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KEENAN ASSOCIATES
City of Pleasanton
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KEENAN ASSOCIATES
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4/8/2025 10:40:03 AM
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4/8/2025 10:38:28 AM
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LONG TERM AGREEMENTS
LONG TERM AGREEMENTS - DOCUMENT DATE
7/1/2010
LONG TERM AGREEMENTS - NAME
KEENAN AND ASSOCIATES
LONG TERM AGREEMENTS - TYPE
MISC AGMT
LONG TERM AGREEMENTS - RECORD SERIES
704-06 (Long Term Agreements)
LONG TERM AGREEMENTS - DESTRUCTION DATE
PERMANENT
LONG TERM AGREEMENTS - NOTES
APPLE
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EXHIBIT B <br />BROKER OF RECORD DESIGNATION <br />This letter confirms that as of the Effective Date of. July 1, 2010 , the organization listed below <br />("Employer") has appointed Keenan & Associates ("Keenan") as the Broker of Record in <br />connection with the group annuity contract(s) to be issued to Employer as a participant of APPLE. <br />It is understood and agreed that American United Life Insurance Company ("AUL") is the current <br />exclusive provider of group annuity products for APPLE Plans. <br />As long as Employer is a participant in APPLE, it shall not seek to acquire annuity products directly <br />from any insurance carrier or through any other broker for its APPLE Plan. <br />Keenan is authorized to provide a copy of this letter to AUL, and/or any subsequent APPLE group <br />annuity provider, to demonstrate Keenan's authority to obtain one or more annuities for Employer's <br />APPLE Plan. This appointment rescinds any and all previous appointments Employer may have <br />made with respect to its APPLE Plan, and shall remain in full force and effect until Employer ceases <br />to be a participant in APPLE. <br />Employer authorizes Keenan to provide representatives of prospective insurers and other coverage <br />providers with all information regarding Employer, its operations, employees, and financial status as <br />may be necessary for AUL, and/or any subsequent APPLE group annuity provider, to issue the <br />APPLE group annuity contract to Employer. <br />Acknowledged and agreed to by: <br />Ci1y of Plea-kaikk <br />Keenao & Assogiates <br />Signature: <br />S' ature• <br />�r_4 <br />D-In <br />Nelson Fialho <br />By, <br />David Sews <br />Title: <br />City Manager <br />Title: <br />Chief Financial Officer <br />\\Katomasl\legal - torrancc\Clients - Municipalities\Pleasanton, City of\1000018Plcasanton -Apple Services Agreement (cxecution).doc <br />Confidential For Employer Use Only <br />(Rev. 01/10) <br />K. <br />Page 9 of 11 <br />
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