Financial Planning - December 2012

New Sales
6/30/12 12/31/11
YTD YTD
1 2
2 3
3 1
4 4
5 5
6 6
7 8
8 9
9 10
10 7
11 11
12 12
13 20
14 15
15 16
16 14
17 18
18 17
19 22
20 21
21 19
22 23
23 24
24 25
25 26

Sales Analysis 2012 vs. 2011

Issuer Prudential Financial Jackson National MetLife TIAA-CREF Lincoln Financial Group SunAmerica/VALIC AXA Equitable Ameriprise Financial AEGON/Transamerica Nationwide Allianz Life Pacific Life Ohio National New York Life Thrivent Financial Protective Fidelity Investments Life ING Group Guardian Northwestern Mutual John Hancock Hartford Massachusetts Mutual Mutual of America Minnesota Life INDUSTRY TOTALS

6/30/12 New Sales $10,289.0 $9,640.8 $9,538.6 $7,590.2 $4,921.3 $4,538.5 $4,355.8 $2,765.2 $2,481.3 $2,407.0

$1,982.6 $1,851.6 $1,376.5 $1,332.1 $1,290.3 $1,235.6 $912.3 $890.9 $843.4 $776.9 $509.6 $478.3 $343.6 $247.5 $226.5

$73,522.1

6/30/12 6/30/12

Internal Sales Total Flow $0.0 $10,289.0 $0.0 $9,640.8 $469.4 $10,008.0 $0.0 $7,590.2 $8.0 $4,929.3 $0.0 $4,538.5 $70.3 $4,426.1 $0.0 $2,765.2 $72.2 $2,553.5 $93.6 $2,500.6 $8.0 $1,990.6 $0.0 $1,851.6 $0.0 $1,376.5 $0.0 $1,332.1 $35.5 $1,325.8 $13.2 $1,248.8 $0.0 $912.3 $1.7 $892.6 $12.6 $856.0 $0.0 $776.9 $2.2 $511.8 $1.1 $479.4 $3.4 $347.0 $59.8 $307.3 $0.7 $227.2 $891.2 $74,413.3

2011 12/31/11 12/31/11 New Sales Internal Sales Total Flow $20,236.2 $0.0 $20,236.2 $17,494.1 $0.0 $17,494.1 $28,439.1 $1,071.0 $29,510.1 $13,543.0 $0.0 $13,543.0 $9,322.7 $33.2 $9,355.9 $7,982.2 $5.7 $7,987.9 $6,862.7 $139.9 $7,002.6 $6,399.9 $0.0 $6,399.9 $5,254.3 $152.8 $5,407.1 $7,375.8 $282.9 $7,658.7

$3,787.1 $4.6 $3,791.7 $3,317.7 $0.0 $3,317.7 $1,576.0 $0.0 $1,576.0 $2,343.3 $0.0 $2,343.3 $2,328.5 $67.3 $2,395.8 $2,385.4 $22.6 $2,408.0 $1,768.4 $0.0 $1,768.4 $1,892.6 $0.7 $1,893.3 $1,127.3 $30.4 $1,157.7 $1,396.2 $0.0 $1,396.2 $1,753.0 $33.8 $1,786.8 $897.8 $13.0 $910.8 $818.3 $16.8 $835.1 $464.6 $126.8 $591.4 $319.8 $9.3 $329.1

$153,665.6 $2,097.8 $155,763.4

Sales Ratio Market Share

(new sales) (new sales) 50.84% 13.99% 55.11% 13.11% 33.54% 12.97% 56.05% 10.32% 52.79% 6.69% 56.86% 6.17% 63.47% 5.92% 43.21% 3.76% 47.22% 3.37% 32.63% 3.27% 52.35% 2.70% 55.81% 2.52% 87.34% 1.87% 56.85% 1.81% 55.41% 1.75% 51.80% 1.68% 51.59% 1.24% 47.07% 1.21% 74.82% 1.15% 55.64% 1.06% 29.07% 0.69% 53.27% 0.65% 41.99% 0.47% 53.27% 0.34% 70.83% 0.31% 47.85% —

TOP 25 VARIABLE ANNUITY ASSETS BY ISSUER (Data is representative of the Morningstar VA universe only. New contracts may not be included in totals.)

Rank 12/31/11 6/30/12 06/30/12 12/31/11 Assets by Issuer Assets by Issuer

1 1 $372,007.2 $384,675.6 2 2 $139,501.8 $149,784.9 3 3 $108,952.7 $119,511.9 4 4 $84,553.3 $88,455.5 5 5 $81,314.2 $86,171.0 6 8 $65,217.5 $75,158.5 7 6 $70,468.9 $74,321.7 8 7 $68,708.1 $66,482.6 9 9 $63,968.2 $65,064.1 10 10 $61,656.0 $63,824.6 11 11 $50,860.6 $51,055.7 12 12 $48,122.5 $49,666.9 13 13 $43,943.2 $46,120.4 14 14 $42,170.6 $44,787.9 15 15 $26,809.0 $28,452.7 16 17 $18,423.7 $19,715.1 17 18 $18,113.0 $19,138.4 18 19 $16,280.0 $17,678.8 19 20 $11,828.7 $12,698.6 20 22 $11, 109.0 $12,398.2 21 21 $11,381.8 $11,824.3 22 23 $10,585.0 $10,477.5 23 26 $5,949.0 $8,872.9 24 24 $6,686.6 $7,928.3 25 25 $6,573.8 $7,445.4

$1,502,383.5 $1,559,340.0

Assets Analysis 2012 vs. 2011

Issuer TIAA-CREF MetLife Prudential Financial AXA Equitable Lincoln Financial Group Jackson National SunAmerica/VALIC Hartford ING Group Ameriprise Financial John Hancock Pacific Life Nationwide AEGON/Transamerica Allianz Life Fidelity Investments Life New York Life Thrivent Financial Northwestern Mutual Ohio National Massachusetts Mutual Genworth Financial Mutual of America Protective Guardian INDUSTRY TOTALS

Market Share 24.67% 9.61% 7.66% 5.67% 5.53% 4.82% 4.77% 4.26% 4.17% 4.09% 3.27% 3.19% 2.96% 2.87% 1.82% 1.26% 1.23% 1.13% 0.81% 0.80% 0.76% 0.67% 0.57% 0.51% 0.48%

Dollar
Change
$12,668.4
$10,283.1
$10,559.2
$3,902.2
$4,856.8
$9,941.0
$3,852.8
-$2,225.5
$1,095.9
$2,168.6
$195.1
$1,544.4
$2,177.2
$2,617.3
$1,643.7
$1,291.4
$1,025.4
$1,398.8
$869.9
$1,289.2
$442.5
-$107.5
$2,923.9
$1,241.7
$871.6
$56,956.5

Percent Change

3.41% 7.37% 9.69% 4.62% 5.97% 15.24% 5.47% - 3.24% 1.71% 3.52% 0.38% 3.21% 4.95% 6.21% 6.13% 7.01% 5.66% 8.59% 7.35% 11.61% 3.89% - 1.02% 49.15% 18.57% 13.26% 3.79%