Dave Paulsen

Aegon Life Insurance Co. Ltd. provides life insurance services. It offers term insurance, ULIPs, retirement, child, rural and group insurance plans. The company was founded in July 2008 and is headquartered in Mumbai, India.

Security Benefit Life Insurance Co. engages retirement savings and income products. It provides merit-based distribution strategy that helps advisors meet their client’s retirement needs. The company was founded in 1892 and is headquartered in Topeka, KS.

Medico Insurance Co. provides health and life insurance. It offers medicare supplement insurance, short term recovery care insurance, and hospital indemnity insurance. The company was founded in 1930 and is headquartered in Des Moines, IA.

American Republic Insurance Co. provides health and life insurance services. The firm offers comprehensive health, life, cancer, critical illness and long term care insurance. It has locations in Council Bluffs, Urbandale and West Des Moines in Iowa. The company was founded by Watson Powell in 1929 and is headquartered in Des Moines, IA.

Greater Des Moines Partnership operates as the economic and community development organization serving Greater Des Moines (DSM), united to drive economic growth with one voice, one mission and as one region. The company is headquartered in Des Moines, IA.

American Republic Insurance Co. (Investment Portfolio) (American Republic-IP) is the investment portfolio division of American Republic Insurance Co., an insurance company headquartered in Des Moines, Iowa. The firm was founded in 1929 by Watson Powell, a pioneer in the health and accident insurance business. They are a subsidiary of American Enterprise Mutual Holding Co. American Republic-IP manages the investment portfolio of their clients.

American Enterprise Mutual Holding Co. operates as a holding company which through its subsidiaries provides insurance related services. The firm provides services through five insurance companies: American Republic Insurance Co., American Republic Corp Insurance Co., Meidco Insurance Co., Medico Corp Life Insurance Co., and Medico Life & Health Insurance Co. The company is headquartered in Des Moines, IA.

The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Sony Life Insurance Co. Ltd. provides life insurance, term insurance, endowment insurance, health insurance, nursing care insurance, personal pension insurance, education endowment insurance and equities insurance services. The company was founded in August 1979 by Akio Morita and is headquartered in Tokyo, Japan.

Part of Sony Group Corp., Sony Assurance, Inc. provides direct property, casualty, and life insurance services. The company is based in Tokyo, Japan.

Sony Bank, Inc. provides commercial banking services. The company also provides online and telephonic banking services. It offers currency deposits, investment trust, and home loans services. It is a subsidiary of Sony Financial Holdings, Inc. Sony Bank was founded in April, 2001 and is headquartered in Tokyo, Japan

Part of American Enterprise Mutual Holding Co., American Enterprise Group, Inc. has multiple insurance company subsidiaries under the American Republic®, Great Western Insurance Company (GWIC®), and Medico® brands. The company is based in Des Moines, IA, and employs approximately 450 people in its Des Moines, IA; Omaha, NE; and Ogden, UT offices. The company offers life and health insurance product solutions to help people secure their financial futures through various distribution channels and is licensed in 49 states, plus the District of Columbia. American Enterprise Group remains committed to helping individuals protect their health, happiness, and the financial future of their entire family. Thomas Anthony Swank has been the CEO of the company since 2015.

Part of Aegon NV, AFSG Securities Corp. provides life insurance services. The company is based in Cedar Rapids, IA.

Transamerica Advisors Life Insurance Company of New York provides life insurance services. It operates business through two segments: annuity and life insurance. The annuity segment consists of variable annuity and interest-sensitive annuity contracts. The life insurance segment consists of variable life insurance and interest-sensitive life insurance contracts. The company was founded in 1973 and is headquartered in Harrison, NY.

Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper.

Transamerica Life Insurance Co. engages in the provision of life insurance services. The company was founded on April 19, 1961 and is headquartered in Cedar Rapids, IA.

Part of Aegon NV, Money Services, Inc. is a company that provides financial services. The company is based in Cedar Rapids, IA.

RFSG (UK) Ltd. is based in London, UK. Part of Phoenix Group Holdings Plc, RFSG (UK) Ltd. is an investment holding and British management company. RFSG (UK was acquired by ReAssure Midco Ltd., part of Phoenix Group Holdings Plc from August 24, 2004 on January 01, 1998.