Products Available Through KIS
As a broker-dealer, we recommend securities transactions in certain investments, including mutual funds, exchange-traded funds, unit investment trusts, fixed income securities, variable annuities and variable life insurance. We offer a limited menu of products that are issued by third party providers. We work closely with many product issuers that provide training and education for our financial professionals, research and other products and services which can assist our financial professionals with providing services to you.
Please note that not every fund within a fund family or share class within a fund may be available.
Please note the funds listed are available for HSA investing.
Funds list current as of March 2025.
Please note the products listed below are not available for HSA investing.
Annuity Carriers
- AIG / American General Life Insurance Co. / Corebridge Financial
- Brighthouse Life Insurance Co.
- Brighthouse Life Insurance Co. of NY
- Corebridge Financial - AIG / American General Life Insurance Co. / The United States Life Insurance Co. Of NY
- Equitable Life Insurance Co.
- F&G
- First Symetra National Life Insurance Co. (NY)
- Global Atlantic Financial Group
- Jackson National Life Insurance Co
- Jackson National Life Insurance Co. of NY
- MassMutual Ascend
- National Integrity Life Insurance Co.
- Nationwide Life & Annuity Insurance Co.
- Oceanview Life and Annuity Company
- One America Financial Partners / State Life Insurance Co.
- Pacific Life Insurance Co
- S. USA Life Insurance Co. (Prosperity Life)
- SBLI USA Insurance Co. (NY)
- Security Benefit Life Insurance Co.
- Standard Insurance Co.
- Symetra Life Insurance Co.
- The United States Life Insurance Co. Of NY (AIG) / Corebridge Financial
- Western-Southern Life Assurance Co.
Life Insurance Carriers
- American General Life Insurance Co.
- Banner Life Insurance Co. / Legal & General America
- Brighthouse Life Insurance Co.
- Equitable Life Insurance Co.
- First Symetra National Life Insurance Co. (NY)
- John Hancock Life Insurance Co. USA
- John Hancock Life Insurance Co. of NY
- Lincoln National Life Insurance Co.
- Lincoln National Life Insurance Co. of NY
- Massachusetts Mutual Life Insurance Co.
- Minnesota Life Insurance Co.
- Mutual of Omaha Insurance Co.
- National Integrity Life Insurance Co
- Nationwide Life & Annuity Insurance Co.
- One America Financial Partners / State Life Insurance Co.
- Pacific Life Insurance Co.
- Principal Life Insurance Co.
- Protective Life Insurance Co.
- Protective Life & Annuity Insurance Co. (NY)
- Prudential Financial Insurance Co.
- S. USA Life Insurance Co. (Prosperity Life)
- SBLI USA Insurance Co. (NY)
- Symetra Life Insurance Co.
- Transamerica Life Insurance Co.
- Transamerica Financial Life Insurance Co. NY
- The United States Life Insurance Co. Of NY (AIG)
- Western-Southern Life Assurance Co.
- United of Omaha
- William Penn Life Insurance Co. of NY / Legal & Genera
Unit Investment Trust (UIT) Providers
- First Trust
- Guggenheim
Exchange Traded Funds (ETFs)
We sell traditional ETFs, which are investment funds that are listed for trading on a national securities exchange and can be bought and sold in equity trading markets.
Fixed Income Securities
We sell various fixed income securities in the secondary market, which can be bought and sold through various platforms.
- Treasury notes
- Treasury bills
- TIPS
- Treasury bonds
- Floating rate notes
- Municipal bonds
- Corporate bonds
Disability Insurance
- Mass Mutual
- Mutual of Omaha
- Principal
- Standard Insurance Company
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are non-bank affiliates of KeyBank National Association (KeyBank).
To learn more about KIS’s investment business, as well as our relationship with you, please review our KIS Disclosure page.
Check the background of KIS on FINRA's BrokerCheck.
Non-Deposit products are:
KIS, KIA and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and/or KIA, and not KeyBank.
Wealth Protection Strategists are not fiduciaries, as such, they are compensated based on insurance product sales.
