Collin College Authorized Tax Deferred Account (TDA) Provider List

 

Contact the representatives of any of the following organizations or visit the website for help in establishing your TDA or sometimes referred to as Tax Sheltered Accounts (TSA) investment.  These representatives are also ready to help advise you on how to select the appropriate plan for you.

Company Agent Telephone Address City/State/Zip Experience

AMERICAN CENTURY INVESTMENTS

  800-345-3533      
           

AMERICAN UNITED LIFE INSURANCE CO.

  800-249-6269      
           

AMERICO

   800-231-0801      
           

ANNUITY INVESTORS LIFE INSURANCE

 (AILIC, subsidiary of Great American)

   800-438-3398      
           
AXA EQUITABLE Amine Rizk, CFP Divisional VP 972.455.9069 12377 Merit Drive, #1500 Dallas, TX 75251 Mr. Rizk has over 10 years experience and is an Investment Advisor Representative and Certified Financial Planner.  Amine holds a Group I license, as well as the series 7, 66, and 24 licenses.
           
COMMONWEALTH ANNUITY & LIFE Mr. Damian Caruso

Anthony Morris
972-359-1827
972-814-7874
915-778-9508
P. O. Box 251606

1309 Montana Ave.
Plano, TX  75025-1510

El Paso, TX 79902
Mr. Caruso holds series 6, 63, and 65 licenses.
           

FIDELITY SECURITY LIFE

   800-648-8624      
           

FIRST INVESTORS

   800-423-4026      
           

FAM FUNDS

   800.721.5391      
           

FRANKLIN TEMPLETON

   800-530-2432      
           

GWN SECURITIES

   561-472-2700      
           

HORACE MANN

   800-999-1030      
           
ISC GROUP / MATC Mr. Hank Henderson 972.343.0072
214.520.1115
3500 Oaklawn Avenue, Ste. 400 Dallas, TX 75219 Mr. Henderson has 15 years financial experience, holds Series 6, 63, 65 licenses and a Texas Group I Life and Health license. He is also a Registered Investment Advisor.
           

JEFFERSON NATIONAL LIFE INSURANCE CO.

   866-667-0561      
           

THE LEGEND GROUP

   800-749-4221      
           

LIFE INSURANCE COMPANY OF THE SOUTHWEST

   800-906-3310      
           
LINCOLN INVESTMENT PLANNING Mr. Damian Caruso 972.359.1827
972.814.7874
P. O. Box 251606 Plano, TX  75025-1510 Mr. Caruso holds series 6, 63, and 65 licenses.
           
LINCOLN NATIONAL Mr. Glenn Ferrell, CFP.CRPC 972.361.3895 15455 Dallas Parkway, Suite 1200 Addison, TX 75001
Mr. Ferrell has over 25 years experience and holds Series 7 and 63 licenses.  He is also an Investment Advisor Representative.
           
METLIFE RESOURCES Mr. Chuck Mulkey

972-246-1857
214-895-7480

Fax: 855.788.6804

Two Galleria Tower, 13455 Noel Road, 20th Floor Dallas, TX  75240 Chuck has over 20 years experience and holds Series 6 & 63 licenses.
           

Midland National Life Insurance Company

   877-586-0240      
           

MODERN WOODMEN OF AMERICA

   800-447-9811      
           

NEW YORK LIFE

   800-710-7945      
           

NORTH AMERICAN CO. FOR LIFE AND HEALTH INSURANCE

   866-322-7065      
           

OPPENHEIMER FUNDS DISTRIBUTOR, INC.

   800-225-5677      
           
PENTEGRA RETIREMENT SERVICES Mr. James Shirey, CFP

Mr. Bruce Lanahan
972.386.4281, ext. 107
214.647.1734
13760 Noel Rd., #335 LB 30

8411 Preston Road, #104
Dallas, TX  75240

Dallas, TX  75225
 
           

PLANMEMBER SERVICES

   800-874-6910      
           
 

PUTNAM INVESTMENTS

  800-662-0019      
           

RIVERSOURCE INVESTMENTS, LLC (AMERIPRISE)

   800-862-7919      
           
 

RYDEX

   800-820-0888      
           
SECURITY BENEFIT LIFE Mr. Mark Heck 972.977.1030 5908 Sandhills Circle Plano, Texas 75096 Mr. Heck has several years of experience and holds Series 6, 66, and 7 licenses.  He is also a Registered Investment Advisor.
           

SYMETRA

   800-796-3872      
           
 

THRIVENT FINANCIAL FOR LUTHERANS

   800-847-4836      
           
TIAA-CREF Mr. Tony Rhee
Wealth Management Advisor
214.626.8005
Fax: 214.488.3214
2850 Lake Vista Drive, Suite #110 Lewisville, TX 75067  
           

TRANSAMERICA LIFE INSURANCE COMPANY

   800-317-2688      
           

USAA INVESTMENT MGMT COMPANY

   800-531-8292      
           
VALIC

Kevin Konkal

 

Bentley Craft

 512-832-2112

 

972-567-8115

kevin.konkal@valic.com

 

bentley.craft@valic.com

   
           

VANGUARD

   800-962-5068      
           
VOYA

Ms. Brenda G. Forcht


 

 

Lisa Emmons

972.643.6337


 

 

972.643.6316

14643 Dallas Pkwy, Suite 650

Dallas, Texas 75254

Ms. Forcht has over 20 years' experience and is a Registered Representative with Financial Advisors.

 

Ms. Emmons is a Certified Financial Planner with over 15 years' experience.

           
 

WADDELL & REED

   800-923-3355      
           
 

WESTERN NATIONAL LIFE INSURANCE COMPANY

   800-424-4990      
           
NOTICE:  The final 403(b) regulations, the ORP is a 403(b) plan, released by the IRS on July 26, 2007 requires that effective September 25, 2007 that transfers of investments for active participants be limited to authorized companies with which the college holds an Information Sharing Agreement (ISA).  These companies meet those requirements and are the only companies between which active participants can transfer money without suffering severe tax consequences.
    

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