Contemporary Financial Solutions

Year founded: 2003

Producing reps: 96

Est. gross revenue (2006): $1.4 million

Avg. annual gross production

per rep (2005): $12,000

Ratio of reps to home office: 48 to 1*

Leader’s top priority**

Short term: Rep recruiting

Longer term: increased regulation

Company data self reported as of April 1, 2006

*CFS shares compliance and technical

personnel with Mutual Service Corp.

**Investment Advisor survey, August 2006