BUSINESS PARTNERS:
27,280 INDEPENDENT BROKER/DEALERS
16,559 WIREHOUSE REPS
14,126 BANK REPS
3,851 NATIONWIDE AGENTS
7,947 PUBLIC SECTOR PLANS
19,765 401(k) PLANS
SERVING 4,241,475 CUSTOMERS

Our leadership continues to attract the best product partners. That’s the cycle of success we’ve earned with The BEST of AMERICA® series of products. Through The BEST of AMERICA, our customers benefit from superior investment choices offered by the nation’s leading mutual fund companies.

As we move forward, our knowledgeable and enthusiastic associates will drive our relationship-focused strategy. Our job is to communicate our strategy effectively throughout the organization. We know that when we do

this, we motivate our associates to produce their very best work.

With this in mind, in 2001 we shared with associates what our partners told us they wanted. Then we challenged our associates to help us improve certain operations that create value for those who sell on our behalf. We called this effort our “Be the Best…” initiatives. They demonstrate our goal to become the best possible business partner and financial solutions provider.

They include: