| Relationships | Role | Relationship Start | Relationship End |
| M&T Bank Corporation | Parent | 3/1/2003 | 10/15/2003 |
| Olympia Financial Corp. | Parent | 10/7/2000 | 2/28/2003 |
| Keystone Financial, Inc. | Parent | 3/1/1984 | 10/6/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| M&T Life Insurance Company | Buyer | Discontinued | 10/16/2003 | ||
| Financial Trust Life Insurance Co. | Seller | Discontinued | 12/29/1997 | ||
| National Security American Life Insurance Company | Seller | Discontinued | 8/30/1996 |