Charlie Happel

FBL Investment Management Services, Inc. (FBLIMS) is a SEC-registered investment advisor headquartered in West Des Moines, Iowa. The firm is a subsidiary of FBL Financial Services, Inc., which in turn, wholly-owned by FBL Financial Group, Inc. (NYSE: FFG). They were formerly known as EquiTrust Investment Management Services, Inc. Founded in 1971, FBLIMS provides investment advisory and management services on a continuous basis to institutional accounts and an entity that is affiliated with the firm through ownership.

FBL Financial Group, Inc. operates as holding company, which engages in the sale of individual life insurance and annuity products. It operates through the Annuity, and Life Insurance segments. The Annuity segment is consists of fixed rate and indexed annuities and supplementary contracts. The Life Insurance segment is the whole life, term life, and universal life policies which provides benefits upon the death of the insured and may allow the client to build cash value on a tax-deferred basis. The company was founded in1939 and is headquartered in West Des Moines, IA.

Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio) (FBLIC-IP) is the investment portfolio division of Farm Bureau Life Insurance Co., an insurance company headquartered in West Des Moines, Iowa. Founded in 1945, the firm is a subsidiary of FBL Financial Group, Inc., ultimately held by Farm Bureau Mutual Insurance Co. FBLIC-IP manages client’s investment portfolio.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.