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Financial Services Industry Organizations

	ADVANTAGE GROUP

	1610 Des Peres Road, Suite 370 St. Louis, MI 63131 phone: 314-984-0028 fax: 314-984-0068 Web: http://www.indexannuity.org/ Provides research and consulting services to insurance companies and financial service firms in all aspects of index annuities.

	AMERICAN BANKERS ASSOCIATION

	1120 Connecticut Ave., NW Washington, DC 20036 phone: 800-BANKERS fax: 202-663-7543 Web: http://www.aba.com Represents banks of all sizes on issues of national importance for financial institutions and their customers. Brings together all categories of banking institutions, including community, regional and money center banks and holding companies, as well as savings associations, trust companies and savings banks.

	AMERICAN BANKERS INSURANCE ASSOCIATION

	1120 Connecticut Ave. NW, Washington, DC 20036 phone: 202-663-5163 fax: 202-828-4546 Web: http://www.theabia.com A separately chartered affiliate of the American Bankers Association. A full service association for bank insurance interests dedicated to furthering the policy and business objectives of banks in insurance.

	AMERICAN FINANCIAL SERVICES ASSOCIATION

	919 18th St., NW , Suite 300 Washington , DC 20006 phone: 202-296-5544 fax: 202-223-0321 Web: http://www.americanfinsvcs.com The national trade association for market funded providers of financial services to consumers and small businesses.

	BANK ADMINISTRATION INSTITUTE

	One N. Franklin, Suite 1000 Chicago, IL 60606-3421 phone: Tel. 888-284-4078 or 312-683-2464. fax: Fax. 800-375-5543 or 312-683-2373. Web: http://www.bai.org A professional organization devoted exclusively to improving the performance of financial services companies through strategic research and information, education and training.

	BANK FOR INTERNATIONAL SETTLEMENTS

	PO Box CH-4002 Basel Switzerland phone: 41-61-280-8080 fax: 41-61-280-9100 Web: http://www.bis.org An international organization which fosters cooperation among central banks and other agencies in pursuit of monetary and financial stability.

	BANK INSURANCE & SECURITIES ASSOCIATION

	303 West Lancaster Avenue, Suite 2D Wayne, PA 19087 phone: 610-989-9047 fax: 610-989-9102 Web: http://www.bisanet.org Fosters the full integration of securities and insurance businesses with depository institutions traditional banking businesses. Participants include executives from the securities, insurance, investment advisory, trust, private banking, retail, capital markets, and commercial divisions of depository institutions. Formed by the merger of the Bank Securities Association and the Financial Institutions Insurance Association.

	BANK INSURANCE MARKET RESEARCH GROUP

	154 E. Boston Post Rd. Mamaroneck, NY 10543 phone: 914-381-7475 Web: http://www.singerpubs.com Provides market research and investment sales data to the bank and insurance industries,. based on in-depth surveys of depository and insurance entities augmented by analysis of government data.

	BOND MARKET ASSOCIATION

	360 Madison Ave. New York, NY 10017-7111 phone: 646-637-9200 fax: 646-637-9126 Web: http://www.bondmarkets.com/ Represents securities firms and banks that underwrite, trade and sell debt securities, both domestically and internationally.

	CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

	1670 Broadway, Suite 600 Denver, CO 80202-4809 phone: 303-830-7500 fax: 303-860-7388 Web: http://www.cfp.net/ Group whose mission is to create awareness of the importance of financial planning and the value of the financial planning process and to help underserved populations have access to competent and ethical financial planning.

	COLLEGE SAVINGS PLANS NETWORK

	PO Box 11910 Lexington, KY 40578-1910 phone: 859-244-8175 fax: 859-244-8053 Web: http://www.collegesavings.org/ The College Savings Plans Network is an affiliate to the National Association of State Treasurers. It is intended to make higher education more attainable. The Network serves as a clearinghouse for information on existing college savings programs.

	COMMERCIAL FINANCE ASSOCIATION

	225 West 34th St., Suite 1815 New York , NY 10122 phone: 212-594-3490 fax: 212-564-6053 Web: http://www.cfa.com The trade group of the asset-based financial services industry, with members throughout the U.S., Canada and around the world.

	COMMODITY FUTURES TRADING COMMISSION

	Three Lafayette Centre, 1155 21st St., NW Washington, DC 20581 phone: 202-418-5000 fax: 202-418-5521 Web: http://www.cftc.gov Independent agency created by Congress to protect market participants against manipulation, abusive trade practices and fraud.

	CONFERENCE OF STATE BANK SUPERVISORS

	1155 Connecticut Ave., NW, 5th Fl. Washington, DC 20036 phone: 202-296-2840 fax: 202-296-1928 Web: http://www.csbs.org National organization that advocates on behalf of the nation’s state banking system.

	CONSUMERS BANKERS ASSOCIATION

	1000 Wilson Blvd. Suite 2500 Arlington, VA 22209-3912 phone: 703-276-1750 fax: 703-528-1290 Web: http://www.cbanet.org This group is the recognized voice on retail banking issues in the nation's capital.

	DMA FINANCIAL SERVICES COUNCIL

	1120 Avenue of the Americas New York, NY 10036-6700 phone: 212-768-7277 fax: 212-302-6714 Web: http://www.the-dma.org Integrates the direct marketing concept, its tactics and its practices with mainstream insurance and financial services marketing to create a strategic business synergism, a division of the Direct Marketing Association.

	EASTBRIDGE CONSULTING GROUP, INC.

	50 Avon Meadow Lane Avon, CT 06001 phone: 860-676-9633 Web: http://www.eastbridge.com Provides consulting, marketing, training and research services to financial services firms, including those involved in worksite marketing and the distribution of individual and employee benefits products.

	EMPLOYEE BENEFIT RESEARCH INSTITUTE

	2121 K Street, NW, Suite 600 Washington, DC 20037-1896 phone: 202-659-0670 fax: 202 775-6312 Web: http://www.ebri.org The Institute's mission is to advance knowledge and understanding of employee benefits and their importance to the U.S. economy.

	FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) DIVISION OF FINANCE

	550 17th St., NW Washington, DC 20429-9990 phone: 202-736-0000 Web: http://www.fdic.gov FDIC’s mission is to maintain the stability of and public confidence in the nation’s financial system. To achieve this goal, the FDIC has insured deposits and promoted safe and sound banking practices since 1933.

	FEDERAL FINANCIAL INSTITUTIONS EXAMINATION COUNCIL

	2000 K St. NW, Suite 310 Washington, DC 20006 phone: 202-872-7500 fax: 202-872-7501 Web: http://www.ffiec.gov/ A formal interagency body empowered to prescribe uniform principles, standards, and report forms for the federal examination of financial institutions by the Board of Governors of the Federal Reserve System.

	FEDERAL RESERVE

	20th St. and Constitution Ave., NW Washington, DC 20551 phone: 202-452-3000 Web: http://www.federalreserve.gov/ Central bank of the United States, was founded by Congress in 1913 to provide the nation with a safer, more flexible, and more stable monetary and financial system.

	FINANCIAL MARKETS CENTER

	PO Box 334 Philomont, VA 20131 phone: 540-338-7754 fax: 540-338-7757 Web: http://www.fmcenter.org An independent, nonprofit institute that provides research and education resources to grassroots groups, unions, policymakers and journalists interested in the Federal Reserve System and financial markets.

	THE FINANCIAL PLANNING ASSOCIATION

	4100 E. Mississippi Ave., Suite 400 Denver, CO 80246-3053 phone: 800-322-4237 fax: 303-759-0749 Web: http://www.fpanet.org/ Group whose primary aim is to foster the value of financial planning and advance the financial planning profession.

	FINANCIAL SERVICES COORDINATING COUNCIL

	901 7th Street NW, Second Floor Washington , DC 20001 phone: 202-315-5100 fax: 202-315-5010 Web: http://www.fsccnews.com A coalition including the American Insurance Association, the American Council of Life Insurers, the American Bankers Association, the Securities Industry Association and the Investment Company Institute, that represent the diversified financial services industry.

	FINANCIAL SERVICES FORUM

	745 Fifth Ave., Suite 1602 New York, NY 10151 phone: 212-308-3420 fax: 212-308-7383 Web: http://www.financialservicesforum.org An organization of 20 chief executive officers of major U.S. financial services firms dedicated to the execution and coordination of activities designed to promote the development of an open and competitive financial services industry.

	FINANCIAL SERVICES INDUSTRY COUNCIL

	2000 Pennsylvania Ave. NW, Suite 6000 Washington, DC 20006 phone: 202-777-5000 fax: 202-777-5100 Web: http://www.financialservicesindustrycouncil.com A unique forum for insight into the financial services industry. Members gain access to the strategies and practices of the world’s leading financial institutions.

	THE FINANCIAL SERVICES ROUNDTABLE

	1001 Pennsylvania Avenue N.W., Suite 500 South Washington, DC 20004 phone: 202-289-4322 fax: 202-628-2507 Web: http://www.fsround.org/ A forum for U.S. financial industry leaders working together to determine and influence the most critical public policy concerns related to the integration of the financial services.

	FUTURES INDUSTRY ASSOCIATION

	2001 Pennsylvania Ave. NW, Suite 600 Washington, DC 20006 phone: 202-466-5460 fax: 202-296-3184 Web: http://www.futuresindustry.org Association representative of all organizations that have an interest in the futures market.

	GLOBAL ASSOCIATION OF RISK PROFESSIONALS

	100 Pavonia Avenue, Suite 405 Jersey City, NJ 07310 phone: 201-222-0054 fax: 201-222-5022 Web: http://www.garp.com/ International group whose aim is to encourage and enhance communications between risk professionals, practitioners and regulators worldwide.

	THE HEDGE FUND ASSOCIATION

	2875 NE 191st Street, Suite 900 Aventura, FL 33180 phone: 202-478-2000 fax: 202-478-1999 Web: http://www.thehfa.org/ An international not-for-profit association of hedge fund managers, service providers and investors formed to unite the hedge fund industry and add to the increasing awareness of the advantages and opportunities in hedge funds.

	INTERNATIONAL FINANCE AND COMMODITIES ASSOCIATION

	2, Cours de Rive 1204 Geneva Switzerland phone: 41-22-312-5678 fax: 41-22-312-5677 Web: http://riskinstitute.ch Nonprofit foundation created with the objective of promoting global understanding of commodity trading as well as financial futures and options.

	INTERNATIONAL SWAPS AND DERIVATIVES ASSOCIATION

	360 Madison Ave., 16th Fl New York , NY 10017 phone: 212-901-6000 fax: 212-901-6001 Web: http://www.isda.org The association’s primary purpose is to encourage the prudent and efficient development of the privately negotiated derivatives business.

	INVESTMENT COMPANY INSTITUTE

	1401 H St., NW Washington , DC 20005 phone: 202-326-5800 fax: 202-326-5874 Web: http://www.ici.org The national association of the American investment company industry. Founded in 1940, its membership includes 8,414 mutual funds, 659 closed-end funds, 147 traded funds and five sponsors of unit investment trusts.

	KENNETH KEHRER ASSOCIATES

	PO Box 7346 Princeton, NJ 08543-7346 phone: 609-924-8766 fax: 609-924-7407 Web: http://www.kenkehrer.com/ Leading consultant to banks on improving their insurance and securities programs. Conducts studies of sales penetration, profitability, compensation, and compliance.

	MICHAEL WHITE ASSOCIATES

	823 King of Prussia Road Radnor, PA 19087 phone: 610-254-0440 fax: 610 254-5044 Web: http://www.bankinsurance.com/mwa Consulting firm that helps clients plan, develop and implement bank insurance sales programs. Conducts research on bank insurance trends.

	MORTGAGE BANKERS ASSOCIATION OF AMERICA

	1919 Pennsylvania Ave., NW. Washington, DC 20006-3438 phone: 202-557-2700 fax: 202-721-0167 Web: http://www.mbaa.org/ Represents the real estate finance industry.

	MORTGAGE INSURANCE COMPANIES OF AMERICA (MICA)

	727 15th St., 12th Fl. Washington, DC 20005 phone: 202-393-5566 fax: 202-393-5557 Web: http://micanews.com Represents the private mortgage insurance industry. MICA provides information on related legislative and regulatory issues, and strives to enhance understanding of the vital role private mortgage insurance plays in housing Americans.

	MUSEUM OF AMERICAN FINANCIAL HISTORY

	26 Broadway, Room 947 New York , NY 10004 phone: 212-908-4110 fax: 212-908-4601 Web: http://www.financialhistory.org An affiliate of the Smithsonian Institution, the museum is the nation’s only independent public museum dedicated to celebrating the spirit of entrepreneurship and the democratic free market tradition.

	NASD

	1735 K St. Washington, DC 20006 phone: 202-728-8000 fax: 301-590-6506 Web: http://www.nasd.com Largest securities industry self-regulatory organization in the U.S. The group registers member firms, writes rules to govern their behavior, examines them for compliance and disciplines those that fail to comply. Also provides education to industry professionals and investors, and support to member firms in their self-compliance activities.

	NATIONAL ASSOCIATION FOR VARIABLE ANNUITIES

	11710 Plaza America Dr., Suite 100 Reston, VA 20190 phone: 703-707-8830 fax: 703-707-8831 Web: http://www.navanet.org Promotes the growth, acceptance and understanding of annuity and variable life products to retirement-focused Americans; provides educational and informational resources.

	NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS

	3138 10th Street North Arlington, VA 22201-2149 phone: 703-522-4770 fax: 703-524-1082 Web: http://www.nafcunet.org/ Trade association that exclusively represents the interests of federal credit unions before the federal government and the public.

	NATIONAL ASSOCIATION OF FIXED ANNUITIES

	2300 E. Kensington Boulevard Milwaukee, WI 53211 phone: 414-332-9306 fax: 415-946-3532 Web: http://www.nafa.us/ The association’s goal is to foster a better understanding of all segments of fixed annuities, including traditional fixed and equity indexed, among all participants in the business.

	NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

	2901 Telestar Court PO Box 12012 Falls Church, VA 22042-1205 phone: 703-770-8100 Web: http://www.naifa.org/ Professional association representing health and life insurance agents.

	NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF MARYLAND

	200 Duke of Gloucester Street Annapolis, MD 21401 phone: 877-304-9934 fax: 410-268-0612 Web: http://www.naifa-maryland.org Email:mail@naifa-maryland.org

	NATIONAL ASSOCIATION OF INVESTMENT PROFESSIONALS

	12664 Emmer Place, Suite 201 St. Paul, MN 55124 phone: 952-322-4322 Web: http://www.naip.com/ Promotes the interests and the image of its financial professionals members, and encourages and facilitates higher levels of competency in members so that they may better serve the investing public.

	NATIONAL CREDIT UNION ADMINISTRATION

	1775 Duke St. Alexandria , VA 22314-3428 phone: 703-518-6300 fax: 703-518-6671 Web: http://www.ncua.gov An independent agency in the executive branch of the federal government responsible for chartering, insuring, supervising and examining federal credit unions.

	NATIONAL FUTURES ASSOCIATION

	200 W. Madison St., #1600 Chicago, IL 60606-3447 phone: 312-781-1300 fax: 312-781-1467 Web: http://www.nfa.futures.org Industry-wide self-regulatory organization for the commodity futures industry.

	NATIONAL HOME EQUITY MORTGAGE ASSOCIATION

	1301 Pennsylvania Avenue, NW, Suite 500 Washington, DC 20004 phone: 800-342-1121 Web: http://www.nhema.org/ Association committed to keeping consumers informed and able to take advantage of the benefits afforded by home equity mortgages.

	NATIONAL REVERSE MORTGAGE LENDERS ASSOCIATION

	1625 Massachusetts Avenue N.W., #601 Washington, DC 20036 phone: 202-939-1784 Web: http://www.nrmlaonline.org The national voice for lenders and investors engaged in the reverse mortgage business. The group educates consumers about the opportunity to utilize reverse mortgages, and trains lenders to be sensitive to the needs of older Americans, is developing a Best Practices and a code of conduct to make sure lenders participating in the program treat seniors respectfully, and promotes reverse mortgages in the media.

	OFFICE OF THRIFT SUPERVISION

	1700 G St., NW Washington, DC 20552 phone: 202-906-6000 fax: 202-898-0230 Web: http://www.ots.treas.gov/ The primary regulator of all federal and many state-chartered thrift institutions, which include savings banks and savings and loan associations.

	OPTIONS INDUSTRY COUNCIL

	One North Wacker Dr., Suite 500 Chicago, IL 60606 phone: 888-678-4667 or 312-463-6193 fax: 312-977-0611 Web: http://www.optionscentral.com Nonprofit association created to educate the investing public and brokers about the benefits and risks of exchange-traded options.

	PENSION RESEARCH COUNCIL

	The Wharton School of the University of Pennsylvania, 3620 Locust Walk, 3000 Steinberg Hall - Dietrich Hall Philadelphia, PA 19104-6302 phone: 215-898-7620 fax: 215-898-0310 Web: http://prc.wharton.upenn.edu/prc/prc.html The Pension Research Council of the Wharton School of the University of Pennsylvania is an organization committed to generating debate on key policy issues affecting pensions and other employee benefits.

	SECURITIES AND EXCHANGE COMMISSION

	450 Fifth St., NW Washington, DC 20549 phone: 202-942-7040 Web: http://www.sec.gov/ Primary mission is to protect investors and maintain the integrity of the securities markets.

	SECURITIES INDUSTRY ASSOCIATION

	120 Broadway, 35th Fl. New York, NY 10271-0080 phone: 212-608-1500 fax: 212-968-0703 Web: http://www.sia.com/ Association bringing together the shared interests of securities firms to accomplish common goals.

	SNL FINANCIAL LC

	One SNL Plaza, PO Box 2124 Charlottesville , VA 22902 phone: 434-977-1600 fax: 434-977-4466 Web: http://www.snl.com Research firm that collects, standardizes and disseminates all relevant corporate, financial, market and M&A data as well as news and analytics for the industries it covers: banking, specialized financial services, insurance, real estate and energy.

	SOCIETY OF FINANCIAL SERVICES PROFESSIONALS

	270 S. Bryn Mawr Avenue Bryn Mawr, PA 19010-2195 phone: 610-526-2500 fax: 610-527-1499 Web: http://www.financialpro.org/ Advances the professionalism of credentialed members with state-of-the-art resources to serve their clients’ financial needs.

	TOWERGROUP

	Two Charles River Place, 63 Kendrick Street Needham, MA 02494-2708 phone: 781-292-5200 fax: 781-449-6982 Web: http://www.towergroup.com/ Research and advisory firm focused exclusively on the global financial services industry.

	VARDS/MORNINGSTAR, INC.

	225 West Wacker Dr. Chicago, IL 60606 phone: 312-696-6000 fax: 312-696-6015 Web: http://corporate.morningstar.com Software technology and research data firm that helps annuity manufacturers, distributors, and financial advisors implement new technology and business practices in the sale and servicing of annuities.

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