| Banks
and Trust Companies |
| Barnett
Bank
Bessemer Trust
Carolina First Bank
Chase Manhattan Bank
Chemical Bank
First Chicago Bank
First Merit Bank
First National Bank in Palm Beach
First Union
Fulton Bank
Gibraltar Bank |
JP
Morgan
Key Bank
Matewan Bank
Michigan National Bank
National City Bank
PNC Bank – Hawthorne
Provident Bank
South Financial Group
SouthTrust
Summit Bank
Wachovia |
| |
| Insurance
Companies |
| America
Skandia
American General
American International Group (AIG)
First Colony Life
Franklin Life
GE Capital
ICMG – ITT Hartford Insurance Group
Jackson National
Jefferson-Pilot Financial
John Hancock
|
Liberty
Life
Lincoln Financial
Manulife Financial
Met Life
Merrill Lynch Insurance Group
Phoenix Home Life
The Principal Financial Group
Protective Life
SunAmerica
Union Central |
| |
| Securities
Firms |
IM&R
McDonald & Company Securities
Jefferson-Pilot Securities
Merrill Lynch
Merrill Lynch Family Office Group
MetLife Investors
Morley Capital
|
National
City Bank Securities
Planning Corporation of America
Raymond James Securities
ValMark Securities
VESTAX Securities
Wood Logan
W.S. Griffith |
| |
| Property
and Casualty Brokers |
| Acordia,
Inc.
Aon Corp.
Caroon & Black
Marsh
& McClennan
USI Insurance Services
Alexander & Alexander
American Business Insurance (ABI)
Bayley Martin & Faye
|
Fred S.
James
Frederick Rauh & Company
Kientz & Company
McDonough Caperton Insurance Group
Republic Hogg Robinson
Robinson Conner
Rollins Hudig Hall
Weisenberg Insurance
|
| |
| Consulting
Firms |
| BenchMark
Financial
Csaba Sziklai
Esperti Peterson Consulting Co.
The
Baker Companies
Burnham
Insurance Group
Manning C. Napier
|
McNair
& Company
Pen-Cal
Spectrum Funding Corporation
Renaissance
W. T. Knechtel & Associates |
| |
| Technology
Sector & Web Based Education |
| The
Academy of Multidisciplinary Practice (mdpacademy.com)
Financial Database Services
|
LifeLink
Corporation
EZ Data
WorldInsure.com |
| |
| Producer
Groups |
Executive
Insurance Agency
FFR
Highland Capital
|
PartnersFinancial
Partners Securities |
| |
| Other
Clients |
Family
Business Institute
Financial Database Systems
Independent Financial Marketing Group (IFMG)
|
National
Network of
Estate Planning Attorneys
Wealth & Estate Planning Institute
(At Michigan State University) |
