Local Contacts for 403(b) Deferred Compensation Accounts:



Local Contacts for Opening New 403(b) Deferred Compensation Accounts Effective January 1, 2009:

Company: American Century Investments

Approved Product: Mutual Fund Company

Contact: All Customer Service Representatives

Phone: 1-800-345-3533

Web address: enroll

Email: jose_Vasquez@

Company: AXA Equitable

Approved Product: Equi-Vest Strategies TSA

Contact: Leo Sbardella

Address: 10840 Ballantyne Commons Parkway, Suite 100, Charlotte, NC 28277

Phone: 704-540-2965

Email: leo.sbardella@axa-

Company: Edward Jones

Approved Product: 403(b) ASP

Contact 1: Michael Hanzlik

Address 1: 627 Highway 29 North, China Grove, NC 28023

Phone 1: 704-857-5454

Email: Michael.hanzlik@

Contact 2: Stephen Kidd

Address 2: 127 North Fulton Street, Salisbury, NC 28144

Phone 2: 704-636-6469

Email: Stephen.kidd@

Contact 3: Don Coggins

Address 3: 228 Statesville Blvd, Salisbury, NC 28144

Phone 3: 704-647-0850

Email: don.coggins@

Contact 4: John Philpott

Address 4: 460 Jake Alexander Blvd. West, Salisbury, NC 28146

Phone 4: 704-633-8300

Email: john.philpott@

Contact 5: Jolene Philpott

Address 5: 122-B Avalon Drive, Salisbury, NC 28146

Phone 5: 704-636-6327

Email: Jolene.philpott@

Company: Great American Financial Resources

Approved Products: FlexMax 7, GreatFlex 6, and GreatFlex 6 Group

Contact: Cliff and Diane Robinson

Address: Robinson & Associates, Inc., 1305 Bird Road, Albemarle, NC 28001

Phone: 704-982-6700 or 800-433-4032

Email: drobinson@

Company: Horace Mann

Approved Products: Group Variable Annuity and Group Fixed Annuity

Contact 1: Robert Bartlett

Address 1: 507 West Innes Street, Suite 260, Salisbury, NC 28144

Phone 1: 704-633-1717 or 704-639-6000 (cell)

Email 1: bob.bartlett@

Contact 2: Fred Brinskelle

Address 2: 100 West Innes Street, Salisbury, NC 28144

Phone 2: 704-642-0306

Email 2: fred.brinskelle@

Company: ING

Approved Product: Custom Choice Voluntary TDA

Contact 1: James Mundy

Address 1: 1620 South Boundary Street, Unit 108, Salisbury, NC 28144

Phone 1: 704-637-9932

Email 1: james.mundy@

Contact 2: Jonathan Shores

Address 2: The Shores Group, PO Box 338, Salisbury, NC 28145

Phone 2: 704-645-7283

Email: shoresgroup@

Contact 3: Tom Shores

Address 3: Cornelius, NC

Phone 3: 800-768-6542

Email 3: ctshores@

Company: Lincoln Investment

Approved Products: Retirement Solutions and Retirement Solutions Premier

Contact: Cliff and Diane Robinson

Address: Robinson & Associates, Inc., 1305 Bird Road, Albemarle, NC 28001

Phone: 704-982-6700 or 800-433-4032

Email: drobinson@

Company: Primerica Financial Services

Approved Products: Leg Mason Partners Mutual Fund, Pioneer Funds, Van Kampen Funds, and Aim Funds

Contact 1: Jodie Zucchero

Address 1: 7508 East Independence Blvd., Suite 119, Charlotte, NC 28227

Phone 1: 704-531-5450 or 704-995-3381 (cell)

Email 1: jbjordan456@

Contact 2: H. James Dillon

Address 2: 7508 East Independence Blvd., Suite 119, Charlotte, NC 28227

Phone 2: 704-531-5450 or 704-905-2665 (cell)

Email 2: hdillon@carolina.

Company: Thrivent Financial for Lutherans

Approved Products: Thrivent Mutual Funds, Flexible Premium Deferred Variable, Flexible Deferred Annuity - Security Plus, and Flexible Premium Deferred Annuity - Multi Year Guarantee Series

Contact 1: Eric Brady

Address 1: 2507 Jake Alexander Blvd. South, Salisbury, NC 28146

Phone 1: 704-633-0722

Email 1: eric.brady@

Contact 2: Brad Brady

Address 2: 2507 Jake Alexander Blvd. South, Salisbury, NC 28146

Phone 2: 704-633-0722

Email 2: brad.brady@

Contact 3: Jennifer Myers

Address 3: 2507 Jake Alexander Blvd. South, Salisbury, NC 28146

Phone 3: 704-633-0722

Email 3: jennifer.myers@

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