Relationships Role Relationship Start Relationship End
J.P. Morgan Insurance Holdings, L.L.C. Parent 6/30/2007
J.P. Morgan Insurance Holdings, L.L.C. Parent 9/22/2006 6/29/2007
Banc One Insurance Holdings, Inc. Parent 8/15/2002 9/21/2006
Bank One, Milwaukee, National Association Parent 12/8/1996 8/14/2002
West Bend Main Office Parent 11/18/1989 12/7/1996
Bank One, Waukesha Parent 4/1/1988 11/17/1989
One Benefit Source, Inc., The Subsidary 5/1/1999 4/30/2002
Succession Planning International, Inc. Subsidary 2/26/1998 8/21/2001
Spi, Inc. Subsidary 2/26/1998 4/29/2001
Succession Planning International, Inc. Subsidary 9/30/1996 2/25/1998
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
Jpmorgan Insurance Agency, Inc. Seller Discontinued 12/31/2008
Louisiana Credit Life Insurance Company, Inc. Seller Discontinued 12/27/2001