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Please Note

Investment Company Directory

529 PLAN

CollegeAccess 52930 Dan Road

Canton MA 02021

ALLIANZ - 529 - SD

Notes College Access - South Dakota

wwwcollegeaccess529com

Vision NA

Main Line (866) 529-7462

Marketing

Client

Other

Retirement

Fax

E-mail Address

12711 N Meridian Street

Carmel IN 46032

AMERICAN FUNDS - 529

Notes College America - Virginia

wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive

Westborough MA 01581

BLACKROCK - 529

Notes CollegeAdvantage - Ohio

wwwblackrockcom

Vision NA

Main Line (866) 529-8582

Marketing

Client

Other

Retirement

Fax

E-mail Address

Future Scholar 529 Savings Plan30 Dan Road Ste 8036

Canton MA 02021

COLUMBIA - 529

Notes Future Scholar 529 Savings Plan - South Carolina

wwwcolumbiamanagementcom

Vision

Main Line (888) 244-5674

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


529 PLAN

100 Crosby Pkwy KC1G

Covington KY 41015

FIDELITY - 529

Notes New Hampshire

wwwadvisorfidelitycom

Vision 40060

Main Line (800) 522-7297

Marketing (800) 544-9999

Client

Other

Retirement

Fax

E-mail Address

100 Fountain Pkwy

St Petersburg FL 33716

FRANKLIN - 529

Notes Franklin 529 - New Jersey

wwwfranklintempletoncom

Vision

Main Line (866) 362-1597

Marketing (800) 524-4040

Client

Other

Retirement

Fax

E-mail Address

95 Wells Avenue Ste 155

Newton MA 02459-3204

HARTFORD - 529

Notes SMART529 - West Virginia

wwwhartfordfundscom

Vision 18464

Main Line (866) 574-3542

Marketing

Client

Other

Retirement

Fax (651) 738-4634

E-mail Address



INVESCO - 529

Notes CollegeBound 529 - Rhode Island

Ascensus College Savings is the program manager

Advisor account access through www529quickviewcom

wwwcollegebound529com

Vision

Main Line (800) 410-4246

Marketing (800) 410-4246

Client (877) 615-4116

Other

Retirement

Fax

E-mail Address

Page 2 of 494202018


529 PLAN

4515 Painters Mill RoadMailcode 17603

Owing Mills MD 21117

JOHN HANCOCK - 529

Notes Freedom 529 Plan - Alaska

wwwjohnhancockfreedom529com

Vision 18464

Main Line (866) 626-8529

Marketing

Client (866) 222-7498

Other

Retirement

Fax

E-mail Address

Advisor Guided College Savings95 Wells Avenue Ste 155

Newton MA 02459

JP MORGAN - 529

Notes Advisor Guided College Savings Plan - New York

wwwny529advisorcom

Vision 18464

Main Line (855) 576-6657

Marketing

Client (800) 774-2108

Other

Retirement

Fax (617) 559-8914

E-mail Address

Scholars Choice4400 Computer Drive


LEGG MASON - 529

Notes Scholars Choice - Colorado

Available on Advisor Central

wwwscholars-choicecom

Vision

Main Line (888) 572-4652

Marketing

Client

Other

Retirement

Fax (508) 599-4157

E-mail Address

30 Dan Road

Canton MA 02021

MFS - 529

Notes MFS 529 Savings Plan - Oregon

wwwmfscom

Vision 18201

Main Line (866) 529-1637

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 3 of 494202018


529 PLAN

920 Main Street Ste 900

Kansas City MO 64105

NEST ADVISOR PLAN - 529

Notes Nebraska Education Savings Trust

wwwnest529advisorcom

Vision 18464

Main Line (888) 659-6378

Marketing

Client

Other

Retirement

Fax (617) 559-8908

E-mail Address

6811 South 27th Street

Lincoln NE 68512

NORTHERN TRUST - 529

Notes Bright Directions - Illinois

Bright Start Advisor-Sold Program merged into the Bright Drections program in 2017

wwwbrightdirectionscom

Vision NA

Main Line (866) 722-7283

Marketing

Client

Other

Retirement

Fax (402) 323-1797

E-mail Address

Lonestar 529 Plan CO Northstar Financial17605 Wright Street

Omaha NE 68130

NORTHSTAR FINANCIAL SERVICES

Notes Lonestar 529 College Saving Plan - Texas

wwwlonestar529com

Vision

Main Line (800) 445-4723

Marketing

Client

Other

Retirement

Fax (402) 431-4452

E-mail Address

MI 529 Advisor Plan30 Dan Road

Canton MA 02021

NUVEEN - 529 - MI

Notes Michigan 529 Advisor PlanTaken over by Nuveen from Allianz effective 090117

wwwmi529advisorcom

Vision NA

Main Line (866) 529-8818

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address

Page 4 of 494202018


529 PLAN

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER - 529 NEW MEXICO

Notes Scholars Edge - New Mexico

wwwscholarsedge529com

Vision 2618

Main Line (866) 529-7283

Marketing

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM - 529

Notes Putnam 529 for America - Nevada

wwwputnamcom

Vision

Main Line (800) 225-2465

Marketing (877) 711-1890

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

TIAA CREFF - 529

Notes Affordable College Savings - Mississippi

wwwcollegesavingsmsorg

Vision

Main Line (800) 486-3670

Marketing

Client

Other

Retirement

Fax

E-mail Address


Newton MA 02459

UPROMISE - 529

Notes College Choice Advisor - Indiana

wwwupromisecom

Vision NA

Main Line (866) 485-9413

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 5 of 494202018


529 PLAN

Tomorrows Scholar CO ING4400 Computer Drive

Westborough MA 01581-1722

VOYA - 529

Notes Tomorrows Scholar - Wisconsin

Formerly ING Funds

wwwtomorrowsscholarcom

Vision

Main Line (866) 677-6933

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 6 of 494202018


FIXED ANNUITY

8420 W Dodge Road 5th Floor

Omaha NE 68114

AIGAMERICAN GENERAL

Notes Senior Market Sales (SMS) is the IMOcase manager for this product Business is sent to them for processing first wwwseniormarketsalescom

Case ManagementCommissionsBruce Zimmerman (402) 343-3673Nikki Gray (402) 343-3658

newbusinessseniormarketsalescom

Vision

Main Line (800) 786-5566

Marketing

Client

Other (800) 786-5566 ext 7 (contracting)

Retirement

Fax (402) 343-9945

E-mail Address

5701 Golden Hills Drive

Golden Valley MN 55416

ALLIANZ LIFE

Notes Fixed and Fixed Indexed Annuities

wwwallianzlifecom

Vision

Main Line (800) 950-5872

Marketing

Client (800) 950-7372

Other (800) 950-5872 - Licensing

Retirement

Fax (763) 582-6002

E-mail Address

6000 Westown Parkway

West Des Moines IA 50266

AMERICAN EQUITY


wwwamerican-equitycom

Vision

Main Line (888) 221-1234

Marketing

Client

Other (888) 221-1234 ext 1721 Commissions

Retirement

Fax

E-mail Address

Attn Annuity Services 104271949 E Sunshine St

Springfield MO 65899-0427

AMERICAN NATIONAL INS CO

Notes Fixed and Fixed Index Annuities

NY ApplicationsFixed Annuity - (866) 490-3163Reg 60 Unit - (877) 540-5657Fax - (281) 535-4623Mailing addressFixed Annuity DeptOne Moody Plaza - 7th FloorGalveston TX 77550

wwwanicocom

Vision

Main Line (800) 252-9546

Marketing

Client (800) 252-9546

Other (888) 801-8845 CommissionsLicensing

Retirement

Fax (409) 766-2022

E-mail Address

Page 7 of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS

Notes 403b PlansMember company of Great American Insurance Group

wwwwrite403bdirectcom

Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945

E-mail Address newbusinessseniormarketsalescom

4700 Westown Pkwy Ste 200


BRIGHTHOUSE FINANCIAL - FIXED

Notes FKA Metlife USA Fixed Annuity Product Only - Service Only

wwwbrighthousefinancialprocom

Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address

5801 SW 6th AveMail Zone 507

Topeka KS 66636

FORETHOUGHT

Notes Fixed Index Annuities

Global Atlantic is the Marketing name for Forethought

wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

Page 8 of 494202018


FIXED ANNUITY

6610 West Broad St Bldg 2

Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address

301 E 4th Street 10th Floor

Cincinatti OH 45202

GREAT AMERICAN - FIXED

Notes Fixed and Index Annuities

wwwgreatamericaninsurancecom

Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912

Other ext 12877 or 11580 - Licensing

Retirement

Fax (877) 731-3920

E-mail Address

3900 Burgess Place 3 South

Bethlehem PA 18017

GUARDIAN - FIXED ANNUITY

Notes Fixed Annuities

wwwguardianinvestorcom

Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL - FIXED


wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY

30 Dan RoadSte 55765

Canton MA 02021

JOHN HANCOCK - FIXED


wwwjohnhancockcom

Vision

Main Line (800) 344-1029

Marketing (800) 505-9427 - Appts

Client (800) 344-1029

Other

Retirement (877) 346-8378

Fax (416) 963-7323

E-mail Address

1300 South Clinton Street

Fort Wayne IN 46802

LINCOLN FINANCIAL - FIXED

Notes AKA Lincoln National

SERVICE ONLY

Products AvailableOptichoice ChoicePlus FixedSelect Fixed

wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Sammons Ret Solutions Mail Zone 547 5801 SW 6th Ave

Topeka KS 66636-1001

MIDLAND - SAMMONS RET SOL

Notes Livewell Fixed Index Annuity Product

wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



MIDLAND NATIONAL - FIXED


wwwmidlandannuitycom

Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY

3400 Southpark Place Ste ADSPF-F4

Grove City OH 43123-4856

NATIONWIDE LIFE - FIXED

Notes For New Heights Product Only Senior Market Sales (SMS) is the IMOcase manager for this product Business is sent to them for processing first wwwseniormarketsalescom



All other Fixed Business is sent to Nationwide

wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN


wwwnorthamericancompanycom

Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address

6750 Mercy Rd 4th Floor RSD

Omaha NE 68106

PACIFIC LIFE - FIXED


(800) 722-2333 - Annuities (Non NY)

(800) 748-6907 - Annuities (NY only)

(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED

Notes Fixed Annuities New York OK

wwwannuitiesprudentialcom

Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY

2001 Market Street Ste 1500

Philadelphia PA 19103-9802

RELIANCE STANDARD

Notes

wwwreliancestandardcom

Vision

Main Line (800) 351-7500

Marketing Sales ext 3696

Client (800) 351-7500

Other Licensing ext 4040

Retirement

Fax (267) 256-3542

E-mail Address

One Security Benefit Place


SECURITY BENEFIT - FIXED


Foundations product must be sold through Foresters Equity Services

wwwsecuritybenefitcom

Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address

8000 IH 10 West 4th Floor

San Antonio TX 78230

ALLIANCE BERNSTEIN

Notes

wwwcollegeboundfundcom

Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address

Boston Financial Data Svcs 30 Dan Road

Canton MA 02021

ALLIANZ - MF

Notes

wwwallianzinvestorscom

Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes

wwwamericancenturycom

Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS

Notes 401k plans available

wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001

AMERICAN TRUST RETIREMENT

Notes Employer Sponsored Retirement Plans

wwwamericantrustretirementcom

Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866

E-mail Address lbakeramericantrustcom

CO PFPC INC 101 Sabin Street

Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address

CO Ultimus Fund Solutions225 Pictoria Dr Ste 450

Cincinatti OH 45246

AVE MARIA

Notes Catholic faith based investments

wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO US Bancorp Fund Svcs615 E Michigan St 3rd Floor

Milwaukee WI 53202

CALAMOS FAMILY FUNDS

Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address

BFDS 330 W 9th Street


CALVERT GROUP

Notes Socially Responsible Funds

wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address

BFDS Attn Operations30 Dan Road

Canton MA 02021-2809

COHEN AND STEERS

Notes

wwwcohenandsteerscom

Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND

1200 17th Street Ste 850

Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

COLUMBIALIBERTY FUNDS

Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address

State Street Bank amp Trust CoCO Davis Funds30 Dan Road

Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


DELAWARE INVESTMENTS

Notes

wwwdelawareinvestmentscom

Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address

210 W 10th Street 6th Floor

Kansas City MO 64105-1614

DWS INVESTMENTS

Notes On Vision under Deutsche Asset amp Wealth Mgmt

Formerly Scudder Investments

wwwdws-investmentscom

Vision 2196

Main Line (800) 621-5027

Marketing

Client

Other (800) 738-3510 - Back Office


Fax (816) 346-8307

E-mail Address

CO US Bancorp Fund Services615 E Michigan St 3rd Floor

Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND

8515 East Orchard Rd

Greenwood Village CO 80111

EMPOWER RETIREMENT

Notes Formerly known as Great West401k plans available

wwwempower-retirementcom

Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021

FEDERATED INVESTMENTS

Notes

wwwfederatedinvestorscom

Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015

FIDELITY INVESTMENTS



Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes

wwwfirsteaglefundscom

Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND

Raritan Plaza 1 8th Floor

Edison NJ 08837

FORESTERS FINANCIAL SERVICES

Notes Formerly First Investors - Changed name to Foresters Financial Services as of 92115

wwwfirstinvestorscom

Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address

1290 Broadway Ste 1100

Denver CO 80203

FORWARD FUNDS

Notes Formerly Kensington Funds

wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive

Rancho Cordova CA 95670

FRANKLIN TEMPLETON

Notes Templeton address 100 Fountain Parkway N St Petersburg FL 33716


Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND

401 Theodore Fremd Ave One Corporate Center

Rye NY 10580-1422

GAMCO INVESTORS

Notes Formerly Gabelli Funds

wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address

330 W 9th Street First Floor


GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address

2960 North Meridian St Ste 300

Indianapolis IN 46208

GREEN CENTURY FUNDS

Notes Funds Transfer Agent is Huntington Asset Services

wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street


GUARDIAN PARK AVENUE

Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND

30 Dan Road Ste 55022


HARTFORD MUTUAL FUNDS

Notes

wwwhartfordinvestorcom

Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address

US Bank Corp615 E Michigan St 3rd Floor

Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address

1 Main Street N 4th Floor

Minot ND 58703

INTEGRITY VIKING FUNDS

Notes

wwwintegrityvikingfundscom

Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO

Notes Formerly AIM Investments Also included former Van Kampen Funds

wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address

CO State Street Trnsfer Agency200 Clarendon Street

Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue

Shawnee Mission KS 66202

IVY FUNDS

Notes Also known as Waddell and Reed

wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address

Mutual Fund Operations - JH30 Dan Road

Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BNY4400 Computer Drive


LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address

330 W 9th Street CT7


LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes

wwwmainstayinvestmentscom

Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND

30 Adelaide Street E Ste 1

Toronto Ontario M5C3G9

MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS

Notes Massachusettes Financial Services

wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address

615 E Michigan St 3rd Floor

Milwaukee WI 53202

NATIONWIDE FUNDS

Notes

wwwnationwidefundscom

Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND

888 Boylston Street Ste 800

Boston MA 02199-8197

NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address

CO BNY Mellon Inv Servicing4400 Computer Drive


NEW ALTERNATIVES

Notes

wwwnewalternativesfundcom

Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address

803 West Michigan Street

Milwaukee WI 53233-2301

OAK RIDGE FUNDS

Notes Reorganization of the Pioneer Oak Ridge Small Cap Growth Fund and Large Cap Growth Fund

wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER


wwwoppenheimerfundscom

Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address

Attn Work Management4400 Computer Drive


PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS

Notes FKA Prudential Funds

wwwpgimcompgim-investments

Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes

wwwpimcocominvestments

Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

PRINCIPAL MUTUAL FUNDS


wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address

CO Bisys Fund Services3435 Stelzer Road

Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND

CO BFDS330 W 9th Street 1st Floor


RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address

5801 SW 6th Ave Mail Zone 547

Topeka KS 66636

SAMMONS RETIREMENT SOLUTIONS

Notes Livewell Plus Mutual Fund IRA

wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

SENTINEL INVESTMENTS

Notes

wwwsentinelinvestmentscom

Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND

CO BFDS330 W 9th Street


SUNAMERICA

Notes

wwwsunamericafundscom

Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 Centerview Drive Ste 100

Nashville TN 37214-3439

SYMETRA FINANCIAL

Notes Includes Group Bundled Plan

wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address

CO Gemini Fund Svcs17605 Wright St Ste 2

Omaha NE 68130

TIMOTHY PLAN

Notes Morally Responsible Funds

wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND

CO BNY Mellon4400 Computer Drive


TOUCHSTONE INVESTMENTS

Notes

wwwtouchstoneinvestmentscom

Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes

wwwtransamericainvestmentscom

Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address

210 W 10 Street 8th Floor


VAN ECK GLOBAL FUNDS

Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address

7951 E Maplewood AvenueSuite 122


VICTORY CAPITAL

Notes FKA Munder Funds

wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS

Notes Formerly Phoenix Funds

wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


VOYA INVESTMENT MANAGEMENT

Notes Formerly ING Funds

wwwinvestmentsvoyacom

Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

WELLS FARGO ADVANTAGE

Notes

wwwwellsfargoadvantagefundsco

Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018


THIRD PARTY MONEY MANAGER

101 Pennsylvania Blvd

Pittsburgh PA 15228

ABSOLUTE CAPITAL MANAGEMENT

Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900

E-mail Address webinfoabscapcom

1023 Commerce Street Ste D

Lynchburg VA 24504

ASSETMARK - IA

Notes Formerly known as Genworth Wealth Management401k plans available

Monday - Friday 8am-8pm ET

wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address

11130 Coldwater Rd Ste 104

Fort Wayne IN 46845

ATLAS CAPITAL MGMT


Email Due to Industry regulations and for security purposes Atlas Capital will not accept instructions via email

Marketing MarketingacmcbizCustomer Support CustomersupportacmcbizRep Support Representativesupportacmcbiz

wwwatlascapitalmanagementcom

Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707

E-mail Address atlascapacmcbiz

7777 Washington Village Drive Ste 280

Centerville OH 45459

BEACON CAPITAL MANAGEMENT


wwwbeaconinvestingcom

Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825

E-mail Address contactusbeaconinvestingcom

Page 32 of 494202018



1055 Westlakes Drive Ste 250

Berwyn PA 19312

BRINKER CAPITAL


Hours of Operation Monday - Friday 830am - 7pm ET

wwwbrinkercapitalcom

Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address

420 Bedford Street Ste 340

Lexington MA 02420

BTS ASSET MANAGEMENT

Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client

Other (800) 343-3040 x 312 Licensing

Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130

CLARK LANZEN SKALLA (CLS)

Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address

3883 Telegraph Road Ste 100

Bloomfield Hills MI 48302

FLEXIBLE PLAN INVESTMENTS


Hours of Operation Monday - Friday 900am -500pm ET

Marketing - marketingflexibleplancomClient Services - clientservicesflexibleplancom

wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741

E-mail Address salesflexibleplancom

Page 33 of 494202018



1201 Elm Street Suite 3500

Dallas TX 75270

HILLTOP SECURITIES

Notes Formerly known as Southwest SecuritiesAdvantage Platform - 401k plans available

wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL

Notes HCM 401(k) Optimizer Program

New Business - Lauree Williams ext 1221Fee Payment - Karen Howard ext 1225

wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903

E-mail Address infohowardcmcom

565 Washington Avenue Ste 7

North Haven CT 06473

PTS ASSET MANAGEMENT


wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address

1 Freedom Valley Drive

Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL

NW 5989 1801 Parkview Drive

Shoreview MN 55126

ALLIANZ LIFE - CHECK

Notes Variable Annuities New York OK

wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address


Golden Valley MN 55416-1297

ALLIANZ LIFE - NO CHECK


wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address

2710 Media Ctr Dr Bldg 6 120

Los Angeles CA 90065

AMERICAN GENERAL - CHECK


Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

1050 North Western Street

Amarillo TX 79106-7011

AMERICAN GENERAL - NO CHECK

Notes Variable Annuities

Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL

Attn Licensing2727-A Allen Pkwy

Houston TX 77019

AMERICAN GENERAL

Notes

wwwamericangeneralcom

Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address

1300 S Clinton Street

Fort Wayne IN 46802

AMERICAN LEGACY


wwwamericanlegacycom

Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS

Notes Variable AnnuitiesVULs amp Group Plans - 401k plans available

wwwagencyameritascom

Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address

500 Plaza Drive 6th Floor

Secaucus NJ 07094

AXA EQUITABLE

Notes Variable Annuities amp VULs New York OK

Equi-Vest 403b and Retirement Gateway 457b products available

401k plans available

wwwaxadistributorscom

Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other

Retirement (877) 433-4238 - Pending business

Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL



BRIGHTHOUSE FINANCIAL - VA

Notes FKA Metlife

Variable Annuities New York OK

General American IVA product is OK to sell


Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address

18210 Crane Nest Dr 5th Floor

Tampa FL 33647

BRIGHTHOUSE FINANCIAL - VUL

Notes FKA Metlife

Variable Universal Life Term Conversions


Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street

Wellesley Hills MA 02481

DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT

Notes Formerly known as Great WestVariable Annuities - 401k plans available


Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT

Notes Variable Annuities Forethought took over the Hartford VA Product line and rebranded it in 2013


wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN

Notes Variable Annuities amp Group Plans - 401k plans available


Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL

1338 Indian Mound Drive

Mt Sterling KY 40353

HARTFORD LIFE - VA

Notes Variable Annuities - Service Only

wwwhartfordadvisorcom

Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL

Notes Variable Universal Life New York OKServiced by Prudential


Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place

Springfield IL 62715

HORACE MANN

Notes Tax Sheltered Annuities (TSAs)

Appointment Fax (217) 535-7178

wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE INS CO NY


wwwintegritycompaniescom

Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL

Notes Variable Annuities amp VULs

New York OK - only with 6566 License

wwwjacksoncom

Vision

Main Line (800) 711-5653


Client (800) 873-5654 - Service

Other

Retirement

Fax

E-mail Address

9920 Corporate Campus Dr Ste 1000Ste 1000

Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing

Client (866) 667-0564 Service

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA

Notes Variable Annuities Group Annuities - 401k plans available

wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL

Notes Variable Univeral Life Fixed Life

wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

2000 Wade Hampton Blvd

Greenville SC 29615

KEMPER (ZURICH)

Notes Destination Product - Variable Annuity - Service Only

No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER


wwwkemperinvestorscom

Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603

LINCOLN BENEFIT LIFE - VA


No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road

Jacksonville IL 62650

LINCOLN BENEFIT LIFE - VUL

Notes Variable Universal Life - Service Only

Alliance-One Services will handle service calls for lifeinsurance policies (except GenBuilder policies)Ph (844) 768-6780Fax (844) 768-6772

Licensing (800) 789-7968

GenBuilder policies are handled through the Annuity Service Center Ph (800) 643-8190Fax (785) 286-61215801 SW Sixth Avenue Mail Zone 520Topeka KS 66636

wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client

Other (800) 788-4993 commissions

Retirement

Fax

E-mail Address


Fort Wayne IN 46802

LINCOLN FINANCIAL - VA

Notes AKA Lincoln NationalVariable Annuities - New York OK

Lincoln Optichoice FixedIndexed Annuity product availablefor Service Only

wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401

LINCOLN FINANCIAL - VUL


VUL Sales available throughAlpine Brokerage Services(866) 777-2006wwwalpinebrokeragecom

wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North

Windsor CT 06095-1512

MASS MUTUAL

Notes Retirement Plans Only - FKA Hartford Retirement Group401k plans available

Service only for VULs - Requests can be faxed to 800-559-3822 or emailed to edshub2massmutualcom

Agent changes for plans formally administered by Hartford go to1295 State Street - MIP W112Springfield MA 01111Fax (860) 562-6470

wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client

Other (800) 471-5537 Commissions

Retirement

Fax (413) 744-4564

E-mail Address



MIDLAND NATIONAL LIFE


wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address

CO Sammons Ret Solutions Mail Zone 547 5801 SW 6th Ave


MIDLAND VA - SAMMONS

Notes Livewell Variable Annuity Product - not offered in NY

wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address

400 Robert Street North

St Paul MN 55101

MINNESOTA LIFE

Notes Variable Annuities only

VA - Attn Individual Annuity Dept

wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL

Mutual of Omaha Plaza

Omaha NE 68175-0001

MUTUAL OF OMAHA

Notes 401k Group Annuities New York OK

wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address

One National Life Drive

Montpelier VT 05604

NATIONAL LIFE


Will not appoint for COBD - New Business only

wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address

3400 Southpark Place Ste A


NATIONWIDE LIFE

Notes Variable Annuities Group Annuities - 401k plans availableNew York OKVULs

Retirement1 Nationwide PlazaColumbus OH 43215

wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address

1 Security Benefit Place

Topeka KS 66636

NEA SECURITY BENEFIT

Notes TSAs (Variable Annuities)

wwwneasecuritybenefitcom

Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL

One Financial Way Ste 100

Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address

250 West North Street


ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE

Notes Variable Annuities amp VULs New York OK401k plans availableQualified Longevity Annuity Contracts (QLAC) available on the Pacific Secure Income Deferred Annuity



(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL

Notes Variable Annuities (Service Only)VULs New York OK

wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address

801 Grand Avenue 8th Floor

Des Moines IA 50392

PRINCIPAL LIFE

Notes Variable Annuities amp VULs COBD Fax - (515) 248-8021

wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address

2801 Highway 280 South

Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax

E-mail Address prunewbusinessprudentialcom

Page 46 of 494202018


VARIABLE ANNUITYVUL

20 Washington Ave South

Minneapolis MN 55401

RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

RELIASTARING LIFE DESIGN

Notes VULs in New York Only

No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address



SECURITY BENEFIT - VA



Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL

Notes Variable Annuities VULs amp Group Plans - 401k plans available

wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL

4333 Edgewood Road NE

Cedar Rapids IA 52499

TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677

Marketing (888) 401-5826 - Group

Client

Other

Retirement

Fax

E-mail Address

500 Bielenberg Drive

Woodbury MN 55125

UNION TIMES

Notes VULs - Service Only


Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address

2001 Third Avenue South

Birmingham AL 35223

UNITED INVESTORS

Notes Variable Annuities amp VULs - Service Only

VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address

CO Chase Bank Lockbox 30115414800 Frye Road

Fort Worth TX 76155

VALIC - CHECKS

Notes Group Annuities Only - 401k plans available

wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL

Document Control1050 N Western

Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL

Notes Variable Univeral Life

Sales available throughEschels Financial Group(800) 969-9990wwweschelsfinancialcom

wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address



WESTERN RESERVE LIFE

Notes Variable Annuities amp VULs - VAs are Service Only

wwwwesternreservecom

Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


529 PLAN

CollegeAccess 52930 Dan Road

Canton MA 02021

ALLIANZ - 529 - SD

Notes College Access - South Dakota

wwwcollegeaccess529com

Vision NA

Main Line (866) 529-7462

Marketing

Client

Other

Retirement

Fax

E-mail Address


Carmel IN 46032

AMERICAN FUNDS - 529

Notes College America - Virginia

wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


BLACKROCK - 529

Notes CollegeAdvantage - Ohio

wwwblackrockcom

Vision NA

Main Line (866) 529-8582

Marketing

Client

Other

Retirement

Fax

E-mail Address

Future Scholar 529 Savings Plan30 Dan Road Ste 8036

Canton MA 02021

COLUMBIA - 529

Notes Future Scholar 529 Savings Plan - South Carolina

wwwcolumbiamanagementcom

Vision

Main Line (888) 244-5674

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 1 of 494202018


529 PLAN


Covington KY 41015

FIDELITY - 529

Notes New Hampshire


Vision 40060

Main Line (800) 522-7297

Marketing (800) 544-9999

Client

Other

Retirement

Fax

E-mail Address

100 Fountain Pkwy


FRANKLIN - 529



Vision

Main Line (866) 362-1597

Marketing (800) 524-4040

Client

Other

Retirement

Fax

E-mail Address



HARTFORD - 529


wwwhartfordfundscom

Vision 18464

Main Line (866) 574-3542

Marketing

Client

Other

Retirement

Fax (651) 738-4634

E-mail Address



INVESCO - 529





Vision

Main Line (800) 410-4246

Marketing (800) 410-4246

Client (877) 615-4116

Other

Retirement

Fax

E-mail Address

of 494202018


529 PLAN



JOHN HANCOCK - 529



Vision 18464

Main Line (866) 626-8529

Marketing

Client (866) 222-7498

Other

Retirement

Fax

E-mail Address


Newton MA 02459

JP MORGAN - 529


wwwny529advisorcom

Vision 18464

Main Line (855) 576-6657

Marketing

Client (800) 774-2108

Other

Retirement

Fax (617) 559-8914

E-mail Address



LEGG MASON - 529




Vision

Main Line (888) 572-4652

Marketing

Client

Other

Retirement

Fax (508) 599-4157

E-mail Address

30 Dan Road

Canton MA 02021

MFS - 529


wwwmfscom

Vision 18201

Main Line (866) 529-1637

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 3 of 494202018


529 PLAN






Vision 18464

Main Line (888) 659-6378

Marketing

Client

Other

Retirement

Fax (617) 559-8908

E-mail Address


Lincoln NE 68512





Vision NA

Main Line (866) 722-7283

Marketing

Client

Other

Retirement

Fax (402) 323-1797

E-mail Address


Omaha NE 68130



wwwlonestar529com

Vision

Main Line (800) 445-4723

Marketing

Client

Other

Retirement

Fax (402) 431-4452

E-mail Address


Canton MA 02021

NUVEEN - 529 - MI


wwwmi529advisorcom

Vision NA

Main Line (866) 529-8818

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address

Page 4 of 494202018


529 PLAN

6803 S Tucson Way

Centennial CO 80112




Vision 2618

Main Line (866) 529-7283

Marketing

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM - 529


wwwputnamcom

Vision

Main Line (800) 225-2465

Marketing (877) 711-1890

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

TIAA CREFF - 529



Vision

Main Line (800) 486-3670

Marketing

Client

Other

Retirement

Fax

E-mail Address


Newton MA 02459

UPROMISE - 529


wwwupromisecom

Vision NA

Main Line (866) 485-9413

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 5 of 494202018


529 PLAN



VOYA - 529


Formerly ING Funds


Vision

Main Line (866) 677-6933

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 6 of 494202018


FIXED ANNUITY


Omaha NE 68114

AIGAMERICAN GENERAL




Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945

E-mail Address



ALLIANZ LIFE


wwwallianzlifecom

Vision

Main Line (800) 950-5872

Marketing

Client (800) 950-7372


Retirement

Fax (763) 582-6002

E-mail Address



AMERICAN EQUITY



Vision

Main Line (888) 221-1234

Marketing

Client


Retirement

Fax

E-mail Address






wwwanicocom

Vision

Main Line (800) 252-9546

Marketing

Client (800) 252-9546


Retirement

Fax (409) 766-2022

E-mail Address

Page 7 of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS



Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945







Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

Page 8 of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


529 PLAN


Covington KY 41015

FIDELITY - 529

Notes New Hampshire


Vision 40060

Main Line (800) 522-7297

Marketing (800) 544-9999

Client

Other

Retirement

Fax

E-mail Address

100 Fountain Pkwy


FRANKLIN - 529



Vision

Main Line (866) 362-1597

Marketing (800) 524-4040

Client

Other

Retirement

Fax

E-mail Address



HARTFORD - 529


wwwhartfordfundscom

Vision 18464

Main Line (866) 574-3542

Marketing

Client

Other

Retirement

Fax (651) 738-4634

E-mail Address



INVESCO - 529





Vision

Main Line (800) 410-4246

Marketing (800) 410-4246

Client (877) 615-4116

Other

Retirement

Fax

E-mail Address

Page 2 of 494202018


529 PLAN



JOHN HANCOCK - 529



Vision 18464

Main Line (866) 626-8529

Marketing

Client (866) 222-7498

Other

Retirement

Fax

E-mail Address


Newton MA 02459

JP MORGAN - 529


wwwny529advisorcom

Vision 18464

Main Line (855) 576-6657

Marketing

Client (800) 774-2108

Other

Retirement

Fax (617) 559-8914

E-mail Address



LEGG MASON - 529




Vision

Main Line (888) 572-4652

Marketing

Client

Other

Retirement

Fax (508) 599-4157

E-mail Address

30 Dan Road

Canton MA 02021

MFS - 529


wwwmfscom

Vision 18201

Main Line (866) 529-1637

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


529 PLAN






Vision 18464

Main Line (888) 659-6378

Marketing

Client

Other

Retirement

Fax (617) 559-8908

E-mail Address


Lincoln NE 68512





Vision NA

Main Line (866) 722-7283

Marketing

Client

Other

Retirement

Fax (402) 323-1797

E-mail Address


Omaha NE 68130



wwwlonestar529com

Vision

Main Line (800) 445-4723

Marketing

Client

Other

Retirement

Fax (402) 431-4452

E-mail Address


Canton MA 02021

NUVEEN - 529 - MI


wwwmi529advisorcom

Vision NA

Main Line (866) 529-8818

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address

Page 4 of 494202018


529 PLAN

6803 S Tucson Way

Centennial CO 80112




Vision 2618

Main Line (866) 529-7283

Marketing

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM - 529


wwwputnamcom

Vision

Main Line (800) 225-2465

Marketing (877) 711-1890

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

TIAA CREFF - 529



Vision

Main Line (800) 486-3670

Marketing

Client

Other

Retirement

Fax

E-mail Address


Newton MA 02459

UPROMISE - 529


wwwupromisecom

Vision NA

Main Line (866) 485-9413

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 5 of 494202018


529 PLAN



VOYA - 529


Formerly ING Funds


Vision

Main Line (866) 677-6933

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 6 of 494202018


FIXED ANNUITY


Omaha NE 68114

AIGAMERICAN GENERAL




Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945

E-mail Address



ALLIANZ LIFE


wwwallianzlifecom

Vision

Main Line (800) 950-5872

Marketing

Client (800) 950-7372


Retirement

Fax (763) 582-6002

E-mail Address



AMERICAN EQUITY



Vision

Main Line (888) 221-1234

Marketing

Client


Retirement

Fax

E-mail Address






wwwanicocom

Vision

Main Line (800) 252-9546

Marketing

Client (800) 252-9546


Retirement

Fax (409) 766-2022

E-mail Address

Page 7 of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS



Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945







Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

Page 8 of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


529 PLAN



JOHN HANCOCK - 529



Vision 18464

Main Line (866) 626-8529

Marketing

Client (866) 222-7498

Other

Retirement

Fax

E-mail Address


Newton MA 02459

JP MORGAN - 529


wwwny529advisorcom

Vision 18464

Main Line (855) 576-6657

Marketing

Client (800) 774-2108

Other

Retirement

Fax (617) 559-8914

E-mail Address



LEGG MASON - 529




Vision

Main Line (888) 572-4652

Marketing

Client

Other

Retirement

Fax (508) 599-4157

E-mail Address

30 Dan Road

Canton MA 02021

MFS - 529


wwwmfscom

Vision 18201

Main Line (866) 529-1637

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 3 of 494202018


529 PLAN






Vision 18464

Main Line (888) 659-6378

Marketing

Client

Other

Retirement

Fax (617) 559-8908

E-mail Address


Lincoln NE 68512





Vision NA

Main Line (866) 722-7283

Marketing

Client

Other

Retirement

Fax (402) 323-1797

E-mail Address


Omaha NE 68130



wwwlonestar529com

Vision

Main Line (800) 445-4723

Marketing

Client

Other

Retirement

Fax (402) 431-4452

E-mail Address


Canton MA 02021

NUVEEN - 529 - MI


wwwmi529advisorcom

Vision NA

Main Line (866) 529-8818

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address

of 494202018


529 PLAN

6803 S Tucson Way

Centennial CO 80112




Vision 2618

Main Line (866) 529-7283

Marketing

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM - 529


wwwputnamcom

Vision

Main Line (800) 225-2465

Marketing (877) 711-1890

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

TIAA CREFF - 529



Vision

Main Line (800) 486-3670

Marketing

Client

Other

Retirement

Fax

E-mail Address


Newton MA 02459

UPROMISE - 529


wwwupromisecom

Vision NA

Main Line (866) 485-9413

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 5 of 494202018


529 PLAN



VOYA - 529


Formerly ING Funds


Vision

Main Line (866) 677-6933

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 6 of 494202018


FIXED ANNUITY


Omaha NE 68114

AIGAMERICAN GENERAL




Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945

E-mail Address



ALLIANZ LIFE


wwwallianzlifecom

Vision

Main Line (800) 950-5872

Marketing

Client (800) 950-7372


Retirement

Fax (763) 582-6002

E-mail Address



AMERICAN EQUITY



Vision

Main Line (888) 221-1234

Marketing

Client


Retirement

Fax

E-mail Address






wwwanicocom

Vision

Main Line (800) 252-9546

Marketing

Client (800) 252-9546


Retirement

Fax (409) 766-2022

E-mail Address

Page 7 of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS



Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945







Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

Page 8 of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


529 PLAN






Vision 18464

Main Line (888) 659-6378

Marketing

Client

Other

Retirement

Fax (617) 559-8908

E-mail Address


Lincoln NE 68512





Vision NA

Main Line (866) 722-7283

Marketing

Client

Other

Retirement

Fax (402) 323-1797

E-mail Address


Omaha NE 68130



wwwlonestar529com

Vision

Main Line (800) 445-4723

Marketing

Client

Other

Retirement

Fax (402) 431-4452

E-mail Address


Canton MA 02021

NUVEEN - 529 - MI


wwwmi529advisorcom

Vision NA

Main Line (866) 529-8818

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address

Page 4 of 494202018


529 PLAN

6803 S Tucson Way

Centennial CO 80112




Vision 2618

Main Line (866) 529-7283

Marketing

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM - 529


wwwputnamcom

Vision

Main Line (800) 225-2465

Marketing (877) 711-1890

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

TIAA CREFF - 529



Vision

Main Line (800) 486-3670

Marketing

Client

Other

Retirement

Fax

E-mail Address


Newton MA 02459

UPROMISE - 529


wwwupromisecom

Vision NA

Main Line (866) 485-9413

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


529 PLAN



VOYA - 529


Formerly ING Funds


Vision

Main Line (866) 677-6933

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 6 of 494202018


FIXED ANNUITY


Omaha NE 68114

AIGAMERICAN GENERAL




Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945

E-mail Address



ALLIANZ LIFE


wwwallianzlifecom

Vision

Main Line (800) 950-5872

Marketing

Client (800) 950-7372


Retirement

Fax (763) 582-6002

E-mail Address



AMERICAN EQUITY



Vision

Main Line (888) 221-1234

Marketing

Client


Retirement

Fax

E-mail Address






wwwanicocom

Vision

Main Line (800) 252-9546

Marketing

Client (800) 252-9546


Retirement

Fax (409) 766-2022

E-mail Address

Page 7 of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS



Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945







Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

Page 8 of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


529 PLAN

6803 S Tucson Way

Centennial CO 80112




Vision 2618

Main Line (866) 529-7283

Marketing

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM - 529


wwwputnamcom

Vision

Main Line (800) 225-2465

Marketing (877) 711-1890

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

TIAA CREFF - 529



Vision

Main Line (800) 486-3670

Marketing

Client

Other

Retirement

Fax

E-mail Address


Newton MA 02459

UPROMISE - 529


wwwupromisecom

Vision NA

Main Line (866) 485-9413

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 5 of 494202018


529 PLAN



VOYA - 529


Formerly ING Funds


Vision

Main Line (866) 677-6933

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


FIXED ANNUITY


Omaha NE 68114

AIGAMERICAN GENERAL




Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945

E-mail Address



ALLIANZ LIFE


wwwallianzlifecom

Vision

Main Line (800) 950-5872

Marketing

Client (800) 950-7372


Retirement

Fax (763) 582-6002

E-mail Address



AMERICAN EQUITY



Vision

Main Line (888) 221-1234

Marketing

Client


Retirement

Fax

E-mail Address






wwwanicocom

Vision

Main Line (800) 252-9546

Marketing

Client (800) 252-9546


Retirement

Fax (409) 766-2022

E-mail Address

Page 7 of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS



Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945







Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

Page 8 of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


529 PLAN



VOYA - 529


Formerly ING Funds


Vision

Main Line (866) 677-6933

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 6 of 494202018


FIXED ANNUITY


Omaha NE 68114

AIGAMERICAN GENERAL




Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945

E-mail Address



ALLIANZ LIFE


wwwallianzlifecom

Vision

Main Line (800) 950-5872

Marketing

Client (800) 950-7372


Retirement

Fax (763) 582-6002

E-mail Address



AMERICAN EQUITY



Vision

Main Line (888) 221-1234

Marketing

Client


Retirement

Fax

E-mail Address






wwwanicocom

Vision

Main Line (800) 252-9546

Marketing

Client (800) 252-9546


Retirement

Fax (409) 766-2022

E-mail Address

of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS



Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945







Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

Page 8 of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


FIXED ANNUITY


Omaha NE 68114

AIGAMERICAN GENERAL




Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945

E-mail Address



ALLIANZ LIFE


wwwallianzlifecom

Vision

Main Line (800) 950-5872

Marketing

Client (800) 950-7372


Retirement

Fax (763) 582-6002

E-mail Address



AMERICAN EQUITY



Vision

Main Line (888) 221-1234

Marketing

Client


Retirement

Fax

E-mail Address






wwwanicocom

Vision

Main Line (800) 252-9546

Marketing

Client (800) 252-9546


Retirement

Fax (409) 766-2022

E-mail Address

Page 7 of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS



Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945







Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


FIXED ANNUITY

301 E 4th Street

Cincinatti OH 45202

ANNUITY INVESTORS



Vision

Main Line (800) 438-3398

Marketing

Client (800) 854-3649

Other

Retirement

Fax (877) 731-3920

E-mail Address


Omaha NE 68114

ATHENE (SMS)




wwwathenecom

Vision

Main Line (800) 786-5566

Marketing

Client


Retirement

Fax (402) 343-9945







Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (877) 244-7526

Marketing (855) 447-2537

Client

Other

Retirement

Fax (877) 554-2413

E-mail Address

Page 8 of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


FIXED ANNUITY


Richmond VA 23230

GENWORTH - FIXED




wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202




Vision

Main Line (800) 438-3398

Marketing

Client ext 11966 1197011912


Retirement

Fax (877) 731-3920

E-mail Address


Bethlehem PA 18017




Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

1 Corporate Way

Lansing MI 48951



wwwjacksoncom

Vision

Main Line (800) 711-5653

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 9 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


FIXED ANNUITY


Canton MA 02021



wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Fort Wayne IN 46802



SERVICE ONLY


wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address






Vision

Main Line (877) 586-0243

Marketing (877) 586-0241

Client (877) 586-0244


Retirement

Fax (877) 586-0247

E-mail Address

Page 10 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


FIXED ANNUITY








wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other

Retirement

Fax

E-mail Address



NORTH AMERICAN



Vision

Main Line (866) 322-7067

Marketing (866) 322-7066

Client (866) 322-7069


Retirement

Fax (866) 322-7073

E-mail Address


Omaha NE 68106





(800) 586-0096 - Fax (NY only)

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL - FIXED



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other

Retirement

Fax

E-mail Address

Page 11 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


FIXED ANNUITY



RELIANCE STANDARD

Notes


Vision

Main Line (800) 351-7500


Client (800) 351-7500


Retirement

Fax (267) 256-3542

E-mail Address







Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - FIXED


wwwing-usacom

Vision

Main Line (800) 369-5303

Marketing (800) 344-6860

Client

Other

Retirement

Fax (515) 698-2035

E-mail Address

Page 12 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

ALGER FUNDS

Notes

wwwalgercom

Vision 0149

Main Line (800) 233-3292

Marketing

Client

Other

Retirement

Fax

E-mail Address



ALLIANCE BERNSTEIN

Notes


Vision 2162

Main Line (800) 247-4154

Marketing (800) 227-4618

Client (800) 221-5672

Other

Retirement

Fax

E-mail Address


Canton MA 02021

ALLIANZ - MF

Notes


Vision 0149

Main Line (800) 947-0693

Marketing (800) 947-0710

Client

Other

Retirement

Fax

E-mail Address

430 W 7th Street


AMERICAN CENTURY

Notes


Vision 0149

Main Line (800) 378-9878

Marketing (800) 345-6488

Client

Other

Retirement

Fax

E-mail Address

Page 13 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND


Carmel IN 46032

AMERICAN FUNDS


wwwamericanfundscom

Vision 0149

Main Line (800) 421-0180

Marketing

Client

Other

Retirement

Fax (888) 421-4351

E-mail Address

895 Main Street

Dubuque IA 52001




Vision

Main Line (563) 589-0875

Marketing

Client

Other (563) 589-7177 New Bus

Retirement

Fax (563) 589-0866



Pawtucket RI 02860

AQUILA

Notes

wwwaquilafundscom

Vision NA

Main Line (800) 952-6666

Marketing (800) 437-1000

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45246

AVE MARIA


wwwavemariacom

Vision NA

Main Line (888) 726-9331

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 14 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND

4400 Computer Drive


BLACKROCK FUNDS

Notes

wwwblackrockcom

Vision NA

Main Line (800) 882-0052

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202


Notes

wwwcalamoscom

Vision 0149

Main Line (800) 582-6959

Marketing

Client (800) 823-7386

Other

Retirement

Fax

E-mail Address



CALVERT GROUP


wwwcalvertcom

Vision 1459

Main Line (800) 368-2746

Marketing (800) 368-2748

Client (800) 368-2745

Other

Retirement

Fax

E-mail Address



COHEN AND STEERS

Notes


Vision NA

Main Line (800) 437-9912

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 15 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND


Denver CO 80202

COLORADO BONDSHARES

Notes

No Web Presence

Vision 0149

Main Line (800) 572-0069

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021


Notes

wwwcolumbiafundscom

Vision 3739

Main Line (800) 441-4020

Marketing (800) 426-3750

Client (800) 345-6611

Other

Retirement

Fax

E-mail Address


Canton MA 02021

DAVIS FUNDS

Notes

wwwdavisfundscom

Vision 11229

Main Line (800) 440-0334

Marketing (800) 717-3477

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive



Notes


Vision NA

Main Line (800) 523-1918

Marketing (877) 693-3546

Client

Other

Retirement

Fax

E-mail Address

Page 16 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND

4400 Computer Drive


DREYFUS FUNDS

Notes

wwwdreyfuscom

Vision NA

Main Line (800) 346-3621

Marketing (800) 334-6899

Client (800) 645-6561

Other


Fax

E-mail Address



DWS INVESTMENTS




Vision 2196

Main Line (800) 621-5027

Marketing

Client



Fax (816) 346-8307

E-mail Address


Milwaukee WI 53202

EAGLE FUNDS

Notes

wwweagleassetcom

Vision NA

Main Line (800) 421-4184

Marketing (727) 567-3520

Client

Other

Retirement

Fax (855) 394-8958

E-mail Address

4400 Computer Drive


EATON VANCE

Notes

wwweatonvancecom

Vision NA

Main Line (800) 225-6265

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 17 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 48070

Main Line (800) 245-5051

Marketing

Client

Other

Retirement

Fax

E-mail Address


Covington KY 41015




Vision 40060

Main Line (800) 522-7297

Marketing (800) 840-6333

Client

Other


Fax

E-mail Address

330 W 9th Street


FIRST EAGLE FUNDS

Notes


Vision 0149

Main Line (800) 334-2143

Marketing (800) 747-2008

Client

Other

Retirement

Fax (732) 855-5721

E-mail Address

Page 18 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND


Edison NJ 08837




Vision NA

Main Line (800) 524-2803

Marketing

Client

Other

Retirement

Fax

E-mail Address


Denver CO 80203

FORWARD FUNDS


wwwforwardfundscom

Vision NA

Main Line (800) 999-6809

Marketing

Client

Other

Retirement

Fax

E-mail Address

3344 Quality Drive


FRANKLIN TEMPLETON



Vision 0149

Main Line (800) 524-4040

Marketing (800) 462-1216

Client (800) 632-2301

Other


Fax

E-mail Address

66 Brooks Drive

Braintree MA 02184

GAM FUNDS

Notes

wwwgamfundscom

Vision NA

Main Line (800) 426-4685

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 19 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND


Rye NY 10580-1422

GAMCO INVESTORS


wwwgabellicom

Vision 0149

Main Line (800) 422-3554

Marketing

Client (800) 233-1137

Other

Retirement

Fax (914)921-5118

E-mail Address



GOLDMAN SACHS

Notes

wwwgscom

Vision 40060

Main Line (800) 762-5035

Marketing (800) 292-4726

Client (800)292-2552

Other

Retirement

Fax

E-mail Address



GREEN CENTURY FUNDS


wwwgreencenturycom

Vision

Main Line (800) 221-5519

Marketing

Client

Other

Retirement

Fax

E-mail Address

330 W 9th Street



Notes


Vision NA

Main Line (800) 766-3863

Marketing (877) 500-2388

Client

Other


Fax

E-mail Address

Page 20 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND




Notes


Vision 0149

Main Line (888) 843-7824

Marketing (800) 456-7526

Client

Other


Fax (888) 802-0039

E-mail Address

30 Dan Road

Canton MA 02021

HIGHLAND CAPITAL

Notes

wwwhcmlpcom

Vision NA

Main Line (877) 665-1287

Marketing (877) 665-1287

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

HOTCHKIS AND WILEY

Notes Service Only

wwwhwcmcom

Vision NA

Main Line (866) 493-8637

Marketing (800) 443-2862

Client

Other

Retirement

Fax

E-mail Address


Minot ND 58703


Notes


Vision NA

Main Line (800) 276-1262

Marketing (800) 276-1262

Client

Other

Retirement

Fax (701) 857-1810

E-mail Address

Page 21 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND

430 W 7th Street


INVESCO


wwwinvescocom

Vision 0149

Main Line (800) 457-0630

Marketing

Client

Other

Retirement

Fax (713) 986-9766

E-mail Address


Boston MA 02116

ISI FUNDS

Notes

wwwisifundscom

Vision NA

Main Line (800) 955-7175

Marketing

Client (617) 937-3222

Other

Retirement

Fax

E-mail Address

6300 Lamar Avenue


IVY FUNDS


wwwivyfundscom

Vision 0149

Main Line (800) 456-5111

Marketing

Client (800) 777-6472

Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK

Notes

wwwjhfundscom

Vision 50395

Main Line (800) 257-3336

Marketing (800) 225-6020

Client (800) 225-5291

Other

Retirement

Fax

E-mail Address

Page 22 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND

30 Dan Road

Canton MA 02021

JP MORGAN

Notes

wwwjpmorganfundscom

Vision 18464

Main Line (800) 480-4111

Marketing

Client

Other

Retirement

Fax

E-mail Address



LEGG MASON

Notes

wwwleggmasoncom

Vision 96727

Main Line (877) 332-2371

Marketing

Client (877) 721-1926

Other


Fax (508) 599-4186

E-mail Address



LORD ABBETT

Notes

wwwlordabbettcom

Vision 31270

Main Line (800) 821-5127

Marketing (888) 522-2388

Client (800) 821-5129

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MAINSTAY FUNDS

Notes


Vision 18201

Main Line (800) 624-6782

Marketing

Client (888) 474-7725

Other

Retirement

Fax

E-mail Address

Page 23 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND



MFS MERIDIAN FUNDS

Notes

wwwmfscom

Vision NA

Main Line (800) 387-1013

Marketing

Client

Other

Retirement

Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021

MFS


wwwmfscom

Vision 18201

Main Line (800) 343-2829

Marketing

Client (800) 654-0266

Other

Retirement

Fax

E-mail Address


Denver CO 80203

MTB GROUP OF FUNDS

Notes

wwwmtbfundscom

Vision NA

Main Line (800) 836-2211

Marketing

Client

Other

Retirement

Fax

E-mail Address


Milwaukee WI 53202

NATIONWIDE FUNDS

Notes


Vision 0149

Main Line (800) 848-0920

Marketing

Client (800) 848-0920

Other

Retirement

Fax (414) 773-6933

E-mail Address

Page 24 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND



NATIXIS

Notes

wwwganatixiscom

Vision NA

Main Line (800) 862-4863

Marketing

Client (800) 225-5478

Other

Retirement

Fax (816) 221-9380

E-mail Address



NEW ALTERNATIVES

Notes


Vision NA

Main Line (800) 441-6580

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

NUVEEN

Notes

wwwnuveencom

Vision 0149

Main Line (800) 257-8787

Marketing (800) 752-8700

Client

Other

Retirement

Fax

E-mail Address



OAK RIDGE FUNDS


wwwoakridgefundscom

Vision

Main Line (855) 551-5521

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 25 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND

6803 S Tucson Way

Centennial CO 80112

OPPENHEIMER



Vision 2618

Main Line (800) 525-7040

Marketing

Client (800) 525-7048

Other


Fax

E-mail Address



PACIFIC LIFE - MF

Notes

wwwpacificlifecom

Vision NA

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax

E-mail Address

4400 Computer Drive


PGIM INVESTMENTS



Vision NA

Main Line (800) 396-5501

Marketing

Client

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021

PIMCO ADVISOR FUNDS

Notes


Vision 0149

Main Line (800) 426-0107

Marketing (800) 426-0107

Client

Other

Retirement

Fax

E-mail Address

Page 26 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND

BFDS30 Dan Road

Canton MA 02021

PIONEER FUNDS

Notes

wwwpioneerfundscom

Vision 0149

Main Line (800) 622-3265

Marketing

Client (800) 225-6292

Other


Fax

E-mail Address

BFDS30 Dan Road

Canton MA 02021



wwwprincipalcom

Vision 0149

Main Line (800) 531-6466

Marketing (800) 654-4278

Client (800) 531-6466

Other

Retirement

Fax

E-mail Address


Columbus OH 43219

PROFUNDS

Notes

wwwprofundscom

Vision FESI

Main Line (888) 776-5717

Marketing

Client (888) 776-3637

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021

PUTNAM

Notes

wwwputnamcom

Vision 32688

Main Line (800) 354-2228

Marketing (800) 354-4000

Client (800) 225-1581

Other


Fax

E-mail Address

Page 27 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND



RS INVESTMENTS

Notes

wwwrsimcom

Vision 0345

Main Line (800) 766-3863

Marketing

Client

Other

Retirement

Fax (816) 374-7412

E-mail Address


Topeka KS 66636



wwwsrslivewellcom

Vision NA

Main Line (866) 747-3421

Marketing (855) 624-0201

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address



SECURITY BENEFIT

Notes


Vision NA

Main Line (800) 888-2461

Marketing (800) 888-2461

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address

CO BFDS30 Dan Road

Canton MA 02021


Notes


Vision 2575

Main Line (800) 282-3863

Marketing (800) 233-4332

Client (800) 282-3863

Other

Retirement

Fax

E-mail Address

Page 28 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND



SUNAMERICA

Notes


Vision 1021

Main Line (800) 858-8850

Marketing

Client

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision NA

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address



THORNBURG

Notes

wwwthornburgcom

Vision 10838

Main Line (800) 847-0200

Marketing

Client

Other

Retirement

Fax (505) 984-8973

E-mail Address


Omaha NE 68130

TIMOTHY PLAN


wwwtimothyplancom

Vision NA

Main Line (800) 662-0201

Marketing

Client

Other

Retirement

Fax (402) 963-9094

E-mail Address

Page 29 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND




Notes


Vision NA

Main Line (800) 638-8194

Marketing

Client

Other

Retirement

Fax (508) 599-4066

E-mail Address

330 W 9th Street


TRANSAMERICA FUNDS

Notes


Vision 0740

Main Line (888) 233-4339

Marketing

Client

Other

Retirement

Fax (888) 329-4339

E-mail Address




Notes

wwwvaneckcom

Vision NA

Main Line (800) 826-3338

Marketing (800) 826-1112

Client

Other

Retirement

Fax

E-mail Address



VICTORY CAPITAL


wwwvcmcom

Vision NA

Main Line (800) 991-8191

Marketing

Client (800) 438-5789

Other

Retirement

Fax

E-mail Address

Page 30 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


MUTUAL FUND

4400 Computer Drive


VIRTUS INVESTMENTS


wwwvirtuscom

Vision NA

Main Line (800) 243-1574

Marketing

Client (800) 243-4361

Other

Retirement

Fax

E-mail Address

4400 Computer Drive





Vision

Main Line (800) 992-0180

Marketing (800) 334-3444

Client

Other

Retirement

Fax

E-mail Address

30 Dan Road

Canton MA 02021


Notes


Vision 0149

Main Line (800) 225-2618

Marketing

Client (800) 222-8222

Other

Retirement

Fax

E-mail Address

Page 31 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018




Pittsburgh PA 15228


Notes

wwwabscapcom

Vision NA

Main Line (888) 388-8303

Marketing

Client

Other (412) 388-1600

Retirement

Fax (412) 388-1900



Lynchburg VA 24504

ASSETMARK - IA



wwwassetmarkcom

Vision

Main Line (800) 664-5345

Marketing

Client

Other (800) 822-4227

Retirement

Fax

E-mail Address


Fort Wayne IN 46845

ATLAS CAPITAL MGMT





Vision

Main Line (800) 237-3714

Marketing

Client

Other (260) 637-2857

Retirement

Fax (260) 637-9707







Vision

Main Line (866) 439-9093

Marketing

Client

Other

Retirement

Fax (937) 424-4825


Page 32 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018




Berwyn PA 19312

BRINKER CAPITAL




Vision

Main Line (800) 333-4573

Marketing

Client

Other (610) 407-5500

Retirement

Fax

E-mail Address


Lexington MA 02420


Notes

wwwbtsmanagementcom

Vision

Main Line (800) 343-3040

Marketing

Client


Retirement

Fax

E-mail Address

17605 Wright Street

Omaha NE 68130


Notes

wwwclsinvestcom

Vision

Main Line (888) 455-4244

Marketing

Client

Other (402) 493-3313

Retirement

Fax (402) 493-2811

E-mail Address







wwwflexibleplancom

Vision

Main Line (800) 347-3539

Marketing

Client

Other

Retirement

Fax (248) 642-6741


Page 33 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018




Dallas TX 75270

HILLTOP SECURITIES


wwwswstcom

Vision

Main Line (214) 859-6735

Marketing

Client

Other

Retirement

Fax (214) 859-5639

E-mail Address

1145 Hembree Rd

Oswald GA 30076

HOWARD CAPITAL



wwwhowardcmcom

Vision

Main Line (770) 642-4902

Marketing

Client

Other

Retirement

Fax (770) 642-4903






wwwptsmanagementcom

Vision

Main Line (800) 678-9730

Marketing

Client

Other (203) 234-9499

Retirement

Fax (203) 234-9550

E-mail Address


Oaks PA 19456

SEI

Notes

wwwseiccom

Vision

Main Line (610) 676-1000

Marketing

Client

Other

Retirement

Fax (610) 676-1021

E-mail Address

Page 34 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL


Shoreview MN 55126



wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





wwwallianzlifecom

Vision

Main Line (800) 624-0197

Marketing (800) 542-5427

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address





Formerly SunAmerica

wwwsunamericacom

Vision

Main Line (800) 445-7862

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 35 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL


Houston TX 77019

AMERICAN GENERAL

Notes


Vision

Main Line (800) 340-2765

Marketing

Client

Other

Retirement

Fax (800) 337-0961

E-mail Address


Fort Wayne IN 46802

AMERICAN LEGACY



Vision

Main Line (800) 443-8137

Marketing

Client

Other

Retirement

Fax

E-mail Address

5900 O Street

Lincoln NE 68510

AMERITAS



Vision

Main Line (800) 745-1112

Marketing

Client

Other

Retirement

Fax

E-mail Address


Secaucus NJ 07094

AXA EQUITABLE





Vision

Main Line (888) 517-9900

Marketing (800) 661-6729

Client (800) 789-7771

Other


Fax

E-mail Address

Page 36 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL




Notes FKA Metlife




Vision

Main Line (800) 848-3854

Marketing

Client

Other (866) 654-6249

Retirement

Fax (515) 457-4403

E-mail Address


Tampa FL 33647


Notes FKA Metlife



Vision

Main Line (877) 638-0411

Marketing

Client

Other

Retirement

Fax

E-mail Address

96 Worcester Street


DELAWARE LIFE


Formerly SunLife

wwwdelwarelifecom

Vision

Main Line (877) 253-2323

Marketing

Client

Other

Retirement

Fax

E-mail Address



EMPOWER RETIREMENT



Vision

Main Line (888) 606-4032

Marketing (877) 630-4015

Client



Fax

E-mail Address

Page 37 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL


Topeka KS 66636

FORETHOUGHT



wwwforethoughtcom

Vision

Main Line (866) 645-2449

Marketing (877) 454-4777

Client

Other

Retirement

Fax (785) 286-6104

E-mail Address


Richmond VA 23230

GENWORTH FINANCIAL


wwwgenworthcom

Vision

Main Line (800) 554-6843

Marketing

Client

Other

Retirement

Fax

E-mail Address


Cincinatti OH 45202

GREAT AMERICAN



Vision

Main Line (800) 789-6771

Marketing

Client

Other

Retirement

Fax (513) 412-2336

E-mail Address


Bethlehem PA 18017

GUARDIAN



Vision

Main Line (800) 221-3253

Marketing (800) 650-6505

Client

Other

Retirement

Fax (610) 807-8940

E-mail Address

Page 38 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL



HARTFORD LIFE - VA



Vision

Main Line (800) 862-7155

Marketing (877) 454-4777

Client

Other

Retirement

Fax (860) 392-3346

E-mail Address


Nashville TN 37214

HARTFORD LIFE - VUL



Vision

Main Line (800) 243-5433

Marketing

Client

Other

Retirement

Fax

E-mail Address

1 Horace Mann Place


HORACE MANN



wwwhoracemanncom

Vision

Main Line (866) 630-4032

Marketing

Client

Other

Retirement

Fax (877) 832-3785

E-mail Address

400 Broadway

Cincinnati OH 45202




Vision

Main Line (800) 433-1778

Marketing (800) 900-6460

Client

Other

Retirement

Fax

E-mail Address

Page 39 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL

400 Broadway

Cincinnati OH 45202

INTEGRITY LIFE



Vision

Main Line (800) 900-6460

Marketing (800) 900-6460

Client (800) 325-8583

Other

Retirement

Fax

E-mail Address

1 Corporate Way

Lansing MI 48951

JACKSON NATIONAL



wwwjacksoncom

Vision

Main Line (800) 711-5653



Other

Retirement

Fax

E-mail Address


Louisville KY 40223

JEFFERSON NATIONAL


wwwjeffnatcom

Vision

Main Line (866) 667-0561

Marketing


Other

Retirement

Fax

E-mail Address


Canton MA 02021

JOHN HANCOCK - VA


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address

Page 40 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL

30 Dan Road

Canton MA 02021

JOHN HANCOCK - VUL


wwwjohnhancockcom

Vision

Main Line (800) 344-1029


Client (800) 344-1029

Other


Fax (416) 963-7323

E-mail Address


Greenville SC 29615

KEMPER (ZURICH)


No Web Presence

Vision

Main Line (800) 621-5001

Marketing

Client

Other

Retirement

Fax (864) 609-3961

E-mail Address

5801 SW 6th Avenue

Topeka KS 66603

KEMPER



Vision

Main Line (800) 457-9047

Marketing

Client

Other

Retirement

Fax (785) 228-4584

E-mail Address

200 SW 6th Avenue

Topeka KS 66603



No Web Presence

Vision

Main Line (800) 457-7617

Marketing

Client

Other

Retirement

Fax (758) 228-4584

E-mail Address

Page 41 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL

1275 Sandusky Road





Licensing (800) 789-7968


wwwlblcom

Vision

Main Line (800) 865-5237

Marketing

Client


Retirement

Fax

E-mail Address


Fort Wayne IN 46802




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

100 N Greene Street

Greensboro NC 27401




wwwlfgcom

Vision

Main Line (800) 453-8588

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 42 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL

1 Griffin Rd North


MASS MUTUAL




wwwmassmutualcom

Vision

Main Line (800) 874-2502

Marketing

Client


Retirement

Fax (413) 744-4564

E-mail Address





wwwmnlifecom

Vision

Main Line (866) 270-9564

Marketing (877) 586-0241

Client


Retirement

Fax (866) 270-9565

E-mail Address





wwwsrslivewellcom

Vision

Main Line (866) 747-3421

Marketing

Client

Other

Retirement

Fax (866) 511-7038

E-mail Address


St Paul MN 55101

MINNESOTA LIFE



wwwminnesotalifecom

Vision

Main Line (888) 237-1838

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 43 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL


Omaha NE 68175-0001

MUTUAL OF OMAHA


wwwmutualofomahacom

Vision

Main Line (800) 867-6873

Marketing (877) 401-7253

Client

Other

Retirement

Fax (402) 997-1831

E-mail Address


Montpelier VT 05604

NATIONAL LIFE



wwwnationallifecom

Vision

Main Line (800) 732-8939

Marketing

Client

Other

Retirement

Fax

E-mail Address



NATIONWIDE LIFE



wwwnationwidecom

Vision

Main Line (800) 321-6064

Marketing

Client

Other


Fax

E-mail Address


Topeka KS 66636




Vision

Main Line (800) 888-2461

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 44 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL


Cincinnati OH 45242

OHIO NATIONAL


wwwohionationalcom

Vision

Main Line (888) 925-6446

Marketing

Client

Other

Retirement

Fax

E-mail Address



ONE AMERICA

Notes VAS amp VULS

wwwoneamericacom

Vision

Main Line (800) 537-6442

Marketing

Client

Other


Fax

E-mail Address


Omaha NE 68106

PACIFIC LIFE




(800) 586-0096 - Fax (NY only)

(800) 800-7681 ext 5912 - VULs only

wwwpaclifecom

Vision

Main Line (800) 722-2333

Marketing

Client

Other

Retirement

Fax (888) 837-8172

E-mail Address

600 Dresher Road

Horsham PA 19044

PENN MUTUAL


wwwpennmutualcom

Vision

Main Line (800) 523-0650

Marketing

Client (800) 818-8184 ext3526

Other

Retirement

Fax (215) 956-7699

E-mail Address

Page 45 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL



PHOENIX LIFE


VA Fax - (816) 221-9674

VUL Fax - (816) 221-7036

wwwphoenixwmcom

Vision

Main Line (800) 417-4769

Marketing

Client (800) 541-0171

Other

Retirement

Fax

E-mail Address


Des Moines IA 50392

PRINCIPAL LIFE


wwwprincipalcom

Vision

Main Line (800) 247-9988

Marketing

Client

Other

Retirement

Fax (866) 885-0390

E-mail Address


Birmingham AL 35223

PROTECTIVE LIFE


VUL - (800) 265-1545

wwwprotectivecom

Vision

Main Line (800) 456-6330

Marketing (800) 628-6390

Client

Other

Retirement

Fax

E-mail Address

2101 Welsh Road

Dresher PA 19025

PRUDENTIAL



Vision

Main Line (800) 628-6039

Marketing

Client (800) 752-6342

Other (866) 622-8778 Life

Retirement

Fax


Page 46 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL



RELIASTAR


wwwingcompro

Vision

Main Line (888) 238-6297

Marketing (866) 484-8727

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703



No Web Presence

Vision

Main Line (877) 882-5050

Marketing (800) 448-9839 ext 2070

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 888-2461

Marketing (800) 888-2461 ext 7019

Client (785) 368-1374

Other

Retirement

Fax

E-mail Address



SYMETRA FINANCIAL


wwwsymetracom

Vision

Main Line (800) 796-3872

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 47 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018


VARIABLE ANNUITYVUL



TRANSAMERICA LIFE


No Web Presence

Vision

Main Line (800) 346-3677


Client

Other

Retirement

Fax

E-mail Address


Woodbury MN 55125

UNION TIMES



Vision

Main Line (800) 800-2000

Marketing

Client

Other

Retirement

Fax

E-mail Address


Birmingham AL 35223

UNITED INVESTORS


VULs - (800) 265-1545

wwwuiliccom

Vision

Main Line (800) 288-2722

Marketing (800) 288-2722 ext 4329

Client

Other

Retirement

Fax (205) 325-2520

E-mail Address


Fort Worth TX 76155

VALIC - CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

Page 48 of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

of 494202018


VARIABLE ANNUITYVUL


Amarillo TX 79106

VALIC - NO CHECKS


wwwvaliccom

Vision

Main Line (877) 246-4501

Marketing

Client (800) 448-2542

Other

Retirement

Fax

E-mail Address

909 Locust Street

Des Moines IA 50309

VOYA - VA


wwwing-usacom

Vision

Main Line (800) 366-0066

Marketing

Client

Other

Retirement

Fax

E-mail Address

2000 21st Avenue NW

Minot ND 58703

VOYA - VUL



wwwing-usacom

Vision

Main Line (866) 464-7355

Marketing

Client

Other

Retirement

Fax

E-mail Address






Vision

Main Line (800) 851-9777

Marketing

Client

Other

Retirement

Fax

E-mail Address

Page 49 of 494202018

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