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Account Lookup

Alliance Bernstein www.alliancebernstein.com

~click 'US investor' on the left

~click 'click an account' on the top right

~click & follow the onl-line instructions

Ameritas www.variable.ameritas.com

~click 'account access' on left

~click 'Log in to Service Center Access On-Line'

~a new window will pop

~follow the on-line instructions

Anchor Nat'l/SunAmerican VA www. sunamerica.com

~click 'policy owner' tab in the top middle

~follow the on-line instructions

Clark Capital www.ccmg.com

Clients are initially setup with their account numbers as their username

and the last 4 digits of the tax ID (usually their SS#) on the account

as the password. Once they login with this informantion, they will be

prompted to create a new username and ID that will be memorable for

them.

Cole Capital www.colecapital.com/fan_access.aspx

~click 'continue' under 'Investor Account Access'

~a new window will pop

~click 'Need to establish User ID?'

~follow the on-line instructions

Grubb & Ellis www.bnymystock.com/web/bny_mainlogon.aspxclient=triplenet&type=bl-dii

Hartford Life www.hartfordinvestor.com

~click the 'client' tab under 'account access' on the left

~click your product type

~click 'go'

~a new window will pop

~follow the on-line instructions

ING www.ingservicecenter.com

~go to 'login' on the right

~go to 'what's my pin' on the left

~follow the on-line instructions

JNLwww.jnl.com/CONSUMER/li_agree.jsp

~click 'my account' on the right

~click 'register'

~follow the on-line instructions

Lincoln Benefit Life www.accessallstate.com

~click on 'my account' in the middle of the page

~follow the on-line instructions

Manulife/John Hancock www.johnhancockannuities.com

~click 'register now' on the top right

~click 'current annuity customer - register now'

~follow the on-line instructions

Nationwide Annuity www.nationwide.com/access/web/nflogin.htm

~click 'sign me up' on the left

~follow the on-line instructions

Pacific Life www.pacificlife.com

~click 'my acct.' at top of page

~click 'annuities' (or other type you may have)

~a new window will pop

~click 'first time user' on the left

~follow the on-line instructions

Pershing Brokerage or Premier http://sagepoint2.netxselect.com

~click 'registration'

~follow the on-line instructions

Prudential www.annuities.prudential.com/investor

~click 'my account' on the left

~click 'my annuity'

~click 'service online'

~a new window will pop

~click 'register'

~follow the on-line instructions

Rydex www.rydex-sgi.com/index.shtml

~click 'login to my account' on the left

~a new window will pop

~click 'first time user?'

~follow the on-line instructions

Scudder www.scudder.com

~click 'investor' at the top of the page

~click 'info and regististration' on the box that pops up

~a new window will pop

~follow the on-line instructions

SEI www.portfolioaccess.com

~click 'click here to register online'

~click 'Register/ Modify for on-line access'

~click 'I agree'

~click 'Click Here to register for a new User ID'

~click 'I agree'

~follow the on-line instructions

SunAmerica www.sunamericafunds.com

~click 'shareholder services' in the middle right

~click 'view your accounts' on the right

~choose the type of account you have

~a new window will pop

~follow the on-line instructions

SunLife www.sunlife-usa.com

~go to Customer Link on the left

~follow on-line instructions

WM Group/Principal Funds www.pincipalfunds.com

~click 'account login' on the left

~click 'personal' from the drop-down menu

~click 'go'

~click 'Establish your new username and password'

~follow the on-line instructions

Financial Planning and Investment Advisory Services offered through Yeomans Consulting Group, Inc. YourRetirementCoach^TM, a registered investment advisor not affiliated with SagePoint Financial, Inc. Securities offered through SagePoint Financial, Inc. a registered broker dealer member FINRA/SIPC.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information

This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, NC & VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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