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Platinum Sponsors

Corebridge Financial (NYSE: CRBG) makes it possible for more people to take action in their financial lives. With more than $350 billion in assets under management and administration as of June 30, 2022, Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit corebridgefinancial.com.

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Visit us at: https://www.globalatlantic.com/

As one of the leading life reinsurers in the United States, Munich Re Life US partners with insurers to leverage smart and connected data, embrace new ideas and technologies, make confident decisions at speed and scale, and gain an exponential understanding of underlying risks. Munich Re Life US is well known in the industry as an innovation leader with extensive technical depth. Visit us at: www.munichre.com/us-life

Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of December 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise, and innovation for nearly 150 years. For more information, please visit news.prudential.com.

Reinsurance Group of America, Incorporated (NYSE: RGA) is a global industry leader specializing in life and health reinsurance and financial solutions that help clients effectively manage risk and optimize capital. Founded in 1973, RGA celebrates its 50th anniversary in 2023. Over the past five decades, RGA has become one of the world’s largest and most respected reinsurers and is listed among Fortune’s World’s Most Admired Companies. The global organization is guided by a fundamental purpose: to make financial protection accessible to all. RGA is widely recognized for superior risk management and underwriting expertise, innovative product design, and dedicated client focus. RGA serves clients and partners in key markets around the world and has approximately $3.4 trillion of life reinsurance in force and assets of $84.7 billion as of December 31, 2022. To learn more about RGA and its businesses, visit www.rgare.com.

The Standard is a family of companies dedicated to helping customers achieve financial well-being and peace of mind. In business since 1906, we are a leading provider of financial protection products and services for employers and individuals. Our products include group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and group vision insurance, voluntary and supplemental benefits, absence management and paid family leave services, retirement plans products and services and individual annuities. For more information about The Standard, visit standard.com and follow us on LinkedIn.

The Swiss Re Group is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. It anticipates and manages risk — from natural catastrophes to climate change, from ageing populations to cyber crime. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients. Headquartered in Zurich, Switzerland, where it was founded in 1863, the Swiss Re Group operates through a network of around 80 offices globally. Visit us at: swissre.com

Gold Sponsors

Athene is a leading retirement services company focused on providing financial security to individuals by offering an attractive suite of retirement income and savings products and also serves as a solutions provider to corporations. Visit us at: https://www.athene.com/

We’re Brighthouse Financial. We are on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve. Visit us at: https://www.brighthousefinancialpro.com/

Equitable is one of America’s leading financial services companies. Founded originally in 1859, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Visit us at: www.equitable.com

Founded in 1892, iA Financial Group is one of Canada’s largest groups of insurance, wealth management and public companies. iA Financial Group also has individual insurance operations in the United States through its subsidiary iA American Life Insurance Company, located in Waco, Texas.

iA American Life Insurance Company and four other downline subsidiaries represent the base for iA Financial Group’s U.S. individual life insurance operation. The company markets their life insurance products through independent marketing organizations, or IMO’s, and collectively these organizations have over 26,000 independent agents under contract with the company. iA American focuses primarily on the final expense and simplified issued marketplaces and currently provides life insurance coverage to over 750,000 customers. Visit us at: https://ia.ca/individuals

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services provider that helps people make their decisions easier and lives better by providing financial advice, insurance, and wealth and asset management solutions. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.

One of the largest life insurers in the United States, John Hancock is committed to helping more than ten million customers live longer, healthier, better lives by offering a broad range of financial products, including life insurance and annuities. John Hancock also supports US investors by bringing leading investment capabilities and retirement planning and administration expertise to individuals and institutions. Additional information about John Hancock may be found at johnhancock.com.

Lincoln Financial Group provides retirement, insurance and wealth protection expertise. Lincoln Financial Group, headquartered in Radnor, Pennsylvania, is the marketing name for Lincoln National Corporation (NYSE: LNC). The company is included on major sustainability indices, including the Dow Jones Sustainability Index North America and the FTSE4Good Index Series, and is ranked among Newsweek’s Most Responsible Companies. Dedicated to diversity, equity and inclusion, we are featured on transparency benchmarking tools, including the Corporate Equality Index, the Disability Equality Index, and the Bloomberg Gender-Equality Index. Lincoln was also named to FlexJobs’ 2023 list of Top 100 Companies to Watch for Remote Jobs, and to Ethisphere’s World’s Most Ethical Companies.

Learn more: www.LincolnFinancial.com

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New York Life, the nation’s largest mutual life insurance company and one of the largest life insurers in the world, provides insurance, investment, and retirement solutions that help people at all stages of life achieve financial security. The company’s diverse and industry-leading agents maintain caring relationships with clients and deliver guidance throughout their lives. For policy owners, New York Life means peace of mind and promises kept. Visit us at: https://www.newyorklife.com/

Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative life insurance and annuity solutions, as well as mutual funds, that provide value and financial security for current and future generations. Supporting our policyholders for more than 150 years, Pacific Life is a Fortune 500 company headquartered in Newport Beach, California. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

The companies of Sammons Financial Group® help families and businesses by empowering futures and changing lives. Sammons Financial Group is employee owned with member companies that are among the most enduring and stable in the financial services industry. Our companies include Midland National® Life Insurance Company (including Sammons® Corporate Markets); North American Company for Life and Health Insurance®; Sammons Institutional Group® (including Midland Retirement Distributors® and  Sammons Retirement Solutions®) and Beacon Capital Management, Inc. Committed to our communities, Sammons Financial Group is Midwest-based, with offices in Iowa, Illinois, North Dakota, Ohio, and South Dakota. Visit us at: https://www.sammonsfinancialgroup.com/

As a leading global reinsurer, SCOR offers its clients a diversified and innovative range of reinsurance and insurance solutions and services to control and manage risk. Applying “The Art & Science of Risk”, SCOR uses its industry-recognized expertise and cutting-edge financial solutions to serve its clients and contribute to the welfare and resilience of society. The Group generated premiums of EUR 19.4 billion in 2023 and serves clients in around 160 countries from its 35 offices worldwide. For more information, visit: www.scor.com.

For 100 years, the mission of State Farm has been, and continues to be, to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. State Farm and its affiliates are the largest providers of auto and home insurance in the United States. Its more than 19,400 agents and approximately 53,400 employees serve over 87 million policies and accounts — which includes auto, fire, life, health, commercial policies and financial services accounts. Commercial auto insurance, along with coverage for renters, business owners, boats and motorcycles, is available. State Farm Mutual Automobile Insurance Company is the parent of the State Farm family of companies. State Farm is ranked No. 42 on the 2022 Fortune 500 list of largest companies. For more information, please visit https://www.statefarm.com.

Thrivent is a Fortune 500 diversified financial services organization, providing advice, investments, insurance, banking and generosity programs and solutions so people can make the most of all they’ve been given. Visit us at: www.thrivent.com

With a history that dates back more than 100 years, Transamerica is a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones.

Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, with unique access to the large and growing middle market consumer via World Financial Group and U.S. retirement recordkeeping. Transamerica provides a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products including mutual funds, annuities, stable value solutions, as well as investment management services.

In 2022 alone, Transamerica fulfilled its promises to customers, paying more than $46 billion in insurance, retirement, and annuity claims and benefits, including return of annuity premiums paid by the customer. Transamerica’s head office is in Baltimore, Maryland, with other major operations in Cedar Rapids, Iowa, and Denver, Colorado. Transamerica is part of the Aegon group of companies. Each Aegon company is solely responsible for its own financial conditions and contractual obligations. Based in the Netherlands, Aegon is an international financial services holding company. For more information, visit transamerica.com.

Founded in 1922 by a group of military officers, USAA is among the leading providers of insurance, banking, and investment and retirement solutions to more than 13 million members of the U.S. military, veterans who have honorably served and their families. Headquartered in San Antonio, USAA has offices in eight U.S. cities and three overseas locations and employs more than 37,000 people worldwide. Each year, the company contributes to national and local nonprofits in support of military families and communities where employees live and work. For more information about USAA, follow us on Facebook or Twitter (@USAA), or visit usaa.com.

Born in 1888 as a modest, door-to-door life insurance company, Western & Southern Financial Group today stands among the world’s financially strongest life insurance groups. The Cincinnati-based Fortune 500 member possesses a heritage of helping secure financial confidence for individuals, families, businesses, foundations and nonprofits. Its family of companies continues to grow and diversify, fortifying its financial foundation and embracing new opportunities to provide superior service to millions of customers through an ever-expanding range of insurance, investment and retirement solutions. Visit us at: https://www.westernsouthern.com/

Silver Sponsors

Aflac Incorporated, a Fortune 500 company, has helped provide financial protection and peace of mind for more than 68 years to millions of policyholders and customers through its subsidiaries in the U.S. and Japan. In the U.S., Aflac is the No. 1 provider of supplemental health insurance products. In Japan, Aflac Life Insurance Japan is the leading provider of cancer and medical insurance in terms of policies in force. www.aflac.com

Allianz Life Insurance Company of North America, one of the Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions. In 2023, Allianz Life provided additional value to its policyholders via distributions of more than $13.73 billion. As a leading provider of fixed index annuities, registered index-linked annuities, and fixed index universal life insurance, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 157,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United. Visit us at: https://www.allianzlife.com/

Based in Madison, Wisconsin, American Family Insurance has been serving customers since 1927. We inspire, protect and restore dreams through our full line of insurance products, including a suite of life policies underwritten by American Family Life Insurance Company. From temporary protection to lifelong coverage, we’re focused on providing policies of customized life insurance coverage options, 17 in all, to financially protect the needs of our customers. Visit us at: www.amfam.com

Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; dental, vision and hearing care insurance; and retirement plans. We’re here to help people plan well and enjoy life for generations to come. That’s what we call fulfilling life. For more information, visit: ameritas.com.

AuguStar Life and AuguStar Retirement, collectively known as AuguStar Financial, bring a new perspective to personal planning with the strength, tools and resources needed to help get your financial future on the right trajectory. AuguStar Life and AuguStar Retirement, part of the Constellation Insurance, Inc. family of companies, market life insurance and annuity products through banks, brokers/dealers, independent marketing organizations and a national network of direct agents. Visit us at: www.constellationinsurance.com

The AXA Group is a worldwide leader in insurance and asset management, with 145,000 employees serving 93 million clients in 51 countries and territories. In 2022, gross revenues amounted to Euro 102.3 billion and underlying earnings to Euro 7.3 billion. Visit us at: https://www.axa.com/en

F&G Annuities & Life, Inc.

offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals. Established in 1959 and headquartered in Des Moines, Iowa, our products have protected nearly 900,000 people across the United States. F&G strives every day to improve the financial lives of more and more people, backed by the passion of our team and grounded in a culture of mutual respect.Visit us at: fglife.com

Celebrating its 150th anniversary, Foresters Financial is quietly transforming the life insurance industry across the US and Canada by enriching the lives and well-being of its members and helping them do more of the good they want to do. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams (insurability depends on answers to medical and other application questions and underwriting searches and review.) State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Unique to fraternal life insurers, Foresters offers a suite of member benefits, redefining the conventional life insurance model and bringing improved financial security and overall wellness to everyday North American families. Visit us at: www.foresters.com

Guardian makes a difference when people need us most. A leading provider of insurance and financial products and services, we are guided by our purpose to inspiring well-beingTM across mind, body, and wallet. We are a trusted resource to millions, helping them prepare and plan for the future and recover in times of loss, and we drive value beyond the dividend through investments in our people and communities. Behind every bright future is a GuardianTM. Learn more at guardianlife.com.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.

Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning — for financial professionals and their clients. Through our range of annuity products, financial know-how, exceptional service and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all our stakeholders, including customers, shareholders, distribution partners, employees, regulators and community partners. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. For more information, visit www.jackson.com.

 

 

Legal & General America helps create a brighter tomorrow for its customers, partners and communities through important life insurance protection that's one of the most affordable options in the marketplace, and accessible through an easy online process. With 150,000 agent partnerships and 1.4 million customers served, products are underwritten by Banner Life Insurance Company in 49 states including DC and William Penn Life Insurance Company of New York. Part of Legal & General Group and rated A+ Superior by AM Best, and AA- (Very Strong) by Fitch and Standard & Poor's, our financial stability ensures we'll be here for you. And with 99% of claims paid and more than 4,000 families served in 2022, we'll be there when you need us most.​ www.lgamerica.com

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help individual and institutional customers build a more confident future. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.

Modern Woodmen is a fraternal financial services organization headquartered in Rock Island, Illinois. As a membership organization, we’ve been helping individuals, families and small businesses meet financial needs since 1883. We also give back to those we serve and make an impact in communities nationwide. Visit us at: https://www.modernwoodmen.org/

NFP is a leading property and casualty broker, benefits consultant, wealth manager and retirement plan advisor that provides solutions enabling client success globally through employee expertise, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. Visit us at: www.nfp.com

For 175 years, National Life Group has kept our promises to provide families stability in good times and in bad. And throughout that history, we have provided peace of mind to those families as they plan their futures. Today, our mission extends beyond the insurance and annuities policies that we sell into improving the communities we serve. Explore what we have to offer and to join the cause at www.nationallife.com

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities, mutual funds and ETFs; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com. Follow us on Facebook and Twitter.

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With over $627 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 110 on the 2024 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2024. Visit us at: https://www.northwesternmutual.com/

We are OneAmerica FinancialSM, a national financial services organization helping people build greater certainty for better moments, every day. The companies of OneAmerica Financial have been advancing financial security for more than 145 years. We support millions of customers with solutions across life insurance, retirement, employee benefits and long-term care. As a people-first mutual organization, we prioritize our customers’ interests and maintain a long-term focus on both value and financial stability.  All rights reserved. OneAmerica FinancialSM, the OneAmerica Financial logo and flag pictorial mark are service marks of OneAmerica Financial Partners, Inc. For more information about OneAmerica Financial, visit OneAmerica.com.

For more than 175 years, Penn Mutual has expertly crafted life insurance considered vital to people’s long-term financial health and ability to enjoy life every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly-owned subsidiaries 1847Financial, and Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com

Principal® is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we’re helping more than 62 million customers worldwide plan, protect, invest, and retire, as we strive to support the communities where we do business. We’re proud to be recognized as one of the 2024 World’s Most Ethical Companies® by Ethisphere as well as a member of the Bloomberg Gender Equality Index. Learn more about Principal and our commitment to building a better future at principal.com.

Protective has helped people achieve protection and security in their lives for 117 years. Through its subsidiaries, Protective offers life insurance, annuity and asset protection solutions and is helping more than 14.4 million people protect what matters most. Protective’s more than 3,800 employees put people first and deliver on the company’s promises to customers, partners, colleagues and communities - because we’re all protectors. With a long-term focus, financial stability and commitment to doing the right thing, Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), has $118 billion in assets, as of Dec. 31, 2023. Protective is headquartered in Birmingham, Alabama, and supported by a robust virtual workforce and core sites in the greater Cincinnati area and St. Louis. For more information about Protective, visit www.protective.com.

The Securian Financial family of companies has been developing innovative insurance and retirement solutions to meet the evolving needs of individuals, families and businesses for more than 140 years.

Offered through partnerships with employers, financial professionals and affinity groups, Securian products help bring peach of mind to more than 22 million customers throughout the United States and Canada. They are trusted by partners and customers to fulfill their purpose of helping to build secure tomorrows. Visit us at: www.securian.com

For more than 65 years, Symetra has provided annuities, life insurance and employee benefits that help people live with financial security and confidence. Our business is based on guiding principles of value, transparency and sustainability, and our vision—creating a world where more people have access to financial freedom—is at the heart of everything we do. To learn more about our company, products and services, visit www.symetra.com.

 

 

 

The Hartford is a leader in property and casualty insurance, group benefits and mutual funds. With more than 200 years of expertise, The Hartford is widely recognized for its service excellence, sustainability practices, trust and integrity. The Hartford is a leading provider of employee benefits products and services, including leave management, group life and disability insurance, as well as other voluntary products. For more information, visit https://www.thehartford.com.

Rowe Price, a global investment management firm with $1.57 trillion AUM*, focused on helping investors achieve more confident futures. Guided by our strategic investing approach, we partner with financial professionals to match client needs with a comprehensive platform of solutions. Visit us at: https://www.troweprice.com/corporate/en/home.html

*as of June 30, 2024

Unum is a leading provider of benefits for the modern workplace, offering solutions that support employees on the job and when they need time away. Colonial Life provides benefits that your employees want for life's unexpected moments — whether that’s accident, illness or injury. Visit us at: https://www.unum.com/ and https://www.coloniallife.com/

Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth and investment company with approximately 9,000 employees who are focused on achieving Voya’s aspirational vision: Clearing your path to financial confidence and a more fulfilling life. Through products, solutions and technologies, Voya helps its 14.7 million individual, workplace and institutional clients become well planned, well invested and well protected. Benefitfocus, a Voya company, extends the reach of Voya’s workplace benefits and savings offerings by providing benefits administration capabilities to 16.5 million individual subscription employees across employer and health plan clients. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is purpose-driven and committed to conducting business in a way that is economically, ethically, socially and environmentally responsible. Voya has earned recognition as: one of the World’s Most Ethical Companies® by Ethisphere; a member of the Bloomberg Gender-Equality Index; and a “Best Place to Work for Disability Inclusion” on the Disability Equality Index. Visit voya.com for more information. Follow Voya Financial on Facebook, LinkedIn and Instagram.

Bronze Sponsors

Founded as a progressive life insurance company in 1891, Boston Mutual Life Insurance Company is a national carrier that provides insurance solutions designed for working Americans and their families, as well as enrollment and billing options at the workplace. With offices based in Canton, Massachusetts, and Omaha, Nebraska, as a mutual company, Boston Mutual Life is dedicated to acting in the best interests of its policyholders, producers, employees, and its communities. For more information, please visit www.bostonmutual.com or contact your Boston Mutual Life representative. Follow the company on Facebook (/BostonMutualLifeIns), LinkedIn (/company/boston-mutual-life-insurance), or Instagram (/bostonmutuallifeinsurance).

CNO Financial Group, Inc. secures the future of middle-income America. We provide life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs. Our 3,500 associates, 4,700 exclusive agents and 5,000 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. For more information, visit CNOinc.com.

Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products, is part of TIH Insurance Holdings, LLC, the fifth-largest insurance broker in the United States. Crump supports the distribution of life insurance, annuities, long term care, linked benefits, disability, and health products with the industry’s premier sales and back-office support and technology services, marketing under the following brands: Crump, Truist Life Insurance Services, and Tellus. Visit us at: Crump Life Insurance Services

 

 

Raymond James Financial (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations and municipalities. As a global financial services firm as unique as the people we serve, our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. The company has approximately 8,700 financial advisors and total client assets of $1.25 trillion. Additional information is available at www.raymondjames.com.

RBC Insurance® offers a wide range of life, health, home, auto, travel, wealth, and reinsurance advice and solutions, as well as creditor and business insurance services, to individual, business, and group clients. RBC Insurance is the brand name for the insurance operating entities of Royal Bank of Canada, Canada’s biggest bank, and one of the largest in the world based on market capitalization. Among the largest Canadian bank-owned insurance organizations, RBC Insurance has approximately 2,800 employees who serve close to five million clients globally. For more information, visit rbcinsurance.com.

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