1. DTCC Insurance & Retirement Services
Insurance Profile
October 5, 2016

2. Account Selection

3. Insurance Profile Home

4. Account Selection

5. Product Search (Distributor View)

6. Commission Schedule Results Tab

7. Commission Schedule

8. Commission Schedule – Details Pop Up Results

9. Commission Schedule – Schedule Banding

10. Commission Banding – Details Pop Up Results

11. Commission Schedule – Commission Rate and Trail Area

12. Product Search (Distributor View) Results

13. Fee & Expense – Product Level Fees

14. Fee & Expense – Rider/Service Feature Fees

15. Fee & Expense – Subaccount (Fund) Level Fees

16. Insurance Profile – Upload Fee & Expense

17. QUESTIONS
DTCC Controlled Non-Confidential (Green)