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Platinum Sponsors

Corebridge Financial (NYSE: CRBG) makes it possible for more people to take action in their financial lives. With more than $350 billion in assets under management and administration as of June 30, 2022, Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit corebridgefinancial.com.

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. With differentiated investment and risk management capabilities, deep client relationships, and a strong financial foundation, the company has established a track record of delivering proven, value-added solutions and long-term growth. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. KKR’s parent company is KKR & Co. Inc. (NYSE: KKR). Visit us at: https://www.globalatlantic.com/

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services provider that helps people make their decisions easier and lives better by providing financial advice, insurance, and wealth and asset management solutions. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.

One of the largest life insurers in the United States, John Hancock is committed to helping more than ten million customers live longer, healthier, better lives by offering a broad range of financial products, including life insurance and annuities. John Hancock also supports US investors by bringing leading investment capabilities and retirement planning and administration expertise to individuals and institutions. Additional information about John Hancock may be found at johnhancock.com.

Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of March 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise, and innovation for nearly 150 years. For more information, please visit news.prudential.com.

Reinsurance Group of America, Incorporated (NYSE: RGA) is a global industry leader specializing in life and health reinsurance and financial solutions that help clients effectively manage risk and optimize capital. Founded in 1973, RGA celebrates its 50th anniversary in 2023. Over the past five decades, RGA has become one of the world’s largest and most respected reinsurers and is listed among Fortune’s World’s Most Admired Companies. The global organization is guided by a fundamental purpose: to make financial protection accessible to all. RGA is widely recognized for superior risk management and underwriting expertise, innovative product design, and dedicated client focus. RGA serves clients and partners in key markets around the world and has approximately $3.4 trillion of life reinsurance in force and assets of $84.7 billion as of December 31, 2022. To learn more about RGA and its businesses, visit www.rgare.com.

The Swiss Re Group is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. It anticipates and manages risk — from natural catastrophes to climate change, from ageing populations to cyber crime. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients. Headquartered in Zurich, Switzerland, where it was founded in 1863, the Swiss Re Group operates through a network of around 80 offices globally. Visit us at: swissre.com

Transamerica — Longer lifespans are changing the way we exist. Instead of the traditional stages of learn, work, and retire, we now have the potential for a more fulfilling, multi-stage life. With this opportunity comes the need to plan for it. We enable financial professionals, brokers, agents, advisors, and employers to energize clients and employees to seize the possibilities longevity brings. So, no matter where someone is on their journey, we can help them have the freedom to live the life they want. Transamerica. Live your best life.SM Visit us at: https://www.transamerica.com/individual/

Gold Sponsors

Athene is a leading retirement services company that issues, reinsures, and acquires retirement savings products. One of the largest providers of fixed and fixed indexed annuities in the United States, we are driven to deliver innovative solutions that help people retire with confidence. Visit us at: https://www.athene.com/

We’re Brighthouse Financial. We are on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve. Visit us at: https://www.brighthousefinancialpro.com/

Lincoln Financial Group provides retirement, insurance and wealth protection expertise. Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE:LNC; headquarters, Radnor, PA) and affiliates, is included on major sustainability indices — Dow Jones Sustainability Index North America, FTSE4Good — and ranks among Newsweek’s Most Responsible Companies. Dedicated to diversity, equity and inclusion, we’re included on transparency benchmarking tools: Corporate Equality Index; Disability Equality Index; Bloomberg Gender-Equality Index. Named to FlexJobs’ 2022 list of Top 100 Companies to Watch for Remote Jobs, and Ethisphere’s 2022 World’s Most Ethical Companies®.

Learn more: www.LincolnFinancial.com

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New York Life, the nation’s largest mutual life insurance company and one of the largest life insurers in the world, provides insurance, investment, and retirement solutions that help people at all stages of life achieve financial security. The company’s diverse and industry-leading agents maintain caring relationships with clients and deliver guidance throughout their lives. For policy owners, New York Life means peace of mind and promises kept. Visit us at: https://www.newyorklife.com/

Since 1909, Ohio National has been committed to helping individuals, families and businesses protect what matters most. Through our network of financial professionals across 49 states (all except New York), the District of Columbia and Puerto Rico and through affiliated operations in South America, we provide the protection and accumulation products that help our policyholders achieve financial security and independence — now and for generations to come. As of December 31, 2021, Ohio National’s affiliated companies have $40.8 billion total assets under management. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Ohio National is recognized as a Leader in Workplace Equity by Ellequate. Visit us at: www.ohionational.com

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products and annuities, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life was named one of the 2023 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company.

Protective has helped people achieve protection and security in their lives for 116 years. Through its subsidiaries, Protective offers life insurance, annuity and asset protection solutions and is helping more than 14 million people protect what matters most. Protective’s more than 3,700 employees put people first and deliver on the company’s promises to customers, partners, colleagues and communities — because we’re all protectors. With a long-term focus, financial stability and commitment to doing the right thing, Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), has $113 billion in assets, as of Dec. 31, 2022. Protective is headquartered in Birmingham, Alabama, and supported by both a robust virtual workforce and core sites in the greater Cincinnati area and St. Louis. For more information about Protective, visit www.protective.com.

The companies of Sammons® Financial Group, Inc. help families and businesses protect their future to enjoy life’s moments today. A subsidiary of Sammons Enterprises, Inc., Sammons Financial Group is privately owned with member companies that are among the most enduring and stable in the financial services industry. Our companies include Midland National® Life Insurance Company (including Sammons® Corporate Markets), North American Company for Life and Health Insurance®, Sammons Institutional Group® (including Midland Retirement Distributors® and Sammons Retirement Solutions®) and Beacon Capital Management, Inc. Visit us at: https://www.sammonsfinancialgroup.com/

For 100 years, the mission of State Farm has been, and continues to be, to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. State Farm and its affiliates are the largest providers of auto and home insurance in the United States. Its more than 19,400 agents and approximately 53,400 employees serve over 87 million policies and accounts — which includes auto, fire, life, health, commercial policies and financial services accounts. Commercial auto insurance, along with coverage for renters, business owners, boats and motorcycles, is available. State Farm Mutual Automobile Insurance Company is the parent of the State Farm family of companies. State Farm is ranked No. 42 on the 2022 Fortune 500 list of largest companies. For more information, please visit https://www.statefarm.com.

Thrivent is a Fortune 500 diversified financial services organization, providing advice, investments, insurance, banking and generosity programs and solutions so people can make the most of all they’ve been given. Visit us at: www.thrivent.com

Silver Sponsors

Allianz Life Insurance Company of North America, one of the Ethisphere World’s Most Ethical Companies®, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2022, Allianz Life provided additional value to its policyholders via distributions of more than $7.7 billion. As a leading provider of fixed index annuities, registered index-linked annuities, and fixed index universal life insurance, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 150,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United. Visit us at: https://www.allianzlife.com/

Ameritas offers insurance, financial services and employee benefits, but we deliver so much more. We help people live a fulfilling life with the products and services we offer, the way we support communities and the commitments we keep. Our strength, innovative mindset and competitive spirit mean we’ll be here to help people plan well and enjoy life for generations to come. Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; and retirement plans. For more information, visit Ameritas.com

The AXA Group is a worldwide leader in insurance and asset management, with 145,000 employees serving 93 million clients in 51 countries and territories. In 2022, gross revenues amounted to Euro 102.3 billion and underlying earnings to Euro 7.3 billion. Visit us at: https://www.axa.com/en

CNO Financial Group, Inc. secures the future of middle-income America. We provide life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs. Our 3,400 associates, 4,300 exclusive agents and 4,000 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. For more information, visit CNOinc.com.

F&G offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals. Our products have protected over 900,000 people across the United States. Established in 1959 and headquartered in Des Moines, F&G is a company of individuals who believe in the power of partnerships, encourage innovation and creativity, and are transparent about decisions while delivering on their commitments. These values allow F&G to help you turn your aspirations into reality. Visit us at: fglife.com

Guardian makes a difference when people need us most. A leading provider of insurance and financial products and services, we are guided by our purpose to inspiring well-beingTM across mind, body, and wallet. We are a trusted resource to millions, helping them prepare and plan for the future and recover in times of loss, and we drive value beyond the dividend through investments in our people and communities. Behind every bright future is a GuardianTM. Learn more at guardianlife.com.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.

Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning — for financial professionals and their clients. Through our range of annuity products, financial know-how, exceptional service and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all our stakeholders, including customers, shareholders, distribution partners, employees, regulators and community partners. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. For more information, visit www.jackson.com.

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help individual and institutional customers build a more confident future. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities, mutual funds and ETFs; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com. Follow us on Facebook and Twitter.

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With more than $560 billion in combined company and client assets, $34 billion in revenues, and $2.1 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to nearly five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 97 on the 2022 FORTUNE 500 and was recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2022. Visit us at: https://www.northwesternmutual.com/

A national provider of insurance and financial services for 145 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services including retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions and employee benefit plan products. For more information, visit OneAmerica.com.

For more than 175 years, Penn Mutual has been helping people get stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly-owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com

Principal® is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we’re helping more than 62 million customers worldwide plan, protect, invest, and retire, as we strive to support the communities where we do business. We’re proud to be recognized as one of the 2023 World’s Most Ethical Companies® by Ethisphere as well as a member of the Bloomberg Gender Equality Index. Learn more about Principal and our commitment to building a better future at principal.com.

At Securian Financial, we’re here for family. And we’re here because of it. We’re guided by our purpose: helping customers build secure tomorrows. Since 1880, we’ve been building a uniquely diversified company that has outlasted economic ups and downs while staying true to our customers. We’re committed to the markets we serve, providing insurance, investment and retirement solutions that give families the confidence to focus on what’s truly valuable: banking memories with those who matter most. Visit us at: www.securian.com

Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2020, Sun Life had total assets under management of $1,023 billion. For more information, please visit www.sunlife.com. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Since 1957, Symetra has provided annuities, life insurance and employee benefits that help people live with financial security and confidence. To learn more, visit www.symetra.com.

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on — now, and over the long term. Visit us at: https://www.troweprice.com/corporate/en/home.html

The Hartford is a leader in property and casualty insurance, group benefits and mutual funds. With more than 200 years of experience, The Hartford is widely recognized for its service excellence, sustainability practices, trust and integrity. More information on the company and its financial performance is available at https://www.thehartford.com.

Unum is a leading provider of employee benefits, helping millions of people protect their families, their finances and their futures for over 170 years. Through our deep expertise and innovative benefits technology, we deliver better ways to access disability, life, accident, critical illness, dental and vision benefits through the workplace. Our award-winning leave management solutions help companies smoothly navigate absences, while our innovative, results-based behavioral health solution helps employees maintain and improve their mental wellness. And our full array of enrollment services, benefits communications and professional support make it easy for everyone to get on board. Visit us at: www.unum.com

Founded in 1922 by a group of military officers, USAA is among the leading providers of insurance, banking, and investment and retirement solutions to more than 13 million members of the U.S. military, veterans who have honorably served and their families. Headquartered in San Antonio, USAA has offices in eight U.S. cities and three overseas locations and employs more than 37,000 people worldwide. Each year, the company contributes to national and local nonprofits in support of military families and communities where employees live and work. For more information about USAA, follow us on Facebook or Twitter (@USAA), or visit usaa.com.

Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth and investment company with 7,200 employees who are focused on achieving Voya’s aspirational vision: Clearing your path to financial confidence and a more fulfilling life. Through products, solutions and technologies, Voya helps its 14.7 million individual, workplace and institutional clients become well planned, well invested and well protected. Visit voya.com for more information.

Bronze Sponsors

Founded as a progressive life insurance company in 1891, Boston Mutual Life Insurance Company is a national carrier that provides insurance solutions designed for working Americans and their families, as well as enrollment and billing options at the workplace. With offices based in Canton, Massachusetts, and Omaha, Nebraska, as a mutual company, Boston Mutual Life is dedicated to acting in the best interests of its policyholders, producers, employees, and its communities. For more information, please visit www.bostonmutual.com or contact your Boston Mutual Life representative. Follow the company on Facebook (/BostonMutualLifeIns) or LinkedIn (/company/boston-mutual-life-insurance).

For over 70 years, Legal & General America (LGA) has provided high-quality life insurance protection for families and businesses. LGA’s products are sold in all 50 states, including D.C., through its companies, Banner Life Insurance and William Penn Life Insurance (NY). Ranked as a top term life provider, the company is committed to delivering outstanding service at affordable prices. LGA is part of Legal & General Group Plc, one of the world’s leading multinational financial services companies. www.lgamerica.com

RBC Insurance® offers a wide range of life, health, home, auto, travel, wealth and reinsurance advice and solutions, as well as creditor and business insurance services to individual, business and group clients. RBC Insurance is the brand name for the insurance operating entities of Royal Bank of Canada, Canada’s biggest bank, and one of the largest in the world based on market capitalization. Among the largest Canadian bank-owned insurance organizations, RBC Insurance has over 2,600 employees who serve more than five million clients globally. The Canadian head office for RBC Insurance is in Mississauga, Ontario. For more information, visit rbcinsurance.com.

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