| Relationships | Role | Relationship Start | Relationship End |
| J.P. Morgan Insurance Holdings, L.L.C. | Parent | 9/22/2006 | 2/28/2007 |
| Banc One Insurance Holdings, Inc. | Parent | 12/1/2002 | 9/21/2006 |
| Bank One Corporation | Parent | 11/1/1998 | 11/30/2002 |
| Banc One Capital Holdings Corporation | Parent | 1/1/1995 | 10/31/1998 |
| Bank One Corporation | Parent | 12/19/1994 | 12/31/1994 |
| Banc One Investor Services Corporation | Parent | 4/1/1991 | 12/18/1994 |
| Banc One Financial Services, Inc. | Parent | 12/31/1978 | 3/31/1991 |
| Banc One Indiana Corporation | Parent | 12/31/1970 | 12/30/1978 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Banc One Insurance Company | Buyer | Discontinued | 3/1/2007 | ||
| First Chicago Nbd Insurance Company | Seller | Discontinued | 12/22/2000 | ||
| First Bancorp Credit Life Insurance Company | Seller | Discontinued | 12/30/1994 | ||
| Central Financial Life Insurance Company, Inc. | Seller | Discontinued | 12/30/1994 | ||
| First Colorado Bankshares Insurance Company | Seller | Discontinued | 12/30/1994 | ||
| Banc One Life Insurance Corporation | Seller | Discontinued | 10/1/1991 |