| Mutual Fund Companies/Insurance Providers |
| Alger |
800-992-3863 |
www.alger.com |
| Alliance Bernstein Investments |
800-221-5672 |
www.alliancebernstein.com |
| Allianz |
800-950-5872 |
www.allianzlife.com |
| Allstate |
800-255-7828 |
www.allstate.com |
| American Century |
800-345-2021 |
www.americancentury.com |
| American Funds |
800-421-4225 |
americanfunds.com |
| American General Life |
800-242-4079 |
www.americangeneral.com |
| AXA |
212-554-1234 |
www.axa-equitable.com |
| BlackRock Funds |
800-441-7762 |
www2.blackrock.com |
| BlackRock Funds – 529 |
866-529-8582 |
www2.blackrock.com |
| Calvert Funds |
800-368-2745 |
www.calvert.com |
| Columbia Funds |
800-345-6611 |
www.columbiamanagement.com |
| Commonwealth Annuity |
800-533-7881 |
www.commonwealthannuity.com |
| Conseco Annuity Assurance |
866-595-2255 |
www.conseco.com |
| Davis Funds |
800-279-0279 |
davisfunds.com |
| Delaware |
800-523-1918 |
www.delawareinvestments.com |
| Delaware Medallion – Commonwealth |
800-533-7881 |
www.commonwealthannuity.com |
| Dreyfus |
800-645-6561 |
public.dreyfus.com |
| DWS Investments |
800-728-3337 |
www.dws-investments.com |
| Eaton Vance |
800-262-1122 |
contact.eatonvance.com |
| Federated Securities |
800-245-4770 |
www.federatedinvestors.com |
| Fidelity Advisor Funds |
877-208-0098 |
advisor.fidelity.com |
| First Eagle Funds |
800-334-2143 |
www.feim.com |
| First Penn Pacific – Lincoln Financial Group |
800-487-1485 |
www.lfg.com |
| First Trust |
800-621-1675 |
www.ftportfolios.com |
| Fiserv |
800-425-3478 |
investors.fiserv.com |
| Franklin Templeton |
800-632-2301 |
www.franklintempleton.com |
| GE Assurance |
888-436-9678 |
www.genworth.com |
| Genworth Financial |
888-436-9678 |
www.genworth.com |
| Goldman Sachs |
212-902-0300 |
www.goldmansachs.com |
| Green Century |
800-221-5519 |
greencentury.com |
| Guggenheim Investments |
800-820-0888 |
guggenheiminvestments.com |
| Hartford Life |
800-862-6668 |
www.thehartford.com |
| Hartford Mutual Funds |
860-547-5000 |
www.thehartford.com |
| Invesco/AIM |
800-959-4246 |
www.invesco.com |
| Ivy Funds |
800-777-6472 |
www.ivyfunds.com |
| Jackson National Life |
800-644-4565 |
www.jackson.com |
| John Hancock Funds |
800-225-5291 |
secure.johnhancock.com |
| John Hancock Life |
800-344-1029 |
secure.johnhancock.com |
| JPMorgan Funds |
800-480-4111 |
www.jpmorganfunds.com |
| Kemper |
877.252.7878 |
www.kemper.com |
| Lincoln Financial Group – Lincoln Choice Plus |
888 868-2583 |
www.lfg.com |
| Lincoln Financial Group – American Legacy |
800 942-5500 |
www.lfg.com |
| Lord Abbett |
888-522-2388 |
www.lordabbett.com |
| LSW – Life Insurance Company of the Southwest |
800-732-8939 |
www.nationallifegroup.com |
| Main Stay |
800-624-6782 |
www.nylinvestments.com/MainStay |
| Metlife Investors – Fixed |
800-255-9448 |
www.metlife.com |
| Metlife Investors – Variable |
800-343-8496 |
www.metlife.com |
| MFS |
800-225-2606 |
www.mfs.com |
| Nationwide |
800-848-6331 |
www.nationwide.com |
| Northern Life |
877-884-5050 |
ing.us/individuals |
| Nuveen |
800-257-8787 |
www.nuveen.com |
| Ohio National Life |
800-366-6654 |
www.ohionational.com |
| Oppenheimer Funds |
888-470-0862 |
www.oppenheimerfunds.com |
| Pacific Life |
800-800-7646 |
www.pacificlife.com |
| Pioneer Funds |
800-225-6292 |
us.pioneerinvestments.com |
| Principal Financial Group |
800-986-3343 |
www.principal.com/index.shtm |
| Protective |
800-866-9933 |
www.protective.com |
| Prudential Annuities |
888-778-2888 |
www.annuities.prudential.com |
| Prudential Financial |
800-225-1852 |
www.prudential.com |
| Putnam |
800-225-1581 |
www.putnam.com |
| Security Benefit Life |
800-888-2461 |
securitybenefit.com |
| Security Funds/Guggenheim |
800-820-0888 |
guggenheiminvestments.com |
| Sentinel Funds |
800-282-3863 |
www.sentinelinvestments.com |
| Sun America |
800-445-7862 |
www.sunamerica.com |
| Sun Life Financial |
800-786-5433 |
www.sunlife.com |
| T. Rowe Price |
800-225-5132 |
individual.troweprice.com |
| Van Eck |
800.544.4653 |
www.vaneck.com |
| Van Kempen – Invesco |
800.959.4246 |
www.invesco.com |
| Vanguard |
877-662-7447 |
investor.vanguard.com |
| Virtus Investment Partners |
800-243-1574 |
www.virtus.com |
| Voya Investment Management |
800-992-0180 |
investments.voya.com/ |
| Wells Core Office Income REIT |
800-557-4830 |
www.wellscorereit.com |
| Wells Fargo Funds |
800-359-3379 |
www.wellsfargoadvantagefunds.com |
| Wells Real Estate Investment Trust |
800-448-1010 |
www.wellsref.com |
| Data Providers |
| DAZL |
800-409-8774 |
www.dazl.com |
| DST FanMail |
800-435-4112 |
filetransfer.financialtrans.com/tf/FANMail |
| Wedbush Securities |
213-688-8000 |
www.wedbush.com |
