David Adams Perry

Protective Life Corp. engages in the provision of financial services. Its products include term life, whole life, and universal life insurances. It offers asset protection plans, commercial mortgages, affinity program, and structured settlements services. The company was founded by William Dorsey Jelks in 1907 and is headquartered in Birmingham, AL.

Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs.

Maynard, Cooper & Gale PC provide legal services. Its legal services include litigation, corporate law, banking and commercial law, real estate law, securities law, labor and employment, antitrust, public finance, trusts and estates, government contracts and bid protests, governmental affairs and relations, international trade regulation, admiralty and maritime, state and federal tax, intellectual property, healthcare, environmental law and bankruptcy law. The company was founded in 1984 and is headquartered in Birmingham, AL.