Wealth Accumulation


American National agents who are securities registered with SM&R can offer mutual funds to help make your money work harder for you.

No matter what your needs and objectives, an SM&R registered representative can show you innovative financial alternatives through mutual funds from some of America's most experienced and respected money management organizations.  If you seek:

  • Income potential from U.S. Government Securities
  • Tax-Free Income (may be subject to the alternative minimum tax)
  • Capital growth potential
  • High current income potential, or
  • Potential income and capital preservation

There are solutions right here!

General Investing

  • Mutual Funds

Education Funding

  • Coverdell Education Savings Plans
  • Section 529 Plans

Retirement Strategies

  • IRAs
  • 401(k)s
  • Small Business Retirement Plans
  • Estate Preservation

All securities products are offered by prospectus only. All investors are advised to carefully consider the investment objectives, risks, charges and expenses of any investment company before investing. The prospectus contains this and other information about the investment company. For complete information about any securities products, ask your registered representative for a free prospectus. Investors should read the prospectus carefully before investing. All securities products have investment returns and principal values that fluctuate, and when redeemed, may be worth more or less than their original cost.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck