Customers

Securities America, Inc.

Securities America, Inc.
Securities America, Inc. is a nationwide full-service Registered Investment Advisor/Broker-Dealer headquartered in La Vista, Nebraska.

Allen Marketing

Allen Marketing & Associates, Inc.
Allen Marketing & Associates is a highly successful national insurance and financial marketing/brokerage firm. Since 1975, Allen Marketing & Associates, Inc. has sustained a reputation for providing a diverse, value-added portfolio of products for the consumer and competitive compensation for the agent with quality service before, during and after the sale.

Kestler Financial

Kestler Financial Group
Kestler Financial Group offers many services that are unique to other wholesalers. Several agents have referred their colleagues to KFG because of one or more of these factors: our experience, our Case Management Department, our "Welcome Home" Philosophy and/or our exclusive rights to the BPA.

Cambridge Investment Research

Cambridge Investment Research

Cambridge is the leading independent broker/dealer specializing in fee-based solutions, by partnering with successful advisory practices. Cambridge promotes Cygnus's IncomeMax product to all of their advisors/reps.

United Bank & Trust

United Bank & Trust

United Bank & Trust is a locally owned, independent community bank in the Michigan with 17 office locations. United's Investment Group has licensed DevSource's IncomeMax product for their financial planners.

Centaurus Financial, Inc

Centaurus Financial, Inc
A leading independent broker dealer licensed for securities and insurance in most states. Centaurus Financial, Inc., through its network of independent registered representatives, offers a variety of financial products and services. Centaurus has endorsed DevSource's IncomeMax product and has recommended it to all of their representatives.

GuideOne Insurance

GuideOne Insurance

GuideOne Insurance is one of the leading providers of insurance to churches and churchgoers in the United States.

Gleaner Life Insurance Society

Gleaner Life Insurance Society

A fraternal benefit society dedicated to serving the family as a unit, the foundation of the American way of life. Gleaner selected DevSource’s IncomeMax needs analysis and retirement planning software to be used by their agents in the Gleaner Insurance Professional program.

Supreme Council of the Royal Arcanum

Supreme Council of the Royal Arcanum

The Royal Arcanum is one of the oldest fraternal benefit societies in the United States and the Dominion of Canada. SCRA has licensed DevSource's IncomeMax product.

Cox Financial

Cox Financial

Cox has licensed DevSource's IncomeMax product for their advisors.

Wills Financial

Wills Financial

The Wills Financial Group is an asset management firm in Richmond, Virginia. WFG has licensed DevSource's IncomeMax product for their advisors.

 

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