Products List

Mutual Funds

We have agreements with many of the leading mutual fund companies. For example:

• ABN AMRO Funds • Alger Funds • Alliance Bernstein 529 • Alpine Funds • American Century • American Fund • American Funds F Shares • Ameristock Funds • APT Trust • Aquila Funds • Ariel Funds • Baron Funds • Black Rock (see State Street Research) • Brazos Funds • Bright Directions College Savings (Illinois 529) • Calamos MF • Calvert Funds • CDC Nvest • Claymore Funds • CollegeBound (Alliance Bernstein) • CollegeSense 529 (Evergreen) • Columbia Funds • Constellation Funds • Davis Funds • Delaware Investments • Dodge & Cox • Dreyfus Funds • Eaton Vance • Evergreen Funds • Excelsior Funds • Fairholme Fund • FAM Distributors (Arkansas 529) • Federated Funds • Fidelity Advisors • Fidelity Destiny Syst. Invst. Plans • Fidelity ScholarShare College Svgs • Fifth Third • First American • First Eagle • First Investors • FPA Fund Dist • Frankin Templeton 529 • Franklin Templeton • Gabelli & Company • Goldman Sachs • Guardian Funds (Park Avenue) • Hancock Freedom 529 • Hartford Funds • Heartland Funds • Henderson Funds • Heritage Funds • HighMark Funds (SEI) • Hotchkis & Wiley Funds • ICAP Funds (Mainstay) • ICON Funds • IDEX Funds • ING Funds • Invesco • Ivy Funds • Jennison Dryden (Prudential)

• John Hancock • JP Morgan • Keeley Funds • Kensington Funds • Legg Mason • Loomis Sayles • Lord Abbett • Mainstay Funds • Mairs & Power Funds (Svc Only) • Managers Funds • Manning & Napier Funds • Marsico Funds • Merit Advisors • MFS 529 Plan • MFS Fund • Munder Funds • Nakoma Funds • Neuberger Berman • New Alternatives Fund (PFPC) • Nuveen Investments • OCM Gold Fund (PIA Funds) • Old Mutual Investment Partners • Oppenheimer Funds • Pacific Funds • Park Avenue Funds • Parnassus Investments • Payden Funds • Phoenix Funds • Pimco Funds • Pioneer Funds • Principal Mutual Funds • Profunds • Prudent Bear Funds • Prudential Investments • Putnam Invest & 529 • Quaker Funds • Royce Funds • RS Invest • Rydex Investments • ScholarsEdge (Oppenheimer) • Scudder Investments • Security Benefit Group • Seligman Funds • Sentinel Funds • Smart 529 (WV - Hartford) • State Street Research • SunAmerica Chamber Plan • SunAmerica Funds • Third Ave. Funds • Thornburg Funds • Touchstone Investments • Transamerica Funds • Tweedy Browne Fund • Van Kampen Funds • Vanguard Funds • Wasatch Advisors • Wells Fargo Annuity from Lincoln Life • Wells Fargo Funds • Wells S&P REIT Index Fund • WM Funds

Annuities and Insurance

We have agreements with many of the leading annuity and insurance companies. For example:

• AIG SunAmerica • Allianz (VA) • American Legacy • American National (SM&R) • American Skandia • Ameritas • AXA Equitable Life • Canada Life (VA service only) • Fortis Benefits (Hartford) • GE Financial Companies • Golden American (ING) • Great West - Group VA - 401(k) • Guardian Life • Hartford Life • Indianapolis Life (IL Annuity) • ING ILIAC • ING Variables • Integrity Life • Jackson National • John Hancock • Lincoln Benefit Life • Lincoln Financial • Manulife • Mass Mutual

• MetLife Investors • Midland National • National Life (of Vermont) • Nationwide Life • New England Financial • Old Mutual • Pacific Life • Penn Mutual • Peoples Benefit • Principal Financial Group • Protective Life • Prudential Insurance • Reliastar (ING) • RiverSource • Security Life of Denver (Southland) • Southland Life (serviced by Security Life of Denver) • Standard Insurance (Group Annuities) • SunLife Financial • Symetra • Transamerica • Traveler's Life and Annuity • Western Reserve Life • Zurich Life

Equities

• Listed
• OTC

Fixed Income

• Corporate Debt
• Government Securities
• Municipal Securities

Alternative Investments

NOTE: These are sponsors with whom we have done business in the past, however, we do not necessarily approve every program that they offer. Please check with our marketing department for specific program availability.

• AEI Fund Management • American Realty Capital • APM Funds • ATEL Security Corp. • Atlas • Bluerock • Catalyst Energy • Cole Capital Partners • Cottonwood Capital • Cypress Capital Corporation • Dividend Capital • Franklin Square • Gemini • Griffin Capital • Grubb & Ellis • Hines • ICON • Inland Real Estate • KBS

• Lightstone Real Estate Investments • Moody National Companies • NGAS • Noble Royalties • Paladin Realty • Passco • Penneco Oil Company • Poinsett Capital Advisors • Rainier Capital Management • Resource Real Estate • Ridgewood Energy • RK Properties • Sovereign • Steadfast • Steben & Company • Thompson National Properties • Virtus • Waveland Energy • Wells Real Estate Funds

Third Party Money Managers

• Absolute Capital • Advisors Asset Management • AFM Asset Management • Brinker Capital • BTS Asset Management • Capital Management Group-CMG • Clark Capital Management • CLS (Clark Lanzen & Skalla) • Curian Capital • Dunham and Associates • Edelman Financial • Envestnet PMC • EQIS Capital • Flexible Plan Investments • Foxhall Capital • FTJ FundChoice • Genworth Wealth Management • Hanlon Investment Management

• ICON Advisors • Lockwood Financial Services • Loring Ward • Manning & Napier • Meeder Financial • Morningstar Managed Portfolios • Neimann Capital Management • PGR Solutions • Portfolio Strategies • PTS Asset Management • Purcell Advisory Services • Rochdale Pacific Management • SEI • Symmetry Partners, LLC • Templeton Financial Services • The Standard • U-Promise Investments • Weatherstone Capital Mgmt

Investors should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus issued by the investment company contains this and other information about the investment company. Contact the investment company to obtain a prospectus. Investors should read the prospectus carefully before investing.

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