The School Board of Broward County, Florida Benefits Department 7770 West Oakland Park Blvd., Sunrise, FL 33351

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1 The School Board of Broward County, Florida Benefits Department 7770 West Oakland Park Blvd., Sunrise, FL Phone: Fax: TAX SHELTERED ANNUITIES/ROTH FEATURE DEFERRED COMPENSATION PLANS Revised: 08/01/15 The following companies are qualified; by meeting the requirements established by the Board, to market tax sheltered annuities to School Board employees. The School Board does not recommend any specific company. Only the agents listed and possessing School Board issued Vendor ID badges are authorized access to SBBC s locations and for writing new business. Agents not listed that have had prior business may continue to service existing clients only. The maximum number of authorized agents/representatives allowed per company has been set at fifteen (15) and are listed herein. This list will be revised on a quarterly basis. AUTHORIZED VENDOR LIST AXA EQUITABLE LIFE AND ADVISORS, LLC 1290 Avenue of Americas New York, NY Fax: Glades Road, Suite 412-E Boca Raton, FL Ext. 307 Fax: Myron Levy, Key Service Agent Mario Basilone Nicholas Baurichter Danielle Boccia Bryan Braud Todd Dorsey Michael Goldberg Craig Levy Ryan McLain Adrianna McGrath Tracey Prazer Brandt Shuler Lenny Tomson Ruth Wilson-Brooks

2 LIFE INSURANCE COMPANY OF THE SOUTHWEST HOME OFFICE LSW/NATIONAL LIFE GROUP Dallas Parkway, Ste.800 Addison, TX Clement Brandenburg Paula Cologgi Clinton Cooper Ana Fajardo Isabel Gascue Jorge Gonzalez Maria Navas Luis Fernando Pabon Javier Pabon Jack Burnside-Connors Jim Perkins Rodrigo Posse Michele Raps Recalde Fernando Alexander Smith METLIFE RESOURCES ROTH & Mutual Fund 301 E. Pine Street, Suite 810 Orlando, Florida Todd Abrams Richard Akirmaian Mark Alderman John Bresset Eileen Cioe Beatrice Charette Philip Doherty Jimmy Green Frank Lysee Stephanie McAloon Christopher Pitera Christopher Price Ashley Robinson Phyliss Simon Delia Velez

3 VALIC DAVID M. ALLEN, CFP, SENIOR DISTRICT MANAGER 1800 N. MILITARY TRAIL, STE 340 BOCA RATON, FL Phone: (561) or (800) Fax: (561) David M. Allen Jason Oestreicher Guy Pierre Steve Proffitt Sherry Stull-Klein, CFS Cody Koletic Maria Cedeno Sean Donovan Linda Ekloff Scott Anselmo Steve Sallee Nick Brown Paul Tinink Kathy VanDeMark Rebecca Johns (561) (954) (954) (954) (561) (813) (786) (954) (954) (561) (954) (850) (954) (502) (561)

4 VOYA/ ING Paul Indianer, Agent of Record 1625 N. Commerce Parkway-Suite 215 Weston, FL Phone: (954) Fax: (954) 5247 David Arden Armando Blondin Shawn Flynn Ozzie Delgado Stephen Greenberg Ryan Hasey Richard Koblick Taylor Kollen Michael Mracna Anthony Oliveri Nick Orenduff Michael Primo Ralph Tumolo Ivan Usztics

5 INACTIVE STATUS The following Companies, or Mutual Funds, have been moved from Active to Inactive Status as Tax Sheltered Annuity Vendors with the School Board of Broward County, Florida. This action has been taken as a result from RFP V Tax Sheltered Annuity Programs for School Board Employees. The listed companies below are no longer permitted to present new applications for participation into their products but are still permitted to service existing clients. American Century Investments American Express Financial Advisors Beneficial Standard Life Insurance Company (CCP Co.) Columbus Mutual Concert Investment Series Connecticut General CONSECO Variable Insurance Company / Jefferson National Fidelity Investments First Investment Annuity Company First Investors Corporation Franklin Life Great American Life Insurance Gulf Life The Hartford Horace Mann Kansas City Life The Legend Group Lincoln Financial Group Massachusetts General Life National Health Insurance Company National Western Life Insurance Co. Nationwide Life Insurance Company New York Life Insurance Company / MainStay Investments PESCO Pioneer Funds Distributor, Inc. Rightime Fund Security Benefit Group TransAmerica Travelers Insurance Company Zurich Kemper Investors Life Insurance Co. TSA Vendor List -August 2015