SEC Seal Home | Jobs | Fast Answers | Site Map | Search
U.S. Securities and Exchange Commission


  About the SEC

  Filings & Forms

  Regulatory Actions


  Staff Interps

  Investor Info

  News & Statements

  Litigation

  ALJ

  Information for...

  Divisions


Comments on Indexed Annuities and Certain Other Insurance Contracts

[Release Nos. 33-8933, 34-58022; File No. S7-14-08]



Comments have been received from individuals and entities using the following Letter Type A: 81
Comments have been received from individuals and entities using the following Letter Type B: 36
Comments have been received from individuals and entities using the following Letter Type C: 12
Comments have been received from individuals and entities using the following Letter Type D: 35
Comments have been received from individuals and entities using the following Letter Type E: 12
Comments have been received from individuals and entities using the following Letter Type F: 20
Comments have been received from individuals and entities using the following Letter Type G: 456
Comments have been received from individuals and entities using the following Letter Type H: 10
Comments have been received from individuals and entities using the following Letter Type I: 27
Comments have been received from individuals and entities using the following Letter Type J: 71
Comments have been received from individuals and entities using the following Letter Type K: 4
Comments have been received from individuals and entities using the following Letter Type L: 13
Comments have been received from individuals and entities using the following Letter Type M: 4
Comments have been received from individuals and entities using the following Letter Type N: 862
Comments have been received from individuals and entities using the following Letter Type O: 22
Dec. 19, 2008 Memorandum from the Office of Commissioner Aguilar regarding a December 15, 2008 meeting with representatives with Old Mutual Financial Network, Baker & Hostetler LLP, and Elconin, Lindquist & Vennum.
Dec. 16, 2008 Rep. Michelle Bachmann, Member of Congress
Dec. 16, 2008 Rep. Jerry Moran, Member of Congress
Dec. 16, 2008 Sen. James L. Seward, Rep. Robert Damron, Rep. George Keiser, Sen. Caroll Leavell, and Sen. Vi Simpson, National Conference of Insurance Legistators
Dec. 16, 2008 Anthony Olson, Phoenix, Arizona
Dec. 16, 2008 Joe Mark Roden, Houston, Texas
Dec. 16, 2008 Neal Weber, Wisconsin
Dec. 16, 2008 Charles O. Doss, CFO, Scottsdale, Arizona
Dec. 16, 2008 Ron Johnston, Managing Director, Ronald v. Johnston, Annuity Ally, Inc.
Dec. 16, 2008 Memorandum from the Division of Investment Management regarding a December 15, 2008 telephone conversation with Stephen Roth and Mary Thornton of Sutherland, on behalf of the Committee of Annuity Insurers
Dec. 16, 2008 Richard D. Garrett, LUTCF, FIC, National Association of Insurance and Financial Advisors, Prattville, Alabama
Dec. 15, 2008 Sen. Pat Roberts, U.S. Senate
Dec. 15, 2008 Memorandum from the Office of Commissioner Paredes regarding a December 12, 2008 meeting with representatives of Old Mutual Financial Network, Life Insurance Company of the Southwest, and Baker & Hostetler LLP
Dec. 15, 2008 Memorandum from the Division of Investment Management regarding a December 11, 2008 telephone conversation with Stephen Roth and Mary Thornton of Sutherland, on behalf of the Committee of Annuity Insurers
Dec. 13, 2008 Mark G. Wagner, Fargo, North Dakota
Dec. 12, 2008 Philip A. Rousseaux, Jr., President, Registered Investment Advisor, Series 7, 63, and 65 Reg. Rep, Member MDRT, Baltimore, Maryland
Dec. 11, 2008 Matthew R. Coleman, Fellow of the Society of Actuaries, Overland Park, Kansas
Dec. 9, 2008 Roger A. Sevigny, New Hampshire Insurance Commissioner, NAIC President; Jane L. Cline, West Virginia Insurance Commissioner, NAIC President-Elect; Susan E. Voss, Iowa Insurance Commissioner, NAIC Vice-President; Sandy Praeger, Insurance Commissioner, NAIC Immediate Past President; and Kevin McCarty, Florida Insurance Commissioner, NAIC Secretary-Treasurer
Dec. 8, 2008 Memorandum from the Office of Commissioner Paredes regarding a December 8, 2008 meeting with representatives of Aviva USA
Dec. 7, 2008 Harry D. Finley, IV, Agent, Watertown, Connecticut
Dec. 7, 2008 Donald J. Guernsey, Insurance Agent, Valparaiso, Indiana
Dec. 7, 2008 Robert Myer
Dec. 5, 2008 Brian Van Winkle, President, Van Winkle Wealth Management Group, LLC
Dec. 5, 2008 David E. Franasiak, Principal Williams Jensen, PLLC
Dec. 5, 2008 Memorandum from the Division of Investment Management regarding a November 12, 2008 telephone conversation with Senator Chuck Grassley, and Kathy Nuebel Kovarik and Christopher Condeluci of Senator Grassley’s staff, as well as Susan Voss, Iowa Commissioner of Insurance
Dec. 4, 2008 William P. Denny, Mature Asset Advisors, LLC
Dec. 4, 2008 Malott W. Nyhart, Chairman of the Board, National Association for Fixed Annuities
Dec. 3, 2008 Memorandum from the Office of Commissioner Walter regarding a November 24, 2008 meeting with representatives of AVIVA USA Corporation
Dec. 3, 2008 Monte C. Ferguson
Dec. 2, 2008 Charles J. Hulse, LLB, RIA, Raytowon, Missouri
Dec. 2, 2008 Mike Roney, Vice President, Investments, Investment Management Consultant; Jim Deer, Retirement Plan Consultant, Wealth Management Specialist; and Brenda Gnagi, Registered Sales Associate, The Roney Group of Raymond James & Associates
Dec. 1, 2008 Baker & Hostetler LLP
Dec. 1, 2008 Brad Barnhart
Dec. 1, 2008 Mary Beth Mitchelmore, CFP®
Dec. 1, 2008 Richard T. Cornfield
Dec. 1, 2008 Tom McDonald, Baker & Hostetler LLP
Nov. 29, 2008 Roger D. Fuhrman, Aurora, Illinois
Nov. 26, 2008 Memorandum from the Division of Investment Management regarding a November 10, 2008 meeting with representatives of the National Association for Fixed Annuities
Nov. 25, 2008 Rep. Ted Poe, Member of Congress
Nov. 25, 2008 Senator James Seward, New York State Senate, and President, National Conference of Insurance Legislators
Nov. 24, 2008 J. Henry Livingston
Nov. 24, 2008 Donald W. Nicholson, Donald W. Nicholson & Associates, Ltd.
Nov. 24, 2008 Lis Libengood
Nov. 22, 2008 Kara Norkus
Nov. 22, 2008 George Flach, Leechburg, PA
Nov. 22, 2008 John Glenn, Provo, Utah
Nov. 22, 2008 C. Carter Boucher, CFP®, CRPC®, BOUCHERCapitalManagement, Inc.
Nov. 22, 2008 Jo Dodd
Nov. 21, 2008 Sammy D. Tally, CFP,CCO, BFT Financial Group, LLC
Nov. 20, 2008 Brian Lottman, Monrovia, California
Nov. 20, 2008 Kelly O'Brien, CFP, Waukee, Iowa
Nov. 20, 2008 Michael J. Grooms, Insurance agent-broker, Jackson, Tennessee
Nov. 20, 2008 Daniel Barnard, President, Daniel Barnard & Associates, Inc.
Nov. 19, 2008 Spencer Bachus, Member of Congress
Nov. 19, 2008 Paul C. MacDonald, CLU, Chartered Financial Consultant,Registered Representative, President, The MacDonald Financial Group
Nov. 19, 2008 William C. O'Connor, CFP, EA, ATA, LPL Registered Principal
Nov. 19, 2008 W. Howard Thompson, CFA, CFP, Crescent Sterling, Ltd., Private Wealth Management
Nov. 19, 2008 Stephen Isenhour, CWPP, Corpus Christi, Texas
Nov. 19, 2008 Jeff B. Seibert, LUTCF, Cincinnati, Ohio
Nov. 19, 2008 James E. Kearney, CFP(r), CTFA, Quadrant Capital Management, LLC
Nov. 19, 2008 Joe C. Pillow, Jr., Financial Advisor, Fulton, Kentucky
Nov. 18, 2008 Susan E. Voss, Iowa Insurance Commissioner
Nov. 18, 2008 Gail Buckner
Nov. 18, 2008 Ron Escobedo, Wheaton, Illinois
Nov. 18, 2008 Ernestine S. Cohn, NAIFA, Sam Leandro, California
Nov. 18, 2008 Raymond Huff, NAIFA, Dayton, Ohio
Nov. 18, 2008 Richard G. Razmus, President of Insurance Agency, Grand Rapids, Michigan
Nov. 18, 2008 Walter F. Woods, Atlanta, Georgia
Nov. 18, 2008 Dale Maitland, Ypsilanti, Michigan
Nov. 18, 2008 David S. Rosen, Freehold, New Jersey
Nov. 18, 2008 Robert W. Rainey, Life Insurance Producer - MassMutual Life Ins. Co., Valencia, California
Nov. 18, 2008 Harold A. Johnson, MR., Bloomingdale, Michigan
Nov. 18, 2008 R. Russell Daniel, Sage Capital Financial Advisors
Nov. 18, 2008 R. Douglas Cobb, Investment Advisor Representative, Cobb Planning Group
Nov. 18, 2008 Harriet Cosby, MBA, Southfield, Michigan
Nov. 18, 2008 Nawana E. Ross, Milpitas, California
Nov. 18, 2008 Ron I. Schwartz, Financial Representative, Boca Raton, Florida
Nov. 18, 2008 Michael R. Sedita
Nov. 18, 2008 Lenore S. Gorosh, Independent Agent, Health Life, Bloomfield Hills, Michigan
Nov. 18, 2008 Kris B. Lloyd, Sr.
Nov. 18, 2008 James P. Wayne, Adjunct Business Professor, Shawnee State University/ LUTCF/Insurance Agency Owner, Portsmouth, Ohio
Nov. 18, 2008 Marvin Ivey, Greenville, Northwest Territories
Nov. 18, 2008 Alvin L. Helfenbein, CLU CSA, CEO Helfenbein Insurance Agency Inc.
Nov. 18, 2008 Ronald G. Martin, Akron, Ohio
Nov. 18, 2008 Nina Pastuhov
Nov. 18, 2008 Norma G. Brinn, MDRT Producer, Virginia Beach, Virginia
Nov. 18, 2008 Lawrence T. Hakim, Association of Financial Planning, Harper Woods, Michigan
Nov. 18, 2008 Rick Shingler, Kisimmee, Florida
Nov. 18, 2008 Brian Davis, Annuity Sales, Harlingen, Texas
Nov. 18, 2008 William Perry Kennel
Nov. 18, 2008 George M. Villa
Nov. 18, 2008 Derrick L. Alford, Registered Financial Consultant, Pres., Fiscal Fitness Financial Services, Inc.
Nov. 18, 2008 Richard G. Young, Jr.
Nov. 18, 2008 Luke T. Gelinas, MA Insurance Producer
Nov. 18, 2008 Gary L. Wright, CEO, Premier Wealth Management LLC., Fort Worth, Texas
Nov. 17, 2008 Paul E. Kanjorski, Member of Congress
Nov. 17, 2008 E. Benjamin Nelson, U.S. Senator
Nov. 17, 2008 Gregory Meeks, Members of Congress
Nov. 17, 2008 Bobby W. Boggs Sr.
Nov. 17, 2008 Miguel A. Herce, Ph.D, CRA International, Inc.
Nov. 17, 2008 Eugene Scalia, Gibson, Dunn & Crutcher LLP on behalf of Coalition for Indexed Products
Nov. 17, 2008 William C. Smitherman, Charlotte, North Carolina
Nov. 17, 2008 Jeffrey D. Reynolds, Vice President Morgan Stanley, Tampa, Florida
Nov. 17, 2008 Diane R. Hussey, Wonder Lake, Illinois
Nov. 17, 2008 James P. Kraiss, CFP, President, Financial Fulfillment, Inc, Wheaton, Illinois
Nov. 17, 2008 Charles J. Knell, Jr, CEO, Clearwater, Florida
Nov. 17, 2008 David Sandberg, FSA, MAAA, CERA, American Academy of Actuaries’ Indexed Annuity Work Group
Nov. 17, 2008 Dan Young
Nov. 17, 2008 Jack Sito
Nov. 17, 2008 James W. Protho, Jr, General Agent, Stone Mountain, Georgia
Nov. 17, 2008 Judy C. Shaw, Wilmington, North Carolina
Nov. 17, 2008 John W. O'Neil, Lyons, Ohio
Nov. 17, 2008 Ron Nixon, Alvin, Texas
Nov. 17, 2008 Paula H. Hogan, CFP, CFA, Hogan Financial Management, LLC
Nov. 17, 2008 Allen Gage, Tallmadge, Ohio
Nov. 17, 2008 Ive C. Edwards, Jr., Society of Financial Services Professional, West Bloomfield, Michigan
Nov. 17, 2008 Bonita L. Williams, CLTC, Charlotte, North Carolina
Nov. 17, 2008 Thu N. Nguyen, Financial, Houston, Texas
Nov. 17, 2008 Christopher L. Arnold, CFP, ChFC, CASL, Principal of Christopher Arnold Insurance Agency
Nov. 17, 2008 Kurt Mayer, CLU, Shared Insurance Concepts, Los Angeles, California
Nov. 17, 2008 Marvin E. Lyon, Woodland Hills, California
Nov. 17, 2008 John M. Simon, Master Certified Retirement Specialist, M.Div., Whittier, California
Nov. 17, 2008 Anthony R. Cloutier, CFP, Managing Partner, Estate Financial Strategies, Freedom, New Hampshire
Nov. 17, 2008 Carla J. Merlak, Vice President, Downey Tax Advisory Group, Inc.
Nov. 17, 2008 Fred S. Greetham, Certified Senior Advisor, Wellington, Ohio
Nov. 17, 2008 Mary Krueger, Baldwin, Wisconsin
Nov. 17, 2008 Nohemy Fields, Houston, Texas
Nov. 17, 2008 Arthur F. von der Linden, CFP, MBA, MST
Nov. 17, 2008 Todd Schnick, LUTCF, Hayden, Idaho
Nov. 17, 2008 Melvin B. Erving, NAIFA, lANHAM, Maryland
Nov. 17, 2008 Albert Whitehead
Nov. 17, 2008 Wiley R. Harris, Jr., Insurance Agent, Houston, Texas
Nov. 17, 2008 Jerry L. Reiter, Certified Senior Advisor, LUTCF, Fullerton, California
Nov. 17, 2008 Frank A. Laise, CEO, Capital Wealth Advisory, LLC, Tacoma, Washington
Nov. 17, 2008 Harvey Brode
Nov. 17, 2008 Ronald J. Le Brane, Mr., Insurance and finincial Services, Van Nuys, California
Nov. 17, 2008 Harvey A. Brode
Nov. 17, 2008 Brett Anderson, Insurance Agent, Oceanside, California
Nov. 17, 2008 Steven P. Hennessy, Trinity Financial Services
Nov. 17, 2008 Rhonda K. Fisher, IAR, Greer, South Carolina
Nov. 17, 2008 David Olney, CSA, LaVista, Nebraska
Nov. 17, 2008 Perry Morin, Csa, Stockton, California
Nov. 17, 2008 Brad D. Silver, President, Princeton Tax Advisory Group, Inc.
Nov. 17, 2008 William R. Weaver, Auburn, Alabama
Nov. 17, 2008 Gene H. Langenberg, President (Langenberg Associates), Corona, California
Nov. 17, 2008 John C. Entingh, President Annuity Advisors Inc., Galloway, Ohio
Nov. 17, 2008 James C. Hughes, Jr., Winston-Salem, North Carolina
Nov. 17, 2008 Michael A. Menck, CEO, Surprise, Arizona
Nov. 17, 2008 Les Moshinsky, Chicago, Illinois
Nov. 17, 2008 Jay H. Millard, MBA, NAFA, Bellevue, Kentucky
Nov. 17, 2008 Michael E. Stevenson, Securities Administrator, Securities Division of the Washington State Department of Financial Institutions
Nov. 17, 2008 Kim O’Brien, Executive Director, National Association for Fixed Annuities
Nov. 17, 2008 Rich E. Kinnear, LUTC, Cleve, Ohio
Nov. 17, 2008 Charles A. Bralish, Northglenn, Colorado
Nov. 17, 2008 Mark A. Challis, West Des Moines, Iowa
Nov. 17, 2008 Mort S. Walton, Jr., FL and AL Licensed Independent Life and Health Agent, Palm Bay, Florida
Nov. 17, 2008 Franco K. Albuero III, HRH, San Diego, California
Nov. 17, 2008 J. David Bennett, CPA/ CFF, Certified Public Accountant, Murfreesboro, Tennessee
Nov. 17, 2008 James B. Rucker
Nov. 17, 2008 Jerry Felts
Nov. 17, 2008 Alex J. Iovino, Providence, Rhode Island
Nov. 17, 2008 Cesar Lodovica, CEO, Princeton, New Jersey
Nov. 17, 2008 Richard Schwartz, Denver, Colorado
Nov. 17, 2008 Teng S. Her, St. Paul, Minnesota
Nov. 17, 2008 Joe D. Brown, Insurance Industry, Howell, Michigan
Nov. 17, 2008 Jim ZiIinsky CFP, CBC
Nov. 17, 2008 Andi Y. H. Kang, CFP®, CFEd®, President, Crown Wealth Management, Inc.
Nov. 17, 2008 Robert H. Patton, Jr., Nashville, Tennessee
Nov. 17, 2008 Bradley D. Vey, Marketing Consultant, Southfield, Michigan
Nov. 17, 2008 Richard N. Davis, Canton, Ohio
Nov. 17, 2008 Steve Quinn, Littleton, Colorado
Nov. 17, 2008 Donell Rogers
Nov. 17, 2008 Thomas M. McConville, Parsippany, New Jersey
Nov. 17, 2008 Bernadette R. Kutcher, Alton, New Hampshire
Nov. 17, 2008 Janice S. Cox, Stillwater, Oklahoma
Nov. 17, 2008 R. Douglas Cobb
Nov. 17, 2008 David Houser, Hillsboro, Missouri
Nov. 17, 2008 Thomas J. Vorenberg, Owner, Vorenberg Associates, Bingham Farms, Michigan
Nov. 17, 2008 Nancy J. Turnquist, VP, Operations, MO Marketing, Southfield, Michigan
Nov. 17, 2008 Carlos A. Mejia, Torrance, California
Nov. 17, 2008 Nicholas Salerno, Jr., Bonsall, California
Nov. 17, 2008 Steven V. Wise, MBA, CEO Beacon Associates, Maumee, Ohio
Nov. 17, 2008 Timothy P. Veith, Esq., General Counsel, Entaire Global Companies, Inc., Duluth, Georgia
Nov. 17, 2008 Alfred W. Hovis, ChFC, CLTC, LUTCF, Jr., National Association of Insurance Financial Advisors, Member, Society of Financial Service Professionals, Stuart, Florida
Nov. 17, 2008 David L. Kiehl, Insurance Agent, Sarasota, Florida
Nov. 17, 2008 Michael Lawrence
Nov. 17, 2008 Caroline M. Peek, Charlotte, North Carolina
Nov. 17, 2008 Beverly J Miller, NAFA, Hillsdale, Michigan
Nov. 17, 2008 J. Michael Ham
Nov. 17, 2008 Judy B. Gorton, Ph.D., Oklahoma City, Oklahoma
Nov. 17, 2008 Kim L. Olson, Santa Clarita, California
Nov. 17, 2008 Rudy Hernandez, San Antonio, Texas
Nov. 17, 2008 Av Raham S. MacConnell, LUTCF, EMA Group Inc, Memphis, Tennessee
Nov. 17, 2008 Robert C. Rowan, Agent, Marietta, Georgia
Nov. 17, 2008 Brian K. Sanders, Licensed Insurance Agent, Jacksonville, North Carolina
Nov. 17, 2008 Willie L. Gillis, Ph.D, Financial Planner, Flint, Michigan
Nov. 17, 2008 Catherine Weatherford, President & CEO, NAVA, Inc.
Nov. 17, 2008 Terry V. Marshburn, CEO, Eagle Group, Lakewood, Colorado
Nov. 17, 2008 Katherine A. Schulze, Transamerica Life Insurance Company, Cedar Rapids, Iowa
Nov. 17, 2008 Michael H. Miller, Executive Vice President, General Counsel and Secretary, Aviva USA, Des Moines, Iowa
Nov. 17, 2008 Robert K. Nesbitt, Royal Oak, Michigan
Nov. 17, 2008 Frank Bruzzese, LUTC, Somerdale, New Jersey
Nov. 17, 2008 James M. Greer, Toledo, Ohio
Nov. 17, 2008 Charles A. Smiley, Wilmington, North Carolina
Nov. 17, 2008 Jill A. Menk, Knapp, Wisconsin
Nov. 17, 2008 Robert W. Crane, CLU,ChFC,CASL,LUTCF, Ocala, Florida
Nov. 17, 2008 Robert C. Oreilly, Osprey, Florida
Nov. 17, 2008 Daniel A. White, CLU, ChFC
Nov. 17, 2008 GayLee Ellis, Register Representative, San Diego, Colorado
Nov. 17, 2008 Trent Walker, Life 7 Health Agent, Southaven, Mississippi
Nov. 17, 2008 Blake Conant, Houston, Texas
Nov. 17, 2008 Brian D. Jones, Crossville, Tennessee
Nov. 17, 2008 Dennis M. Brown, Vice President, M & O Marketing, Inc.
Nov. 17, 2008 Lawrence P. Leisenring, Dana Point, California
Nov. 17, 2008 Gary M. Bowman, CFP, Corona, California
Nov. 17, 2008 Lee A. Xuereb, Howell, Michigan
Nov. 17, 2008 Richard Oliver, Mound, Minnesota
Nov. 17, 2008 James E. Henderson, President, Seabrook, Maryland
Nov. 17, 2008 Jerry Clunan, Lancaster, Pennsylvania
Nov. 17, 2008 Cindy C. Smits, Upland, California
Nov. 17, 2008 James P. Payne, Senior Vice President-Secretary, National Western Life Insurance Company, Austin, Texas
Nov. 17, 2008 Dwight S. Barrett
Nov. 17, 2008 Daniel C. Zebrowski
Nov. 17, 2008 Charles Iacobellis, Founder, Value Purpose, Simi Valley, California
Nov. 17, 2008 Gary Allen, Attorney, Novi, Michigan
Nov. 17, 2008 John K. Anwar, President, US Financial Services, Inc., Charlotte, North Carolina
Nov. 17, 2008 Gary R. Scheer, CSA, Morristown, New Jersey
Nov. 17, 2008 Paul J. Edmunds
Nov. 17, 2008 Christopher L. Hudson, Raleigh, North Carolina
Nov. 17, 2008 FrankieJo Lewis, Ilsa,Csa, MADEIRA BEACH, Florida
Nov. 17, 2008 Doug C. Roberts, Annuities Recruiter and licensed agent, Southfield, Michigan
Nov. 17, 2008 Gary I. Berg, Boca Raton, Florida
Nov. 17, 2008 Marti McLeish
Nov. 17, 2008 Christopher L. Hudson, Raleigh, North Carolina
Nov. 17, 2008 Danny Holder
Nov. 17, 2008 Michael Foguth, Fenton, Michigan
Nov. 17, 2008 Bryan Burkey
Nov. 17, 2008 Jason Oberst, Auburn Hills, Michigan
Nov. 17, 2008 Joe Holcombe
Nov. 17, 2008 Kevin D. Bartlett, Rockford, Michigan
Nov. 17, 2008 Craig Myers
Nov. 17, 2008 Sutherland Asbill & Brennan LLP on behalf of the Committee of Annuity Insurers, Washington, District of Columbia
Nov. 17, 2008 Dennis R. Streich
Nov. 17, 2008 Jerold L. Weaver, Hesston, Kansas
Nov. 17, 2008 Ken Sutherland
Nov. 17, 2008 Paulette J. Thabault, Commissioner, Vermont Department of Banking Insurance
Nov. 17, 2008 Sutherland Asbill & Brennan LLP on behalf of the Committee of Annuity Insurers, Washington, District of Columbia
Nov. 17, 2008 Gregory W. French, ChFC®, Financial Consultant, Virginia Asset Management
Nov. 17, 2008 Ray. J. May, AXA Advisors, LLC
Nov. 17, 2008 Chuck Newton
Nov. 17, 2008 John A. Thomann, Thomann Financial Services, Inc.
Nov. 17, 2008 Tom Arconti, Arconti Financial Advisors, LLC
Nov. 17, 2008 Terry Fox, Georgia Financial Group, LLC
Nov. 17, 2008 Pearline D. Smith
Nov. 17, 2008 Susan E. Voss, Iowa Insurance Commissioner
Nov. 17, 2008 Esfandyar E. Dinshaw, President, Sammons Annuity Group, Midland National Life Insurance Company, North American Company for Life and Health Insurance
Nov. 17, 2008 Carl Smith
Nov. 17, 2008 Stephen F. Anderson, Waterstone Financial Group
Nov. 17, 2008 Jane Watts
Nov. 17, 2008 Samuel M. Fox, IV, RBC Wealth Management
Nov. 17, 2008 Charles E. Koengeter
Nov. 17, 2008 Stephen J. Warrell, Strategic Benefits Group
Nov. 17, 2008 John A. Sciola
Nov. 17, 2008 Shane R. Couturier, American Prosperity Group
Nov. 17, 2008 Oscar N. Alvarez, Commonwealth Financial Engineering
Nov. 17, 2008 Ari E. Cohen
Nov. 17, 2008 Becky H. Salsburg
Nov. 17, 2008 Kevin Bock
Nov. 17, 2008 Jeff Sessions Financial
Nov. 17, 2008 Charlie Fitzgerald
Nov. 17, 2008 Ed Downey, Downey Tax Advisory Group, Inc.
Nov. 17, 2008 Thomas Huisgen, Linsco/Private Ledger
Nov. 17, 2008 Scott Sweeney
Nov. 17, 2008 Bryan Myers
Nov. 17, 2008 David W. Hoffman, D.B. Root & Company
Nov. 17, 2008 Danny M. Moore, Moore Financial Management
Nov. 17, 2008 Neil K. Craig
Nov. 17, 2008 Mark Strofe
Nov. 17, 2008 Bradley Allen
Nov. 17, 2008 Derek Ferguson, Genesis Financial Products, Inc., Mississauga, Canada
Nov. 17, 2008 Roy P. Laux
Nov. 17, 2008 R. Wayne Wilson
Nov. 17, 2008 Wendell B. Stewart, Executive Financial Services, Inc.
Nov. 17, 2008 Laurence E. Menna, MCM
Nov. 17, 2008 Ira Starr, RFC, LUTCF, Fairview, North Carolina
Nov. 17, 2008 Craig R. Scott, Colorado Springs, Colorado
Nov. 17, 2008 Joe Corio, URL Financial Group
Nov. 17, 2008 David J. O'Brien, O'Brien Financial Planning
Nov. 17, 2008 Marcus G. Dotson
Nov. 17, 2008 J. Boyce, Talbert, First Financial Advisors, LLC
Nov. 17, 2008 Ross Marino
Nov. 17, 2008 Mike "Cy" Cajthaml, Tailor Made
Nov. 17, 2008 Jack Nelson, Harris Investor Services
Nov. 17, 2008 Peter D. Murphy, American Prosperity Group
Nov. 17, 2008 Carolyn S. Rogers, Piper Financial
Nov. 17, 2008 Ann Dotson
Nov. 17, 2008 H. Dudley Wade
Nov. 17, 2008 Harvey H. Meldrum
Nov. 17, 2008 Michael E. Smith
Nov. 17, 2008 Roger L. Hoenes
Nov. 17, 2008 Stephan M. Lemmond
Nov. 17, 2008 Michael W. Lassiter
Nov. 17, 2008 Brian Kortright, Kortright Partners L.L.C.
Nov. 17, 2008 Holly A. Sikora
Nov. 17, 2008 William H. Kirby, Kirby Group, Inc.
Nov. 17, 2008 Bill Romeo
Nov. 17, 2008 V. Raymond Ferrara
Nov. 17, 2008 Timothy L. Smith
Nov. 17, 2008 Gary A. Tilley, First Tennessee Brokerage, Inc.
Nov. 17, 2008 Sanford L. Schenberg, CPA , Attorney, Insurance Agent, Missouri and fIllinois Bar, Maplewood, Missouri
Nov. 17, 2008 D. Rand Hillier
Nov. 16, 2008 Diane Rochel
Nov. 16, 2008 Robert Hudson
Nov. 16, 2008 Nate Wenner, Wipfli Hewins Investment Advisors
Nov. 16, 2008 Kevin L. Lynch
Nov. 16, 2008 John W. Loyd
Nov. 16, 2008 David R. Schroeder
Nov. 16, 2008 Tom Magee
Nov. 16, 2008 Kathy Huckabay
Nov. 16, 2008 Sheryl J. Moore, President and CEO, Advantage Group Associates Inc.
Nov. 16, 2008 Thomas Dufresne, Dufresne, Wayne, & Associates
Nov. 16, 2008 Peter R. Wechsler
Nov. 16, 2008 Bruce T. Yenk
Nov. 16, 2008 John M. Burns, JMB Financial Planning
Nov. 16, 2008 Art Ford, Sullivan Bille PC
Nov. 16, 2008 Rusty Wells
Nov. 16, 2008 Mike Kavanagh
Nov. 16, 2008 Ron Pearson
Nov. 16, 2008 Jeff Warren
Nov. 15, 2008 Richard Graham, Eley-Graham Financial Advisory Services
Nov. 15, 2008 Phillip D. Calkins, CFP, MSFP
Nov. 15, 2008 Jim Oliver CPA/PFS, CFP®, Jim Oliver & Associates, P.C., CPAs & Business Advisors
Nov. 15, 2008 Jeff Witten
Nov. 15, 2008 Gregg T. Fujimoto, CFP®, Wealth Management Advisor
Nov. 15, 2008 Mark E. Charnet
Nov. 15, 2008 Allen Ostrofe, MBA, CFP, President, Ostrofe Financial Consultants, Inc.
Nov. 15, 2008 Todd C. Ganos, JD, DBA, CFP®, Principal, Doolittle & Ganos Investment Counsel, LLC
Nov. 15, 2008 Hank Parrott,ChFC, Estate & Financial Strategies, Inc
Nov. 15, 2008 Jonathan Becker, Walnut Creek, CA
Nov. 15, 2008 Joe Appolito
Nov. 15, 2008 Jacqueline Thornhill
Nov. 15, 2008 Daniel L. Prosser, CFP, Prosser Financial Group, LLC
Nov. 15, 2008 Randel D. Stephenson, LUTCF, Registered Representative
Nov. 15, 2008 Ronald D. Morley, President, The New Wealth, LLC
Nov. 15, 2008 Josh Nelson, CFP, Financial Advisor
Nov. 15, 2008 Scott D. Preston
Nov. 15, 2008 Kathryn K. Lund, CPA, CFP(R), Mosaic Financial Advisors, LLC
Nov. 15, 2008 John Power, CFP(R), Principal, Power Plans
Nov. 15, 2008 Chip Young, CFP
Nov. 15, 2008 Chip Williams, CLU, ChFC, CFP
Nov. 14, 2008 Stewart Gregg, Managing Senior Securities Counsel, Allianz Life Insurance Company of North America
Nov. 14, 2008 J. Scott Spiker, CEO, Martin R. Durbin, President, and Adan D. Araujo, Vice President and Chief Compliance Officer, First Command Financial Planning
Nov. 14, 2008 Ann Terranova
Nov. 14, 2008 Justus Baird PhD
Nov. 14, 2008 Larry Breen
Nov. 14, 2008 Dale L. Anderson
Nov. 14, 2008 Tracy Miller, TMiller Financial
Nov. 14, 2008 David B. Jacobs, Pathfinder Financial Services, LLC
Nov. 14, 2008 R. Leslie Hammock
Nov. 14, 2008 Joseph W. Maczuga
Nov. 14, 2008 Harold J. Rogers
Nov. 14, 2008 Rodney K. Alexander, CFP®, Financial Advisor
Nov. 14, 2008 Larry C. Rooks
Nov. 14, 2008 David Walden, Raymond James Financial Services
Nov. 14, 2008 Jake Jacklich
Nov. 14, 2008 Steve Popelka, First Command Financial Services Inc.
Nov. 14, 2008 James P. Ball
Nov. 14, 2008 Stephen L. Garrett, Garrett & Associates
Nov. 14, 2008 John H. Mueller
Nov. 14, 2008 Rita B. Parker CFP(tm) RPC, Associate Vice-President, Investment Officer, A. G. Edwards, a division of Wachovia Securities LLC
Nov. 14, 2008 David Freeman-Woolpert, Atlus Investment Group, LLC
Nov. 14, 2008 A. Raymond Benton, Lincoln Financial Advisors
Nov. 14, 2008 Lowell R. Lemesany, Ameriprise Advisor Services, Inc.
Nov. 14, 2008 Kathleen Plummer, Plummer & Associates
Nov. 14, 2008 Dee Lee
Nov. 14, 2008 Garrett R. Morgan, Fountainhead Private Wealth
Nov. 14, 2008 Gil Armour, AIG Financial Advisors
Nov. 14, 2008 Brad A. Thomas
Nov. 14, 2008 Steven Sant, Sant, McMahon & Sparks, LLC
Nov. 14, 2008 Jaime A. Benedetti, Benedetti, Gucer & Associates
Nov. 14, 2008 Todd D. Barr, JPE Wealth Management
Nov. 14, 2008 D. Randolph Waesche, Resource Management Inc.
Nov. 14, 2008 David L. Beman
Nov. 14, 2008 Karl G. Smrekar, Allegheny Financial Group
Nov. 14, 2008 Mary Quist-Newins
Nov. 14, 2008 Gary L. Orkin
Nov. 14, 2008 Michael L. Parker
Nov. 14, 2008 Jay Hutchins
Nov. 14, 2008 James M. McCullough, Aquila Group of Funds
Nov. 14, 2008 Eugenie Brewster
Nov. 14, 2008 Jeannie A. Bodie, First Command Financial Service, Inc.
Nov. 14, 2008 Frank I Kintzle
Nov. 14, 2008 George N. Luciani, Covered Bridge Tactical
Nov. 14, 2008 Patricia Garman, Capital Planning & Investments, Inc.
Nov. 14, 2008 W. Douglas O'Rear
Nov. 14, 2008 Paul Basballe
Nov. 14, 2008 F. William McRoberts
Nov. 14, 2008 John M. Lesko, JM Lesko Financial, LLC
Nov. 14, 2008 Suzanne C. Low, Lassus Wherley
Nov. 14, 2008 J. Taylor Wortham, Patriot Investment Management
Nov. 14, 2008 Erik Wolfers
Nov. 14, 2008 Al Gebhart
Nov. 14, 2008 Jerome Price
Nov. 14, 2008 Michael R. Hochholzer, Associated Bank
Nov. 14, 2008 Jay B. Barclay, DCS Wealth Advisory Services, LLC
Nov. 14, 2008 Priscilla Brehm Morton Capital Management
Nov. 14, 2008 Paul S. Bolen, Cornerstone Financial Strategies, LLC
Nov. 14, 2008 Steven Johnston, Mercer Advisors
Nov. 14, 2008 Gregory K. Bowser, Asset Management Services, Inc.
Nov. 14, 2008 David A. Smith, Smith, Griesmeyer & Moses LLC
Nov. 14, 2008 Tom Gartner, CFP, Independent Service Company, Inc.
Nov. 14, 2008 David W. Demming, Demming Financial Services Corp.
Nov. 14, 2008 Matthew Yanni
Nov. 14, 2008 Marcia Campbell, Marchia Campbell Insurance &
Nov. 14, 2008 Stephen Barnes, Barnes Investment Advisory, Inc.
Nov. 14, 2008 John Sullivan, World Equity Group, Inc.
Nov. 14, 2008 Tiffany Ballard
Nov. 14, 2008 Jeff Hall
Nov. 14, 2008 Ronald J May, Wachovia Securities, LLC
Nov. 14, 2008 Dave Brooks, First Command Financial Services, Inc.
Nov. 14, 2008 Bradley Mann
Nov. 14, 2008 Phil Messuri, ING Company
Nov. 14, 2008 James S. Hemphill, TGS Financial Advisors
Nov. 14, 2008 David Rochester, Shoemaker Financial Advisors
Nov. 14, 2008 William S. Hart, Retirement Strategies, Inc.
Nov. 14, 2008 Brad Blackburn, Dyadic Financial Management, LLC
Nov. 14, 2008 Stephen Overstreet
Nov. 14, 2008 Mike Kickham
Nov. 14, 2008 Steven W. Bettenhausen
Nov. 14, 2008 Nathan D. Sealey, NEXT Financial Group, Inc
Nov. 14, 2008 Susan Veligor
Nov. 14, 2008 Robert S. Pennartz, Financial House
Nov. 14, 2008 Robert Muench
Nov. 14, 2008 Vicki L. Lublin
Nov. 14, 2008 Dale P. Robinson
Nov. 14, 2008 Kevin Clasen, West Point Private Client Group
Nov. 14, 2008 Kenneth P. Schmidt, Financial Planning Services
Nov. 14, 2008 Deirdre B. Clements, Georgia Bank & Trust
Nov. 14, 2008 Robert Chamberlain, Raymond James Financial Services, Inc.
Nov. 14, 2008 Rod Roath, Money Matters, Inc.
Nov. 14, 2008 Michael S. Busico
Nov. 14, 2008 Stephen C. Houser, FPT Services
Nov. 14, 2008 Marianne E. Merriman, Ameriprise Financial Services, Inc.
Nov. 14, 2008 Waymon Moore, Integrity Financial Planners, LLC
Nov. 14, 2008 L. A. Gelfand Leibig
Nov. 14, 2008 Donald A. Spencer, Kentucky Baptist Convention
Nov. 14, 2008 Guy Landolfi
Nov. 14, 2008 John W. Hearn III
Nov. 14, 2008 Ralph J. Feith
Nov. 14, 2008 Larry Rose
Nov. 14, 2008 Christine Messmer
Nov. 14, 2008 Peter A. Godino, Bainco International Investors
Nov. 14, 2008 Jeffrey N. Lido
Nov. 14, 2008 Ellen Willand
Nov. 14, 2008 James P. Gilbert
Nov. 14, 2008 Glenn A. Bishop
Nov. 14, 2008 Nancy Russell, Morgan Stanley
Nov. 14, 2008 R. Lance Belline, AXA Advisors
Nov. 14, 2008 Bill Houk
Nov. 14, 2008 Tim Holsworth
Nov. 14, 2008 Rick Leonard
Nov. 14, 2008 Chuck Lowenstein, Kaplan Professional
Nov. 14, 2008 Bonnie B. Farrell
Nov. 14, 2008 Kevin J. Roberg, Charles Schwab & Co., Inc.
Nov. 14, 2008 Paul C. Walton, SR, MBA, Kearney, Missouri
Nov. 14, 2008 Memorandum from Scott H. Kimpel and Bradley J. Bondi, Office of Commissioner Troy A. Paredes regarding a November 14, 2008, meeting with representatives of American Equity Life Holding Company
Nov. 14, 2008 Michael F. Louis, Boca Raton, Florida
Nov. 14, 2008 Franklyn R. Deininger, CFP-R, Financial Planning Assn, National Socitey of Pulic Accountants, IARFC, NATP, Kenosha, Wisconsin
Nov. 14, 2008 David Ireland, Indiana
Nov. 13, 2008 John Berlet, Boomer's Advisory Group LLC
Nov. 13, 2008 Bradley R. Teets
Nov. 13, 2008 Patrick J. Carney, First California Mortgage Company
Nov. 13, 2008 James A. Stehr
Nov. 13, 2008 Theodore B. Erickson, TLC Federal Credit Union
Nov. 13, 2008 Charlotte Crawford
Nov. 13, 2008 William K. Dix, Fortune Management, LLC
Nov. 13, 2008 Suzanne Krasna, FSC Securities Corporation
Nov. 13, 2008 William F. Keats
Nov. 13, 2008 Scott M. Fitzgerald, Strategic Financial Management, LLC
Nov. 13, 2008 Arlene R. Foreman
Nov. 13, 2008 Steven A. Barnes, Barnes Wealth
Nov. 13, 2008 Leon Rousso
Nov. 13, 2008 Chuck Steege, SFG Wealth Planning Services, Inc.
Nov. 13, 2008 Russell E. Hall
Nov. 13, 2008 Susan Manrodt
Nov. 13, 2008 Bruce A. Jentner, Jentner Financial Group
Nov. 13, 2008 Joanne Gipple
Nov. 13, 2008 Mel R. Hertz, The Retirement Coach
Nov. 13, 2008 Sarah Reagan
Nov. 13, 2008 Gordon Peay, CFP, CLU, ChFC, MA, The Capital Advantage
Nov. 13, 2008 Todd Marchant
Nov. 13, 2008 Douglas E Mowrey
Nov. 13, 2008 John W. Ueleke
Nov. 13, 2008 Steve Cariati
Nov. 13, 2008 Sandra K Whipple
Nov. 13, 2008 Richard Thompson
Nov. 13, 2008 Eliot M. Weissberg, Raymond James Financial Services, Inc.,
Nov. 13, 2008 Andrew K. Markham, Markham Financial Services, Inc.
Nov. 13, 2008 Bill Hagen
Nov. 13, 2008 Alex Bartol, Legacy Wealth Strategies
Nov. 13, 2008 Stephen Close, Close Financial Services, Inc.
Nov. 13, 2008 Ed Moore
Nov. 13, 2008 Michael J. Searcy, Searcy Financial Services, Inc.
Nov. 13, 2008 John R. Calvert III
Nov. 13, 2008 Amy Solem
Nov. 13, 2008 Edna M Burr , Sterling Financial Services, Inc.
Nov. 13, 2008 Phil Vick
Nov. 13, 2008 Nancy Schott
Nov. 13, 2008 Diane R. Maloney, Commonwealth Financial Network
Nov. 13, 2008 Robert Burch
Nov. 13, 2008 D. Paul D’Amore
Nov. 13, 2008 Paul Sydney ELLIOTT
Nov. 13, 2008 Arthur D. Ortman, AIG Financial Advisors
Nov. 13, 2008 Whitney Westgate, Windsor Financial Group
Nov. 13, 2008 Claudia Fitch, Fitch Financial Advisors LLC
Nov. 13, 2008 Linda L. Itzen, Itzen & Associates
Nov. 13, 2008 Francis Norm Kredit, Richey Advisors, Inc.
Nov. 13, 2008 Stephen E. Kairies, Access Financial Services, Inc.
Nov. 13, 2008 Jaime Galvan, Spectrum Strategies, L.L.C.
Nov. 13, 2008 Jan K. Foval
Nov. 13, 2008 Paul Bednarski
Nov. 13, 2008 Alex Cipollone, Raymond James Financial Services, Inc.
Nov. 13, 2008 Barbara Adamson
Nov. 13, 2008 Joel Andrews
Nov. 13, 2008 Dallas W. Coffman, LPL Financial
Nov. 13, 2008 Neil Fisch
Nov. 13, 2008 Kevin Jarchow
Nov. 13, 2008 Ben Lipschitz
Nov. 13, 2008 Bob Ericson, Ericson Financial Solutions
Nov. 13, 2008 Karl L. Hicks, The Leonard Financial Group, LLC
Nov. 13, 2008 Reid L. Allen
Nov. 13, 2008 Jeffrey W. McClure
Nov. 13, 2008 Peter Washburn, Finn, Rodriguez & Washburn
Nov. 13, 2008 J. Jeffrey Lambert
Nov. 13, 2008 Curt Weil
Nov. 13, 2008 Mark Janci, Halbert, Hargrove/Russell LLC
Nov. 13, 2008 Bryan K. Hanner, Hanner Financial Services, Inc.
Nov. 13, 2008 John Cress, Practical Portfolios
Nov. 13, 2008 Jason Wheeler
Nov. 13, 2008 Chad Thomley
Nov. 13, 2008 Carol Y. Godsave, Crest Financial Services
Nov. 13, 2008 Don McLean
Nov. 13, 2008 Zane Torgrude, M&I Wealth Management
Nov. 13, 2008 Len Coris, Watermill Financial Group
Nov. 13, 2008 John R. Coet
Nov. 13, 2008 Patrick Lee
Nov. 13, 2008 Pam Heimdal
Nov. 13, 2008 Chad Jones, First National Bank
Nov. 13, 2008 Dori Ben-David, Ben-David Financial Planning
Nov. 13, 2008 Bill Ramsay, Financial Symmetry, Inc.
Nov. 13, 2008 Richard W. Pinder
Nov. 13, 2008 Diane Statham, Ameriprise Financial Services, Inc.
Nov. 13, 2008 Jean Mote, Mote Wealth Management, LLC
Nov. 13, 2008 Lori Misenheimer
Nov. 13, 2008 Michael C. Valdez
Nov. 13, 2008 Mark O. Flaherty
Nov. 13, 2008 Wilbert Guilford, Klecka, Wilkins & Klecka
Nov. 13, 2008 Joan K. Rossi
Nov. 13, 2008 Staci Scharadin, WallStreet Wealth Management
Nov. 13, 2008 John R Martin, Nations Financial Group, Inc.
Nov. 13, 2008 Joseph A. Smith
Nov. 13, 2008 John E. Baker
Nov. 13, 2008 Donald R Rice, Money Management Services, Inc.
Nov. 13, 2008 Erin M. Carper
Nov. 13, 2008 Dennis C Gero
Nov. 13, 2008 Jim MacKay, Springfield Trust & Investment Company
Nov. 13, 2008 Frank Liston, Horizon Financial Strategies
Nov. 13, 2008 Robert Davenport, Kentucky Planning Partners
Nov. 13, 2008 Thomas H. Zimmerman, Zimmerman Wealth Management, LLC
Nov. 13, 2008 Thomas Gardner
Nov. 13, 2008 Stanley B. Corey, c5 Wealth Management, LLC
Nov. 13, 2008 Arthur D. Kraus, Capital Intelligence Associates, Inc.
Nov. 13, 2008 Jeff Huizenga
Nov. 13, 2008 Kurt G. Krumholz, SVA Wealth Management, Inc
Nov. 13, 2008 Alan Gammel
Nov. 13, 2008 David F. L. Bernthal
Nov. 13, 2008 James Potts
Nov. 13, 2008 Elaine Collins
Nov. 13, 2008 Michael J. Irving, Irving Planning & Investments, Ltd.
Nov. 13, 2008 J. Wade Lopez, Lopez Wealth Management, LLC
Nov. 13, 2008 Dr. Keith T. Hamilton, Georgia Baptist Convention
Nov. 13, 2008 Martha Price, Raymond James Financial Services
Nov. 13, 2008 David D. Beck, Wachovia Securities, LLC
Nov. 13, 2008 Charles Dunham, First Financial Group, Inc.
Nov. 13, 2008 Craig J. Ruffolo
Nov. 13, 2008 Stewart Creelman
Nov. 13, 2008 Linda Townsend, Planning Dynamics, Inc.
Nov. 13, 2008 Mitchell Kraus
Nov. 13, 2008 John M. Smith
Nov. 13, 2008 Derek R. Lenington, Lenington Financial
Nov. 13, 2008 Renee Pastor, Morgan Keegan & Company, Inc.
Nov. 13, 2008 Noel K. Edwards
Nov. 13, 2008 Cliff M. Robello, CMR Financial Advisors, Inc.
Nov. 13, 2008 Gary W. Cotter, Cotter Financial
Nov. 13, 2008 Gregory J. Hinkson, Hinkson Financial Services
Nov. 13, 2008 Paul Carroll, Efficient Wealth Management
Nov. 13, 2008 Joel Larsen, Navigator Financial Advisors, LLC
Nov. 13, 2008 Paula Dorion-Gray, Securities America, Inc.
Nov. 13, 2008 Bill Phillips
Nov. 13, 2008 Alan Tucker Chfc, CFP
Nov. 13, 2008 A.T. Benelli, Capital Financial Services, Inc.
Nov. 13, 2008 Jane McGinnis, Quest Capital Management, Inc.
Nov. 13, 2008 Troy E. Jones, Financial Planning Association
Nov. 13, 2008 Jackson Rhoades, Wachovia Securities
Nov. 13, 2008 Jon W. Matthews, CFP®, My Life Planners, LLC, Cadre Financial Group
Nov. 13, 2008 Joel S. Williams
Nov. 13, 2008 Len Nassi
Nov. 13, 2008 Jack L. Beckner
Nov. 13, 2008 Mark Davis, Haas Financial Services Incorporated
Nov. 13, 2008 James E. Joseph, Financial Services Advisory, Inc.
Nov. 13, 2008 Charles G. Jimison, Partee Insurance Associates, Inc
Nov. 13, 2008 Karl Frank, A&I Financial Services LLC
Nov. 13, 2008 Andy Crabb, A&I Financial Services LLC
Nov. 13, 2008 Paul B. Nervig, Capital Directions, Inc.
Nov. 13, 2008 Christopher Kimball
Nov. 13, 2008 Terry Anderson , Securities America, Inc.
Nov. 13, 2008 John Bergland
Nov. 13, 2008 R.B. Clark
Nov. 13, 2008 Nancy Hite, The Strategic Wealth Advisor
Nov. 13, 2008 Deanne Stegeman, COUNTRY® Insurance & Financial Services
Nov. 13, 2008 Donald S. Loveless CFA CFP, Independent Investors, Inc., Billings, Montana
Nov. 13, 2008 Jennifer Hartman CFS, CCPS, Principal, Greenleaf Financial Group, Los Angeles, CA
Nov. 13, 2008 John Brotherton
Nov. 13, 2008 Michael J. Nedreski RFC, Nedreski Wealth Management, Corry, Pennsylvania
Nov. 13, 2008 Chad Davis
Nov. 13, 2008 Michael L Rogers, Financial Advisor, First Command Financial Services, Inc., Panama City, Florida
Nov. 13, 2008 Richard D. Kipp, Lifetime Financial Planning
Nov. 13, 2008 Scott F. Goldman, CFP® RFC. CFS. CSA®.CEP®, Waterstone Financial Group, Planning Dynamics, Inc., Arlington Heights, Illinois
Nov. 13, 2008 Dave Monkelien CFP
Nov. 13, 2008 Cherie Brown, CFP, Financial Advisor, Certified Financial Planning Professional, Wachovia Securities, Rapid City, South Dakota
Nov. 13, 2008 Charles J. Wagner, MBA CFP®, Spence Asset Management, Las Cruces, New Mexico
Nov. 13, 2008 Michael H. Mulhern, CPA*, CFP®, Total Retirement Solutions, Columbus, Ohio
Nov. 13, 2008 Jim Charbonneau, FPA
Nov. 13, 2008 Joeeph M. Conwell, Lesko Financial Services, Inc.
Nov. 13, 2008 Colleen Dondero, Financial Planning Association Member
Nov. 13, 2008 Charles E Melker
Nov. 13, 2008 Edward L. Roth, Raymond James Financial Services, Inc.
Nov. 13, 2008 Tina Towery
Nov. 13, 2008 Todd E. Larson, Ameriprise Financial Services, Inc.
Nov. 13, 2008 Mark W. Novkov
Nov. 13, 2008 M. Andrew Valentine, UBS
Nov. 13, 2008 April Hicks
Nov. 13, 2008 Bill Baer, Baer Wealth Management
Nov. 13, 2008 David G. Spence, LPL Financial
Nov. 13, 2008 Robert L. Sidell
Nov. 13, 2008 Gene G. Stern, Lincoln Financial Advisors, Inc.
Nov. 13, 2008 Brian Wegrzyn, Synergistic Financial Center
Nov. 13, 2008 Matt Page
Nov. 13, 2008 Howard Richards, Cambridge Investment Research, Inc.
Nov. 13, 2008 Duane Raanes, Wachovia Securities
Nov. 13, 2008 Martin Kurtz
Nov. 13, 2008 Robert Reis, Absolute Financial, LLC
Nov. 13, 2008 Jim Garrett
Nov. 13, 2008 Matthew Cook, Mercer Advisors
Nov. 13, 2008 Robert B. Brunton CLU ChFC CFP®, Wealth Management Advisor, Lombard, Illinois
Nov. 13, 2008 Helen Modly, CFP/ChFC, Executive Vice President, Focus Wealth Management, Ltd
Nov. 13, 2008 Fred Overton, CFP
Nov. 13, 2008 James N. Thomas, CFP, Financial Planner and Insurance Agent
Nov. 13, 2008 Jonathan S. Krasney, CFP®, Pres., Krasney Financial, llc, Mendham, New Jersey
Nov. 13, 2008 Leon LaBrecque, JD, CPA, CFP, CFA, LJPR, LLC
Nov. 13, 2008 James Buro, Wall Street Speaking, Nutley, New Jersey
Nov. 13, 2008 Nancy A. Hadley, CFP®, CWS®, Associate Vice President, Financial Consultant, Hadley Sentinel Financial Management
Nov. 13, 2008 Jeffrey L. Remo, CFP, CLU, ChFC, Remo Financial, Allison Park, Pennsylvania
Nov. 13, 2008 Shane Tenny, Certified Financial PlannerTM Professional, Spaugh Dameron Tenny, Charlotte, North Carolina
Nov. 13, 2008 Joel P. Bruckenstein, CFP®
Nov. 13, 2008 Jay R. Penney, CFP, CFA, President, Jay R. Penney, L.L.C, Scottsdale, Arizona
Nov. 13, 2008 Ronald M. Robins, Beacon Financial Advisors, Inc., Tarrytown, New York
Nov. 13, 2008 V.E. "Gene" Lambert, CFP®, CDFA™, AXA Advisors, LLC, Ft. Lauderdale, Florida
Nov. 13, 2008 Jimmy Kull, Cypress Wealth Management, LLC, Austin, Texas
Nov. 13, 2008 Lynn K. Berry, CWS, President, KeyStone Financial Group, LLC, Neenah, Wisconsin
Nov. 13, 2008 Mary Rinaldi, CFP®, Asset Management Advisors, Inc., Houston, Texas
Nov. 13, 2008 David Lynch, CLU,ChFC,CFP,CASL, Glen Allen, Virginia
Nov. 13, 2008 Rhonda Heineman, CFP®, Omaha, Nebraska
Nov. 13, 2008 Robert Haley, JD, CFP, AIF, Advanced Wealth Management, Portland, Oregon
Nov. 13, 2008 Shana Despres, CFP, ChFC, Tempe, Arizona
Nov. 13, 2008 Robert Mansuetto, CFP
Nov. 13, 2008 Bob Ponton, CFP®, Financial Advisor, First Command Financial Services, Inc., Virginia Beach, Virginia
Nov. 13, 2008 Sara I. Seasholtz, CFP, Mooresville, North Carolina
Nov. 13, 2008 David J. Dahl, President, ChFC CLU CFP AAMS AFC RFC CFS, Skidmore & Son Insurance Agency, Inc.
Nov. 13, 2008 Stephen A. Brophy, CFP, CPA, PFS, MSFP, CLU, ChFC, AAMS, CASL, CRPC, Bedford, New Hampshire
Nov. 13, 2008 John Eckel, Simsbury, CT
Nov. 13, 2008 David L Stevens, CPA/PFS, CFP®, Irongate Financial Services, Inc.
Nov. 13, 2008 Samantha J. Kopek, CFP®, EA, Vice President and Senior Advisor, GTrust Financial Partners
Nov. 13, 2008 Carolyn Howard, CFP®, Principal, Pegaesus Advisors Inc.
Nov. 13, 2008 Ricahrd Vermeiren, South Berwick, Maine
Nov. 13, 2008 Richard J. Reinert
Nov. 13, 2008 Troy D. Sockler
Nov. 13, 2008 Carol K. Lampe, CFP®, Lampe Asset Management, Pittsburgh, Pennsylvania
Nov. 13, 2008 William R. Ramsey
Nov. 13, 2008 Joe McCusker, Celtic Consulting Services, Inc., Denver, Colorado
Nov. 13, 2008 Jeffrey M. Armstrong, CMFC®, CRPC®, Advanced Financial Advisor, Vienna, Virginia
Nov. 13, 2008 John L. Jenkins, AEP, EA, CFP®, Fellow, Esperti Peterson Institute, President and CEO, Asset Preservation Strategies, Inc.
Nov. 13, 2008 Michael C. Brady, CFP
Nov. 13, 2008 David Mendels CFP, Director of Planning, Creative Financial Concepts, LLC
Nov. 13, 2008 Chris McCauley
Nov. 13, 2008 Thomas G. Gaertner, CFP®, MPC Financial Services, Brookfield, Wisconsin
Nov. 13, 2008 David C. Miser, CFP
Nov. 13, 2008 Rev. Thomas Petty, C.F.P.
Nov. 13, 2008 Brian W. Brooks, CFP®, ChFC, Scottsdale, Arizona
Nov. 13, 2008 Judy C. Hagar, CFP®, Registered Principal, AIG Financial Advisors, Inc., Wolters, Hagar & Pratt Financial Planning, Inc., San Diego, California
Nov. 13, 2008 Rick Bell, CFP, Director of Planning and Client Services, Pacific Advisors, Inc.
Nov. 13, 2008 Michael Snowdon, CFP, Greenwood Village, Colorado
Nov. 13, 2008 Timothy L. Rowland
Nov. 13, 2008 John Bird, Albion Financial Group
Nov. 13, 2008 Jim MacDonald, CFP, Reed & Company, P.C., Lafayette, Indiana
Nov. 13, 2008 H. Jude Boudreaux, CFP®, New Orleans, Louisiana
Nov. 13, 2008 Eric Heckman, CFP®, ChFC, CLU, San Jose, California
Nov. 13, 2008 W. Ted Isaacs, Investment Advisor Representative, St. Louis, Missouri
Nov. 13, 2008 William D. Loucks, CFP, Provo, Utah
Nov. 13, 2008 John A. Ungerman, CFP, ChFC, CLU, FIC, Senior Financial Consultant, Pennsylvania Region, Tri-County Associates
Nov. 13, 2008 James L. Southard, CFP®, ChFC®, CLU®, MBA Certified Financial Planner Practitioner, Albuquerque, New Mexico
Nov. 13, 2008 Harold Templeton, CFP®, Cornerstone Financial Planners, Inc., Hoffman Estates, Illinois
Nov. 13, 2008 Chad J. Karl, Financial Consultant, Janesville, Wisconsin
Nov. 13, 2008 Steven Vitanza CFP, ChFC Senior Financial Advisor, Voorhees, New Jersey
Nov. 13, 2008 Ty Trainor, CFP, CLU, Executive Planning Group, Camp Hill, Pennsylvania
Nov. 13, 2008 Walter F. Williams, MBA, CFP®, CRPC, Sagemark Consulting
Nov. 13, 2008 Jeremy S. Mitchell, CFP®, Financial Planner. Sun City, Arizona
Nov. 13, 2008 Ken Bickel, CFP®, Financial Consultant, St. Louis-Heartland Region, South St. Louis Group
Nov. 13, 2008 Nancye B. Valencia, CFP®, U.S. Bank, Private Client Group, Los Angeles, California
Nov. 13, 2008 Jeffrey M. Lansink, CFP, Priorities Wealth Management, Mount Pleasant, South Carolina
Nov. 13, 2008 Kimberly K. Maez, CFP®, Senior Financial Advisor, Ameriprise Financial Services, Inc., Colorado Springs, Colorado
Nov. 13, 2008 Eileen J. Trott, CFP, Financial Insights, Inc.
Nov. 13, 2008 Joelle D. Spear, Fidelity Charitable Services
Nov. 13, 2008 Mark A. Ruccolo, CFP™, AAMS
Nov. 13, 2008 Jeff Harring, CFP
Nov. 13, 2008 Troy A. Turley, General Agent- Independent, Hayden Lake, Idaho
Nov. 13, 2008 Alan Hallerman
Nov. 12, 2008 Eric L. Marhoun, General Counsel, Old Mutual Financial Network, Baltimore, Maryland
Nov. 12, 2008 Nicholas C. Rauen, Lexington, Kentucky
Nov. 12, 2008 Daniel Barnard, Hampton, Virginia
Nov. 12, 2008 Kenneth R. Mouille, 28 yr. Insurance Professional, San Antonio, Texas
Nov. 12, 2008 Mark H. Trumm, Berry Creek, California
Nov. 11, 2008 Dennis R. Ward, Owner, Ward Financial Services, Jerseyville, Illinois
Nov. 11, 2008 John W. Miller, Canadensis, Pennsylvania
Nov. 10, 2008 Memorandum from the Division of Investment Management regarding a November 10, 2008 meeting with representatives of NAVA, Inc.
Nov. 10, 2008 James H. Willis, III, Certified Senior Advisor, Land O Lakes, Florida
Nov. 10, 2008 William H. Barbee, III, Life Insurance Agent, Former Local President National Association of Insurance and Financial Advisors, Newbury Park, California
Nov. 10, 2008 Kirby V. Nielsen, Retired Insurance Agent, Delaware, Ohio
Nov. 10, 2008 Gary L. Haney, Insurance Agent, Securities Rep, Enrolled Agent of the IRS, Seymour, Missouri
Nov. 9, 2008 Rebecca Rochester, ValuTeachrs LSW agent, Rock Hill, South Carolina
Nov. 7, 2008 Willaim R. McCutcheon, Greensboro, North Carolina
Nov. 7, 2008 Carl Forcione
Nov. 7, 2008 Bob D. Hines, Jr., JD, MBA, CPA, CFP, Colonial Heights, Virginia
Nov. 7, 2008 Jerry J. Rogers, President of Retirement Solutions, a Registered Investment Advisory Firm, North Charleston, South Carolina
Nov. 6, 2008 David M. Leber, President, Leber Financial Group, Inc.
Nov. 6, 2008 Steven T. Wilmarth, Vice-President, Investments, Melbourne, Florida
Nov. 6, 2008 Memorandum from the Division of Investment Management regarding a November 5, 2008, meeting with representatives of Allianz Life Insurance Company and Allianz Life Financial Services, LLC.
Nov. 5, 2008 Ken Norkus
Nov. 5, 2008 Lisa Murillo
Nov. 5, 2008 Steve A Buchwalter, Esq., Attorney, Encino, California
Nov. 5, 2008 Russell N. Marshall, Independent Agent
Nov. 5, 2008 Stephen Meyer, esquire, Atty. active in Securiies litigation, Charleston, West Virginia
Nov. 5, 2008 Eric D. Brady, Financial consultant, Salisbury, North Carolina
Nov. 5, 2008 Barry D. Estell, Esquire, Attorney At Law, Mission, Kansas
Nov. 5, 2008 Sharon A. Ben-David, Boynton Beach, Florida
Nov. 5, 2008 J. K. Johnson, Agent, Olathe, Kansas
Nov. 4, 2008 Michael J. Kavanaugh, DeVita Kavanaugh
Nov. 4, 2008 Catherine R. Rideout, Independent Life Insurance Agent, Lakeland, Florida
Nov. 4, 2008 Jack K. Lashley, Jr., Insurance Agency Owner/President, Wichita, Kansas
Nov. 4, 2008 John Lyle, CLU, Past President local NAIFA, Past President AFMP, Phoenix, Arizona
Nov. 4, 2008 Michael J. Geier, Registered Health Underwriter, Port Clinton, Ohio
Nov. 4, 2008 James Shaffer
Nov. 4, 2008 Idelle Steinberg, Insurance producer
Nov. 4, 2008 Jeff Blaser, RetireCare Solutions, Burlington, North Carolina
Nov. 4, 2008 Anthony Pellegrino, Oakbrook Terrace, Illinois
Nov. 4, 2008 Bobb A. Meckenstock, MBA, CLU, President, Main Street Securities, LLC, The Meckenstock Group, Inc., Hays, Kansas
Nov. 4, 2008 Mel Dawson, Simmons First Investor Services, Raymond James Financial Services, Inc., Pine Bluff, Arkansas
Nov. 4, 2008 Bill O'Neil
Nov. 4, 2008 Tom Byrne
Nov. 4, 2008 David J. D'Arcangelo, former Public company President
Nov. 4, 2008 Allan A. Beck, Cornerstone Financial Services
Nov. 4, 2008 John E. Raines, ChFC, Fairfield, Iowa
Nov. 3, 2008 John LeGendre, Regional Marketing Director, Capital Choice Financial Services, Glendale Arizona
Nov. 3, 2008 Jeff Kanter, Solon, Ohio
Nov. 3, 2008 Russell Pemberton, President and CEO Pemberton Financial, Wildwood, Missouri
Nov. 3, 2008 Ronnie M. Peret, Financial Services Representative for 40 years, League City, Texas
Nov. 3, 2008 Dennis E. O'Connor, Shrewsbury, Pennsylvania
Nov. 3, 2008 John C. Beidle, IAR, Saint Louis, Missouri
Nov. 3, 2008 Ken Mushel
Nov. 3, 2008 Peter A. Kitzerow, CLU, ChFC, Fort Myers, Florida
Nov. 3, 2008 Ken D. Walbridge, Insurance Agent, Gainesville, Texas
Nov. 3, 2008 Timothy Warnock, Modesto, California
Nov. 3, 2008 Lynn P. Smoke, Taylors, South Carolina
Nov. 3, 2008 Bob McManus
Nov. 3, 2008 Jesse B. Reaves, Jr., Financial Advisor, Batesburg-Leesville, South Carolina
Nov. 3, 2008 Joseph J. Jurkovich, Jr., Life Insurance Agent, Health Insurance Broker, Sacramento, California
Nov. 3, 2008 Billy J. Bailey, Life Insurance Agent and Annuities, Jonesboro, Arkansas
Nov. 3, 2008 David Ireland
Nov. 3, 2008 George F. Shave, III, Red Bank, New Jersey
Nov. 3, 2008 Richard Gilman, CFP, Massachusetts
Nov. 3, 2008 Sylvanus Doughty, Tax Consultant/Insurance General Agent, Pitman, New Jersey
Nov. 3, 2008 Michael T. Washer, Financial Advisor, Chantilly, Virginia
Nov. 3, 2008 Jeffrey Duncan, East Longmeadow, Massachusetts
Nov. 3, 2008 Karen S. Jennings, Alexander City, Alabama
Nov. 3, 2008 Diana Miller, Financial Advisor, Sun City Center, Florida
Nov. 2, 2008 Gilbert J. Gray, Professsor, Founder of The Total Wellness Academy. Professor of Financial Wellness, Nevada City, California
Nov. 2, 2008 Ray R. Custer, Independent Insurance Agent, Wilmington, North Carolina
Nov. 1, 2008 Kassia A. Cristello, Registered Represenative / OSJ, Cincinnati, Ohio
Nov. 1, 2008 Michael G. Constantinou, CSA, Worcester, Massachusetts
Oct. 31, 2008 Bart Kreiss, Independent Insurance Agent, RSM, California
Oct. 31, 2008 Michael P. Corry, CLU, President and David J. Stertzer, FLMI, CEO, Association for Advanced Life Underwriting
Oct. 31, 2008 Robert P. Nero, Licensed Insurance Professional, Temple Hills, Maryland
Oct. 31, 2008 Joseph Ho, MPA NASD7
Oct. 31, 2008 Edward E. Boydstun, Amarillo, Texas
Oct. 31, 2008 Donna J. Carroll, Spring Branch, Texas
Oct. 31, 2008 Jim E. Carroll, III, Spring Branch, Texas
Oct. 31, 2008 Aaron A. Cook, CiB Professional Insurance Advising, Pensacola, Florida
Oct. 31, 2008 Narlene G. Capron, Santa Barbara, California
Oct. 31, 2008 Frank A. Santo, IAR American General Securities Inc. and OSJ for same, Hernando Beach, Florida
Oct. 30, 2008 Stephen J. Drunasky
Oct. 30, 2008 Terry L. Garlock, CFP, President, Garlock Associates, Inc.
Oct. 30, 2008 Gerald R. Weiss, CA/NV RIA,FPA,NAPFA, Dublin, California
Oct. 30, 2008 Mark A. Temmer, Ballwin, Missouri
Oct. 30, 2008 Ellen C. Patterson, CFP, financial services, Mooresville, North Carolina
Oct. 30, 2008 George H. Preacher, LUTCF, LTCIS
Oct. 30, 2008 Ron Fischer, Certified Senior Advisor, Rockvale, Tennessee
Oct. 30, 2008 C. Gene Remaklus, Independent Insurance Agent, Ravenna, Ohio
Oct. 30, 2008Mark R. Wolfe, CFP, Erie, Pennsylvania
Oct. 30, 2008Barrett L. Somdahl
Oct. 29, 2008Herb Hickmore, Aurora, Colorado
Oct. 29, 2008Melodia Pasetes
Oct. 29, 2008Richard N. Schiff, Chartered Life Underwriter, Memphis, Tennessee
Oct. 29, 2008William P. Neurauter, Independent Insurance Agent, Lombard, Illinois
Oct. 29, 2008Michael W. Reeder, Independant Insurance Broker 10yrs, Winchester, California
Oct. 29, 2008Jay Wilcox
Oct. 29, 2008Daniel Parun
Oct. 29, 2008Jackie Vlachos, Montrose, Pennsylvania
Oct. 29, 2008Kenneth N. Horton, Loan Consultant / Retirement Planning, Fresno, California
Oct. 29, 2008William P. Smith, Chapel Hill, North Carolina
Oct. 29, 2008Teddy Peters
Oct. 29, 2008Caroline M. Peek, Series 65, CRFA, Charlotte, North Carolina
Oct. 29, 2008Victoria Rosen, Corp. Secretary for Financial Compass, Palmdale, California
Oct. 29, 2008Joe Berman
Oct. 29, 2008Greg S. Floyd, Pres. Family Life Insurance, Boise, Idaho
Oct. 29, 2008John Clark, President, CIG/RBI
Oct. 29, 2008Charles I. Keller, Indiana
Oct. 29, 2008Jason C. Frye, Financial Consultant/ Business owner, Denver, Colorado
Oct. 29, 2008Curtis J. Angstman, Huntersville, North Carolina
Oct. 29, 2008Jay C. Smith, Clu,Chfc, Sioux City, Iowa
Oct. 29, 2008Mark D. Turner, Lake Forest, California
Oct. 29, 2008Elizabeth J. Reppen, Financial Advisor, Anaheim, California
Oct. 29, 2008Dana J. Vesey, Financial Services Representative, Colmar, Pennsylvania
Oct. 29, 2008Steven T. Gordon, Troy, Michigan
Oct. 29, 2008Nate L. Clark, President, Financial Velocity Concepts, Lincoln, Nebraska
Oct. 29, 2008Charles Carpenter
Oct. 29, 2008Leon W. Fainstadt, Agent, Los Angeles, California
Oct. 29, 2008Carolyn McCormick
Oct. 29, 2008Arthur J. Fredericks, Jr., Stephens City, Virginia
Oct. 29, 2008Roger D. Bozarth, Orlando, Foreign Country
Oct. 29, 2008Mark G. Demers, Minocqua, Wisconsin
Oct. 29, 2008Richard G. Drisko, Finanical Planner, El Dorado Hills, California
Oct. 29, 2008Ricahrd P. Morrow, Registered Representative, AIGFA, Wyckoff, New Jersey
Oct. 29, 2008Michael E. Gibbs, Sr., CEO, M. GIBBS Co., Inc., Maryland
Oct. 29, 2008Joel F. Holmes Jr., Jr. Clu, CHFC, Society of Financial Service Professionals, Long Branc, New Jersey
Oct. 29, 2008Mark S. Durfee, Knoxville, Tennessee
Oct. 29, 2008Timothy W. Franklin, Banking Insurance, Investment Mgr And Reg Representative, Lexington, Kentucky
Oct. 29, 2008Joshua M. Holden, Investment Advisor Representative, Bloomington, Indiana
Oct. 29, 2008Anthony F. Santorella, Mt. Pleasant, Pennsylvania
Oct. 29, 2008Gary Emory
Oct. 29, 2008Cris Hollingsworth, Retirement Solutions
Oct. 29, 2008Dorothy Albala, NAIFA, Hazlet, New Jersey
Oct. 29, 2008Chris Tornio, Dresser, Wisconsin
Oct. 29, 2008Edward E. Bradley, Dallas, Georgia
Oct. 28, 2008 Kirk Groenis
Oct. 28, 2008 Gladys Fretcher, Styles Asset Protectors
Oct. 28, 2008 Donald G. Lisle, Lisle Insurance Finanacial Services, Fresno, California
Oct. 28, 2008 C. C. Bahr, M.S., Dallas, Texas
Oct. 28, 2008 Joyce A. Gibbs, Licensed Insurance Agent, Monterey Park, California
Oct. 28, 2008 Eugene W. Draper, Jr., Independent Insurance agent, Appleton, Wisconsin
Oct. 28, 2008 Steven H. Minnich, Spokane, Washington
Oct. 28, 2008 Theo H. Woods
Oct. 28, 2008 James R. Boyd
Oct. 28, 2008 John R. Murray, NAIFA, Sonoma, California
Oct. 28, 2008 Robert N. Signor, Clover, South Carolina
Oct. 28, 2008 David Schoening, CPA, CFP, Colleyville, Texas
Oct. 28, 2008 Rhodes R. Roark, Bentonville, Arkansas
Oct. 28, 2008Kezon McNeill
Oct. 28, 2008Ross Raymond, Katy, Texas
Oct. 27, 2008 W. Andrew Unkefer
Oct. 27, 2008 Philip H. Lubitz, CLU, ChFC, IAR, Dover Advisors Group, Inc., Wantagh, New York
Oct. 27, 2008Ivette Peugnet, Certified Senior Advisor, Fountain Valley, California
Oct. 27, 2008Paul J. Cross, CEO ANBC - Annuity National Brokerage Co, Pekin, Illinois
Oct. 27, 2008Paul G. McGillivray, JD, Sr VP, Creative Marketing Intl Corp, Overland Park, Kansas
Oct. 27, 2008Corwin S. Freeman, Jr., President, Valley Estate Planners Ltd., Elgin, Illinois
Oct. 27, 2008Douglas K. Hollen, Maryland Heights, Missouri
Oct. 27, 2008 John S. Jones, PIA, Woodstock,, Illinois
Oct. 27, 2008James M. Edwards, Calverton, Maryland
Oct. 27, 2008 Walter J. Fucito, Lenoir, North Carolina
Oct. 27, 2008 Eddie Lane, Kingsport, Tn
Oct. 27, 2008 David W. DeLoach, Rocky Mount, North Carolina
Oct. 27, 2008 David J. Yoder, Glendora, California
Oct. 27, 2008 Henry L. Bailey, Newnan, Georgia
Oct. 27, 2008 Donald L. Bennett, Omaha, Nebraska
Oct. 27, 2008 Kenneth S. Chait, Royal Palm Beach, Florida
Oct. 26, 2008 Joseph Bonfiglio, CFP, National Association of Enrolled Agents, Adjunct Professor Fairleigh Dickinson Universitu, Holmdel, New Jersey
Oct. 25, 2008 Robert Jin, CLU, LUTCF
Oct. 25, 2008 Brian P. Nauman, Davenport, Iowa
Oct. 25, 2008 William J. Harbin, Valuteachers, Northport, Alabama
Oct. 25, 2008 Jonathan D. Lynch, Arab, Alabama
Oct. 24, 2008 William Davis
Oct. 24, 2008 Richard Payson
Oct. 24, 2008 Andrew Stromfeld
Oct. 24, 2008 Tom van Eimeren
Oct. 24, 2008 Memorandum from the Office of Commissioner Aguilar regarding a September 9, 2008 meeting with representatives of American Equity Investment Life Holding Company, American Equity Investment Life Insurance Company, Skadden, Arps, Slate, Meagher, and Flom LLP, and Williams and Jensen, PLLC
Oct. 24, 2008 Far Farley, Insurance Agent, Austell, Georgia
Oct. 24, 2008 Melvin Howard, Licensed Insurance Agent, Louisville, Kentucky
Oct. 23, 2008 Memorandum from the Office of Commissioner Casey Regarding an October 20, 2008 Meeting with Representatives of Old Mutual Financial Network and Baker & Hostetler LLP
Oct. 23, 2008 Memorandum from the Division of Investment Management Regarding an October 22, 2008 Meeting with Representatives of the American Academy of Actuaries
Oct. 23, 2008 Greg Morrow
Oct. 23, 2008 Michael C. Long, Edwqrd Jones, Conover, North Carolina
Oct. 23, 2008 Carolyn J. Dannatt, Financial Associate, Davenport, Iowa
Oct. 23, 2008 Frank Osborn, Davenport, Iowa
Oct. 23, 2008 Chad J. Nelson, Agent/Financial Planner, Moline, Illinois
Oct. 23, 2008 Craig R. Schillig, Bettendorf, Iowa
Oct. 23, 2008 John W. Homer, Financial Advisor, Salt Lake City, Utah
Oct. 22, 2008 Pamela Stephenson, ValuTeachers
Oct. 22, 2008 Catherine Publis
Oct. 22, 2008 Stephen King, Chesterbrook, Pennsylvania
Oct. 22, 2008 Richard C. Payson, President of Insurance Agency, Norwell, Massachusetts
Oct. 22, 2008 Paul A. Silva, Education Chair, Capital District Assoc. of Ins. and Financial Advisors, Albany, New York
Oct. 22, 2008 Marcy Nunn, President, MKN Financial Group
Oct. 22, 2008 Craig D. Sanborn, Insurance Agency Owner, Mesquite, Texas
Oct. 22, 2008 Nancy P. Rupert, Pittsburgh, Pennsylvania
Oct. 22, 2008 Douglas A. Martin, CLU, Chartered Life Underwriter, Miami, Florida
Oct. 22, 2008 Rick Abend, Greenville, South Carolina
Oct. 22, 2008 Randall G. Knowles, ChFC, CFP, SPHR, LUTCF, Independent Fiancial Planner, Great Falls, Montana
Oct. 21, 2008 Mojgan M. Hashemi, Los Angeles, California
Oct. 21, 2008 Paul D. Tomasula, Registered Investment Adviser, Hanover Park, Illinois
Oct. 21, 2008 Mike Whittenburg, CLU, ChFC, REBC, CASL, Alpine, Utah
Oct. 21, 2008 David J. Stoller, Colorado Springs, Colorado
Oct. 21, 2008 Jake Roth, Sarasota, Florida
Oct. 21, 2008 Jack W. Buchanan, Jr., Financial Advisor, Kings Mountain, North Carolina
Oct. 21, 2008 Michael C. Robinson, Ins. agency owner - agent - registered rep, Canal Fulton, Ohio
Oct. 21, 2008 Michael A. Gherardini, President, America One Stop Ins, Benson, Arizona
Oct. 21, 2008 Robert Vrzak, Lawler, Iowa
Oct. 21, 2008 Barbara W. Mull, Financial Advisor with Edward Jones, Boiling Springs, North Carolina
Oct. 21, 2008 Joseph D. Anzalone, San Diego, California
Oct. 21, 2008 Thomas R. Grainger, Westerville, Ohio
Oct. 21, 2008 Brian J. Sohovich, Statesville, North Carolina
Oct. 21, 2008 Jacqueline Brown, Financial Advisor, Statesville, North Carolina
Oct. 21, 2008 Michael O. Johnson, financial advisor, Shelby, North Carolina
Oct. 21, 2008 Mark A. Wilcox, CEO WFS Inc., McCook , Nebraska
Oct. 21, 2008 Mike Hegwood, Indianapolis, Indiana
Oct. 21, 2008 John T. Cumming, CFP, Series 24/7/63 Registered Rep, Leesburg, Florida
Oct. 21, 2008 Alberto Flores-Uranga, Ketchum, Idaho
Oct. 21, 2008 Michael Smyth, CFP, Murrieta, California
Oct. 21, 2008 Aaron Marr, Insurance Agent, Roswell, Georgia
Oct. 21, 2008 Jeffrey Luckenbill, ChFC
Oct. 21, 2008 Andrew J. Stromfeld, Hollywood, Florida
Oct. 21, 2008 Joseph H. Prows, Jr, CLU, ChFC, Meridian, Idaho
Oct. 21, 2008 Ronald D. Simmons, Financial Advisor/Edward Jones Investments, Hickory, North Carolina
Oct. 21, 2008 Susan B. Williams, Financial Advisor, Edward Jones Investments, Conover, North Carolina
Oct. 21, 2008 Jerry D. Theilen, Insurance Agent, Mason City, Iowa
Oct. 21, 2008 Robert L. Graham, Scottsdale, Arizona
Oct. 21, 2008 Glenn Hasell, Palm City, Florida
Oct. 21, 2008 Bruce Bradshaw, Elkhorn
Oct. 21, 2008 Charlene Guess, CFP®, CLU®, ChFC®, RFC®, Certified Financial Planner® Practitioner, Round Rock, Texas
Oct. 21, 2008 Ernest N. Conner, Knoxville, Tennessee
Oct. 21, 2008 Terry W. Nelson, Adjunct Faculty, College for Financial Planning, Roseville, Minnesota
Oct. 21, 2008 Ben Feldmeyer, CFP, Dayton, Ohio
Oct. 21, 2008 Tracy Faucette, Financial Advisor series 7 licensed, Forest City , North Carolina
Oct. 21, 2008 William Cooper, Jr.
Oct. 21, 2008 Scott J. Cameron, Scott Cameron Insurance Agency, Inc., Ocala, Florida
Oct. 21, 2008 Sean Cofoid, Winter Springs, Florida
Oct. 21, 2008 John Rocco, Philadelphia, Pennsylvania
Oct. 21, 2008 Martin Ferrell, Ferrell Financial, LLC, Panama City, Florida
Oct. 21, 2008 Kenneth W. Hall, CLU, Toledo, Ohio
Oct. 21, 2008 Glenn J. Downing, CFP, Miami, Florida
Oct. 21, 2008 Dean L. Stewart, CFP., Cincinnati, Ohio
Oct. 21, 2008 Fred D. Gunther, Financial Advisor Edward Jones Investments, Raleigh, North Carolina
Oct. 21, 2008 Ronald C. Wiitala, Port Charlotte, Florida
Oct. 21, 2008 Steve Swanson, Port Charlotte, Florida
Oct. 21, 2008 Pete Tychsen, Tallahassee, Florida
Oct. 21, 2008 Stephen W. Cohen, Owner, Steve Cohen Financial Marketing, Santa Rosa, California
Oct. 21, 2008 Max J. Beer, Fort Myers, Florida
Oct. 21, 2008 John K. Jones, Certified Insurance Counselor, Registered Representative, McKinney, Texas
Oct. 20, 2008 John McManus, Peoria, Arizona
Oct. 20, 2008 Cecil M. Polk, Naifa Member, El Dorado, Arkansas
Oct. 20, 2008 George L. Bessette, Jr., Longwood, Florida
Oct. 20, 2008 Michael Y. Hamilton, Wealth Management Specialist, Cape Coral, Florida
Oct. 20, 2008 Jonathan T. Pyne, Wayzata, Minnesota
Oct. 20, 2008 Jeffrey A. Barnard, Alpharetta, Georgia
Oct. 20, 2008 R. Jan Pinney, CEO, Pinney Insurance Center, Inc., Roseville, California
Oct. 20, 2008 Ted Leutz, CEO Knowles Financial, Boston, Massachusetts
Oct. 20, 2008 Janice M. Livornese, Wilmington, Massachusetts
Oct. 20, 2008 Edward B. Ruotolo, Freehold, New Jersey
Oct. 20, 2008 Sunny A. Hoppe, None, McKinney, Texas
Oct. 20, 2008 Howard M. Altman, CSA, CEP, Richmond, Virginia
Oct. 20, 2008James E. Johnson, Little Rock, Arkansas
Oct. 20, 2008John L. Boland, II, RGHUA, Albuquerque, New Mexico
Oct. 20, 2008Richard Villavaso, CLU,ChFC, General Agent, Guardian Life Ins. Company of America, Metairie, Louisiana
Oct. 20, 2008Mark E. Rauguth, Financial Advisor, Mesa, Arizona
Oct. 20, 2008Justin Shaw, Houston, Texas
Oct. 20, 2008William M. Landers, Campbell, California
Oct. 20, 2008Edward J. Ogden, Overland Park, Kansas
Oct. 20, 2008Douglas McCallum, Sun Valley, Idaho
Oct. 20, 2008Bruce B. Bamford, LUTCF, Olympia, Washington
Oct. 20, 2008Kevin Nay, CRFA, LUTCF, Palm Springs, California
Oct. 20, 2008William R. Robinson, Lindenwold, New Jersey
Oct. 20, 2008James M. Hughes, CLU, CFP, Springfield, Pennsylvania
Oct. 20, 2008Michael P. Mcintyre, CEO, Executive Agent Group, Dallas, Texas
Oct. 20, 2008Diane Brewer, Henderson, Nevada
Oct. 20, 2008Harold Evensky, President, Evensky Katz, Coral Gables, Florida
Oct. 20, 2008Liane Abrams, Lafayette, California
Oct. 20, 2008Donald M. Moore, Daphne, Louisiana
Oct. 20, 2008Frank L. Pasley, Marketing Sales ATRA, Vallejo, California
Oct. 20, 2008James Smith, Investor, Reno, Nevada
Oct. 20, 2008Keith D. Green, Independent Advisor, Linden, Michigan
Oct. 20, 2008Robert A. Goldin, Sr., Insurance Agent, Lombard, Illinois
Oct. 20, 2008Oanh K. Dao, San Jose, California
Oct. 20, 2008Kevin Loewenstern, CSA, Amarillo, Texas
Oct. 20, 2008David W. Deutsch
Oct. 20, 2008Angelo Cilia, Pittsburgh, Pennsylvania
Oct. 20, 2008Teddy L. Roberts, RFC, beaverton, Oregon
Oct. 20, 2008 Edward P McCall, Jr, Financial Advisor, Troy, Michigan
Oct. 20, 2008Deborah Nehmad, Northfield, New Jersey
Oct. 20, 2008Michael J. Zaur, Business Owner, Naperville, Illinois
Oct. 20, 2008Michael G. Campbell, CLU, Society Finanancial Service Professionals MDRT, Jamsville, Maryland
Oct. 20, 2008Eric Reinhart, Financial Advisor
Oct. 20, 2008Robert Cherosky, Cleveland, Ohio
Oct. 20, 2008Paul R. Larson, CEP
Oct. 20, 2008Joseph D. Duffey, President, Everest Financial, Inc., Covington, Kentucky
Oct. 20, 2008Lynn E. Williams, NAILBA Member Agency, San Diego, California
Oct. 20, 2008Jeffrey Gollehon, ChFC, CLU
Oct. 20, 2008Ben Rolfes, Professional Insurance Agent, Moyock, North Carolina
Oct. 20, 2008Larry J. Moskat, Certified Financial Planner (tm), Scottsdale, Arizona
Oct. 20, 2008Mickey Redwine, Abilene, Texas
Oct. 20, 2008Dorothy Burns, Baton Rouge, Louisiana
Oct. 20, 2008Richard D. Garrett, LUTCF, FIC, President, Professional Insurance Associates, LLC, Prattville, Alabama
Oct. 20, 2008 James P. Pedigo, CLU, ChFC, CASL, Longwood, Florida
Oct. 20, 2008David Gonzales, Denver, Colorado
Oct. 20, 2008Gae Callaway, Corpus Christi, Texas
Oct. 20, 2008 E. Dominic Firmani CLU, ChFC, CPC, QPA
Oct. 20, 2008 Craig Adamson CRPS, PRP, President, Adamson Financial Planning
Oct. 20, 2008 Lawrence Hicks
Oct. 20, 2008Edward A. Pickard, Public Accountant, Cape Coral, Florida
Oct. 19, 2008Sharon Christensen
Oct. 19, 2008Jeanie L. Prewitt, Certified Insurance Counselor, Monticello, Arkansas
Oct. 19, 2008Pamela S. Smith, President, Legacy Estate Planning, LLC, Hardy, Virginia
Oct. 19, 2008Michael Frumkin, Sherman Oaks, California
Oct. 18, 2008David Sumabat, Insurance agent, Honolulu, Hawaii
Oct. 17, 2008John R. Kelso, Pasadena, California
Oct. 17, 2008Robert T. Baker, Carlsbad, California
Oct. 17, 2008Corey J. Birdwell, Monrovia, California
Oct. 17, 2008Larry P. Heydt, Boca Raton, Florida
Oct. 17, 2008Walter R. Baker, LUTCF, Dallas, Georgia
Oct. 17, 2008Daniel J. Needham, Orlando, Florida
Oct. 17, 2008Sherry G. Wood, Terrytown, Louisiana
Oct. 17, 2008Joseph T. Donnantuoni, Broker and Agent, Temecula, California
Oct. 17, 2008 Anonymous
Oct. 17, 2008 Bill Peckinpaugh, Peckinpaugh Financial Group
Oct. 17, 2008 Celene A. Wallen
Oct. 17, 2008 Loren D. Bauer, Memphis, Tennessee
Oct. 17, 2008 Ron Fahey
Oct. 16, 2008 Daniel Goodman, Sherman Oaks, California
Oct. 16, 2008 Amanda W. Glover, Mcallen, Texas
Oct. 16, 2008 Sue Schrampfer, CPA, Career Agent, Wisconsin Financial Group, Inc.
Oct. 16, 2008 G. Daniels, CFP, Financial Planner, Asheville, North Carolina
Oct. 16, 2008 Steve Rutkowski
Oct. 16, 2008 Steve Cooperstein, FSA, President & Actuary, Steve Cooperstein & Affiliates
Oct. 16, 2008 Daniel A. White, CLU, ChFC, Glen MIlls, Pennsylvania
Oct. 16, 2008 Suzanne Hopkins, CSA, NAIFA Member, Plano, Texas
Oct. 16, 2008 John R. Dantche, JD, Principal, Dantche Advisory Associates, The Woodlands, Texas
Oct. 16, 2008 David E. Moss, San Diego, California
Oct. 16, 2008 Phillip C. Lyons, Insurance Agent, San Antonio, Texas
Oct. 16, 2008 Wilene Holmes, Fort Mitchell, Alabama
Oct. 16, 2008 Barry L. Hamilton, CEO Hamilton Financial, Chatsworth, California
Oct. 15, 2008 Dennis Moore, Member of Congress
Oct. 15, 2008 Francis A. Tarkenton, CEO, Tarkenton Financial, LLC
Oct. 15, 2008 David M. Sandersford, President/CEO, The Maxford Company
Oct. 15, 2008 Jose J. Rodriguez, Ontario, California
Oct. 15, 2008 Anonymous
Oct. 15, 2008 Michael Grimes, CRPC, St. Louis, Missouri
Oct. 15, 2008 Mark P. Cowdell, CFP, CFP, Certified Financial Planner, RIA, Insurance Agent
Oct. 15, 2008 James G. Biasotti, Registered Representative, Roseville, California
Oct. 15, 2008 Richard Harp Jr.
Oct. 15, 2008 Gary D. Fullam, Financial Planner, Mills River, North Carolina
Oct. 14, 2008Frank Munn, Agent, New York Life Insurance Company
Oct. 14, 2008David Welborn, Arkansas
Oct. 14, 2008Daniel A. Flees, CMFC, LUTCF, Financial Advisor, McNeely Financial Services, Inc.
Oct. 14, 2008Sharon Voss
Oct. 14, 2008Don B. Myers, Jr, Principle, Professional Estate Planning Services, LLC., Phoenix, Arizona
Oct. 14, 2008Allen Hall, Charlotte, NC
Oct. 14, 2008James G. Biasotti, Registered Representative, Roseville, California
Oct. 14, 2008Thomas L. Geer, J.D., LL.M., Principal, Benefit Plan Solutions, Youngstown, Ohio
Oct. 14, 2008Rafael T. Rodriguez, Briarwood, New York
Oct. 14, 2008Terrell D. Harris, President of Harris and Assoc., Inc., Russellville, Arkansas
Oct. 14, 2008Gerald A. Shuba, Boca Raton, Florida
Oct. 14, 2008John Aikman, President Gai, Inc., and Aikman Financial, Russellville, Arkansas
Oct. 14, 2008James L. Byrd, CEO Safe Harbor Financial, Daphne, Alabama
Oct. 14, 2008Jacob Winsor, Riverside, California
Oct. 14, 2008Donald J. Halweg, Alamo, California
Oct. 14, 2008Ken A. Sutherland, ChFC, CLU, Omaha, Nebraska
Oct. 14, 2008Kenneth D. Stephenson, ChFC®, NAIFA, Fuquay Varina, North Carolina
Oct. 14, 2008Michael Ryan, Esquire
Oct. 14, 2008Tom Vorenberg
Oct. 14, 2008Tom Vorenberg
Oct. 14, 2008Yvonne A. Hennen, Independent Insurance Agent, Sebring, Florida
Oct. 14, 2008Eli Mizrahi, NW Senior Resources Corp.
Oct. 14, 2008William A. Evans, III, Colorado Springs, Colorado
Oct. 14, 2008Anonymous
Oct. 14, 2008Chris Gladheim, Director, HR & Operations, Asset Marketing Systems
Oct. 14, 2008Ernie Linkous, Lutcf, CSA, Cltc, Past president Business Network Internation, La Mesa CA
Oct. 14, 2008David Gray, Agency Principal, Henderson, Texas
Oct. 14, 2008Timothy A. Coonradt, Estate Planer, Sarasota, Florida
Oct. 14, 2008Ross Raymond, Katy, Texas
Oct. 14, 2008Lawrence P. Miller, Jr, CLU, ChFC, CSA, CRFA - Insurance Broker 43 years, Cary, North Carolina
Oct. 14, 2008Robert E. Woods, CAS,CSA, Pres. Woods Financial, Inc., Chesapeake, Virginia
Oct. 14, 2008Bruce R. Thomas, Independent Insurance Agent
Oct. 14, 2008Tony Steigerwald, San Diego, California
Oct. 14, 2008Michael Allgeier
Oct. 14, 2008Susan Smith, Insurance Indsutry, Sarasota, Florida
Oct. 14, 2008Carl A. Ostenson, Des Plaines, Illinois
Oct. 14, 2008Wayne McCullough, 30+ year member of National Association of Insurance and Financial Advisors, Memphis, Tennessee
Oct. 14, 2008David P. Christoff, Investment Advisor Representative, SSN Advisory Inc., Manchester, Missouri
Oct. 14, 2008Bradley Minnen
Oct. 14, 2008Larry Hansen, Sarasota,Fl.
Oct. 14, 2008Randy D. Jacobson, Huntington Beach, California
Oct. 14, 2008James A. Wilson, Investor, Piney Flats , Tennessee
Oct. 14, 2008Carl K. Rodgers, Professional Insurance Agent, Phillipsburg, Kansas
Oct. 14, 2008Michael L. Anthony, Financial Advisor, Chase Investment Services Corp.
Oct. 14, 2008William Schnell
Oct. 14, 2008Kenneth Noga, Huntersville, North Carolina
Oct. 14, 2008Barbara Hevia
Oct. 14, 2008Eldon Williams, CLU, AXA-Advisors, Atlanta, Georgia
Oct. 14, 2008Kyle Kirwan, Las Vegas, Nevada
Oct. 14, 2008Joseph E. Rapp, Richmond, Virginia
Oct. 14, 2008David B. Lennox, Gahanna, Ohio
Oct. 14, 2008Mark Baldassarre, CFP,CSA, Ottsville, Pennsylvania
Oct. 14, 2008Thomas F. Powell, Chattanooga, Tennessee
Oct. 14, 2008Paul G. Toub, Wilmington, Delaware
Oct. 13, 2008Ian F. Turner
Oct. 13, 2008Charles W. Kraut, MBA, Lexington, Virginia
Oct. 13, 2008Richard P. Dunnagan, Jr., Insurance Sales, Raleigh, North Carolina
Oct. 13, 2008Mark Hartmon, Cleveland, Ohio
Oct. 13, 2008John D. Zeigler, Tyler, Texas
Oct. 13, 2008Charles Wilkins
Oct. 13, 2008Wayne D. Breitag, Aberdeen, South Dakota
Oct. 13, 2008Horace T. Bone, PhD, CEO, Bone Financial Group, Raleigh, North Carolina
Oct. 13, 2008John P. O'Gorman, Winthrop, Massachusetts
Oct. 13, 2008Mark D. James, Registered Representative, Aliso Viejo, California
Oct. 13, 2008Richard L. Cox, CFP®, Cox Wealth Management, LLC, Chattanooga, Tennessee
Oct. 13, 2008Steven E. M. Roth, Los Angeles, California
Oct. 13, 2008Dale Gagnard
Oct. 13, 2008David G. Settelmyer, CFP
Oct. 13, 2008Christopher P. Duenas, Financial Advisor, Vallejo, California
Oct. 13, 2008Cameron E. Biberdorf, Eagan, Minnesota
Oct. 13, 2008Michael F.
Oct. 13, 2008Richard G. Ek, LUTCF, Member of NAIFA since 1975, Everett, Washington
Oct. 13, 2008Arora M. Woodford, St. Charles, Illinois
Oct. 13, 2008Paul B. Graves, Sr, NEF Reg. Rep., Mt. Pleasant, South Carolina
Oct. 13, 2008Tom Byrne, Business Consultant, Chicago, Illinois
Oct. 13, 2008Mark Messner
Oct. 13, 2008Brandon W. Morgan, CFP, Paducah, Kentucky
Oct. 13, 2008Mark Krivonak, CFP, ChFC, CLU, Tampa, Florida
Oct. 13, 2008Daniel A. Grenier, Independent Financial Group LLC - Series 7, 24, 53, 66 Life and Variable, San Diego, California
Oct. 13, 2008George M. Livingston, III, CFP, Santa Rosa Beach, Florida
Oct. 13, 2008Charles Caneer, Spokane, Washington
Oct. 13, 2008Thomas M. Ungrady, Div. Mgr., Brunswick, Ohio
Oct. 13, 2008Steve Gonzales, Texas
Oct. 13, 2008Christopher Thomas, Flowery Branch, Georgia
Oct. 13, 2008Steven Fairchild, CFP, Folsom, California
Oct. 13, 2008David J. Michalski, Clifton Park, New York
Oct. 13, 2008Brian Kortright, Income Specialist, Kortright Partners L.L.C.
Oct. 13, 2008Sarah E. Stewart, Financial Brokerage, Inc., Omaha, Nebraska
Oct. 11, 2008Scott L. Olson, member International Forum, member FFR, Melbourne, Florida
Oct. 10, 2008 Jeffrey Feig
Oct. 8, 2008 Richard W. Rees
Oct. 7, 2008 Robert J. Speed, Licensed Independent Insurance Agent, FIC, MPA, Gig Harbor, Washington
Oct. 7, 2008 Diane E. Ambler on behalf of AXA Equitable Life Insurance Company, Hartford Financial Services Group, Inc., Massachusetts Mutual Life Insurance Company, MetLife, Inc. and New York Life Insurance Company
Oct. 6, 2008 Amy Chin
Oct. 6, 2008 A. James, Alexandria, Virginia
Oct. 6, 2008 Memorandum from the Office of Commissioner Casey regarding a July 24, 2008, meeting with Representatives of American Equity Investment Life Holding Company, American Equity Investment Life Holding Company, American Equity Investment Life Insurance Company, Skadden, Arps, Slate, Meagher & Flom LLP, and Williams & Jensen PLLC
Oct. 6, 2008 Eric J. Gorman, Partner, Skadden, Arps, Slate, Meagher & Flom LLP
Oct. 6, 2008 Jack H. Kendall, CLU, ChFC, Oakland Park, Florida
Oct. 4, 2008 R. Sanchez, Forida Life, Health & Annuity Agent
Oct. 3, 2008 Joseph A. McNally
Oct. 2, 2008 Donald R. Aman Jr., Strategic Alliance
Sep. 30, 2008 Bob Schlegel, CFP, Senior Vice President, CEO, Hawaii Financial Specialists, Inc.
Sep. 29, 2008 Jerry Moran, Member of Congress
Sep. 29, 2008 Ray LaHood, Member of Congress
Sep. 29, 2008 Anonymous
Sep. 29, 2008 Michael L. Fischer
Sep. 26, 2008 Mark Elliott
Sep. 26, 2008 Dick Menard, Breathe E Z Insurance
Sep. 26, 2008 Roy Michael Strong
Sep. 25, 2008 Charles W. Meade
Sep. 23, 2008 David Dreier, Member of Congress
Sep. 22, 2008 Anonymous
Sep. 22, 2008 Anonymous
Sep. 22, 2008 Anonymous
Sep. 22, 2008 Sharron B. Morgan
Sep. 22, 2008 Stephen L. Franklin, MBA, CFP, Registered Principal, LPL Financial Services, Louisville, Kentucky
Sep. 22, 2008 Larry Gregory
Sep. 20, 2008 Daniel J. Carlberg, PhD., ChFC
Sep. 19, 2008 Carl B. Wilkerson, Vice President & Chief Counsel, Securities & Litigation, American Council of Life Insurers
Sep. 19, 2008 Charles R. Raney, Financial Advisor, Wachovia Securities, LLC, Harrison, Arkansas
Sep. 19, 2008 Chris McNaw, Financial Adviser, Harrison, Arkansas
Sep. 18, 2008 Unknown
Sep. 18, 2008 Unknown
Sep. 18, 2008 John R. Meyer, Senior Vice President, New York Life Insurance Company
Sep. 18, 2008 Curt D. Knotick, Butler, Pennsylvania
Sep. 17, 2008 Jeff Harring, CFP
Sep. 17, 2008 Kris Lin, San Francisco, California
Sep. 17, 2008 Unknown
Sep. 16, 2008 Brent Welke, Esq.
Sep. 16, 2008 Larry R. Glasco, CLU, Glasco Insurance & Financial Services, LLC
Sep. 16, 2008 James P. Banks, Wichita, Kansas
Sep. 16, 2008 Beverly J. Smock, Insurance Agent
Sep. 16, 2008 Kathy M. Berry, Mt. Pleasant, South Carolina
Sep. 16, 2008 John W. Risley, Jr., President, Owner and CCO of L.O. Thomas Co. Inc.
Sep. 15, 2008 Robert J. Dalessandro
Sep. 15, 2008 Anonymous
Sep. 15, 2008 Phillip Wasserman, Sarasota, Florida
Sep. 15, 2008 Kim A. Strickbine, Stilwell, Kansas
Sep. 12, 2008 John R. Harper, Dallas, Texas
Sep. 12, 2008 Reg Kolodi, M.B.A., Atlanta, Georgia
Sep. 12, 2008 Keith Russell, Indianapolis, Indiana
Sep. 11, 2008 Jim Olenbush
Sep. 11, 2008 Brian Singer
Sep. 11, 2008 Lisa M. Weber, President, Individual Business, Auto & Home MetLife, Inc.
Sep. 11, 2008 Gary Crystal
Sep. 11, 2008 Paulette Thabault
Sep. 11, 2008 Thomas E. Bartell, Vice President and Assistant General Counsel, The Hartford Financial Services Group, Inc.
Sep. 11, 2008 Mike Litwiller
Sep. 11, 2008 Lloyd Taylor
Sep. 11, 2008 Stephen Morris
Sep. 11, 2008 Michael DeVito
Sep. 11, 2008 Kurt Fillmore
Sep. 11, 2008 Laurance Gill
Sep. 11, 2008 Tim Winders
Sep. 11, 2008 Dee Costa
Sep. 11, 2008 Tami Simpson
Sep. 11, 2008 Mark Truttman, Platinum Retirement Solutions
Sep. 11, 2008 Devin Smith
Sep. 11, 2008 Carl Balestrieri, Christian Estate Planning
Sep. 10, 2008 Sutherland Asbill & Brennan LLP on behalf of the Committee of Annuity Insurers
Sep. 10, 2008 N. Shane Stamatis, Senior Actuarial Consultant, AnnuityWorks LLC, Overland Park, Kansas
Sep. 10, 2008 Eugene Scalia, on behalf of the Coalition for Indexed Products, Gibson , Dunn & Crutcher LLP
Sep. 10, 2008 Eric Marhoun, Senior Vice President & General Counsel, Old Mutual Financial Network
Sep. 10, 2008 Rick Travis
Sep. 10, 2008 Anonymous
Sep. 10, 2008 Eric J. Gorman, Skadden, Arps, Slate & Meagher & Flom LLP
Sep. 10, 2008 Devin Smith
Sep. 10, 2008 Tom Culbertson
Sep. 10, 2008 Larnce D. Hicks, CLU, ChFC
Sep. 10, 2008 Paul Revere
Sep. 10, 2008 American Academy of Actuaries’ Indexed Annuities Work Group
Sep. 10, 2008 Michael P. Corry, CLU, AALU President
Sep. 10, 2008 Karen Tyler, NASAA President and North Dakota Securities Commissioner
Sep. 10, 2008 William A. Jacobson, Esq.
Sep. 10, 2008 William Hagen
Sep. 10, 2008 Cleve jackson
Sep. 10, 2008 Robert Padilla
Sep. 10, 2008 Alberta Albert
Sep. 10, 2008 Christine Scherr
Sep. 10, 2008 Alberta Albert
Sep. 10, 2008 Mike Dalsaso
Sep. 10, 2008 Harold Hines
Sep. 10, 2008 Dennis Preato
Sep. 10, 2008 Eugene McAlister
Sep. 10, 2008 Michael Schellinger
Sep. 10, 2008 Olga Sweeney
Sep. 10, 2008 J. B. Preato
Sep. 10, 2008 Craig Cohen
Sep. 10, 2008 James Bayer
Sep. 10, 2008 Sandy Lashbrook
Sep. 10, 2008 Deborah Vargo
Sep. 10, 2008 Steven Kilgore
Sep. 10, 2008 Kindra Sailers
Sep. 10, 2008 Nick Pino
Sep. 10, 2008 Diana Marchesi
Sep. 10, 2008 Guy Young
Sep. 10, 2008 David Much
Sep. 10, 2008 Patricia Peebles
Sep. 10, 2008 Jerry Northwood
Sep. 10, 2008 Audley Hyman
Sep. 10, 2008 Karlan Tucker
Sep. 10, 2008 Carrie Freeburg
Sep. 10, 2008 Mercer Bullard, Founder and President, Fund Democracy and Barbara Roper, Director of Investor Protection, Consumer Federation of America
Sep. 10, 2008 J. Pond
Sep. 10, 2008 Kenneth Stone
Sep. 10, 2008 Beverly Byrne
Sep. 10, 2008 R. Preston Pitts
Sep. 10, 2008 Melody Caldwell
Sep. 10, 2008 Rodney Maddox
Sep. 10, 2008 William McCarty
Sep. 10, 2008 Gerry Bielawski
Sep. 10, 2008 Philip Carbine Jr.
Sep. 10, 2008 Sutherland on behalf of the Committee of Annuity Insurers
Sep. 10, 2008 Ron Brenaman
Sep. 10, 2008 Lauren Jones
Sep. 10, 2008 John Roberts
Sep. 10, 2008 Janet Trautwein
Sep. 10, 2008 Donald Rizzo
Sep. 10, 2008 Michael Mazza, Assistant General Counsel, Northwestern Mutual Life Insurance Company
Sep. 10, 2008 Tim Barton
Sep. 10, 2008 Steven Perry
Sep. 10, 2008 Michele Ulrich
Sep. 10, 2008 Michael Nevels
Sep. 10, 2008 Michael Nevels
Sep. 10, 2008 Marvin Bowers
Sep. 10, 2008 Rick Travis
Sep. 10, 2008 Dan Fullankamp
Sep. 10, 2008 James Kerstein
Sep. 10, 2008 Stewart D. Gregg, Allianz Life Insurance Co.
Sep. 10, 2008 Jorden Burt LLP on behalf of the National Association for Fixed Annuities
Sep. 10, 2008 James P. Payne, National Western Life Insurance Co.
Sep. 10, 2008 Catherine Weatherford, NAVA, Inc.
Sep. 10, 2008 Laurence S. Schult, Public Investors Arbitration Bar Association
Sep. 10, 2008 James T. McIntyre, McIntyre Law Firm
Sep. 10, 2008 Mark S. Howard, USAA Life Insurance Company
Sep. 10, 2008 Karrie McMillan, Investment Company Institute
Sep. 10, 2008 Daniel J. Barry, Financial Planning Association
Sep. 10, 2008 Michael H. Miller, Executive Vice President, General Counsel and Secretary,Aviva USA Corporation
Sep. 10, 2008 Memorandum from the Division of Investment Management Regarding a September 9, 2008 Meeting with Representatives of American Equity Investment Life Holding Company
Sep. 10, 2008 Esfandyar E. Dinshaw, President, Midland National Life Insurance Company
Sep. 10, 2008 Diahann Lassus, CFP®, Chair, NAPFA; Ellen Turf, CEO, NAPFA; and Susan MacMichael John, CFP®, Chair, Industry Issues Committee
Sep. 10, 2008 Richard G. Ferdinandtsen, CDP, FLMI, President and Chief Operating Officer, American National Insurance Company
Sep. 10, 2008 Dale E. Brown, President & CEO, Financial Services Institute, Inc.
Sep. 10, 2008 Richard V. Silver, Excutive Vice President and General Counssel, AXA Equitable Life Insurance Company
Sep. 10, 2008 Randi Reichel, on behalf of America’s Health Insurance Plans
Sep. 10, 2008 J. Kevin A. McKechnie, Executive Director, on behalf of the members and Board of Directors of the American Bankers Insurance Association
Sep. 10, 2008 Alan Van Portfliet, Asset Marketing Systems
Sep. 10, 2008 Gary A. Sanders, Senior Counsel, Law and Government Relations, National Association of Insurance and Financial Advisors
Sep. 10, 2008 Louise Kinard Erdman
Sep. 10, 2008 Sandy Praeger, Insurance Commissioner, NAIC President; Roger A. Sevigny, New Hampshire Insurance Commissioner, NAIC President-Elect; Jane L. Cline, West Virginia Insurance Commissioner, NAIC Vice President; and Susan E. Voss, Iowa Insurance Commissioner, NAIC Secretary-Treasurer
Sep. 10, 2008 William F. Galvin, Secretary of the Commonwealth, Commonwealth of Massachusetts
Sep. 10, 2008 Wade H. Mayo, President and CEO, Life Insurance Company of the Southwest
Sep. 10, 2008 Philip Bieluch
Sep. 10, 2008 Dean Anast
Sep. 10, 2008 Jessica Elliott
Sep. 10, 2008 Jerry L. Peters, Julep Financial Services, Ltd.
Sep. 10, 2008 Anthony P. Campisi, President and Chief Executive Officer, Glatfelter Insurance Group
Sep. 10, 2008 Chris Biggs, Kansas Securities Commissioner
Sep. 10, 2008 Richard A. Denmon, Carlton Fields, On behalf of USA Tax & Insurance Services, Inc.
Sep. 10, 2008 Eric L. Snyder
Sep. 10, 2008 Jim Mumford, State of Iowa
Sep. 10, 2008 Michael A. Wells
Sep. 10, 2008 Bob Filner, Member of Congress
Sep. 10, 2008 Benjamin L. Cardin, Member of Congress
Sep. 10, 2008 Charles E. Grassley, Member of Congress
Sep. 10, 2008 Sam Brownback, Member of Congress
Sep. 9, 2008 Elaine Pettigrew, Pinnacle Retirement Group
Sep. 9, 2008 Joseph I. Lieberman, Member of Congress
Sep. 9, 2008 Eric Snyder
Sep. 9, 2008 Memorandum from the Office of the Chairman regarding a September 9, 2008 meeting with representatives of the American Equity Investment Life Holding Company, American Equity Investment Life Insurance Company, Skadden, Arps, Slate, Meagher & Flom LLP, and Williams & Jensen PLLC.
Sep. 9, 2008 Roy G. Daniels
Sep. 9, 2008 G. Lewis
Sep. 9, 2008 Don Hay
Sep. 9, 2008 Laura McReynolds
Sep. 9, 2008 Michelle Olmstead
Sep. 9, 2008 Rosezetta Strickland
Sep. 9, 2008 William Simpson
Sep. 9, 2008 Paul Facey
Sep. 9, 2008 Bruce Schlappi
Sep. 9, 2008 Elayne Kushner
Sep. 9, 2008 Ron Rawlings
Sep. 9, 2008 John Truttman
Sep. 9, 2008 C. W.
Sep. 9, 2008 Michael R. Wittig
Sep. 9, 2008 Ralph Tyler
Sep. 9, 2008 Rick Feurino
Sep. 9, 2008 William Lind
Sep. 9, 2008 Gary Coburn
Sep. 9, 2008 Max Snodgrass
Sep. 9, 2008 Charles Foster
Sep. 9, 2008 Eric Heckman
Sep. 9, 2008 John A. Russell
Sep. 9, 2008 Kathleen O'Donnell
Sep. 9, 2008 Melissa Johnson
Sep. 9, 2008 Jane Washburn
Sep. 9, 2008 Arthur Wheeler
Sep. 9, 2008 Christopher Zockoll
Sep. 9, 2008 Raymond Peterson
Sep. 9, 2008 Walt Snyder,
Sep. 9, 2008 Virginia McCardell
Sep. 9, 2008 Phil Powell, Vice President, Government and Industry, Physicians Life Insurance Company
Sep. 9, 2008 Paul G. Little, CFP
Sep. 9, 2008 Barry W. Meisen, Controller, Asset Marketing Systems Insurance Services, LLC
Sep. 9, 2008 Aprille L. Evans-Wright, Life Agent
Sep. 9, 2008 Anthony S. Bacarella, CFS, CWS
Sep. 9, 2008 Rick J. Hahn
Sep. 9, 2008 Maria Y. Tan, Esq.
Sep. 9, 2008 Brian Tusa
Sep. 9, 2008 Max Maxfield, Secretary of State
Sep. 9, 2008 Rick Mayhew
Sep. 9, 2008 Constance Easley
Sep. 9, 2008 Terry Lucas, The Advisors Source
Sep. 9, 2008 Stanley Shawl
Sep. 9, 2008 Michael Sbertoli
Sep. 9, 2008 Earl E. Runcan, RFC
Sep. 9, 2008 John Windham
Sep. 9, 2008 Larry Sundholm
Sep. 9, 2008 Jeffery Rowe
Sep. 9, 2008 James Logsdon
Sep. 9, 2008 Kris Lloyd
Sep. 9, 2008 Philip C. Gallant, CLTC, Managing Partner, The Optimus Group, LLC
Sep. 9, 2008 Kyle Mann, Partners Advantage Insurance Services, LLC Fargo, ND
Sep. 9, 2008 James Rau
Sep. 9, 2008 Mike Tripses
Sep. 9, 2008 Thomas Asselin
Sep. 9, 2008 David Krueger
Sep. 9, 2008 Luther Gilford
Sep. 9, 2008 Brian Morton
Sep. 9, 2008 James McHale
Sep. 9, 2008 David Ball
Sep. 9, 2008 John Vani
Sep. 9, 2008 Leon C. Koistinen
Sep. 9, 2008 Ronald Vejrostek
Sep. 9, 2008 Melvin D. Hogan
Sep. 9, 2008 Kate Powers, Agent
Sep. 9, 2008 George Miller, Chairman, Committee on Education and Labor
Sep. 9, 2008 Thomas G. Tancredo, Member of Congress
Sep. 8, 2008 E. Benjamin Nelson and Saxby Chambliss, U.S. Senators
Sep. 8, 2008 Rodney N. Matthews, Matthews Financial Resources LLC
Sep. 8, 2008 Charlie Wilson, Member of Congress
Sep. 8, 2008 Glenn A. Nitti, MGA Financial Assurance Group
Sep. 8, 2008 Rodney N. Matthews, MDRT, N.Q.A., CEPP, President/CE
Sep. 8, 2008 Gilbert C. Hastings Jr., CLU, Mass Mutual Financial Group
Sep. 8, 2008 Raymond U. Austin, CLU, ChFC, President, Suitability First LLC
Sep. 8, 2008 Gary Indianer, A+ Finanancial Group Inc.
Sep. 8, 2008 Andrea Firestone, Firestone Financial Group
Sep. 8, 2008 James W. Noyce, Chief Executive Officer, FBL Financial Group, Inc.
Sep. 8, 2008 Roy L. Dalessandro, Pittsburgh, Pennsylvania
Sep. 8, 2008 Susan Kaplan, Oasis Financial Group
Sep. 8, 2008 Gerard W. Bouthillet, Allianz, OMFN, American Equity Investment LLC
Sep. 8, 2008 D. Zhang, PHD, Ohio
Sep. 8, 2008 Scott S. Wise
Sep. 8, 2008 Corey B. Zimet, Las Vegas, Nevada
Sep. 8, 2008 Linda M. Nebon, Life/Health/Fixed Annuities/Long Term Care Insurance Agent, Woodland Hills, California
Sep. 8, 2008 John A. Kowalski, Licensed agent-producer, Miamisburg, Ohio
Sep. 8, 2008 Joel H. Rudick, Pittsburgh, Pennsylvania
Sep. 8, 2008 Brandy Corujo, Seattle, Washington
Sep. 8, 2008 Francisco P Maribona
Sep. 8, 2008 Robert Arnold
Sep. 8, 2008 Joshua G. Clayton, Life Case Management Specialist, San Diego, California
Sep. 8, 2008 James L. McCracken, CEO, McCracken Financial Group, El Paso, Texas
Sep. 8, 2008 Michael M. Mirich
Sep. 8, 2008 Timothy Money, Amarillo, Texas
Sep. 8, 2008 Frank J. Segal, CLU, Wyncote, Pennsylvania
Sep. 8, 2008 Robert Evans, Greensburg, Pennsylvania
Sep. 8, 2008 Robert S. Belknap, CLU,Chfc, Mandeville, Louisiana
Sep. 8, 2008 Jay Akerstein, Licensed Insurance Agent
Sep. 8, 2008 M. Chiango, Lansdale, PA
Sep. 8, 2008 R. Rickert, Lansdale, PA
Sep. 8, 2008 Henri Jeanrenaud, Santa Cruz, California
Sep. 8, 2008 Mark Glass, Aumsville, Oregon
Sep. 8, 2008 Terry L. Johnson, Insurance Agent, Richlands, Virginia
Sep. 8, 2008 Norman Giroux, California
Sep. 8, 2008 Brandie K. Hunter, Wadsworth Insurance Agecny, Inc., Zephyrhills, Florida
Sep. 8, 2008 Steven T. Coates, President, Nestegg Solutions, Saint Petersburg, Florida
Sep. 8, 2008 Jack D. Aiken, President, LTA Marketing Group, LLC, Fargo, North Dakota
Sep. 8, 2008 Dennis E. Dietlin, Licensed Life and Health Ins Agent, Aurora, Illinois
Sep. 8, 2008 Ian Sample
Sep. 8, 2008 Rachelle Nelko, Vice President, United Brokerage Services
Sep. 8, 2008 Tom A. Brown, Corinth, Texas
Sep. 8, 2008 George S. Sweeney, Pittsburgh, Pennsylvania
Sep. 8, 2008 William H. Schneider, Mechanicsburg, Pennsylvania
Sep. 8, 2008 Liz B. Harper, Professional Insurance Agent, Raleigh, North Carolina
Sep. 8, 2008 JoAnn Regan, Glendale, Arizona
Sep. 8, 2008 Tom Pliska
Sep. 8, 2008 Stephen Graff
Sep. 8, 2008 Robert Gauert
Sep. 8, 2008 Jeffrey Jones
Sep. 8, 2008 Michael Travers
Sep. 8, 2008 Tony Bianchi
Sep. 8, 2008 Andrew McKaig
Sep. 8, 2008 Matthew Hamblin
Sep. 8, 2008 Michael Atkinson
Sep. 8, 2008 Tim Todd
Sep. 8, 2008 Romina Huffman
Sep. 8, 2008 Robert Penrod
Sep. 8, 2008 Robert Franca
Sep. 8, 2008 John Dushney
Sep. 8, 2008 Mark Ruhlen
Sep. 8, 2008 A. Cloer
Sep. 8, 2008 Randal Whittle
Sep. 8, 2008 Mark Sorensen
Sep. 8, 2008 Dean Faracchio
Sep. 8, 2008 Roger Blouin
Sep. 8, 2008 Ryan Booth
Sep. 8, 2008 Paul Humphrey
Sep. 8, 2008 David Gregory
Sep. 8, 2008 Brandon Herbst
Sep. 8, 2008 Darrell W. Turney, License Insurance Producer
Sep. 7, 2008 Danny Roy
Sep. 7, 2008 Victoria Crouch
Sep. 7, 2008 Richard Anderson
Sep. 7, 2008 Michael Cosentino
Sep. 7, 2008 John Elkins
Sep. 7, 2008 Philip L. Solinsky
Sep. 7, 2008 Lynn Yu
Sep. 7, 2008 Qin Yu, Ph.D
Sep. 7, 2008 Jerome Sloggett
Sep. 7, 2008 Ned Petrak
Sep. 7, 2008 Daniel Alcozar
Sep. 7, 2008 Seymour Hoffman
Sep. 7, 2008 Jerry Johnson
Sep. 7, 2008 Frank Maiese
Sep. 7, 2008 Paul Robinson
Sep. 7, 2008 Dewayne Lener
Sep. 6, 2008 Alan Hooker
Sep. 6, 2008 Marsha Poindexter
Sep. 6, 2008 Leonard W. Fox, Bill Fox Financial and Insurance Services
Sep. 6, 2008 James Campbell
Sep. 6, 2008 Laurie Prevette
Sep. 6, 2008 Jennifer Mcdonnell
Sep. 6, 2008 Charles Lehtinen
Sep. 6, 2008 Robert Wheeler
Sep. 6, 2008 Donald Hollingsworth
Sep. 6, 2008 Marshall Domash
Sep. 6, 2008 Robert Dalessandro
Sep. 6, 2008 Fred Verno
Sep. 6, 2008 Rick Sallinger
Sep. 6, 2008 Nancy Huseman
Sep. 6, 2008 Jack Carini
Sep. 6, 2008 Fredric Dayne
Sep. 6, 2008 Michael Ebmeier
Sep. 6, 2008 Jacek Zakrzewski
Sep. 6, 2008 Roger Neal
Sep. 6, 2008 Marcus Solorio
Sep. 6, 2008 Marcus Solorio
Sep. 6, 2008 Name Withheld Upon Request
Sep. 6, 2008 Patricia Leonard
Sep. 6, 2008 Steven J. Yungen
Sep. 6, 2008 Mark A. Clennon, Financial Consultant
Sep. 5, 2008 Donald A. Manzullo, Member of Congress
Sep. 5, 2008 Tom Harkin, Member of Congress
Sep. 5, 2008 Ronald Goldman
Sep. 5, 2008 Ray LePriol
Sep. 5, 2008 Jeff Dobbins
Sep. 5, 2008 Frank Helring
Sep. 5, 2008 William Harkins
Sep. 5, 2008 Memorandum from the Division of Investment Management regarding a September 4, 2008 meeting with representatives of Aviva USA and Sutherland Asbil & Brennan LLP
Sep. 5, 2008 William Smith
Sep. 5, 2008 John Upp
Sep. 5, 2008 Joseph Watson
Sep. 5, 2008 Paul Jabour
Sep. 5, 2008 Bruce Roberts
Sep. 5, 2008 Kenneth Colborn
Sep. 5, 2008 Alan Spotts, Watsontown, PA
Sep. 5, 2008 Janet Colborn
Sep. 5, 2008 Robert Cole
Sep. 5, 2008 Gene Crosby
Sep. 5, 2008 Deborah Vargo, Senior Vice President, General Counsel and Corporate Secretary, Lafayette Life Insurance Company
Sep. 5, 2008 Phillip Quesenberry
Sep. 5, 2008 Geoffrey Fox
Sep. 5, 2008 Garrett Moretz
Sep. 5, 2008 Paul Piche
Sep. 5, 2008 Joseph Elison
Sep. 5, 2008 John Marshall
Sep. 5, 2008 Merlyn Javier
Sep. 5, 2008 Lewis Pittman
Sep. 5, 2008 Thomas Hammond
Sep. 5, 2008 John Thomas, President, Agents Brokers, LLC, Plymouth, Minnesota
Sep. 5, 2008 Jim Harris
Sep. 5, 2008 Michael Duffey
Sep. 5, 2008 Fred Verno
Sep. 5, 2008 John Cianciolo
Sep. 5, 2008 Ray Lepriol
Sep. 5, 2008 Denise Brown
Sep. 5, 2008 Dan Grimes
Sep. 5, 2008 Bruce Greer
Sep. 5, 2008 Henry Shaw
Sep. 5, 2008 Dennis Gutwein
Sep. 5, 2008 Charles Lindner
Sep. 5, 2008 Craig Conley
Sep. 5, 2008 Michelle Morar
Sep. 5, 2008 Richard Clifford
Sep. 5, 2008 Jon Sisler
Sep. 5, 2008 Jim Chu
Sep. 5, 2008 Enrique Reyes
Sep. 5, 2008 Richard Smith
Sep. 5, 2008 FK Albuero III, General Agent
Sep. 5, 2008 Anthony Lehrer, Independent Advisor, Jones and Associates Premier Insurance Solutions
Sep. 5, 2008 Kyle D. Vance Northark Financial Group
Sep. 5, 2008 Jacob C. Dobbins, Registered Representative, ING Financial Partners
Sep. 5, 2008 John E. Walsh
Sep. 5, 2008 Shawn Tsai
Sep. 5, 2008 Barbara A. Mikulski, Member of Congress, U.S. Senate
Sep. 5, 2008 Karl Vandenberg
Sep. 4, 2008 Thomas N. Jungbluth
Sep. 4, 2008 Jessica Sanz, J.D., Independent Insurance agent, Yorba Linda, California
Sep. 4, 2008 Ron Staebell
Sep. 4, 2008 Jeff Fortenberry and Lee Terry, Members of Congress, U.S. Senate
Sep. 4, 2008 Glenn R. Campbell
Sep. 4, 2008 Christopher K. Abts, President, Cornerstone Retirement Group Inc.
Sep. 4, 2008 Connie L. O'Connell, Parrett & O'Connell, LLP
Sep. 4, 2008 Richard N. Martin, Dressander & Associates, Inc.
Sep. 4, 2008 Douglas C. Nickson
Sep. 4, 2008 Peter Sotos, CLU
Sep. 4, 2008 Robert Roe
Sep. 4, 2008 Tim Rosen
Sep. 4, 2008 Angela Hillis
Sep. 4, 2008 Dominic Dema, Insurance Producer, St. Petersburg, Florida
Sep. 4, 2008 Alberto Floresuranga
Sep. 4, 2008 Allen Hovis
Sep. 4, 2008 Christopher Parenti
Sep. 4, 2008 Kurt Anderson
Sep. 4, 2008 Josie Mullin
Sep. 4, 2008 Randi Gibbons
Sep. 4, 2008 Willis Middlemiss
Sep. 4, 2008 Edmund Leonard
Sep. 4, 2008 Christine Carlton
Sep. 4, 2008 Thomas Shores
Sep. 4, 2008 Robert Fairfull
Sep. 4, 2008 Rev. Dr. Patrick Barryhill
Sep. 4, 2008 Thomas Martin
Sep. 4, 2008 Michael Kamplain
Sep. 4, 2008 Kevin Loewenstern
Sep. 4, 2008 Donald A. Manzullo, Member of Congress
Sep. 4, 2008 Gary Raggio
Sep. 4, 2008 Ward Wenholz
Sep. 4, 2008 Jeff Mcleod
Sep. 4, 2008 Lou Partazana
Sep. 4, 2008 Joseph Borchers
Sep. 4, 2008 Paul Irving, Annuity Marketing Manager, CPS Ron Viola Insurance Services, Los Osos, California
Sep. 4, 2008 Lawrence Yee, Alameda, California
Sep. 4, 2008 Ben E. McCoy, CLU, ChFC, RHU President McCoy Co., Westerville, Ohio
Sep. 4, 2008 Glenn Hubbard, Advisors Financial Group, Houston, Texas
Sep. 4, 2008 Craig L. Barnwell, LUTC, Emporia, Kansas
Sep. 4, 2008 Governor Jon S. Corzine, Chair and Governor M. Michael Rounds, Vice Chair, Economic Development and Commerce Committee, National Governors Association, Washington, D.C.
Sep. 4, 2008 Christopher L. Wholehan, Toledo, Ohio
Sep. 4, 2008 Jeffrey C. Ricketts, Registered Representative, Brea, California
Sep. 4, 2008 Bruce E. Chadwick, Insurance agent, Investment advisor representative, Bella Vista, Arkansas
Sep. 4, 2008 Andre J. Cokinos, Insurance Agent, Beaumont, Texas
Sep. 4, 2008 James E. Sexton, Aberdeen, North Carolina
Sep. 4, 2008 Gina M. Gillis, Insurance Agent/Financial Planner, Flint, Michigan
Sep. 4, 2008 Thomas C. Colbern, Seattle, Washington
Sep. 4, 2008 Paul Irving, Annuity Marketing Manager, CPS Ron Viola Insurance Services, Los Osos, California
Sep. 4, 2008 Donald Friske, Buda, Texas
Sep. 4, 2008 Steven R. Kramer, CLU, ChFC Financial Brokerage, Inc. Sales Manager, Omaha, Nebraska
Sep. 4, 2008 Gloria Johnson, Oceanside, California
Sep. 4, 2008 Terry V. Neustrom, Independent Agent, Sioux City, Iowa
Sep. 4, 2008 Gregory P. Jourdan, Certified Senior Advisors, Sacramento, California
Sep. 4, 2008 Reggie Good, Lakeside, Montana
Sep. 4, 2008 Kenneth B. Brunetta, President - NIMC, Sacramento, California
Sep. 4, 2008 Richard Aumiller
Sep. 4, 2008 Stanley L. Pinck, CFP, MSFS, CLU, ChFC
Sep. 4, 2008 Lynda Jacquot-Imberi
Sep. 4, 2008 Daniel S. Barizo, Financial Representative
Sep. 4, 2008 Chris Wadhams
Sep. 4, 2008 William J. "Bill" Toay, CLU, Registered Representative, Redbud Financial Group
Sep. 4, 2008 Ethel M. Muhammad, Insurance
Sep. 4, 2008 Karl G. Vandenberg, Little Chute, Wisconsin
Sep. 4, 2008 Cathryn Hopson
Sep. 4, 2008 Tom F. Pliska, Minnesota
Sep. 4, 2008 John Hartman, Sole Proprietor, San Clemente, California
Sep. 4, 2008 Lawrence B. Long, CLU, ChFC, President, CPS Sacramento, Sacramento, California
Sep. 4, 2008 Michael D. Dysart, San Diego, California
Sep. 4, 2008 Lyndol Anderson, Abilene, Texas
Sep. 4, 2008 Nathan Schnurman, Wellington, Florida
Sep. 4, 2008 Brent O. Giroux, Coto De Caza, California
Sep. 4, 2008 Michael Fiedler, Insurance Agent, South Pasadena, Florida
Sep. 4, 2008 Gene E. Herscher, President Strategic Planning Assistance, Lake Worth
Sep. 4, 2008 Connie Jones, Indenpendant Agent, West Jordan, Utah
Sep. 4, 2008 James J. Rovezzi, Boynton Beach, Florida
Sep. 4, 2008 Varsha Grogan, FLMI, Pflugerville, Texas
Sep. 4, 2008 Daniel J. Smyth, Principal, American Brokerage Services, Inc., Wyndmoor, Pennsylvania
Sep. 4, 2008 John W. Felton, IV, LUTCF, Knoxville, Tennessee
Sep. 4, 2008 R. Neil Sperling, LTCP, Vice President, Financial Markets Inc, Rapid City, South Dakota
Sep. 4, 2008 Tiffany Cutchall, Carlisle, Pennsylvania
Sep. 4, 2008 Richard Wirkus
Sep. 4, 2008 Warren E. Reder, Financial Services--Sales--Securities Licensed, Bristow, Virginia
Sep. 4, 2008 Thomas N. Jungbluth
Sep. 4, 2008 Victoriana M. Solidum
Sep. 4, 2008 James Solidum
Sep. 3, 2008 Terry Barrow
Sep. 3, 2008 Timothy M. Bauer
Sep. 3, 2008 Sherrod Brown, Member of Congress, U.S. Senate
Sep. 3, 2008 Cheryl Thomas
Sep. 3, 2008 Russell Chesley
Sep. 3, 2008 Craig C. Rumbaugh, MBA
Sep. 3, 2008 Gail L. Sogard, Financial Services
Sep. 3, 2008 Steven E. Blanke, Registered Representative, BAS Advisory Services
Sep. 3, 2008 Phil Lynch, 1st American Pension Services, Inc.
Sep. 3, 2008 Merle Bryne Gross
Sep. 3, 2008 Alan Bemhagen, Life Security Agency
Sep. 3, 2008 Gary Mathias, Haslett, Michigan
Sep. 3, 2008 Dejah F LaMonte, Turlock, California
Sep. 3, 2008 Curtis Libengood, Certification Long Term Care, Society of Certified Senior Advisors, Colorado Springs, Colorado
Sep. 3, 2008 Johnathan T. West, American National, Hurricane, Utah
Sep. 3, 2008 Douglas D'Agostino, CPA, Troy, Michigan
Sep. 3, 2008 Clifford J. Robison, CFP, Farmington Hills, Michigan
Sep. 3, 2008 Charles M. Sydenstricker, Huntington, West Virginia
Sep. 3, 2008 Robert E. Collins, Portsmouth, Virginia
Sep. 3, 2008 Martha S. Starcher, Licensed Insurance salesperson State of Florida, Orlando, Florida
Sep. 3, 2008 Stanley W. Dean, CLU, Member/Owner - ISIS Financial LLC, McCall, Idaho
Sep. 3, 2008 Robert Pyne, Financial Planning Association, National Association of Insurance and Financial Advisors, Reno, Nevada
Sep. 3, 2008 Jason E. Tompkins, Irvine, California
Sep. 3, 2008 Barbara Catlin
Sep. 3, 2008 David J. Grantham
Sep. 3, 2008 Wallace R. Moore, Wilton, California
Sep. 3, 2008 Lowell L. Serhus
Sep. 3, 2008 Dan Grenier, Finra Ser 24, 7, 53, 63, 66 Life and Variable, San Diego, California
Sep. 3, 2008 Kirk J. Cox, San Clemente, California
Sep. 3, 2008Gary Kenoff, BBA.I., Cec. Sma (Bachelors Degree Thesis Insurance), Great Neck, New York
Sep. 3, 2008 Johnny D. Christensen, Certified Senior Advisor (CSA), Sandy, Utah
Sep. 3, 2008 Peter Zawojski, Jr., Insurance agent, Independence, West Virginia
Sep. 3, 2008 Gail M. Fern, Palm Harbor, Florida
Sep. 3, 2008 Phillip Statler, President, Statler Financial Services Inc, Sebring, Florida
Sep. 3, 2008 Michael D. Best, Savannah, Georgia
Sep. 3, 2008 Patrick K. Moriarity, Certified Financial Planner, Pella, Iowa
Sep. 3, 2008 Adrian Zangirolami, Houston, Texas
Sep. 3, 2008 Kevin D. Yunger, Registered Rep/Insurance Agent, Sandpoint, Idaho
Sep. 3, 2008 Stuart V. Coleman, San Antonio, Texas
Sep. 3, 2008 Brad A. Thomas, Certified Financial Planner, Southfield, Michigan
Sep. 3, 2008 Monty M. Miller, 39 Year Life Insurance Agent, New Caney, Tennessee
Sep. 3, 2008 Lyle Boss, Owner Boss Financial and Insurance Services, LLC., Ogden, Utah
Sep. 3, 2008 Foster R. Amell, Insurance agent 20 years, Beverly Hills, Florida
Sep. 3, 2008Allen Readinger, Financial Planner, Hamburg, Pennsylvania
Sep. 3, 2008John W. Miller, Canadensis, Pennsylvania
Sep. 3, 2008Allison J. Brown, CPA, Crofton, Maryland
Sep. 3, 2008 Kenneth Laucks, CSA, Member Society of Certified Senior Advisors, Red Lion, Pennsylvania
Sep. 3, 2008Wesley R. Nicholson, CFP, Pittsburgh, Pennsylvania
Sep. 3, 2008 Victorino R. Frias, Jr., Canoga Park, California
Sep. 3, 2008Harry D. Finley, IV, Watertown, Connecticut
Sep. 3, 2008S. Barry Shellington, ChFC, Chartered Financial Consultant, Paoli, Pennsylvania
Sep. 3, 2008Linda P. Cypres, Ph.D, MBA, Independent insurance agent, and investment advisor representative, Asheville, North Carolina
Sep. 3, 2008David W. Hollins Sr, CSA, Houston, Texas
Sep. 3, 2008 Keith B. Sistad, Insurance Agent, Fosston, Minnesota
Sep. 3, 2008Frederick M. Woolley, CFP, Redlands, California
Sep. 3, 2008 Mike McGrath, Ocala, Florida
Sep. 3, 2008Peter M. Sloan, Registered Principal, Licensed Insurance Agent, Hackettstown, New Jersey
Sep. 3, 2008Brian Lohman, Houston, Texas
Sep. 3, 2008Bob Hjort, CFP, CLU, RHU, ChFC, CSFC, Regional Director, Accredited Asset Advisors of America, Inc., Lake Placid, Florida
Sep. 3, 2008 Frank G. Distler, LUTCF, Batavia, Ohio
Sep. 3, 2008Morgan Farrell, Vashon, Washington
Sep. 3, 2008Richard Butler
Sep. 3, 2008 Stacie L. Leake, President, Prizm Financial and Insurance Services, Rancho Cucamonga, California
Sep. 3, 2008Michael S. Pajka, Shavertown, Pennsylvania
Sep. 3, 2008Cheryl L. Thomas, Independent Insurance Agent, St. Petersburg, Florida
Sep. 2, 2008 A. L. Perez Jr., CLU
Sep. 2, 2008 Bonnie Blake
Sep. 2, 2008 Mitchell C. Schwarz
Sep. 2, 2008 Ronald C. Kolb, CFP, Waconia, Minnesota
Sep. 2, 2008 A. L. Perez Jr., CLU
Sep. 3, 2008 Herb Hickmore, CLU, ChFC, Aurora, Colorado
Sep. 3, 2008Virginia M. Lange, Insurance Licensee, Sarasota, Florida
Sep. 3, 2008 Thomas R. Osborne, Pinckney, Michigan
Sep. 3, 2008Rita G. Smith, Insurance Agent, Akron, Ohio
Sep. 3, 2008John J. Duddy, Stoneham, Massachusetts
Sep. 3, 2008Jeffrey A. Conley, Licensed independant insurance agent, Humble, Texas
Sep. 3, 2008Tony Layson, EA, Accredited Tax Advisor, Fraternal Insurance Counselor, Retirement Income Specialist, Macon, Georgia
Sep. 3, 2008Michael Hamilton, Indiana
Sep. 3, 2008Thomas M. Shamblin, Bourbonnais, Illinois
Sep. 3, 2008Joe W. Spillman, Eden Prairie, Minnesota
Sep. 3, 2008Derek Gibson, Insurance Broker, Fort Worth, Texas
Sep. 3, 2008Stephen Wilson, ASA, MAAA, CLU, CHFC, Independent Consultant, Carmel, Indiana
Sep. 3, 2008Frederick Samec, Insurance Agent, Spring Hill, Florida
Sep. 3, 2008Alan S Rae, Jr., Lic. Ind. Agent, Clearwater, Florida
Sep. 3, 2008Joy I. Sternberg, Westlake Village, California
Sep. 3, 2008Ronda L. Stika, Glendale, Arizona
Sep. 3, 2008 Carl Berdie
Sep. 3, 2008 Dennis L. Haning, ARPC, Financial Services Professional, New York Life Insurance Company Agent
Sep. 3, 2008 Anonymous
Sep. 3, 2008 Douglass Lewis
Sep. 3, 2008 Robert O. Smith
Sep. 3, 2008 John Greene
Sep. 3, 2008 Mitch Myles
Sep. 3, 2008 Chris Wadhams
Sep. 3, 2008 Kevin E. Watts
Sep. 3, 2008 Mike Moore
Sep. 3, 2008 David L. Spinner
Sep. 3, 2008 Pettus C. Gibbons
Sep. 3, 2008 John M. Lawler
Sep. 3, 2008 Jerry D. Coats
Sep. 3, 2008 Glenn Parsons
Sep. 3, 2008 Rod Goeman
Sep. 3, 2008 Christopher J. Hanson, Investment Specialist, First Western Wealth Management
Sep. 3, 2008 John C. DePollo
Sep. 3, 2008 Rodger E. Miller, First Guaranty Financial
Sep. 3, 2008 Leslie M. Chandler
Sep. 3, 2008 Stephen J. Goehl
Sep. 3, 2008 Beverly Ramos
Sep. 3, 2008 Brian Singer
Sep. 2, 2008 Daniel Hopwood
Sep. 2, 2008 Darlee McCollum
Sep. 2, 2008 Brian G. Atkins
Sep. 2, 2008 Bruce Hartrich
Sep. 2, 2008 Anonymous
Sep. 2, 2008 Sean Dilweg, Commissioner, State of Wisconsin
Sep. 2, 2008 Terry Piper
Sep. 2, 2008 Rick Rietman, Standard Financial Services
Sep. 2, 2008 Dustin R. Montgomery, Successful Solutions
Sep. 2, 2008 James A. Epperly, Financial Retirement Strategies LLC
Sep. 2, 2008 Donna Tupper
Sep. 2, 2008 Kelly Wentz, MetroPrairie Wealth Preservation Inc.
Sep. 2, 2008 Woodford L. Burnette, Consumer Advocate
Sep. 2, 2008 Bratcher Boswell
Sep. 2, 2008 Kenneth G. Wall, CLU, ChFC, Association of Independent Insurance Agents, Shawnee, Oklahoma
Sep. 2, 2008 Shirley Fortune
Sep. 2, 2008 Connie Roth, LUTC, Aurora, Illinois
Sep. 2, 2008 Michael F. Louis, AACEP, CSFP, Boca Raton, Florida
Sep. 2, 2008 Robert J. Speed, Licensed Insurance Agent, MPA, FIC, Gig Harbor, Washington
Sep. 2, 2008 Randall G. Knowles, ChFC, CFP, SPHR, LUTCF, ChFC, CFP, SPHR, LUTCF, BS Economics, Great Falls, Montana
Sep. 2, 2008 Linda Ness, Maplewood, Minnesota
Sep. 2, 2008 Roger E. Fairchild, Independent Insurance Rep, Arvada, Colorado
Sep. 2, 2008 Eugene C. Long, Elizabethtown, Pennsylvania
Sep. 2, 2008 Mark R. Wallace, Licensed Independent Insurance Agent, Monroe, Louisiana
Sep. 2, 2008 Rachel L. Myers, Insurance agent, Danville, Ohio
Sep. 2, 2008 Bob E. Going, Jr., Insurance Agent, Bossier City, Louisiana
Sep. 2, 2008 Gail M. Fern, Palm Harbor, Florida
Sep. 2, 2008 James O. Hood, Jr., President, Jim Hood Company, Duncanville, Foreign Country
Sep. 2, 2008 Eugene J. Wittstock, Managing Partner, Jalbert Financial Group, LLC, Southfield, Michigan
Sep. 2, 2008 Kimmara L. Acosta, Fullerton, California
Sep. 2, 2008 Larry Souza
Sep. 2, 2008 Marilyn Kelson, PhD, Papillion, Nebraska
Sep. 2, 2008 Janis D. Beard, Teacher/Independent insurance agent, Waco, Texas
Sep. 2, 2008 Vinh Q. Nguyen, MBA, Teaching Associate, California State University of Hayward, Santa Clara, California
Sep. 2, 2008 Gerry Fribourg, licenced insurance agent, Stuart, Florida
Sep. 2, 2008 Buford C. Swanson, Veradale, Washington
Sep. 2, 2008 Jon Voyles, Greeley, Colorado
Sep. 2, 2008 Tanya Gray
Sep. 2, 2008 Oscar R. Lopez-Calleja, Miami, Florida
Sep. 2, 2008 John F. Ladgenski
Sep. 2, 2008 Tom Pattinson
Sep. 2, 2008 Brian D. Todd, Anderson, South Carolina
Sep. 2, 2008 Jerry N. Kirby, Texas Association of School Administrators, National Association of Professional Agents, Red Oak, Texas
Sep. 2, 2008 Gail M. Fern, Palm Harbor, Florida
Sep. 2, 2008 Gregory E. Peterson, Tyngsboro, Massachusetts
Sep. 2, 2008 Terrence P. Larkin, CLU, Jenkintown, Pennsylvania
Sep. 2, 2008 Dee Ann Davis, Licensed insurance agent, Houston, Texas
Sep. 2, 2008 Anne Marie Bober,CFP(r),CLU,ChFC,RHU,REBC,CASL, Watchung, New Jersey
Sep. 2, 2008 Michael J. Kudla, JD, Professor of Economics Buena Vista University, Duncombe, Iowa
Sep. 2, 2008 Thomas J. Vorenberg, Bingham Farms, Michigan
Sep. 2, 2008 John L. Perry
Sep. 2, 2008 Michael P. Thurston, Tucson, Arizona
Sep. 2, 2008 Tommie J. Pool, Arlington, Texas
Sep. 2, 2008 Frank Ferraro, Independent Agent, Ameri-Life And Health Services, Clearwater, Florida
Sep. 2, 2008 Frank Ferraro, Independent Agent, Ameri-Life And Health Services, Clearwater, Florida
Sep. 2, 2008 Jerry D. Fromm, Insurance Producer, Mt. Carmel, Illinois
Sep. 2, 2008 Matt Dicken, Investment Advisor Representative, Louisville, Kentucky
Sep. 2, 2008 Brian P. Nauman, Davenport, Iowa
Sep. 2, 2008 Russell A. Roeber
Sep. 2, 2008 Sam G Garrard III, Vice President and Senior Financial Consultant, Community First Investment Svcs Group, Investment Specialist, VSR
Sep. 2, 2008 John D. Bustrum, Tustin, California
Sep. 2, 2008 Gregory Thompson, Alpine, Arizona
Sep. 2, 2008 Ron Lane
Sep. 2, 2008 Brij Sharma, Ph.D, Economist, Covina, California
Sep. 2, 2008 Neill A. Atkins, Duluth, Minnesota
Sep. 2, 2008 John P. Anderson, Mr., BA History, BA Political Science Rutgers University, Leawood, Kansas
Sep. 2, 2008 Don N. Cameron, Rochester, Indiana
Sep. 2, 2008 Thomas Hicks, Financial, Amarillo, Virgin Islands
Sep. 2, 2008 W. L. Foreman, III, Spring, Texas
Sep. 2, 2008 Milan Prastalo, Financial Advisor, Ormond Beach, Florida
Sep. 2, 2008 Dane N. Smith, Oro Valley, Arizona
Sep. 2, 2008 Barney Chan, Fremont, Afghanistan
Sep. 2, 2008 Becky Halphin, Blue Springs, Missouri
Sep. 2, 2008 Richard O. Downhour, CLU, NAIFA, Scottsdale, Arizona
Sep. 2, 2008 Diane Beal, LUTCF, CBC, Amarillo, Texas
Sep. 2, 2008 Donald L. Unger, Richmond, Virginia
Sep. 2, 2008 Mark A. Wilcox, CEO, WFS Inc., McCook, Nebraska
Sep. 2, 2008 Joseph Hamel, Medina, Ohio
Sep. 2, 2008 Francine Keys
Sep. 2, 2008 Hayes Hummel, Nashville, Tennessee
Sep. 2, 2008 Peter L. Krause, Wethersfield, Connecticut
Sep. 2, 2008 Christopher M. Campbell, Insurance Producer, Chicago, Illinois
Sep. 2, 2008 Michael N. Metcalf, CLU, IAR, Spokane, Washington
Sep. 2, 2008 Natalie Lee, Tax Professional, San Gabriel, California
Sep. 2, 2008 George J. Wurtzinger, Rockford, Illinois
Sep. 2, 2008 Ron Oxman, RWO Financial, Inc.
Sep. 2, 2008 Barbara A. Lane, Licensed Insurance Agent, CEA, CSA, Rockford, Illinois
Sep. 2, 2008 Carl Davis, CK Davis Financial
Sep. 2, 2008 Charles M. Hart, Principal, Field Marketing Organization, President CEO, Issaquah, Washington
Sep. 2, 2008 Ronald W. Williams, President, Custom Benefit Services of Midland, Inc.
Sep. 2, 2008 Gary S. Haft, Certified Estate Planner - AACEP, Boynton Beach, Florida
Sep. 2, 2008 Gary S. Giordano
Sep. 2, 2008 John F. Smart
Sep. 2, 2008 Brian G. Atkins, Independent Insurance Agent, Tax Practitioner, Winona, Missouri
Sep. 2, 2008 Gary A. Gahan, Esq., NAIFA, Nashua, New Hampshire
Sep. 2, 2008 Brandon Beza
Sep. 2, 2008 Anthony R. Trupiano, CFBS, Jacksonville, Florida
Sep. 2, 2008 Barry Yale Slocum
Sep. 2, 2008 Charles Ray Hunt, owner, Indianapolis, Indiana
Sep. 2, 2008 Shauna R. Caplinger, Lafayette, Indiana
Sep. 2, 2008 John R. Breazeale, CPA, Insurance Sales, Monahans, Texas
Sep. 2, 2008 Kenneth R. Jones, Managing Principal, LPL Financial, Cleveland, Tennessee
Sep. 2, 2008 William S. Ruch, CLU
Sep. 2, 2008 Lucas Renfroe, CEO, American Liberty Financial Group, Statesboro, Georgia
Sep. 2, 2008 Roger Fuller, CFP®
Sep. 2, 2008 Edward Feaster, Toms River, New Jersey
Sep. 1, 2008 Brenton I. Fewox Licensed Representative The Oxford Group LLC
Sep. 1, 2008 Benjamin Lloyd
Sep. 1, 2008 Lacey Mazauskas, Director of Marketing, Oasis Financial Group, Inc.
Sep. 1, 2008 Mark G. Demers, Minocqua, Wisconsin
Sep. 1, 2008 Chris W. Allman, President, Allman Financial Services, Clever, Missouri
Sep. 1, 2008 Hugo C. Lagraba, Insurance Agent, Charlotte, North Carolina
Sep. 1, 2008 Allan Berg
Sep. 1, 2008John J. Kennedy, Crown Point, Indiana
Sep. 1, 2008Cordell A. Harley, Girard, Kansas
Sep. 1, 2008Mark Foss, Pewaukee, Wisconsin
Sep. 1, 2008Dr. Stan D. Surrette, Ed.D, Ashburn, Virginia
Sep. 1, 2008David J. Hippen, FSA, MAAA, FLMI, Jefferson City, Missouri
Sep. 1, 2008Dale A. Goff, CFP, Charleston, West Virginia
Sep. 1, 2008Gerald W. Nannen, CLU, ChFC, East Longmeadow, Massachusetts
Sep. 1, 2008A. David Ostrem, Jr., NAIFA/MDRT, West Des Moines, Iowa
Sep. 1, 2008Joseph Santaniello, Accountant, Kingston, New Hampshire
Sep. 1, 2008Jo A. Jones, High Point, North Carolina
Sep. 1, 2008Paul Patterson, none, Lake Park, North Carolina
Sep. 1, 2008Lynn B. Thurgood, Licensed Representative, Insurance Network,Inc. -dba The Oxford Group, LLC
Aug. 31, 2008 John Collie Jr.
Aug. 31, 2008John Waring
Aug. 31, 2008George A. Hall, Independent Advisor, Charlotte, North Carolina
Aug. 31, 2008William B. Eager
Aug. 31, 2008Stephanie Fullerton, Peoria, Arizona
Aug. 31, 2008Steve Fullerton, Peoria, Arizona
Aug. 31, 2008Michael J. Clark-Dreibus, CEO, Monument, Colorado
Aug. 31, 2008Eric C. Hendrickson, Life Insurance Agent, Concord, New Hampshire
Aug. 31, 2008Donald E. Ridinger, Ridinger Financial Services
Aug. 31, 2008Ruth E. Poage, Life Insurance Agent, Soldotna, Alaska
Aug. 30, 2008Ronnie Dean Boone, Ins. agent, Spruce Pine, North Carolina
Aug. 30, 2008 Raymond L. Peterson, Owner/Manager/ Peterson Agency/ Founded 1974, Mankato, Minnesota
Aug. 30, 2008 Dahlia Daley
Aug. 30, 2008 James D. Westmoreland, owner-Westmoreland Insurance Agency, Boswell, Oklahoma
Aug. 30, 2008 Steven L. Sorenson, President, SMS Insurance Marketing, Inc.
Aug. 30, 2008 Melinda Small, President, Pinetree Retirement Planning
Aug. 30, 2008 Rich Baker
Aug. 30, 2008Artem Petakov, Baltimore, Maryland
Aug. 29, 2008 Heath P. Hopkins, Hopkins Insurance Agency
Aug. 29, 2008 Memorandum from the Office of the Chairman regarding a August 6, 2008 telephone conversation with Michael Oxley of Baker & Hostetler LLP, representing Old Mutual Financial Network
Aug. 29, 2008Chris Thomas, CRT Insurance and Financial Services, Inc.
Aug. 29, 2008Glen McIntosh, Shawano, Wisconsin
Aug. 29, 2008Erlinda C. Santos, West Covina, California
Aug. 29, 2008Phillip M. Younts, BSBA, Salisbury, North Carolina
Aug. 29, 2008Richard C. Payne, Genesis Financial Products, Inc., Mississauga, Canada
Aug. 29, 2008Kathryn Virissimo
Aug. 29, 2008Scott A. Papes, Trinty, Florida
Aug. 29, 2008Russell E. Hall, CFP, Registered Principal, AIG Financial Advisors, Inc., Wichita, Kansas
Aug. 29, 2008Craig Stearman, Field Human Resources Consultant, Asset Marketing Systems Insurance Services, LLC
Aug. 29, 2008Carolyn D. (Beene) Tyler, LUTCF, Financial Services Professional, Agent, New York Life Insurance Company
Aug. 29, 2008Bryan Call, FIC, Financial Representative, Modern Woodmen of America
Aug. 29, 2008Maxwell A. Coulliette, CFP, Midvale , Utah
Aug. 29, 2008David J. Reindel, Mystic, Connecticut
Aug. 29, 2008Glen R. Wantje, Jr., Carneige, Pennsylvania
Aug. 29, 2008Theodore W. Pierce, Land O Lakes, Florida
Aug. 29, 2008Thomas M. Ungrady, Brunswick, Ohio
Aug. 29, 2008Jay Hatfield