IRI Marketing Summit 2017 As of Sunday, January 29, 2017 Attendee List

First Name Last Name Title Company Jeff Aaron Senior Strategic Relationship Manager Putnam Investments Gregory Alberti VP, Strategic Relationship Management Great-West Life and Annuity Insurance Company Liz Altman - Harberger CMO, Individual and Group Retirement & Mutual Funds AIG (American International Group) Matt Appenfelder Vice President Pacific Investment Management Company (PIMCO) William Atherton Business Consultant, Retirement Income Planning The Atherton Group Caitlin Baber Vice President, National Accounts Associate Legg Mason, Inc. Sean Baker Vice President AQR Capital Management Gary Baker President, CANNEX USA CANNEX Financial Exchanges Kerry Bakken Funds Analyst Sammons Financial Group Andrew Beiger Vice President Jennison Associates Laura Bentzien SVP, Account Manager Pacific Investment Management Company (PIMCO) Kerrianne Berneck Director BlackRock Jason Bickler National Sales Manager Global Atlantic Financial Company Joe Black VP, Business Development Voya Financial Rodney Branch Senior Vice President, Chief Marketing Officer Prudential Annuities Kevin Broulette Senior Product Manager Capital Group Companies Tim Buckeridge Director, Investment Only Sales Franklin Templeton Investments Robert Buckingham Vice President - Wealth Management CUNA Mutual Group Keith Burger SVP, National Sales Manager AIG (American International Group) Bryan Burke Senior Vice President Federated Investors Ryan Campbell Director of Market Research Voya Financial Mark Caner President Western & Southern Financial Group Lance Carlson National Sales Director-Head of Third Party Distribution Great-West Life and Annuity Insurance Company Robert Chamerda Assistant Vice President, Competitive Intelligence and Key Account Management, Retirement Solutions Guardian Insurance & Annuity Co. Marie-Laure Chandumont Director Barclays Scott Charlton Vice President Federated Investors Wayne Chopus SVP, Strategic Relationship Management and Sales Operations Prudential Annuities Greg Cicotte Head of U.S. Wealth Management and Distribution Jackson National Life Michael Cobianchi Vice President, Institutional Insurance & Sub-Advisory Waddell & Reed, Inc. Mark Coneeny Head of Relationship Management Putnam Investments Doug Cooke SVP Ohio National Financial Services Ralph Corasaniti National Account Manager Legg Mason, Inc. Neil Corkum Director, Research and Competitive Analysis Fidelity Investments Life Insurance Company Steve Coyle SVP, Director of Subadvisory and Institutional Retirement OMAM Al Dal Porto Vice President, Product Development Security Benefit David DeLibro Vice President, Head of Strategic Accounts AIG Financial Distributors Eric Denham EVP, Product and Business Development Annexus Brandon Dirksen Director, Sales Development & Training Voya Financial Amy Doll Manager, Marketing Communications Sammons Financial Group Erin Donnelly Managing Director & Head of DC Investments Only TIAA Keely Donoway Vice President, Marketing Lead, Retirement Solutions Legg Mason, Inc. Richard Dowdle Western Divisional Sales Manager Ohio National Financial Services Joe Eck VP, Head of Financial Institutions American Century Investments Atticus Fallon SVP, Head of Subadvisory Sales Delaware Investments Caryl Falvey Marketing Consultant MassMutual Financial Group Kurt Fasen Sr. Vice President VOYA Insurance Alex Faulken Investment Products Sales Manager AIG (American International Group) Michael Ferraro Director BlackRock Kathryn Ferrero CMO AXA Terri Fielder Executive Vice President, Strategic Accounts AIG Financial Distributors Michele Fisher VP, Sales Operations, Retirement Division Global Atlantic Financial Company Brett Ford VP, Division Sales Manager Great-West Life and Annuity Insurance Company Joseph Fournier Executive Vice President, Account Manager Pacific Investment Management Company (PIMCO) Tracy Fraser Business Development Manager Transamerica / AEGON Randall Gabrielson Senior Vice President, Relationship Management Allianz Life Insurance Company Marysue Gailey Annuity and LTC Marketing MassMutual Financial Group Krista Gibson EVP, Director, Investment & Insurance Products BBVA Securities Inc. Will Gilfillan Senior Enterprise Account Manager MoneyGuidePro-PIEtech IRI Marketing Summit 2017 As of Sunday, January 29, 2017 Attendee List

First Name Last Name Title Company Peter Golden Divisional Vice President AXA Distributors Marci Green Managing Director, Head of VA Distribution Goldman Sachs Asset Management Marty Griffin Senior Vice President, Institutional Sales Ohio National Financial Services Faisal Habib President (QWeMA) CANNEX Financial Exchanges Tom Haines Investment Banking UBS Financial Services Inc. Patrick Halas Marketing Director Great-West Life and Annuity Insurance Company Mark Halloran Managing SVP, Head of Industry and Regulatory Strategy Transamerica / AEGON Brian Hanna Vice President, Insurance Services AB (AllianceBernstein) Craig Harm Senior Vice President - Relationship Manager Fidelity Investments Calvin Harrelson SVP, National Insurance Sales Manager Capital Group Companies Melissa Hernandez Director of Corporate Communications Jackson National Life Shawn Hienton Business Relationship Manager Nationwide Financial Ted Hobbie Vice President AQR Capital Management Thomas Hobson Vice President, Relationship Manager BlackRock Dylan Huang Senior Managing Director & Head of Retail Annuities New York Life Insurance Company Bill Hurley Executive Director Morgan Stanley Investment Management Inc. Robert Jameison Sr. Vice President, Institutional Ins. Sub Advisory Division Fidelity Investments Joel Jessen Vice President of Annuity Products Wells Fargo & Company Todd Jones Vice President, National Accounts Federated Investors John Kennedy Head of Retirement Solutions Distribution Lincoln Financial Distributors Kevin Kennedy Managing Director - Head of Business Development & 401(k) AXA Distributors Jason Kerr National Account Manager American Funds Distributors Yoojin Kim Executive Director JP Morgan Asset Management Jason King Managing Director, Annuity/Insurance Product Management, Marketing & Strategy Charles Schwab and Co., Inc. Jon Klestinski Annuity Product Team Leader Edward Jones Mack Kline Subadvisory Relationship Manager JP Morgan Asset Management Elizabeth Kosar External Communications Specialist Jackson National Life Stephanie Kulwich Allianz Global Investors Marcia Larson VP Knopman Marks Financial Training Tandi LeFranc VP of Marketing Annexus Gordon Linke Sr. Vice President, National Sales Manager Pacific Investment Management Company (PIMCO) William Loehning IRI Hall of Fame Bill Lowe President, Sammons Retirement Solutions Sammons Financial Group Paul Lucas Director BlackRock Stefne Lynch Director of Key Accounts MassMutual Financial Group Ian Macduff Senior Vice President Natixis Global Asset Management Stephen Maginn President & CEO AIG Financial Distributors Francis Maher Director Transamerica / AEGON Michael McCarthy Senior VP, National Sales Great-West Life and Annuity Insurance Company Michael McClary Chief Investment Officer ValMark Securities, Inc. Kevin McGarry AVP - Nationwide Financial Retirement Institute Nationwide Financial Brooke Meyer VP, Retirement Marketing Global Atlantic Financial Company Treske Mike Executive Vice President, Annuities and Investments AIG Financial Distributors John Mulhall Divisional Vice President of Institutional Sales Ohio National Financial Services Kieran Mullins Head of Client Services and Operations, US Retail Division MetLife Kerry Murphy Director, Senior National Account Manager Allianz Global Investors Katie Murphy Vice President, U.S. Sub-Advisory, Institutional Client Group State Street Global Advisors Paula Nelson Managing Director, Head of Annuity Distribution, Retirement Global Atlantic Financial Company Jason Newmark National Accounts Manager Securian Caroline O'Connell Chief Marketing Officer, Investment Services Pershing LLC, a BNY Mellon Company Nag-Bushan Odekar VP of Marketing, Individual Markets Great-West Life and Annuity Insurance Company Christopher Owens National Sales VP, Retail Life & Annuity Securian Sue Painter AVP, Life New Business Penn Mutual Life Insurance Company Dave Paulsen Executive Vice President, Chief Distribution Officer Transamerica Barbara Pittman Head of Insurance Hilltop Securities John Rafferty Vice President, Retirement Marketing Symetra Financial Seamus Ray Vice President T.Rowe Price Group, Inc. Jacquelyn Reardon AVP, Marketing Manager AB (AllianceBernstein) IRI Marketing Summit 2017 As of Sunday, January 29, 2017 Attendee List

First Name Last Name Title Company George Riedel Head of US Intermediaries T.Rowe Price Group, Inc. Mary Roberts Director, Relationship Management New York Life Insurance Company Paul Roche Strategic Relationship Manager Putnam Investments Robert Rohrbach Director, Annuity Product Manager Merrill Lynch Global Wealth Management David Rumpf Division Sales Manager MetLife Aline Schellhas Regional Vice President Allianz Life Financial Services, LLC Melissa Scheuerman VP of Business & Sales Development, Sammons Retirement Solutions Sammons Financial Group Joel Schiffman VP & Director, Financial Institutions Janus Capital Group Deborah Seabury Vice President, Sr. Strategic Account Manager AIG Financial Distributors Michelin Sharp VP & Director, Financial Institutions Janus Capital Group Matt Shaw Executive Vice President Pacific Investment Management Company (PIMCO) Marysue Sheehan VP AIG (American International Group) Jamie Shepherdson Managing Partner Crossroads Capital Group LLC/ Steadfast Capital Markets Group Ron Shurts President & CEO Annexus Peter Slattery Managing Director Allianz Global Investors Todd Solash Senior Executive Director/Head of Individual Annuity AXA Karen Solfest Marketing Manager Securian Daniel Starishevsky Senior Vice President, Marketing Jackson National Life Scott Stolz Sr. Vice President, PCG Investment Products Raymond James Insurance Group Tiffany Summers Executive Director, National Accounts JP Morgan Asset Management Kelly Tate Annuity Product Leader-Ins. & Annuity Products Edward Jones James Thompson Head of Global Insurance and Subadvisory Marketing AB (AllianceBernstein) Mike Treske Executive Vice President, Annuities and Investments AIG Financial Distributors Colleen Tycz Vice President, National Account Manager Legg Mason, Inc. Tim Uecker Vice President, Investment Specialist Jennison Associates Kara Veach Assistant Director, Retirement Marketing Symetra Financial Jordan Vettoretti Vice President, National Account Manager Allianz Global Investors Marc Vosen President & Chief Executive Officer Key Investment Services, LLC Keith Wagner Managing Director Allianz Global Investors Corey Walther Head of Distribution Relationship Management Allianz Life Insurance Company Brian Welsh VP of Marketing Annexus Andrew Wilmot Managing Director - Head of Retirement Platforms Allianz Global Investors Dawn Wilson Manager, NAD Client Segment Marketing Capital Group Companies Eric Wilson Executive Director JP Morgan Asset Management Matt Wilson Senior Enterprise Account Manager MoneyGuidePro-PIEtech Christopher Wong Vice President & Director, Financial Institutions Janus Capital Group Brett Wright SVP, Co-Head of Client Group Delaware Investments Daniel Zelazny Managing Director AQR Capital Management Heidi Zhang Sr. Product Specialist Capital Group Companies