What We Offer: Product Solutions

From mutual funds to retirement solutions to insurance products—welcome to the full range of options to help all your clients meet their financial goals.


Tools for creating balanced portfolios

Tap into any product that makes sense for your client’s goals. At Commonwealth, we’re independent—just like you—which means we can and do provide access to the widest possible range of products imaginable, including:

  • Mutual funds
  • Closed-end funds
  • IPOs
  • Exchange-traded funds
  • Fixed income/structured products
  • Alternative investments
  • Annuities
  • Education plans
  • Bank deposit program
Let our recommended mutual fund list guide you

Selecting the right fund for your client is easier with our regularly updated Mutual Fund Recommended List. *Learn more about each fund, from the manager to the fees. And should you have questions, our Investment Research team is available to help.

*Mutual funds involve risk, including possible loss of principal invested.

Insurance Advantage Platform
Managing risk—yours and your clients’

Integrate all the elements of risk management and build your insurance business through our full-service general agency.

Commonwealth’s Insurance Advantage Platform provides access to a universe of providers across the industry, with no proprietary pressures from us, and offers a competitive payout schedule intended to make it easier and more profitable for you to offer insurance to your clients.

Our capabilities span nearly every area, from policy, premium, and carrier knowledge to the underwriting process. Access our Insurance Institute online for everything from needs analysis to strategies to the forms you need for all insurance-related financial planning.

Additionally, we provide client-approved support material on all insurance products, including:

  • Long-term care
  • Annuities
  • Term life
  • Whole life
  • Disability
  • Variable universal life