Aberdeen (Part of Nationwide Funds):

• (800) 485-2294 Option 1

AIG Funds (Part of Touchstone Investments):

• (800) 638-8194

Alger Funds:

• (800) 305-8547

Alliance Bernstein Investments:

• (800) 221-5672 Option 1, Option 1

Allianz Mutual Funds:

• No mutual fund direct (Inactive-Remove)

American Funds:

• (800) 421-9900 Option 2

American Century:

• (800) 345-6488

AMG Funds:

• (800) 368-4410

Aquila Funds:

• (800) 437-1020

BlackRock Funds:

• (877) 275-1255

Calamos Funds:

• (866) 363-9219 (Ask for Dedicated team)

Calvert Funds:

• (800) 368-2748 Option 1

Cavalier Funds:

• (888) 721-4588 Option 3

Columbia Threadneedle:

• (800) 215-5005

Delaware Funds:

• (877) 693-3546 Option 2 Option 1

Dreyfus Funds (Part of BNY Mellon):

• (800) 334-6899

Eaton Vance:

• (800) 368-2748

Federated Securities Corp:

• (888) 400-7838

Fidelity Investments:

• (800) 544-9999

First Eagle Funds:

• (800) 747-2008 Option 2

Franklin Templeton Funds:

• (800) 223-2141 (Say Sales and Marketing)

Gabelli Funds:

• (800) 422-2274

Goldman Sachs Funds:

• (800) 526-7384 Option 2, Option 1, then ask to be connected to your wholesale team.

Hartford Funds:

• (800) 456-7526 (option 2)

Invesco:

• (800) 998-4246

Ivy Funds (Part of Delaware Funds):

• (877) 693-3546 Option 2, Option 1

Janus Funds:

• (800) 668-0434 Option 2

John Hancock Funds:

• (800) 257-3336 Option 2, Option 1

Legg Mason Funds (Part of Franklin Templeton):

• (800) 223-2141

Lord Abbett & Co:

• (888) 522-2388 Option 1, Option 1

MFS Investment Management:

• (800) 343-2829 Option 1

Nationwide Funds:

• (877) 877-5083 Option 1

Natixis Funds:

• (800) 862-4863

Nuveen:

• (800) 752-8700

Oak Ridge Funds:

• (312) 857-1040  Option 3

Oppenheimer Funds (Invesco):

• (800) 998-4246

Pacific Funds (Aristotle Pacific Capital LLC):

• David Lucks Mutual Fund Specialist (402) 574-3295 or call
• (844) 274-7885 Option 1, Option 1 for sales desk.

PIMCO Funds:

• (800) 880-8684

Pioneer Investments (Amundi Formerly Pioneer Investments):

• (800) 622-9876

Principal Funds:

• (800) 787-1621 Option 2

Prudential Investments Funds (PGIM):

• (800) 396-5501

Putnam Investments (Part of Franklin Templeton):

• (800) 342-5236

The Timothy Plan:

• (407) 644-1986
  • Nathan ext. 110
  • Brian ext. 104
  • Orlando ext. 113

Thornburg Investment:

• (877) 215-1330

Touchstone Funds:

• (800) 638-8194

Transamerica Funds:

• (800) 851-7555 Option 2

Victory Funds:

• (877) 660-4400 Option 3

Virtus Mutual Funds:

• (800) 243-4361 Option 1, Option 2

Voya Investment Management:

• (800) 334-3444

Allspring Global Investments (Formerly Wells Fargo Funds):

• (866) 701-2575

Bright Directions

• (866) 722-7283

Bright Start

• (877) 432-7444

CHET Advisor 529

• (800) 522-7297 (general information on plan) or
• (800) 544-9999 (fund and performance)

College Access 529

• (866) 529-7462 Option 1

College America

• (800) 421-0180

College Bound 529

• (800) 998-4246

College Choice Advisor 529

• (866) 485-9413 Option 2 Option 2

Future Scholar 529

• (888) 244-5674

Iowa Advisor 529 Plan

• (800) 774-5127 Option * then say marketing

Ivy InvestEd

• (888) 462-6209 Option 2, Option 2

John Hancock Freedom 529

• (480) 417-5565 – Geoff Williams

Michigan 529 Advisor

• (866) 529-8818 Option 2

NEST Advisor College Savings Plan

• (888) 659-6378

New York’s 529 Advisor Guided

• (800) 774-2108 Option 3

Scholars Choice College Savings Program

• (800) 544-7835

Scholars Edge 529

• (866) 529-7283 Option 2, Option 2

Smart 529

• (866) 574-3542

Texas 529

• (800) 445-4723

UBT Union Bank & Trust Company

• (402) 323-1961

For IARs, a listing of approved money managers is available upon request.

American Funds

• (800) 421-9900 Option 2, Option 2

Empower (Great-West)

• (877) 630-4015

John Hancock

• (617) 572-9746

Lincoln

• (877) 533-9710

Nationwide

• (800) 321-6064 Option 4, Option 2

Principal

• (800) 952-3343

TransAmerica

• (888) 401-5826 Option 4

VOYA

• (866) 481-3653 Option 4

Crown Global Insurance

• (305) 671-3342 US domestic business

Investors Preferred Life

• Anthony Stanek (908) 698-2071

Lincoln Financial Distributors

• Michael Deaton (336)-691-4923

Axcelus Financial (Formerly Lombard International)

• Amy Lavoie (484) 362-6769

Prudential

• Daniel Davies (720)-402-7041

SALI Fund Services

• (512) 735-7254

Spearhead Administrative Svcs LLC

• Dave Reynolds: (855) 615-5318 x103

Zurich American

• (800) 260-9760

Brokers

Ashar Group, LLC

• Jamie Mendelsohn
  1800 Pembrook Drive, Ste 2140
  Orlando, FL 32810
  (321) 441-1119
  Jamie@ashargroup.com

Asset Life Settlements, LLC

• Jeff Hallman, Managing Partner
  1507 Park Center Dr. #1B
  Orlando, FL 32835
  (407) 413-8660 or (888) 335-4769 x1108
  Cell: (321) 663-0560
  JHallman@alsettlements.com

Crescent Life Settlements

• Susan Cimini
  900 Veterans Memorial Blvd.
  Metairie, LA 70005
  (800) 436-0719
  submit@crescentls.com
  www.crescentlifesettlements.com

Evergreen Settlements

• Jonah Kahn
  325 Sentry Parkway Building 5 West,Suite 200
  Blue Bell, PA 19422
  (267) 422-2311
  jonah@evergreensettlements.com
  www.evergreensettlements.com

Evolved Life Settlements

• 11807 Hinson Rd.
  Little Rock, AR 72212
  (501) 404-0000
  team@evolvedsettlements.com
  www.evolvedsettlements.com

Harbor Life Settlements

• Cynthia Cameron
  8700 Gallant Fox Road Austin, TX 78737
  (502) 639-1265
  cindy@harborlifebrokerage.com

Life Insurance Settlements

• Mark A. Marky
  1500 W. Cypress Creek Rd. Suite 408
  Ft. Lauderdale, FL. 33309
  (866) 326-5433 / Cell: (954) 326-9378
  Fax: (954) 337-5726

Melville Capital

• Robert Stark, President/Partner
  42 Deer Park Ave., 2nd Floor
  Babylon, NY 11702
  (212) 380-4277
  rstark@melvillecapital.com
• Doug Himmel, Managing Director/Partner
  528 Arizona, Suite 205
  Santa Monica, CA 90401
  (310) 943-5370
  dhimmel@melvillecapital.com

Settlement Masters

• 5000 Birch St, Suite 100
  Newport Beach, CA 92660
  (877) 927-7243
  bob@thesettlementmasters.com

StoneHill Settlements, Inc.

• Chad Gerdes
  11670 Fountains Drive, Suite 200
  Maple Grove, MN 55369
  (877) 250-4066 / (212) 729-7133 cell
  (888) 688-4939 fax
  c.gerdes@stonehillsettlements.com
  www.stonehillsettlements.com

Settlement Benefits Association (fixed life)

• Adam Lippman
  4095 S State Road 7 STE L PMB 203
  Lake Worth, FL 33449
  (561) 963-5101
  Info@SettlementBenefits.com
  https://settlementbenefits.com/

Welcome Funds | Welcome Life Securities, LLC

• 6001 Broken Sound Pkwy, Suite 320
  Boca Raton, FL 33487
  (877) 227-4484
  info@welcomefunds.com

Providers

Abacus Settlements, LLC

• Jay Jackson, President and CEO
  2101 Park Center Drive Suite 170
  Orlando, FL 32835
  (800) 561-4148

Ardan Companies

• Paul Permision
  453 Amboy Ave.
  Woodbridge, NJ 07095
  (732) 855-0670 NJ (O)
  (732) 855-0659 Fax
  (319) 883-1366 IA (O)
  (800) 699-3522 TF
  www.ArdanGroup.com

Berkshire Settlements, Inc.

• 154 Krog St NE Suite 135
  Atlanta, GA 30307-5544
  (800) 233-1745
  jdallas@berkshiresettlements.com

Coventry

• 7111 Valley Green Road Fort Washington, PA 19034
  (877) 836-8300 / (215) 836-8300
  Fax: (215) 233-3201
  info@coventry.com

Habersham Funding

• Building 11, Piedmont Center
  3495 Piedmont Road NE, Suite 910
  Atlanta, Georgia 30305
  (404) 233-8275 / (888) 874-2402
  Fax: (404) 233-9394
  info@habershamfunding.com

Life Capital Group, Inc.

• 1200 Prospect St Ste 250
  La Jolla, California 92037-3608
  (858) 952-1815
  keeley@lifecapitalgroup.com

Life Equity, LLC

• 530 S Main St Ste 1731 Suite 1731
  Akron, Ohio 44311-1012
  (330) 655-7500
  bstevens@lifeequity.com

LightHouse Life

• 1100 East Hector Street, Suite 415
  Conshohocken, PA 19428
  (215) 634-9900
  info@lighthouselife.com
  LIGHTHOUSELIFE.COM

Life Trust, LLC

• 2 Greenwich Office Park Suite 300
  Greenwich, CT 06831
  (212) 653-0840
  JosephKashou@lifetrust.net

Maple Life Financial, LLC

• Wayne F. McClintock, Sales Manager
  4350 East-West Hwy., #900
  Bethesda, MD 20814
  (301) 347-4438 / (650) 224-7223 cell
  wmcclintock@maplelf.com
  www.maplelifefinancial.com

Q Capital Strategies, LLC

• 2424 N Federal Hwy, Suite 460
  Boca Raton, FL 33431-7747
  sms@qcapital.com
  (561) 886-4600