriptions through the program's prepaid debit card account.
(800) 694-3258
www.aetna.com
Performance UL universal life
John Hancock
(800) 387-2747
www.jhancock.com
LifeBuilder whole life insurance policy
National Life Insurance Co.
(800) 732-8939
www.nationallife.com
Custom Whole Life Insurance, customizable limited-pay policy
New York Life
(800) 710-7945
www.newyorklife.com
30-year return-of-premium term life insurance
Transamerica Occidental Life Insurance Co.
(800) 797-2643
www.transamerica.com
* Mutual Funds
First American Funds has launched Income Builder, an income-generating mutual fund. The fund invests in other funds, high-income bonds, government-backed mortgage securities, real estate securities and US large-cap value stocks.
(800) 677-3863
www.firstamericanfunds.com
Lower $500 minimum investments for Livestrong and One Choice mutual fund families
American Century Investments
(877) 442-6236
www.americancentury.com
Multi-Fund Blend, a fund of Calamos family funds
Calamos Investments
(800) 582-6959
www.calamos.com
Classic Value Fund II
John Hancock
(800) 225-5291
www.jhancock.com
Global Real Estate Index Fund
Northern Trust
(800) 595-9111
www.northernfunds.com
Sincere Advisor Funds, no-load mutual funds for fee-only advisors
Sincere Investment Management
(617) 573-5080
www.sincereco.com
Equity Premium Income Fund
Van Kampen Funds
(800) 421-5666
www.vankampen.com
* Practice Tools
Morningstar has added portfolio accounting and reporting tools to Advisor Workstation Office Edition. The new version allows advisors to merge client accounting reports with Morningstar investment data and portfolio analytics.
(312) 384-4000
www.morningstar.com
The Forewarned Investor: Beat the Market By Fraud-Proofing Your Portfolio
Career Press
(800) 227-3371
www.careerpress.com
TANDM-401(K), sales software for mining
401(k) client data
Perspective Partners
(800) 408-5375
www.perspectivepartners.com
www.SchwabPT.com, an online technology education tool
Schwab Performance Technologies
(800) 528-9595
www.schwabpt.com
S&P Qualitative Risk Assessment, a risk analysis tool that assesses a company's operations and long-term viability
Standard & Poors
(800) 523-4534
www.standardandpoors.com
* Retirement
OppenheimerFunds has launched 'A Process That Works,' a retirement income planning process that helps advisors focus on the five years before and after a client's retirement. The tools include portfolio analysis, goal development and strategy implementation.
(800) 525-7048
www.oppenheimerfunds.com
Accumulator variable annuity with guaranteed income and withdrawal benefits
AXA Equitable Life Insurance Co.
(212) 314-4600
www.axa.com
Diversified Equity Strategy Fund
Lord Abbett
(800) 874-3733
www.lordabbett.com
Small business Roth 401(k) plan using ETFs
ShareBuilder
(866) 747-2537
www.sharebuilder.com
(c) 2006 Financial Planning and SourceMedia, Inc. All Rights Reserved.
http://www.Financial-Planning.com http://www.sourcemedia.com
