IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Jeff Aaron Sr. Strategic Relationship Manager Putnam Investments Ryan Abernathy Bank of America Merrill Lynch Melissa Adams Senior Sub Advisor Relationship Manager Prudential Financial Darwin Aguilo Product Consulting Manager LPL Financial Jeremy Alexander President & CEO Beacon Research Liz Altman-Harberger CMO, Retirement Income Solutions & Mutual Funds AIG (American International Group) Kasia Antczak Marketing Manager Guardian & Annuity Co. William Atherton Consultant, Retirement Income CANNEX Financial Exchanges Gary Baker President, U.S. Division CANNEX Financial Exchanges Thomas Barefield Vice Chairman and Chief Distrbribution Officer Ohio National Ryan Bartlett VP Relationship Manager Goldman Sachs Asset Management Jeff Baskin Executive Vice President EverFi Andrew Beiger Vice President Jennison Associates William Benjamin Chief Executive Officer U.S. Bancorp Investments Lisa Bennett Vice President, Global Communications Prudential Financial Pacific Investment Management Company Laura Bentzien Account Manager (PIMCO) Jason Berkowitz Vice President, Regulatory Affairs & Compliance Insured Retirement Institute Forethought Life Insurance Company, A Global Jason Bickler National Sales Manager Atlantic Company Bobby Biden Lead Marketing Manager T.Rowe Price Group, Inc. Yogini Biswas AVP, Annuity Marketing MetLife Joe Black VP, Business Development Voya Financial David Bone Senior Competitive Intelligence Analyst Guardian Insurance & Annuity Co. Melissa Bottolfson Director of Sales Supervision and Operations Life Insurance Company Scott Bowers Regional Vice President BlackRock Walter Braillard EVP, Head of Retirement Strategic Accounts BNY Mellon Retirement - Dreyfus Rodney Branch Senior Vice President, Chief Marketing Officer Prudential Financial Jay Brost Director Advisors Excel IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company William Bruckner Director Pershing LLC, a BNY Mellon Company Kaitlyn Buchler Communications and Marketing Assistant Insured Retirement Institute Tim Buckeridge Director Sales VAIO Franklin Templeton Investments Robert Buckingham Vice President - Wealth Management CUNA Mutual Group Charles Burgdorf Managing Director Lazard Asset Management Bryan Burke Senior Vice President Federated Investors Sales Manager Matt Butcher WealthManagement.com Greg Buzzell Senior Relationship Manager - Investment Only Columbia Threadneedle Investments Clarke Camper SVP, Government Relations American Funds Distributors Kathi Carter Vice President Annuity Marketing and Order Entry Stifel, Nicolaus & Company, Inc. Ursula Carty Senior Director Distributors Robert Chamerda Second Vice President, Retirement Solutions Guardian Insurance & Annuity Co. Chia Chang Assistant Vice President MetLife Scott Charlton Vice President Federated Investors Benjamin Childs Assistant Director, Internal Marketing Ohio National Financial Services Peter Cieszko SVP & Chief Client Officer American Century Investments Lindsey Cipro Director, National Accounts Ivy Funds Kevin Clark National Sales Manager JP Morgan Asset Management Tracey Clavell Marketing Director - Annuities Principal Financial Group Jon Clement National Director, Insurance Sales MFS Investment Management Peter Clements Senior Regional Vice President Columbia Threadneedle Investments Michael Cobianchi Vice President, Institutional Marketing Waddell & Reed, Inc. Assistant Vice President, Head of Annuity, DI and Christopher Coburn MassMutual Financial Group LTC Marketing Pacific Investment Management Company Michael Cogswell SVP, Product Manager - Retirement Solutions (PIMCO) William Coleman Managing Director, Head of Retirement Solutions Legg Mason, Inc. Gordon Collins Sr. Manager Sales Development and Support Financial Services, LLC Mark Coneeny Head of Relationship Management Putnam Investments IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Neil Corkum Director, Research and Competitive Analysis Fidelity Investments Life Insurance Company Mark Cover Vice President T.Rowe Price Group, Inc. Lee Covington Senior Vice President & General Counsel Insured Retirement Institute Jamie Cox Managing Partner, Harris Financial Group LPL Steve Coyle SVP, Director of Subadvisory and Institutional OMAM Emily Cramer Regional Account Manager InsuranceNewsNet.com Inc. Richard Cresta SVP, Head of Institutional Insurance Sales Fidelity Investments Al Dal Porto Vice President, Product Development Security Benefit Larry D'Alessandro AVP T.Rowe Price Group, Inc. Graham Day National Sales Manager AXA Distributors Robert Dearman Vice President, Strategic Initiatives Jackson National Life Robert DeChellis President, Allianz Life Financial Services Allianz Life Insurance Company Keil Decker Director of BlackRock Marketing BlackRock Eric Denham EVP, Product and Business Development Annexus Christina Dolan Senior Marketing Consultant Lincoln Financial Group Amy Doll Creative Manager Sammons Financial Group Thomas Donham Senior Marketing Manager Capital Group Companies Bill Duplisea Associate BlackRock David Eikenberg Head of Retirement T.Rowe Price Group, Inc. Donnie Ethier Senior Analyst Cerulli Associates Millicent Eubanks Associate Vice President - Investments Wells Fargo Michael Eustic National Sales Manager - Subadvisory OppenheimerFunds, Inc. Atticus Fallon SVP, Head of Subadvisory Sales Delaware Investments Caryl Falvey Marketing Consultant MassMutual Financial Group Michael Ferraro Director BlackRock Bruce Ferris Former Chairman, IRI Board of Directors Terri Fiedler Executive Vice President, Strategic Accounts AIG Financial Distributors John Finnerty Director National Accounts MFS Investment Management Michele Fisher VP, Sales Operations Forethought Life Insurance Company, A Global Ken Fitzsimons Director, Annuity Product Management UBS Financial Services Inc. IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Christopher Flint President & Chief Executive Officer ProEquities

Tom Foley Financial Professional AXA Vice President, Wirehouse and Bank Channel Hernan Fonseca Nationwide Financial Manager Executive Vice President, Retail Retirement and Elizabeth Forget MetLife Wealth Solutions Joseph Fournier Executive Vice President, Account Manager Pacific Investment Management Company Joe Frustaglio Vice President, Private Sector Retirement Plan Sales Nationwide Financial William Fuller President Lincoln Financial Group Distribution Christopher Furman Managing Director Janus Capital Group Randall Gabrielson Senior Vice President, Relationship Management Allianz Life Insurance Company Bernard Gacona Sr. Vice President, Director of Annuities Wells Fargo Advisors Dave Gaunt VP, Enterprise Sales Executive BrightScope David Giertz President, NFS Distributors, Inc. Nationwide Financial Michael Gilotti Hall of Fame recipient Advisor Financial Services Kevin Granelli Executive Director UBS Asset Management Marci Green Managing Director, Head of VA Distribution Goldman Sachs Asset Management Mathew Greenwald President & CEO Greenwald & Associates Marty Griffin Senior Vice President, Institutional Sales Ohio National Financial Services Munish Grover Senior Vice President Lazard Asset Management Elizabeth Guerrera Vice President, Internal Sales Prudential Financial Arpita Guha Associate, Business Development AQR Capital Management 2nd Vice President, Divisional Sales Manager - Rona Guymon ProEquities Annuity Division Tom Haines Investment Banking UBS Financial Services Inc. Patrick Halas Marketing Director Great-West Life and Annuity Insurance Jonathan Hall Senior Vice President BNY Mellon Retirement - Dreyfus Matthew Hamel Managing Director Virtus Investment Partners, Inc. Brian Hanna Vice President, Insurance Services AB (AllianceBernstein) IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Calvin Harrelson SVP, National Insurance Sales Manager Capital Group Companies Mike Hashbarger Sr. Director of Internal Sales Allianz Life Insurance Company Simeon Hernandez SVP, Head of Retirement Business Development Forethought Life Insurance Company, A Global Melissa Hernandez External Communications Manager Jackson National Life Daniel Herrick VP, Account Management Prudential Financial Bob Heske Lead Marketing Communications Specialist Broadridge Financial Solutions Inc. John Hilton Senior Editor/Annuities InsuranceNewsNet Ty Hix Senior Vice President Lazard Asset Management Thomas Hobson Vice President, Relationship Manager BlackRock Danielle Holland Senior Vice President, Communications, Marketing Insured Retirement Institute Stuart Holland Sr. V.P., Natl. Sales Mgr. Pacific Life Insurance Company Grady Holt Head of Fund Management Sammons Financial Group Lisa Hoyne SVP Marketing Advisor Group Barbara Hume Vice President, Membership Insured Retirement Institute Keith Hylind Vice President, Retirement Marketing OppenheimerFunds, Inc. Brett Hynes Field Vice President, Alternative Distribution Pacific Life Insurance Company

Diane Jackson SVP, Channel Relationship Management Fidelity Investments Robert Jameison Sr. Vice President, Institutional Ins. Sub Advisory Fidelity Investments Sheila Jelinek Business Development Officer- Financial Risk Milliman, Inc. Joel Jessen Vice President of Annuity Products Wells Fargo & Company Carolyn Johnson President of Annuities & Tax Exempt Markets Voya Financial Bradley Jones National Accounts AQR Capital Management Todd Jones Vice President, National Accounts Federated Investors Ryan Jones SVP Franklin Templeton Investments Joseph Jordan Joseph W Jordan, LLC Jennifer Kalita Vice President, Communications and Marketing Insured Retirement Institute Stephen Kelly Senior National Account Manager Deutsche Asset & Wealth Management IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Managing Director - Head of Business Development Kevin Kennedy AXA Distributors & 401(k) John Kennedy Head of Retirement Solutions Distribution Lincoln Financial Distributors Roderick Kennedy Senior Vice President and Chief Marketing Officer SunTrust Bank Jason Kerr Vice President American Funds Distributors Yoojin Kim Research & Innovator Lead JP Morgan Asset Management Jason King Managing Director, Insurance Services Charles Schwab and Co., Inc. Mack Kline Relationship Manager JP Morgan Asset Management Kevin Knull President PIEtech, Inc. Maureen Kuhns VP, Client Engagement BNY Mellon Retirement - Dreyfus Stephanie Kulwich Patrick Kulzer Director, Strategic Partnerships Securian Financial Services Inc. Anjna Kumar Vice President, Channel & Data Insights Lincoln Financial Group Distribution SVP, Head of Annuities Product and Financial Mun Kurup Voya Financial Strategy Joshua Kutenplon Funds Management Group Guardian Insurance & Annuity Co. Nick Lane Senior Executive Director, Head of US Life and AXA Relationship Manager, Strategic Distribution Jonathan LaRose MassMutual Financial Group Partners Andrew Laster National Sales Manager Invesco Mike Lenn Vice President, Federal Affairs Insured Retirement Institute Gordon Linke Sr. Vice President, National Sales Manager Pacific Investment Management Company Marc Little Head of Retirement Services Salient Partners William Loehning IRI Hall of Fame Christie Loftus SVP, Director of Third Party Strategic Accounts OppenheimerFunds, Inc. Renee Long Retirement Product Manager Goldman Sachs Asset Management Bill Lowe President, Sammons Retirement Solutions Sammons Financial Group Paul Lucas Director BlackRock Richard Luchinsky Sr. Vice President, Defined Contribution Investment American Century Investments Mike Lyeth Vice President – Wealth Strategies Group Jackson National IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Stefne Lynch Director of Key Accounts MassMutual Financial Group David Macchia Founder & CEO Wealth2k, Inc. David Macchia Founder & CEO Wealth2k, Inc. Ian Macduff Senior Vice President Natixis Global Asset Management Tim Mader Regional Account Manager InsuranceNewsNet.com Inc. Tim Mader Regional Account Manager InsuranceNewsNet.com Inc. Stephen Maginn President & CEO AIG Financial Distributors Michael Manning Vice President, National Accounts Manager Federated Investors Joe Maringer National Sales Vice President Great American Insurance Group Daniel Martin Executive Communications Team Lead Jackson National Life Roanne Martinez VP of Products, Variable Annuities Cetera Financial Group Ron Mastrogiovanni Director of Strategic Alliances HealthView Services Michael McCarthy Senior Vice President - Individual Markets Great-West Life and Annuity Insurance John McCarthy Senior Product Manager Morningstar, Inc.

Michael McClary Chief Investment Officer ValMark Securities, Inc.

Susan McClure Manager, Business Development ALPS Advisors Robert McCommon Sr. VP Director of Annuity Sales & Operations Wunderlich Securities Wendy McCullough Vice President, Solutions Design & Development Thrivent Financial Kevin McGarry AVP - Nationwide Financial Retirement Institute Nationwide Financial Robert McGowan Managing Director UBS Asset Management Jeff McGuire Associate Director, Account Manager Cerulli Associates

Shannon McVeigh Vice President JP Morgan Asset Management Mary Meagher National Sales Director InvestmentNews Megan Meyers Relationship Manager Symetra Financial Anthony Milin Vice President, Key Accounts Athene Annuity & Life Assurance Company Rod Mims SVP & National Sales Manager Athene Annuity & Life Assurance Company Robi Minogue Vice President Goldman Sachs Asset Management Louis Minora Institutional Relationship Specialist American Funds Distributors IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Donald Moore President and Registered Principal Jackson National Chris Moran Head of Sub Advisory Schroder Investment Management Steve Morelli Editor in Chief InsuranceNewsNet Mark Morgan Exec VP Financial Media Group Larry Moscow Partner Maslansky + Partners Thomas Mullen Vice President of Head of Retail Marketing Athene Annuity & Life Assurance Company Pam Mullenbach National Sales Manager BlackRock Managing Director, Head of BlackRock’s Retail Jim Mullery BlackRock Insurance Group Kerry Murphy Sr. Vice President, National Account Manager Allianz Global Investors Vice President, U.S. Sub-Advisory Katie Murphy Institutional Client Group State Street Global Advisors Greg Naples Associate Vice President - Investments Morgan Stanley Paula Nelson Head of Annuity Distribution Forethought Life Insurance Company, A Global Jason Newmark National Accounts Manager Securian Larry Nicotera Vice President Fidelity Investments Cameron Nordholm CEO Gainfully Caroline O'Connell Chief Marketing Officer, Investment Services Pershing LLC, a BNY Mellon Company Caroline O'Connell Chief Marketing Officer, Investment Services Pershing LLC, a BNY Mellon Company Frank O'Connor Vice President, Research and Outreach Insured Retirement Institute Nag-Bushan Odekar VP of Marketing, Individual Markets Great-West Life and Annuity Insurance Jennifer O'Donnell Vice President EverFi Jon O'Flynn Senior Manager Business Development Capital Group Companies Curtis Olson Head of Institutional Sales MoneyGuidePro Christopher Owens National Sales VP, Retail Life & Annuity Securian Sue Painter AVP - Producer and Client Services Penn Mutual Life Insurance Company

Robert Pape Product Manager Prudential Financial IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Dave Paulsen President, Transamerica Distributors Transamerica Capital Management

Heather Pelant Managing Director BlackRock Philip Pellegrino Executive Director, Head of Annuities UBS Financial Services Inc. Robert Pettman Executive Vice President, Product Management LPL Financial Keith Pinkley Vice President, Division Sales Manager Athene Annuity & Life Assurance Company Cheryl Pipia Managing Director, Head of Client Engagement & BNY Mellon Asset Servicing Barbara Pittman Vice President, SWIA, Insurance Operations Hilltop Securities Joseph Powell Director - Annuity Product Strategy MetLife Matthew Quale VP, US Retail Marketing MetLife Peter Quinn Director, Intermediary Distribution BMO Global Asset Management

John Rafferty Vice President, Retirement Marketing Symetra Financial Richard Randa Managing Director Wells Fargo Advisors Michael Raymond Director, Product Research Prudential Financial Matt Reed VP Enterprise Sales BrightScope Paul Richman Vice President, Regulatory Affairs & Compliance Insured Retirement Institute George Riedel Head of Financial Institutions, US Investment 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 Robes VP - Relationship Director Nationwide Financial Paul Roche Strategic Relationship Manager Putnam Investments Chris Roche Vice President EverFi Alexa Rodolico Account Manager HealthView Services Robert Rohrbach Director, Annuity Product Manager Merrill Lynch Global Wealth Management Anthony Salvi Key Accounts Sales Executive Vanguard Group, Inc. Eric Samansky Director, Corporate External Communications Lincoln Financial Group Paul Sari Managing Director, Head of Strategic Accounts BYN Mellon Melissa Scheuerman VP of Business & Sales Development Sammons Retirement Solutions Joel Schiffman VP & Director, Financial Institutions Janus Capital Group Alexander Schmiesing Vice President-Retirement Services Unit BNY Mellon Retirement - Dreyfus IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Kathy Schofield VP Marketing/Creative Jackson National Life Kathy Schofield VP Marketing/Creative Jackson National Life Teri Schultz Vice President, Marketing Protective Life Insurance Company Amy Scupham SVP, Head of Institutional Sales Waddell & Reed, Inc. Deborah Seabury Vice President, Sr. Strategic Account Manager AIG Financial Distributors Thomas Seitz Head of Distribution Delaware Life Matthew Settergren Director of Business Development Allianz Life Insurance Company Gregory Shade Vice President BlackRock Aaron Shapley Director Dimensional Fund Advisors LP Michelin Sharp Director, Financial Institutions Janus Capital Group Matt Shaw Executive Vice President Pacific Investment Management Company Edward Sierawski President Sequoia System International John Sierawski Sequoia System International Andrew Simonelli Director, Communications and Marketing Insured Retirement Institute William Sims Head of Intermediary Distribution Schroder Investment Management Suzanne Siracuse Vice President and Publisher InvestmentNews Scott Skeabeck Marketing Director Western & Southern Financial Group

Brooke Snelling Annuity Analyst M Financial Group

Adam Sokolic American Century Investments Karen Solfest Marketing Manager Securian Tim Stegner Managing Director, Sub-Advisory Distribution Nuveen Investments Sr. Vice President, Head of Managed and Insurance Robert Steinke Janney Montgomery Scott, LLC Solutions Groups James Stevens Head of U.S. Sub-advisory AGF Investments Senior Managing Director, Head of Retirement Thomas Streiff TIAA Income, Product and Distribution Integration Tiffany Summers Executive Director JP Morgan Asset Management IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Senior Vice President - Product/Investment Brian Sward Jackson National Life Distributors, LLC Management Banu Tansever Managing Director UBS Asset Management Kelly Tate Annuity Product Leader-Ins. & Annuity Products Edward Jones James Thompson Head of Global Insurance and Subadvisory AB (AllianceBernstein) Todd Thompson SVP, Annuity Distribution Protective Life Insurance Company Joseph Toledano Executive Director - Annuities Morgan Stanley Mike Treske Executive Vice President, Annuities and Investments AIG Financial Distributors Stephen Truso Senior Vice President U.S. Bancorp Investments Christine Tucker Vice President, Marketing - Retirement Solutions Pacific Life Insurance Company Tammy Tuner Executive Assistant Insured Retirement Institute Colleen Tycz Vice President, National Account Manager Legg Mason, Inc. Paul Uhlman Executive Vice President Federated Investors Marshal Urbanz National Accounts Key Account Manager Securian Chris van Mierlo CMO, SVP Sales, Retirement Solutions Division Pacific Life Insurance Company Alana Vartanian Director of Meetings and Events Insured Retirement Institute Beth Vickery Sales Technology Trainer Forethought Life Insurance Company, A Global Marc Vosen President & Chief Executive Officer Key Investment Services, LLC Karen Wahl Regional Sales Manager InvestmentNews Oran Walsh Vice President Legg Mason, Inc. Corey Walther Chief Operating Officer, Allianz Financial Services, Allianz Life Insurance Company Bill Ward Relationship Manager MassMutual Financial Group

Greggory Warren Senior Stock Analyst Morningstar, Inc. Cathy Weatherford President & CEO Insured Retirement Institute Trisha Weiner Vice President, Internal Marketing Ohio National Financial Services John White Vice President of Sales, Retirement Solutions Pacific Life Insurance Company IRI Marketing Summit 2016 Attendee List as of 3.17.2016

First Last Title Company Sara Wiener AVP - Annuity Product Line Management Principal Financial Group New York Life Insurance and Annuity Matthew Williams Head of Annuity Product Management Corporation Matthew Williams Head of Annuity Product Management New York Life Andrew Wilmot Managing Director Allianz Global Investors

David Wilson Senior Product Specialist/Relationship Manager Edward Jones Eric Wilson Executive Director JP Morgan Asset Management Vice President of Practice Management and Trent Witthoeft Fidelity Investments Consulting Curtis Wohlers Symetra Financial Benjamin Woloshin Head of Retail Insurance - iShares/BlackRock BlackRock Christopher Wong Vice President & Director, Financial Institutions Janus Capital Group Brett Wright Senior Vice President/ Head of Third Party Delaware Investments Jonathan Young Sales Development Manager, Senior V.P. American Funds Distributors Lehri Zahira Vice President, Financial Advisor SunTrust Jon Zales Senior Director, National Accounts AXA Distributors Phyllis Zanghi SVP & Associate General Counsel MetLife Ross Znavor Head of Business Development - US Retirement BlackRock David Zyble Assistant Vice President Government Relations Jackson National Life IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016 IRI Marketing Summit 2016 Attendee List as of 3.17.2016