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U.S. Bank Institutional Trust & Custody: Insurance Industry Experts

I N S T I T U T I O N A L T R U S T & C U S T O D Y. U.S. Bank Institutional Trust & Custody: Insurance Industry Experts. John G. Harrington Senior Business Development Officer IASA Chapter Officer, 2005 – Present (Mid-South & Indiana) 513-639-6351 office 513-417-0922 mobile

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U.S. Bank Institutional Trust & Custody: Insurance Industry Experts

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  1. I N S T I T U T I O N A L T R U S T & C U S T O D Y U.S. Bank Institutional Trust & Custody:Insurance Industry Experts John G. Harrington Senior Business Development Officer IASA Chapter Officer, 2005 – Present (Mid-South & Indiana) 513-639-6351 office 513-417-0922 mobile john.harrington@usbank.com

  2. Insurance Industry Expertise • Insurance assets: $80 billion, representing 380 Companies • Industry specific interfaces (i.e., Sungard iWorks, CAMRA, Clearwater Analytics, Eagle, etc.) • Back-Office services for several State Insurance Commissioners • Dedicated & Experienced Relationship Managers • Approved Statutory Assets in 30 States! • Focus on “Middle market”

  3. Client-Centric Philosophy PLUS Industry Expertise • Scale AND Dedicated Relationship management teams • $974 Billion AUA - 6th largest U.S. custodian3 • 29 Coast-to-coast offices • Offer a full range of integrated products • On-line tools provide robust reporting • Customize your reports • Over 2,500 client relationships1 • 42,000 accounts2 • Focus on “middle market” • U.S. Bank: Top 50 “Most Stable Banks in the World”(Global Finance Magazine) “The transition to U.S. Bank was smooth. We have continued to receive the same level of service with no change in personnel, which made it easy for us to go about business as usual.” Leslie McCoy Chief Marketing Officer Atlanta Life Financial Group 1. IT&C Trust System as of 1/05/2011 2. IT&C Trust System as of 8/31/2010 3. FDIC Call Report Data as of November 2010

  4. Top Custodians (Ranked by Assets Under Administration)

  5. Approved Statutory Assets in 30 States • Statutory Deposits – 30 States (not shown: Alaska & PR) • Pending: Illinois • General assets: All States Western Region Approved

  6. Summary • Insurance Expertise: $80 billion AUA, 380 Companies • Consolidate your Statutory Deposit accounts under one bank: U.S. Bank • Large, Stable Bank • Committed to custody sector John G. Harrington Senior Business Development Officer IASA Chapter Officer, 2005 – Present (Mid-South & Indiana) 513-639-6351 office 513-417-0922 mobile john.harrington@usbank.com

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