State of Louisiana: The Pelican State Tiburon Research January 30, 2012

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 1 Founded in 1812 –Founded as the eighteenth state Governor: Bobby Jindal Web site: Comments State of Louisiana Source:8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; 3/16/11 Louisiana Web Site; Tiburon Research & Analysis

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 2 Early Phase Approximate Dates: XXXX - XXXX XXXX: -- XXXX Key Steps: The State of Louisiana was Founded as the Eighteenth State in 1812 and Has Evolved Through Three Phases, Including its Early, Middle, & Recent Phases Middle Phase State of Louisiana History State of Louisiana Founded State of Louisiana Today Recent Phase XXXX - XXXX 1812: State of Louisiana founded XXXX: - Source:8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; Tiburon Research & Analysis

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 3 Founded in 1812 –Founded as the eighteenth state Governor: Bobby Jindal Comments The State of Louisiana was Founded as the Eighteenth State in 1812 Source:8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; Tiburon Research & Analysis

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 4 State of Louisiana Departments The State of Louisiana Has a Number of Departments, Including its Department of Insurance & Department of Education Source:Tiburon Research & Analysis State of Louisiana Departments -- Department of Insurance -- Department of Education

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 5 The State of Louisiana Runs the Louisiana State Department of Insurance Source:12/05 Louisiana State Department of Insurance Web Site; 12/04 Deloitte Insurance Industry Report; Tiburon Research & Analysis Based in Baton Rouge, LA Executive: Robert Wooley Comments

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 6 The State of Louisiana Runs the Louisiana State Department of Education Source:Tiburon Research & Analysis -- Comments

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 7 The State of Louisiana’s Department of Education Offers a 529 Plan Source:12/13/10 Investment News (Morningstar); Tiburon Research & Analysis -- Comments Not in Morningstar top 50

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 8 State of Louisiana Organizational Chart The State of Louisiana is Led by its Governor Bobby Jindal Bobby Jindal Governor -- Source:8/3/11 NetState.Com Web Site; Tiburon Research & Analysis

–State of Louisiana © Tiburon Strategic Advisors, LLC™ 99 Source: Tiburon Research & Analysis Tiburon Strategic Advisors Focus on corporate-level strategy -Serve senior executives only at financial services companies -Key services: market seminars, market research, & strategy consulting -Served over 300 corporate clients and completed over 1,400 projects since Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background -McKinsey & Company -Charles Schwab & Company -Tiburon since 1998 Comments