Where are my fixed and variable annuities held?

All fixed and variable annuities have “always" been held with the Insurance Company (or vender) who issued the policy.  The account values were provided to LPL Financial or Kestra Financial (including NFS) and were included on your periodic investment portfolio statements, as well as being included in the information available electronically (online).   The annuities will continue to be held with the vendor, and the account information provided to Private Client Services (PCS) and will be included on your consolidated statement (Orion statement).