| Relationships | Role | Relationship Start | Relationship End |
| Abd Insurance And Financial Services | Parent | 6/30/2007 | 12/31/2008 |
| Abd Insurance And Financial Services | Parent | 5/1/2005 | 6/29/2007 |
| California Lucini Incorporated | Subsidary | 5/1/2005 | 10/31/2005 |
| Chartwell Surety & Insurance Agency | Subsidary | 5/1/2005 | 10/31/2005 |
| John Q. Ryan Agency, Inc. | Subsidary | 5/1/2005 | 10/31/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services, Inc. | Buyer | Discontinued | 1/1/2009 | ||
| California Lucini Incorporated | Seller | Discontinued | 11/1/2005 | ||
| Chartwell Surety & Insurance Agency | Seller | Discontinued | 11/1/2005 | ||
| John Q. Ryan Agency, Inc. | Seller | Discontinued | 11/1/2005 |