IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List First Name Last Name Title Company Jeff Aaron Senior Strategic Relationship Manager Putnam Investments Darwin Aguilo Product Consulting Manager LPL Financial Gregory Alberti VP, Strategic Relationship Management Great-West Life and Annuity Company Jeremy Alexander CEO Beacon Research, Inc. Liz Altman-Harberger CMO, Individual and Group & Mutual Funds AIG (American International Group) Anthony Altobelli Regional Vice President Life , LLC Rich Aneser SVP – Chief Marketing Officer Lincoln Financial Group Pacific Company Matt Appenfelder Vice President (PIMCO) William Atherton Business Consultant, Retirement Income Planning The Atherton Group Caitlin Baber Vice President, National Accounts Associate Legg Mason, Inc. Gary Baker President, CANNEX USA CANNEX Financial Exchanges Sean Baker Vice President AQR Capital Management Kerry Bakken Funds Analyst Sammons Financial Group Andrew Beiger Vice President Jennison Associates Matt Benson Marketing and Communications Manager Insured Retirement Institute (IRI) Pacific Investment Management Company Laura Bentzien SVP, Account Manager (PIMCO) Jason Berkowitz Vice President & Counsel - Regulatory Affairs Insured Retirement Institute (IRI) 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 Bryan Burke Senior Vice President Federated Investors David Byrnes President-Head of Distribution Benefit Bruce Cacho-Negrete Vice President, Investments, Financial Planner The Starner Group of Raymond James Ryan Campbell Director of Market Research Voya Financial Mark Caner President Western & Southern Financial Group IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List

Lance Carlson National Sales Director-Head of Third Party Distribution Great-West Life and Annuity Insurance Company Julie Casserly LPL Financial Scott Cawley Director - Business Development Annuities Principal Financial Group Assistant Vice President, Competitive Intelligence and Key Robert Chamerda Guardian Insurance & Annuity Co. Account Management, Retirement Solutions Marie-Laure Chandumont Director Barclays Scott Charlton Vice President Federated Investors SVP, Strategic Relationship Management and Sales Wayne Chopus Operations Prudential Annuities Prudential Annuities Greg Cicotte Head of U.S. Wealth Management and Distribution Peter Cieszko Chief Client Officer, Americas American Century Investments Michael Cobianchi Vice President, Institutional Insurance & Sub-Advisory Waddell & Reed, Inc. William Coleman Managing Director, Head of Retirement Solutions Legg Mason, 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 Company Lee Covington Senior Vice President & General Counsel Insured Retirement Institute (IRI) Steve Coyle SVP, Director of Subadvisory and Institutional Retirement OMAM Emily Cramer National Account Manager InsuranceNewsNet.com, Inc. Al Dal Porto Vice President, Product Development Security Benefit Robert DeChellis President, Financial Services Allianz Life Insurance Company David DeLibro Vice President, Head of Strategic Accounts AIG Financial Distributors Beth Dendinger Senior Partner, Strategic Relationships Cetera Financial Group Eric Denham EVP, Product and Business Development Annexus Brandon Dirksen Director, Sales Development & Training Voya Financial Amy Doll Manager, Marketing Communications Sammons Financial Group Liz Dombrowski Member Services Manager Insured Retirement Institute (IRI) IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List 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 Tina Downing VP, Sales Relationship Management Prudential Annuities Joe Eck VP, Head of Financial Institutions American Century Investments David Eikenberg Head of Retirement T.Rowe Price Group, Inc. Millicent Eubanks Associate Vice President - Investments Wells Fargo Advisors Bana Eyasu Sr. Channel Marketer T.Rowe Price Group, Inc. 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) Paul Feldman Publisher InsuranceNewsNet.com, Inc. Derek Ferguson Principal Actuary Genesis Financial Products, Inc. Michael Ferraro Director BlackRock Kathryn Ferrero CMO Bruce Ferris Trustee-Guardian Life Variable Products Special IRI Memberships Terri Fiedler Executive Vice President, Strategic Accounts AIG Financial Distributors Michele Fisher VP, Sales Operations, Retirement Division Global Atlantic Financial Company Ken Fitzsimons Annuity Product Manager UBS Financial Services Inc. Brett Ford VP, Division Sales Manager Great-West Life and Annuity Insurance Company Pacific Investment Management Company Joseph Fournier Executive Vice President, Account Manager (PIMCO) Tracy Fraser Business Development Manager Transamerica / AEGON Randall Gabrielson Senior Vice President, Relationship Management Allianz Life Insurance Company Bernard Gacona Sr. Vice President, Director of Annuities Wells Fargo Advisors Marysue Gailey Annuity and LTC Marketing MassMutual Financial Group Len Galasso Associate Partner Hewitt Brenda Gempler Senior Vice President, National Accounts Global Atlantic Financial Company Krista Gibson EVP, Director, Investment & Insurance Products BBVA Securities Inc. Will Gilfillan Senior Enterprise Account Manager MoneyGuidePro-PIEtech IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List Andy Goeller Vice President, National Sales Manager T.Rowe Price Group, Inc. Peter Golden Divisional Vice President AXA Distributors Marshall Goldsmith Author and Leadership Executive Coach Theresa Gralinski Director of Marketing InvestmentNews Marci Green Managing Director, Head of VA Distribution 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 Renee Hamlen Director - Annuity Distribution New York Life Insurance Company Peter Hanley Vice President, Operations and Technology Insured Retirement Institute (IRI) 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 Shawn Hienton Business Relationship Manager Nationwide Financial John Hilton Senior Editor InsuranceNewsNet.com, Inc. Ted Hobbie Vice President AQR Capital Management Thomas Hobson Vice President, Relationship Manager BlackRock Brent Hoeppner Principal Actuary Genesis Financial Products, Inc. Stuart Holland V.P. Sales Pacific Life Insurance Company Kyle Houlihan Senior Account Manager Sequoia System International Dylan Huang Senior Managing Director & Head of Retail Annuities New York Life Insurance Company Jackie Huba Marketing and Customer Loyalty Barbara Hume Vice President, Membership Insured Retirement Institute (IRI) Bill Hurley Executive Director Morgan Stanley Investment Management Inc. Brett Hynes AVP, Field National Accounts & Asset Mgr Relations Pacific Life Insurance Company Diane Jackson SVP, Relationship Manager Fidelity Investments Robert Jameison Sr. Vice President, Institutional Ins. Sub Advisory Division Fidelity Investments IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List Joel Jessen Vice President of Annuity Products Wells Fargo & Company Todd Jones Vice President, National Accounts Federated Investors Kevin Kajiwara Co-President Teneo 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 Ken Kies Managing Director Federal Poilcy Group, LLC Yoojin Kim Executive Director JP Morgan Asset Management Managing Director, Annuity/Insurance Product Jason King Charles Schwab and Co., Inc. Management, Marketing & Strategy Erica Kinsella Vice President Goldman Sachs Asset Management Jon Klestinski Annuity Product Team Leader Edward Jones Mack Kline Subadvisory Relationship Manager JP Morgan Asset Management Jared Kloos Sales Manager ALPS Advisors Elizabeth Kosar External Communications Specialist Jackson National Life Jason Krohnke Vice President, Regional and Field Marketing American Equity Investment Life Insurance Co. Stephanie Kulwich Allianz Global Investors Marcia Larson VP Knopman Marks Financial Training Andrew Laster National Sales Manager Invesco Tandi LeFranc VP of Marketing Annexus Pacific Investment Management Company Gordon Linke Sr. Vice President, National Sales Manager (PIMCO) William Loehning IRI Hall of Fame Kevin Loffredi Senior Product Manager Morningstar, Inc. Bill Lowe President, Sammons Retirement Solutions Sammons Financial Group Paul Lucas Director BlackRock Michael Lyeth Vice President, Wealth Strategies Group Ayco Company Stefne Lynch Director of Key Accounts MassMutual Financial Group Ian Macduff Senior Vice President Natixis Global Asset Management Tim Mader National Account Manager InsuranceNewsNet.com, Inc. Stephen Maginn President & CEO AIG Financial Distributors IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List

Francis Maher Director Transamerica / AEGON Jamie Marin Senior Marketing Consultant Brighthouse Financial Erica Mason Governement Affairs Specialist Insured Retirement Institute (IRI) Michael McCarthy Senior VP, National Sales Great-West Life and Annuity Insurance Company Michael McClary Chief Investment Officer ValMark Securities, Inc.

Robert McCommon Sr. VP Director of Annuities Wunderlich Securities

Kevin McGarry AVP - Nationwide Financial Retirement Institute Nationwide Financial Kelli McMorrow Vice President, Federal Affairs Insured Retirement Institute (IRI) Dale Meinders Sr. Director Distribution Marketing Allianz Life Insurance Company Brooke Meyer VP, Retirement Marketing Global Atlantic Financial Company Megan Meyers Relationship Manager Symetra Financial Rod Mims SVP & National Sales Manager Athene Annuity & Life Assurance Company Chris Moschner AVP, Product Marketing Brighthouse Financial John Mulhall Divisional Vice President of Institutional Sales Ohio National Financial Services Kieran Mullins Head of Client Services and Operations, US Retail Division MetLife

Katie Murphy Vice President, U.S. Sub-Advisory, Institutional Client Group State Street Global Advisors Kerry Murphy Director, Senior National Account Manager Allianz Global Investors Greg Naples Senior Vice President, Finanical Advisors The Naples Wealth Management Group Paula Nelson Managing Director, Head of Annuity Distribution, Retirement Global Atlantic Financial Company Jason Newmark National Accounts Manager Securian Philip Nolan Vice President - Relationship Manger Neuberger Berman Management, Inc. Suzanne Norman National Sales Manager-Fund Advisory Services Milliman, Inc. Caroline O'Connell Chief Marketing Officer, Investment Services Pershing LLC, a BNY Mellon Company Steven OConnor VP, Marketing Strategy Jackson National Life Nag-Bushan Odekar VP of Marketing, Individual Markets Great-West Life and Annuity Insurance Company Tim Owen VP, Product Management Vertafore IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List Christopher Owens National Sales VP, Retail Life & Annuity Securian Sue Painter AVP, Life New Business Penn Mutual Life Insurance Company Kaitlyn Palatucci Director of Sponsorship and Client Services Insured Retirement Institute (IRI) Alexandra Parson VP, Relationship Management Delaware Investments Dave Paulsen Executive Vice President, Chief Distribution Officer Transamerica Carrie Piltz Director of Subadvisory Strategic Partnerships Lincoln Financial Distributors Barbara Pittman Head of Insurance Hilltop Securities Joseph Powell Director, Client Solutions Brighthouse Financial Peter Quinn Director, Intermediary Distribution BMO Global Asset Management Joseph Quirk Managing Director Neuberger Berman Management, Inc. John Rafferty Vice President, Retirement Marketing Symetra Financial Richard Randa Managing Director Wells Fargo Advisors Seamus Ray Vice President T.Rowe Price Group, Inc. Michael Raymond Director, Product Research Prudential Financial Jacquelyn Reardon AVP, Marketing Manager AB (AllianceBernstein) Paul Richman Vice President, Government Relations Insured Retirement Institute (IRI) George Riedel Head of US Intermediaries T.Rowe Price Group, Inc. Brendan Roach Senior Vice President Neuberger Berman Management, 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 James Roth Managing Director Pershing LLC, a BNY Mellon Company David Rumpf Division Sales Manager MetLife Aline Schellhas Regional Vice President Allianz Life Financial Services, LLC VP of Business & Sales Development, Sammons Retirement Melissa Scheuerman Sammons Financial Group Solutions Joel Schiffman VP & Director, Financial Institutions Janus Capital Group Travis Schraffenberger Vice President, Strategic Marketing & Communications Western & Southern Financial Group Teri Schultz Vice President, Marketing Protective Life Insurance Company Deborah Seabury Vice President, Sr. Strategic Account Manager AIG Financial Distributors Thomas Seitz Head of Distribution Delaware Life Catherine Seklecki VP, Sub-advisory Relationship Management Delaware Investments Matthew Settergren Director of Business Development Allianz Life Insurance Company IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List Aaron Shapley Director Dimensional Fund Advisors LP Michelin Sharp VP & Director, Financial Institutions Janus Capital Group Pacific Investment Management Company Matt Shaw Executive Vice President (PIMCO) Marysue Sheehan VP AIG (American International Group) Crossroads Capital Group LLC/ Steadfast Capital Jamie Shepherdson Managing Partner Markets Group Ron Shurts President & CEO Annexus John Sierawski Director of Business Development Sequoia System International Suzanne Siracuse Vice President and Publisher InvestmentNews Peter Slattery Managing Director Allianz Global Investors Karen Solfest Marketing Manager Securian Senior Wealth Management Advisor, Individual Advisory Daniel Soo TIAA Services Daniel Starishevsky Senior Vice President, Marketing Jackson National Life Sharon Stenger Vice President, Marketing Prudential Annuities Scott Stolz Sr. Vice President, PCG Investment Products Raymond James Insurance Group Craig Strauser VP, Wealth Management Consultant Allianz Life Insurance Company 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 Christine Tucker Vice President, Marketing - Retirement Solutions Division Pacific Life Insurance Company Tammy Turner Executive Assitant Insured Retirement Institute (IRI) Colleen Tycz Vice President, National Account Manager Legg Mason, Inc. Tim Uecker Vice President, Investment Specialist Jennison Associates Alana Vartanian Director of Meetings and Conferences Insured Retirement Institute (IRI) Kara Veach Assistant Director, Retirement Marketing Symetra Financial Jordan Vettoretti Vice President, National Account Manager Allianz Global Investors Senior Director, Marketing Product Development - Mutual Cindy Volker Broadridge Financial Solutions Inc. Funds & Retirement Solutions Marc Vosen President & Chief Executive Officer Key Investment Services, LLC Keith Wagner Managing Director Allianz Global Investors IRI Marketing Summit 2017 As of Friday, February 24, 2017 Attendee List Karen Wahl Regional Sales Manager InvestmentNews Oran Walsh Managing Director, Sub-Advisory Investments Corey Walther Head of Distribution Relationship Management Allianz Life Insurance Company Cathy Weatherford President & CEO Insured Retirement Institute (IRI) Brian Welsh VP of Marketing Annexus Vice President of National Accounts and Sales Support, John White Pacific Life Insurance Company Retirement Solutions Division Matthew Williams VP, Head of Annuity Product Management New York Life Insurance Company 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 Judith Zaiken LIMRA International Daniel Zelazny Managing Director AQR Capital Management Heidi Zhang Sr. Product Specialist Capital Group Companies