| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Insurance Services Usa, Inc. | Parent | 3/20/2010 | 12/29/2012 |
| Wachovia Bank, National Association | Parent | 1/14/2009 | 3/19/2010 |
| Wachau Insurance Advisors, Inc. | Parent | 6/30/2007 | 1/13/2009 |
| Wachau Insurance Advisors, Inc. | Parent | 9/1/1999 | 6/29/2007 |
| First Union Insurance Group Trust I | Subsidary | 6/30/2007 | 2/10/2012 |
| First Union Insurance Group Trust I | Subsidary | 5/1/2002 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services Usa, Inc. | Buyer | Discontinued | 12/30/2012 | ||
| Wells Fargo Insurance Services Investment Advisors, Inc. | Seller | Discontinued | 1/1/2010 |