Tom Klem

Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts.

Part of Franklin Resources, Inc., Citigroup Global Investments provides investment banking services.

Insurance Services Office, Inc. provides data and analytic information about risk management. It provides data, analytics and decision-support solutions to professionals, includes insurance, finance, real estate, health services, government and human resources. The company was founded in 1971 and is headquartered in Jersey City, NJ.

Travelers Life & Annuity Co. provides insurance and other financial services. Its provides individual annuities and life insurance products for asset protection, retirement planning and estate preservation needs of its clients. The company provides institutional annuities including payout annuities and structured settlement annuities. The company is headquatered at Hartford, Connecticut.