| Relationships | Role | Relationship Start | Relationship End |
| Td Insurance, Inc. | Parent | 10/1/1998 | 5/22/2005 |
| Drake Swan & Crocker Insuance Agency Inc | Subsidary | 7/1/2004 | 12/30/2004 |
| Palmer Goodell Financial Group | Subsidary | 11/29/2000 | 5/7/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Td Insurance, Inc. | Buyer | Discontinued | 5/23/2005 | ||
| Drake Swan & Crocker Insuance Agency Inc | Seller | Discontinued | 12/31/2004 |