10-K 1 FORM 10-K ============================================================================== UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K /X/ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 [FEE REQUIRED] For the fiscal year ended December 31, 1994 OR / / TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 [NO FEE REQUIRED] For the transition period from ______________ to ______________ Commission File Number 1-7697 SOUTHWESTERN LIFE CORPORATION (Exact name of Registrant as specified in its charter) Delaware 43-6069928 (State or other jurisdiction of (I.R.S. employer incorporation or organization) identification no.) 500 North Akard Street 75201 Dallas, Texas (Zip code) (Address of principal executive offices) Registrant's telephone number, including area code: (214) 954-7111 SECURITIES REGISTERED PURSUANT TO SECTION 12(b) OF THE ACT: NAME OF EACH EXCHANGE TITLE OF EACH CLASS ON WHICH REGISTERED ------------------- ------------------- Common Stock, American Stock Exchange $1.00 par value and Chicago Stock Exchange $1.75 Convertible Exchangeable American Stock Exchange Preferred Stock, Series 1986-A, $25.00 stated value SECURITIES REGISTERED PURSUANT TO SECTION 12(g) OF THE ACT: None Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes /X/ No / / Indicate by check mark if disclosure of delinquent filers pursuant to Item 405 of Regulation S-K is not contained herein, and will not be contained, to the best of Registrant's knowledge, in definitive proxy or information statements incorporated by reference in Part III of this Form 10-K or any amendment to this Form 10-K. / / (APPLICABLE ONLY TO CORPORATE REGISTRANTS) At March 27, 1995, the aggregate market value of the voting stock held by nonaffiliates of the Registrant (excluding stock held by all directors and executive officers, some of whom may not be affiliates) was approximately $53,105,850. At March 27, 1995, 47,205,200 shares of the Registrant's Common Stock, par value $1.00 per share, were outstanding. DOCUMENTS INCORPORATED BY REFERENCE The information in the indicated sections of the following document is incorporated by reference into Part III of this Annual Report on Form 10-K: Election of Directors, Executive Compensation, Security Ownership, Security Ownership -- Compliance with Section 16(a) of the Securities Exchange Act of 1934, and Executive Compensation -- Certain Transactions in the Registrant's definitive Proxy Statement to be filed pursuant to Regulation 14A in connection with Registrant's 1995 annual meeting of stockholders. ============================================================================== TABLE OF CONTENTS ITEM PAGE ---- ---- PART I 1. Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 la. Executive Officers of Registrant . . . . . . . . . . . . . . . . . . 26 2. Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 3. Legal Proceedings . . . . . . . . . . . . . . . . . . . . . . . . . 27 4. Submission of Matters to a Vote of Security Holders . . . . . . . . 30 PART II 5. Market for Registrant's Common Equity and Related Stockholder Matters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 6. Selected Financial Data . . . . . . . . . . . . . . . . . . . . . . 30 7. Management's Discussion and Analysis of Financial Condition and Results of Operations . . . . . . . . . . . . . . . . . . . . . . . 31 8. Financial Statements and Supplementary Data . . . . . . . . . . . . 45 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure. . . . . . . . . . . . . . . . . . . . . . 96 PART III 10. Directors and Executive Officers of the Registrant . . . . . . . . . 96 11. Executive Compensation . . . . . . . . . . . . . . . . . . . . . . . 96 12. Security Ownership of Certain Beneficial Owners and Management . . . 96 13. Certain Relationships and Related Transactions . . . . . . . . . . . 96 PART IV 14. Exhibits, Financial Statement Schedules, and Reports on Form 8-K . . 96 Unless otherwise specified or unless the context otherwise requires, all information in this Annual Report on Form 10-K is as of the date of execution by Southwestern Life Corporation. 2 PART I ITEM 1. BUSINESS. GENERAL Southwestern Life Corporation, a Delaware corporation ("SLC," the "Company," or "Registrant"), is an insurance holding company that markets a broad range of life insurance, accident and health insurance and annuity products to individuals and groups in over forty states and the District of Columbia. The Company's individual insurance and annuity products are marketed through more than 11,000 active, independent agents. At December 31, 1994, the Company had consolidated assets of approximately $3.1 billion, consolidated life insurance in force of approximately $19.3 billion, annualized health insurance premiums in force of approximately $212.3 million and annuity funds under management of approximately $581.7 million. A chart illustrating SLC's holding company system and identifying each principal subsidiary is included under "SLC Holding Company System" below in this ITEM 1. On January 27, 1995, the Company announced a series of initial actions as part of a longer-ranging process designed to address the serious problems associated with the Registrant's capital structure and to preserve its financial flexibility. These actions included the suspension of dividend payments on the Company's preferred stock, the hiring of Donaldson, Lufkin and Jenrette as a financial advisor to assist the Company in developing a plan of capital restructuring and the initiation of a review of certain of the Company's accounting policies, including primarily the accounting for intangible assets. Despite the Company's difficulties, SLC's insurance subsidiaries are financially sound and have the capital strength and claims-paying ability to fulfill all policyholder obligations, with over $250 million of total adjusted capital and surplus, including asset valuation reserves, at December 31, 1994. As described in various portions of this document, the Company is exploring all of its options with regard to improving its capital structure by increasing the proportion of common equity to total capital and both reducing and extending the maturity of its indebtedness. The ultimate result of these efforts is uncertain and their effect on the Company's securities is not known at this time. For more information see "Business-Business Strategy," "Management's Discussion and Analysis of Financial Condition and Results of Operations-Liquidity and Capital Resources of Parent Company," and Notes 3 and 9 of Notes to Financial Statements and Schedule III. BUSINESS STRATEGY SLC's business strategy has undergone significant changes over the past five years. After pursuing a strategy of growth through leveraged acquisitions, SLC has, since 1989, sold a number of subsidiaries in transactions designed to reduce leverage. Primarily as a result of sales of subsidiaries, SLC's total consolidated assets declined from $8.6 billion at December 31, 1989 to $3.1 billion at year-end 1994. In March 1990, SLC sold certain subsidiaries, including Philadelphia Life Insurance Company, based in Dallas, Texas, and Massachusetts General Life Insurance Company, situated in Denver, Colorado, to Life Partners Group, Inc. In November 1992, SLC sold Bankers Life and Casualty Company ("Bankers") and Bankers' subsidiary, Certified Life Insurance Company ("Certified"), to Bankers Life Holding Corporation ("BLHC"), an affiliate of Conseco, Inc. ("Conseco"). These sales generated liquidity for the retirement of existing debt, and the transactions with Life Partners Group, Inc. and BLHC were structured so that SLC retained an interest in the subsidiaries sold, enabling it to benefit from their future performance and appreciation. Since year-end 1992, SLC has pursued a strategy of rebalancing and simplifying its capital structure. The debt reduction SLC had accomplished through December 1992 affected primarily the Company's senior secured loans, which carried the lowest interest rates. During 1993, the Company targeted the more expensive elements of its capital structure. On September 30, 1993, SLC sold its remaining interest in Bankers, represented by 13,316,168 shares of BLHC (approximately 24.4% of those outstanding) to Conseco and one of Conseco's subsidiaries for $287.6 million, resulting in a gain of $197.7 million. The sale of the BLHC stock enhanced the Company's common equity, generated substantial liquidity for use in the Company's capital restructuring and other corporate purposes, and enabled the Company to retire its $5.50 Redeemable Preferred Stock, Series 1987-A, stated value $50 million, held by a Conseco subsidiary. During the fourth quarter of 1993, SLC completed a voluntary exchange offer, pursuant to which it issued $91.2 million 11 1/4% Senior Subordinated Notes due 2003 to existing 3 security holders, in exchange for outstanding notes and debentures; it called for redemption of all of its 16 1/2% Senior Subordinated Debentures due 1994 that remained outstanding following the exchange offer; and it redeemed its $8.00 Redeemable Preferred Stock, Series 1987-C, stated value $50 million, that carried a 16% annual dividend rate. In February 1994, SLC retired its Class B Common Stock, a class of common equity that carried special voting rights in the election of directors. The Class B Common Stock had been issued to Consolidated National Corporation ("CNC") in 1985, and enabled CNC to elect 75% of the Company's directors, and by virtue of such voting power, CNC had been considered to be SLC's controlling stockholder. Effective February 11, 1994, the Company repurchased, for $500,000, all of its Class B Common Stock from CNC, concurrently with CNC's sale of 4,457,243 shares of SLC's Common Stock to Torchmark Corporation ("Torchmark") and 4,236,820 shares to Stephens Inc. ("Stephens"). On such date, Consolidated Fidelity Life Insurance Company ("CFLIC"), a subsidiary of CNC, also sold 220,000 shares of SLC's Common Stock to each of Torchmark and Stephens. The Company and CNC terminated the Management and Consulting Agreement, pursuant to which CNC, through its affiliates, Robert T. Shaw and C. Fred Rice, had provided management services to SLC since 1985, and SLC entered into ten-year Independent Contractor and Consulting Agreements with each of Messrs. Shaw and Rice. Mr. Rice is an executive officer and director of SLC. As a result of these transactions, the Company now has only one class of common equity securities, and, from and after February 11, 1994, no stockholder has beneficially owned 10% or more of SLC's outstanding Common Stock. Torchmark, a diversified insurance and financial services company headquartered in Birmingham, Alabama, and Stephens, an investment banking firm headquartered in Little Rock, Arkansas, are the largest stockholders of the Company, beneficially owning, 9.89% and 9.86%, respectively, of the Common Stock of the Company as of December 31, 1994. In accordance with the terms of the related stock purchase agreements entered into among CNC, SLC and each of Stephens and Torchmark, a representative of each of Torchmark and Stephens was elected to the Company's Board of Directors, and such representatives continue to serve on the Company's Board. Further, pursuant to such agreements, SLC has agreed to continue to have a representative nominated as a director from each such company for as long as such company holds at least 5% of SLC's outstanding Common Stock. See Note 4 of Notes to Financial Statements. On June 30, 1994, the reinsurance agreements between Southwestern Life Insurance Company, an SLC subsidiary, and Bankers that had been reinsured through an independent third party to CFLIC were terminated, and the business reinsured thereunder was recaptured, effective as of April 1, 1994. Immediately prior to the termination of the CFLIC reinsurance agreements, Union Bankers Insurance Company, an SLC subsidiary, utilized available cash to purchase all of the outstanding stock of Marquette National Life Insurance Company ("Marquette"), then a subsidiary of CFLIC, for $8.2 million. Following completion of the terminations, CFLIC repurchased the shares of its preferred stock held by the Company by transferring to the Company the senior secured loan of the Company with an outstanding principal balance of $30 million, all of the outstanding shares of the Company's Series 1984-A Preferred Stock, stated value of $22.2 million, all of the outstanding shares of the Company's Series 1987-B Preferred Stock, stated value of $7.0 million, a U.S. Treasury note, par value $1.1 million, and 620,423 shares of the Company's Common Stock. Immediately following the repurchase of the CFLIC preferred stock, SLC retired the senior secured loan and the SLC preferred stocks. The shares of SLC Common Stock were placed in treasury and retired as of year-end 1994. See "Management's Discussion and Analysis of Financial Condition and Results of Operations-Changes in Capital Structure" and Note 4 of the Notes to Financial Statements. During 1994, SLC reduced its notes payable by $48.6 million. As mentioned above, $30.0 million of senior secured debt was retired in conjunction with the recapture of the CFLIC business. On July 19, SLC purchased $10 million of its 11 1/4% Senior Subordinated Notes due 1996 in the open market for $10.1 million plus accrued interest. On August 5, a $4.9 million secured loan was paid with the proceeds from the sale of the airplane that collateralized the note. Additionally, Modern American Life Insurance Company ("Modern American"), an SLC subsidiary, paid dividends totaling $9.0 million in the form of SLC's 11 1/4% Senior Subordinated Notes due 1996 and SLC purchased from Modern American $3.0 million principal amount of such Notes, thereby eliminating Modern American's holdings in SLC securities. On December 1, the Company met its $100 million sinking fund requirement on its 11 1/4% Senior Subordinated Notes due 1996 by tendering $12.9 million of such Notes held in treasury and electing to utilize the $87.1 million in 11 1/4% Senior Subordinated Notes due 1996 that were exchanged in 1993 for 11 1/4% Senior Subordinated Notes due 2003 to satisfy the remainder. At year-end 1994, SLC had reduced the amount of its notes payable to $369.4 million, from $1,179.6 million at December 31, 1989. 4 In 1995, SLC is seeking to develop a plan to improve its capital structure by increasing its proportion of common equity, reducing its debt and fixed charges, and extending the maturities on any remaining debt. To assist with the development of a plan to address the holding company's situation, in January 1995, the Company engaged the investment banking firm of Donaldson, Lufkin & Jenrette as a financial advisor. There can be no assurances, however, that the Company will timely create and implement such a restructuring or recapitalization plan or that any plan would receive the requisite regulatory clearances or approvals or, if necessary, the approval of the Company's stockholders or creditors. Further, even if a plan is formulated and approved (as needed), there are no assurances that it will be effective or successful in eliminating or affecting positively any of the financial problems and constraints facing the Company. Numerous outside factors over which the Company has no control could also adversely affect any restructuring efforts by the Company, such as interest rate fluctuations, regulatory and legislative actions, and economic conditions generally. Additionally, it is likely that any restructuring plan involving SLC would result in the substantial dilution of its existing stockholders, especially its common stockholders, and could possibly result in a change in control of SLC. See Note 3 of Notes to Financial Statements. During 1995, the Company intends to continue its efforts to strengthen its core insurance subsidiaries by attempting to improve operating earnings through expense reductions, maintain sales momentum, achieve improved gross margins, and increase efficiency and productivity. Further, management intends to emphasize SLC's existing core businesses of individual life and individual health insurance products, while pursuing the sale of non-strategic subsidiaries. On January 12, 1995, the Company sold its wholly-owned subsidiary, Southeast Title and Insurance Company, for cash in the amount of $2,071,000. In January 1995, SLC announced it had entered into a letter of intent to sell Bankers Life Insurance Company of New York, subject to the execution of a definitive agreement and the approval of applicable Boards of Directors and state insurance regulatory authorities. On March 24, 1995, the Company signed a definitive agreement to sell Integrity National Life Insurance Company, subject to certain contingencies, including the approval of state regulatory authorities, and a letter of intent to sell Constitution Life Insurance Company after ceding 100% of Constitution's insurance contracts to another insurer. NOTE: The financial information presented in this Report on Form 10-K includes the assets and results of operations of divested companies prior to their sale and, in the cases of Bankers and Certified, includes the results of their operations from November 1992 through September 1993, based on the equity method of accounting following their sales. For this reason, the financial data presented for years before, during, and after the years in which sales of subsidiaries occurred may not be comparable. See Note 2 of Notes to Financial Statements. INSURANCE OPERATIONS As of December 31, 1994, the SLC subsidiaries that are either significant subsidiaries or are actively marketing insurance products are: SOUTHWESTERN LIFE INSURANCE COMPANY ("SOUTHWESTERN LIFE"): Headquartered in Dallas, Texas, Southwestern Life concentrates on the sale of individual life insurance and annuity products through general agents and brokers. On the basis of statutory accounting practices as required by state insurance regulatory authorities ("SAP"), Southwestern Life had total assets of $1.44 billion at December 31, 1994, and marketed products in 39 states, the District of Columbia and Guam. UNION BANKERS INSURANCE COMPANY ("UNION BANKERS"): Headquartered in Dallas, Texas, Union Bankers markets individual health and life insurance products and annuity products in 45 states and the District of Columbia through general agents and brokers. It had total assets of $204.1 million at December 31, 1994, based on SAP. CONSTITUTION LIFE INSURANCE COMPANY ("CONSTITUTION LIFE"): Headquartered in Louisville, Kentucky, Constitution Life is licensed in 48 states 5 and the District of Columbia. Constitution Life had total assets, including separate accounts, of $481.0 million at December 31, 1994, based on SAP. PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY ("PALICO"): Headquartered in Houston, Texas, PALICO markets group life, health, and disability insurance and provides fee-based, third party administrative services to group plans in 47 states, the District of Columbia and the Virgin Islands. PALICO had total assets of $54.0 million at December 31, 1994, based on SAP. BANKERS LIFE INSURANCE COMPANY OF NEW YORK ("BANKERS NEW YORK"): Headquartered in Woodbury, New York, Bankers New York concentrates on the sale of life insurance products and annuity products in eight states through general agents, special marketing groups and relationships with financial institutions. Bankers New York had total assets of $204.8 million at December 31, 1994, based on SAP. INTEGRITY NATIONAL LIFE INSURANCE COMPANY ("INTEGRITY NATIONAL"): Headquartered in Louisville, Kentucky, Integrity National markets home service life insurance and health insurance through general agents in 19 states and the District of Columbia. Integrity National had total assets of $41.3 million at December 31, 1994, based on SAP. BANKERS MULTIPLE LINE INSURANCE COMPANY ("BML"): With operations based in both Louisville, Kentucky, and Dallas, Texas, BML offers real estate errors and omissions insurance products and group and individual health insurance products through brokers and by direct mail. It is licensed in all 50 states and the District of Columbia. BML had total assets of $59.5 million at December 31, 1994, based on SAP. OTHER SUBSIDIARIES: SLC has a number of direct and indirect subsidiaries that do not have significant ongoing insurance operations, including Modern American, Marquette and Western Pioneer Life Insurance Company ("Western Pioneer"). Modern American, Western Pioneer and Marquette have insurance in force, but are not marketing insurance products at this time. Other subsidiaries of SLC include SWL Holding Corporation ("SWL Holding"), Care Financial Corporation ("Care Financial") and Facilities Management Installation, Inc. ("FMI"). SWL Holding is the intermediate holding company of Southwestern Life and its subsidiaries. Care Financial is the intermediate holding company of BML, PALICO and Union Bankers, and its subsidiary, Marquette. FMI provides substantially all of the management services to SLC and its insurance subsidiaries. 6 SLC HOLDING COMPANY SYSTEM SLC was organized in 1966 as a Missouri corporation and was reincorporated in Delaware during 1977. The following chart summarizes the relationships among SLC and its significant direct and indirect subsidiaries. Each percentage used in the chart represents the parent's percentage ownership interest in the outstanding voting securities of the respective subsidiary company. The years in which SLC formed, or acquired more than 50% of, the indicated subsidiaries are set forth parenthetically. [Diagram of SLC's holding company structure omitted in accordance with '] Securities and Exchange Commission rules for graphic or image material in electronic filings. The omitted material illustrates that FMI, SWL Holding, Modern American, Care Financial, Integrity National and Western Pioneer are each direct subsidiaries of the Company. The diagram further illustrates that Southwestern Life is held by SWL Holding, and that Southwestern Life is the parent of Bankers New York and Constitution Life. Further, the diagram depicts that Care Financial holds Union Bankers, BML and PALICO, and that Marquette is a subsidiary of Union Bankers.] The following companies are also direct or indirect subsidiaries of SLC, but do not have any significant operations: BML Agency, Inc.; SLC Financial Services, Inc.; Philadelphia American Property Company; Quail Creek Communications, Inc.; Quail Creek Recreation, Inc.; Quail Creek Water Company, Inc.; and REO Holding Corporation. 7 INSURANCE PREMIUMS AND ANNUITY CONSIDERATIONS The following table summarizes on a consolidated basis the Company's (i) premium income and other considerations and (ii) accumulation product premium equivalents for the three-year period ended December 31, 1994. 1992 includes amounts from Bankers and Certified, which were sold in November 1992. Premium income represents gross receipts on traditional whole and term life and health insurance products for individuals and groups, and other considerations consist of policy charges for the cost of insurance, policy administration charges, surrender charges and amortization of policy initiation fees relating to universal and interest-sensitive life insurance products and accumulation products, such as guaranteed investment contracts ("GICs") and certain annuities, as well as premiums collected on deferred annuities. Premium equivalents consist of gross receipts on deposit type annuities and guaranteed investment contracts. Premium equivalents are not reported as premium revenues, but rather are reported as additions to policyholder account balances. For additional information regarding SLC's industry segments, see "Management's Discussion and Analysis of Condition and Results of Operations-Analysis of Operating Results by Industry Segment" and Note 17 of Notes to Financial Statements and Schedules V and VI of the Financial Statement Schedules.
YEAR ENDED DECEMBER 31, --------------------------------------------- PREMIUM CATEGORY (DOLLARS IN MILLIONS) 1994 1993 1992 ------------------------------------------------------------------------------------- PREMIUM INCOME AND OTHER CONSIDERATIONS ------------------------------------------------------------------------------------- Individual life (including premium equivalents) . . . . . . . . . . . . $162.4 39% $164.0 35% $267.9 19% Less premium equivalents. . . . . . . (53.3) (13) (46.0) (10) (76.3) (5) ------------------------------------------------------------------------------------- Individual life . . . . . . . . . . . 109.1 26 118.0 25 191.6 14 Individual health . . . . . . . . . . 215.8 52 220.3 46 859.1 62 Group and other . . . . . . . . . . . 93.0 22 136.5 29 337.4 24 Accumulation products . . . . . . . . 0.1 0 0.2 0 0.7 0 ------------------------------------------------------------------------------------- Total . . . . . . . . . . . . . . . $418.0 100% $475.0 100% $1,388.8 100% ------------------------------------------------------------------------------------- ACCUMULATION PRODUCT PREMIUM EQUIVALENTS ------------------------------------------------------------------------------------- Guaranteed investment contracts . . . $ 2.7 4% $ 5.3 6% $292.0 63% Annuities . . . . . . . . . . . . . . 69.3 96 84.6 94 168.3 37 ------------------------------------------------------------------------------------- Total . . . . . . . . . . . . . . . $72.0 100% $89.9 100% $460.3 100% -------------------------------------------------------------------------------------
8 LIFE INSURANCE BUSINESS The following table provides certain information with respect to the various categories of the life insurance business in force for the Company's existing insurance subsidiaries and for subsidiaries sold by SLC during the indicated periods. 1992 includes amounts from Bankers and Certified, which were sold in November 1992. For purposes of the following table, "permanent" refers to traditional whole life and universal and interest-sensitive insurance products, "term" refers to term life products, and "group and other" refers to life insurance products sold in connection with group insurance products.
YEAR ENDED DECEMBER 31, ------------------------------- (DOLLARS IN MILLIONS) 1994 1993 1992 -------------------------------------------------------------------------------------- In-force at beginning of period (1)(2): Existing subsidiaries . . . . . . . . . . . . . . . $21,398 $21,437 $ 38,572 Subsidiaries sold during period . . . . . . . . . . 0 0 (15,546) ------- ------- -------- Total . . . . . . . . . . . . . . . . . . . . . . $21,398 $21,437 $ 23,026 -------------------------------------------------------------------------------------- Face amount of new business issued during period (1): Permanent . . . . . . . . . . . . . . . . . . . . . $ 682 $ 682 $ 729 Term. . . . . . . . . . . . . . . . . . . . . . . . 220 262 307 Group and other . . . . . . . . . . . . . . . . . . 99 968 389 ------- ------- -------- Total . . . . . . . . . . . . . . . . . . . . . . $ 1,001 $ 1,912 $ 1,425 -------------------------------------------------------------------------------------- Termination during period . . . . . . . . . . . . . . $ 1,486 $ 1,759 $ 2,055 Termination rate (3). . . . . . . . . . . . . . . . . 7.3% 8.2% 9.2% -------------------------------------------------------------------------------------- In-force at all subsidiaries at end of period (1)(2): Permanent . . . . . . . . . . . . . . . . . . . . . $14,383 $14,838 $ 15,018 Term . . . . . . . . . . . . . . . . . . . . . . . 3,031 3,254 3,655 Group and other . . . . . . . . . . . . . . . . . . 1,870 3,306 2,764 ------- ------- -------- Total . . . . . . . . . . . . . . . . . . . . . . $19,284 $21,398 $ 21,437 -------------------------------------------------------------------------------------- Financial reinsurance ceded at end of period (4). . . $ 1,453 $ 1,677 $ 2,076 Reinsurance ceded at end of period (5). . . . . . . . 5,222 5,658 5,417 -------------------------------------------------------------------------------------- (1) Excludes participations in group underwriting pools for federal employees (FEGLI) and service personnel (SGLI). (2) Includes reinsurance assumed, but before deduction of reinsurance ceded. (3) Represents the percentage of individual direct policies terminated during the indicated period by lapse, surrender, conversion, maturity, or otherwise. (4) Maintained under reinsurance agreements pursuant to which unaffiliated insurers have assumed from certain of SLC's insurance subsidiaries large blocks of life insurance in force, and the related policy reserves and premium income, generally in return for fees. These agreements are treated as financing arrangements under generally accepted accounting principles, and the in-force amounts ceded or assumed under these agreements have been excluded from the in-force amounts reflected in the table. See Note 11 of the Notes to Financial Statements and Schedule VI of the Financial Statement Schedules. These agreements will terminate during the next few years, resulting in the ceding companies' recapture of the reinsured business and policy reserves. (5) Excludes reinsurance ceded to other of SLC's insurance subsidiaries.
TRADITIONAL WHOLE LIFE. The Company's whole life policies are permanent insurance products that combine life insurance protection with a savings component or cash value that gradually increases in amount. Typically, a guaranteed fixed premium, which is higher than for comparable term coverage when the policyholder is younger, but less than comparable term coverage as the policyholder grows older, is paid over a period of years. A policyholder may borrow against the policy's accumulated cash value, but the amount of any outstanding loans decreases the death benefit under the policy. A policyholder may choose to surrender a policy and receive the accumulated cash value rather than continue the insurance protection. Relatively affluent, price-sensitive individuals historically were the focus of the Company's marketing efforts for traditional whole life insurance products. Over the past two years, however, the Company has offered whole life insurance products with smaller face amounts (starting at $2,500) designed to appeal to moderate income individuals. 9 In addition, the Company now offers traditional whole life insurance products that are designed to appeal to the senior citizen market. For example, in 1993, the Company introduced Life Made Simple, a whole life product that provides benefits to pay final expenses, and Senior Survivorship Plan, a first-to-die joint whole life product that helps offset the reduction in social security retirement income that occurs upon the death of a spouse, and in 1994 the Company introduced Future Leaders, a simplified whole life product designed for people wanting to provide a savings accumulation plan for their children and grandchildren. By introducing products targeted towards the senior citizen market and by expanding its marketing efforts to include moderate income individuals, the Company is attempting to benefit from the growing senior citizen market and create additional selling opportunities for its sales force of independent agents among moderate income individuals. The Company has also consolidated the marketing operations of Southwestern Life and Union Bankers to more effectively use its agency sales force. This combined distribution system permits agents at Union Bankers who have traditionally marketed only the Company's health insurance products to now market and sell the Company's life insurance products as well. See "-Distribution System." As of December 31, 1994, there were 311,000 whole life policies in force with $1.9 billion in face amount and $460.6 million in reserves. UNIVERSAL AND INTEREST-SENSITIVE LIFE. The universal and interest-sensitive life products offered by the Company provide whole life insurance with adjustable rates of return related to current interest rates. The principal difference between universal life and interest-sensitive life products is the amount and timing of premium payments. Universal life products permit policyholders to vary the frequency and size of their premium payments, although policy benefits may also vary. Premium payments under interest-sensitive life products are not generally variable by the policyholders. The majority of sales of individual life insurance products, measured by premium volume, have been for universal and interest-sensitive life insurance products. The Company's universal and interest-sensitive life products provide advantages generally not available to its traditional whole life and term life policyholders, such as flexibility in available coverages and, in respect of universal life products, flexibility in the amount and timing of premium payments. In addition, the Company's universal and interest-sensitive life products can, in some respects, provide higher returns and greater cash values to policyholders. The Company's universal life and interest-sensitive life insurance products are marketed to individuals directly and through qualified retirement plans, deferred compensation plans, and employer sponsored payroll deduction plans. As of December 31, 1994, there were 132,000 universal and interest-sensitive life policies in force with $12.5 billion in face amount and $920.9 million in reserves. TERM LIFE. Term life products offer pure insurance protection for a specified period of time, typically one, five or ten years. No cash value is built up. The Company offers a variety of term life products that include some or all of the following features: current and guaranteed premium rates that are level for either one, five or ten years; preferred smoker, preferred nonsmoker, nonsmoker, and smoker underwriting classes; and conversion to permanent insurance allowed to age 65 with premium credit. As of December 31, 1994, there were 36,000 term life policies in force with $3.0 billion in face amount and $52.0 million in reserves. Total sales of individual life insurance by SLC's insurance subsidiaries increased approximately 28% in 1994, compared to declines of 6% in 1993 and 33% in 1992 (excluding Bankers and Certified). In the future, SLC intends to continue to increase the amount of its life insurance business through internal growth. 10 HEALTH INSURANCE BUSINESS Substantially all of SLC's consolidated premium income and other considerations for individual health insurance are received from Medicare supplement plans, comprehensive and major medical (collectively, "comprehensive") health plans and long-term care plans. The following table sets forth, by product type, the amounts and percentages of SLC's consolidated premium income and other considerations for individual health insurance during the indicated periods. 1992 includes amounts from Bankers and Certified, which were sold in November 1992.
YEAR ENDED DECEMBER 31, -------------------------------------------- HEALTH POLICY TYPE (DOLLARS IN MILLIONS) 1994 1993 1992 ----------------------------------------------------------------------------- Medicare Supplement . . . . $124.3 58% $105.5 48% $502.2 58% Comprehensive . . . . . . . 84.8 39 108.1 49 266.3 31 Long-term care. . . . . . . 6.7 3 6.7 3 90.6 11 ----------------------------------------------------------------------------- Total. . . . . . . . . $215.8 100% $220.3 100% $859.1 100% -----------------------------------------------------------------------------
MEDICARE SUPPLEMENT. Medicare supplement products provide coverage for many of the medical expenses that the Medicare program does not cover, such as deductible and coinsurance costs (in which the insured and Medicare share the costs of medical expenses), and specified losses that exceed the federal program's maximum benefits. Medicare supplement products, like other types of health insurance, generate profits to the extent that the premium income and investment income exceed benefit payments and other expenses. The Company markets Medicare supplement products to individuals age 65 and older who are eligible for Medicare. Medicare supplement products are highly regulated, standardized products. Such regulations impose minimum loss ratios, restrict first year commissions payable to agents, require standardized benefits and impose disclosure requirements. Due to product standardization, insurance companies compete primarily on the basis of marketing and distribution. As of December 31, 1994, there were 138,000 Medicare supplement policies in force representing $134.9 million in annualized premiums and $84.2 million in reserves. COMPREHENSIVE HEALTH PRODUCTS. The Company markets comprehensive health products that provide hospital, medical, and surgical coverage within various prescribed policy deductible and coinsurance limits. The Company's comprehensive health products are marketed primarily to self-employed individuals, workers who are not fully covered by group health insurance, and early retirees. Inflation in the cost of health care continues to exceed the overall inflation rate, and a "cost shifting" pattern from the public sector to those privately insured has resulted in increases that have reduced the affordability of comprehensive health products to consumers. Although the comprehensive health products offered by the Company in many states have certain built-in protections against rising policy claims due to escalating health care costs, premiums on many traditional health plans offered by the Company may not be increased without notice to or approval by insurance regulatory authorities. Due to escalating health care costs and marginal profitability, the Company began deemphasizing sales of comprehensive health plans in late 1990 and has decreased the number of states in which these plans are marketed. As of December 31, 1994, the Company had 67,000 policies in force representing $70.5 million in annualized premiums and $42.0 million in reserves. LONG-TERM CARE. The Company's long-term care products are sold to retirees, older self-employed individuals and other persons in middle income levels. Like the market for Medicare supplement policies, the Company believes that the market for long-term care insurance products is attractive because of the general aging of the United States population. As of December 31, 1994, there were 6,600 long-term care policies in force representing $6.9 million in annualized premiums and $21.1 million in reserves. ANNUITY BUSINESS The principal annuity products marketed by the Company consist of flexible premium deferred annuities ("FPDA") and single premium deferred annuities ("SPDAs"). The Company also manages a seasoned block of GICs, single premium immediate annuities and supplementary contracts. In 1993, the Company made a strategic decision not 11 to pursue growth in its accumulation business through the sale of GICs, with the result that annuity products accounted for 94% of the Company's accumulation product premium equivalents during 1994. As of December 31, 1994, the guaranteed minimum crediting rates for the life of the Company's deferred annuity products were as follows:
GUARANTEED MINIMUM FUNDS UNDER CREDITING RATE MANAGEMENT ------------------ ------------- (DOLLARS IN MILLIONS) 3.00% . . . . . . . . . . . . . $ 27.9 3.50% . . . . . . . . . . . . . 19.7 4.00% . . . . . . . . . . . . . 307.4 4.50% . . . . . . . . . . . . . 66.5 5.00% . . . . . . . . . . . . . 0.6 6.00% . . . . . . . . . . . . . 41.0 No guaranteed minimum . . . . . 15.9 ------- $ 479.0 =======
At December 31, 1994, annuity liabilities were composed of $203.8 million of SPDA liabilities and $275.2 million of FPDA liabilities and $102.7 million of other annuity liabilities, for a total of $581.7 million of annuity liabilities. Of such liabilities, $287.6 million were subject to surrender charges averaging 7.0% at December 31, 1994. The Company prices its annuity products based on assumptions concerning prevailing and expected interest rates and other factors to achieve a positive difference, or spread, between its expected return on investments and the crediting rate. The Company achieves such spread through active portfolio management by its outside, independent investment advisors, focusing on matching the durations of invested assets and related liabilities to minimize the exposure to fluctuations in interest rates and by the adjustment of the crediting rate on annuity products. See "-Investments." Although the Company believes that the strategies employed by its investment advisors will continue to permit it to achieve a positive spread, a significant decline in the yield on the Company's investments could adversely affect the results of operations and financial condition of the Company. Due to an annuity holder's right to withdraw funds and the volatility of market interest rates, it is difficult to predict the timing of the Company's obligations under its SPDAs and FPDAs. Consequently, the Company maintains a portfolio of short-term investments that are readily marketable and sufficient in management's judgment to satisfy liquidity requirements for the SPDAs and FPDAs. See "-Investments." GROUP BUSINESS The group insurance market is highly competitive. The Company's group insurance business primarily involves the marketing and sale of health insurance products and the rendering of administrative services to group plans. The Company's fully insured group plans offer both managed care and traditional indemnity benefits. These plans are sold to small- and medium-sized employers to provide basic health care and major medical benefits to their employees. Most policies are written on a periodic basis, and competitive bids are often sought prior to renewal. PALICO is the only insurance subsidiary making any new sales to groups, although BML continues to underwrite health insurance under an established association group plan. In 1994, group insurance policies accounted for 17.1% of total consolidated collected premiums. PALICO also provides fee-based, administrative services consisting of processing comprehensive health insurance claims under diverse group plans. PALICO does not assume any underwriting risk under its administrative-only arrangements, which are entered into with large- and medium-sized employers. Instead, PALICO merely processes and pays claims for an administrative fee, while the employer acts as a self-insurer and provides the policyholder benefits. PALICO also provides groups with managed care plans, under which it develops a network of providers with negotiated cost controls and administers group claims and makes available stop loss coverage for group 12 benefits. The total claims administered by PALICO under these fee-based, administrative arrangements increased from $310.7 million during 1993 to $340.1 million during 1994. PALICO incurred significant losses in its group business during 1994 and 1993, resulting in pretax operating losses of $5.7 million and $12.9 million with respect to SLC's group business for 1994 and 1993, respectively. Such losses resulted primarily from group business written in 1992 and 1993, which was ultimately unprofitable, and inadequate pricing for services provided under administrative services arrangements. See the subheading "Group Insurance" under "Management's Discussion and Analysis and Results of Operations-Analysis of Operating Results by Industry Segment" for additional analysis of the factors contributing to the losses. Due to the unprofitable performance of its group insurance plans during 1994 and 1993, and the uncertainties created by the national health care reform efforts, PALICO intends to further deemphasize the sale of fully insured traditional indemnity group plans and fee-based, administrative services in favor of managed health care programs. DISTRIBUTION SYSTEM The Company sells its individual life and health insurance and annuity products primarily through more than 11,000 independent agents in over 40 states, and the District of Columbia. The following table identifies those states that accounted for 5% or more of the Company's subsidiaries' combined direct premiums from life, health, and annuity sales to residents in 1994.
PERCENTAGE 1994 DIRECT PREMIUMS ---------------------------------------------------------- 5% TO 10% 11% TO 15% 16% OR MORE ---------------------------------------------------------------------------------------------- LIFE . . . . . . . . . . . California, New Jersey, Texas New York HEALTH . . . . . . . . . . Florida, Indiana Illinois Texas ANNUITIES. . . . . . . . . Florida, New York Texas TOTAL BUSINESS . . . . . . Florida, Illinois, Texas New York ----------------------------------------------------------------------------------------------
Substantially all independent agents selling insurance products for the Company also represent other insurers. Group insurance is sold principally through independent agencies that are assisted by group sales staffs employed by an SLC subsidiary, and alternate funded plans are marketed directly by employees of an SLC subsidiary. An alternate funded plan is a plan under which the employer is self-insuring the basic benefits provided by the plan and the Company contracts to provide administrative and claims processing services as well as stop loss coverage for the plan. An important element of the Company's marketing plan is the fostering of a strong relationship between its insurance subsidiaries and the independent agents and brokers that sell their insurance products. The administration of insurance policies involves a high degree of interaction between the Company, policyholders and agents in the application and underwriting process, as well as during claims processing. The Company follows a service-oriented approach towards administering its insurance business and seeks to provide agents and policyholders with a timely and efficient response to claims, policyholder questions, and agency matters. The efficiency and professionalism with which these administrative matters are undertaken directly affect policyholders and the Company's agents and influence the willingness of agents to promote the Company's products. Management believes that the Company's reputation for providing a quality, dependable service to its policyholders and agents is, and will continue to be, fundamental to its business strategy and success. The Company structures the commissions on its products so that agents are provided meaningful financial incentives to increase the production of new insurance and to promote continued renewals of in-force insurance. At the same time, the Company employs financial discipline in setting agent compensation arrangements and seeks to avoid sacrificing product profitability and earnings growth through excessive or front-loaded commissions. Commissions on life insurance products vary between products and make up the largest element of acquisition costs. The Company 13 believes commissions on annuity products are comparable and competitive with hose paid on other investment-oriented products, such as bonds and mutual funds. The Company has also consolidated the marketing operations of Southwestern Life and Union Bankers to more effectively use its agency sales force. The Company believes that the combined distribution system allows Southwestern Life and Union Bankers to provide their agents with a wider range of insurance products that may be offered to existing and prospective clients and thus capture sales that may otherwise have been directed to other insurance companies. UNDERWRITING Premiums charged on insurance products are based, in part, on assumptions about the incidence and timing of claims. The Company employs professional underwriting staffs that have adopted and followed detailed underwriting procedures designed to assess and quantify insurance risks before issuing life and health insurance policies to individuals and groups. Except with respect to Medicare supplement insurance, which is heavily regulated, the underwriting practice of each SLC insurance subsidiary is to require medical examinations (including blood tests, where permitted) of applicants for certain health insurance and for life insurance in excess of prescribed policy amounts. These requirements vary according to the applicant's age and by policy type and amount, and streamlined procedures have been developed based on the amount and type of coverage sought. The Company also relies on medical records and each potential policyholder's written application for insurance. In issuing health insurance, the Company uses information from the application and, in some cases, inspection reports, physician statements, or medical examinations to determine whether a policy should be issued as applied for, issued with reduced coverage under a health rider or rejected. Acquired Immunity Deficiency Syndrome ("AIDS") claims identified to date, as a percentage of total claims, have not been significant for SLC'S subsidiaries. Evaluating the effect of future AIDS claims under the life and health insurance policies issued by SLC is extremely difficult, in part due to the insufficient and conflicting data regarding the number of persons now infected by the virus that causes AIDS and uncertainty as to the speed at which the disease may spread through the general population. The Company has implemented, where legally permitted, underwriting procedures designed to assist in the detection in applicants of the virus that causes AIDS. INVESTMENTS GENERAL. The Company's investment objectives are to maximize credit quality, liquidity and return, while minimizing principal risk. The Company seeks to attain these objectives through professional portfolio management and monitoring of its investments. Since 1992, the Company has relied primarily on independent investment advisors in the management of investments. New England Asset Management, Inc. ("NEAM") provides advice in the management of approximately $1.3 billion of the Company's investment portfolio and has advised the Company in connection with the 1993 sale of $144.7 million of the mortgage-backed residual interests and interest-only certificates previously held in the Company's investment portfolio and the reinvestment of a portion of the proceeds from such sale in trust certificates sold by Fund America Investors Corporation II ("Fund America"), which transaction is further described below. Conseco Capital Management, Inc., the investment advisory subsidiary of Conseco, managed approximately $443 million of investments during 1994. During 1994, Westridge Capital Corporation managed the investment of approximately $150 million of the assets and hedged the risk for one of Constitution's accumulation products. See Note 5 of Notes to Financial Statements, which is incorporated herein by reference, for additional information about the composition and performance of SLC's investment portfolio. The Company pursues an investment strategy principally designed to balance the duration of investment assets against the liabilities of its insurance subsidiaries for future policy and contract benefits and, under certain circumstances, to manage its exposure to changes in market interest rates, with separate investment segments for specific classes of product liabilities. As part of this approach, investment guidelines are developed for each product line that form the basis for distinct investment strategies to manage each product's return and liquidity requirements. Any exceptions to these guidelines must be approved by the Investment Committee of the Company's Board of Directors. The Company seeks investments with duration and return characteristics that match the duration, cash payment, and other characteristics of the underlying liabilities. It is the Company's policy, as well as a requirement 14 of applicable state insurance laws, to diversify the investments in its investment portfolio. The Company monitors the exposure of its investment portfolio to particular borrowers, industries or types of investments and geographic locations. It is the Company's policy not to make new investments in commercial mortgage loans or real estate. INVESTMENT STRATEGY. Since 1991, the Company has taken steps to restructure its investment portfolio to improve the overall credit quality of its portfolio. Specifically, the investment strategy has shifted to reducing the investment in noninvestment-grade, fixed maturity securities and equity securities and increasing the investments in investment-grade, fixed maturity securities. The Company's policy on investing in mortgage-backed securities and collateralized mortgage obligations (collectively, "CMOs") distinguishes between CMOs that have predictable and stable cash flows ($793.6 million at December 31, 1994) and which, therefore, do not present a high risk of loss of principal while providing relatively stable returns, and CMOs that represent mortgage-backed residual interests or interest-only certificates, generally referred to as "derivative CMOs" (carrying value of only $20.8 million at December 31, 1994), which may fluctuate significantly in value depending on levels of prepayments on the underlying mortgages. It is the Company's policy not to make further investments in derivative CMOs. The Company believes that its current investment strategy has resulted in a high quality, liquid investment portfolio, with low principal risk, that is well matched to the Company's liabilities. While these actions have resulted in substantially reduced exposure to credit risks, average yields decreased from 8.3% in 1992 to 6.9% in 1993. Investment yields increased to 7.3% in 1994 as general market interest rates increased during the year. In accordance with applicable insurance laws, SLC's insurance subsidiaries maintain substantial portfolios of investment assets that are held, in large part, to fund their future contractual obligations to policyholders. In structuring these portfolios, SLC has emphasized, and expects to continue to emphasize, investments in fixed maturity securities. In addition, SLC has maintained significant levels of short-term investments to meet its liquidity needs. Since 1991, fixed maturity securities and short-term investments have represented more than 75% of SLC's consolidated investments, while no other category of investment has represented more than 10%. Additional information regarding the categories and amounts of SLC's investment assets is reflected in Note 5 of Notes to Financial Statements. State insurance laws also impose certain restrictions on the nature and extent of investments by insurance companies and, in some states, may require divestiture of assets contravening these restrictions. In addition, the NAIC has begun drafting a model investment act which, if adopted, could significantly affect the investments of SLC's insurance subsidiaries. See "-Regulation." INVESTMENT RESULTS. The following table summarizes, for the indicated periods, certain results of the investments of SLC and its consolidated subsidiaries. 1992 includes amounts for Bankers and Certified which were sold in November 1992.
YEAR ENDED DECEMBER 31, ---------------------------------- (DOLLARS IN MILLIONS) 1994 1993 1992 ----------------------------------------------------------------------------------------------------- Average cash and invested assets(1) . . . . . . . . . . . . . $2,498.3 $2,845.2 $4,035.1 Net investment income . . . . . . . . . . . . . . . . . . . . 182.0 195.6 333.1 Average yield(2). . . . . . . . . . . . . . . . . . . . . . . 7.3% 6.9% 8.3% Realized investment gains (losses). . . . . . . . . . . . . . (96.9) 34.8 (119.1) Change in unrealized investment gains (losses)(3) . . . . . . (75.8) 1.6 22.2 ----------------------------------------------------------------------------------------------------- (1) Represents the average of the aggregate cash and invested assets amounts at the beginning and end of the period, excluding intercompany investments. (2) Represents net investment income divided by the average cost and invested assets for the period. (3) Generally represents increases or decreases in the value of equity securities carried at fair value at the end of each period presented and includes the difference in amortized cost and fair value of available for sale fixed maturity securities, adjusted for the change in amortization of deferred policy acquisition costs that would have been recorded had the Company realized such gains (losses), net of deferred income tax effects.
15 For the year ended December 31, 1994, net investment income decreased $13.6 million, or 7%, as compared to 1993. Net investment income includes 1) earnings on surplus investments and assets invested to support the reserve liabilities of the Company's traditional and interest-sensitive life and health insurance products (general investment portfolio) and 2) investment activity related to separately held assets supporting a GIC product, the credited rate on which is indexed to the S&P 500 Stocks Composite Average ("S&P 500"). In addition, in 1993 and 1992, net investment income included investment income on certain CMOs held in a special purpose trust (the "Trust"). The accounts of the Trust are no longer consolidated with those of the Company for periods after July 30, 1993, as the result of SLC's sale of a 75% interest in the Trust. Assets supporting the S&P 500 GIC product include, among other investments, put and call options on various equity based index futures, including the S&P 500. The return on such investments is highly volatile and, under certain market conditions, such as the overall decline in equity markets experienced during early 1994, can result in investment losses, or negative investment yields. The reduction in investment yield experienced in 1994 on the assets supporting the indexed GIC product was more than offset by a reduction in GIC benefits. Following is a summary of investment income (loss) for the three categories of investments as described above for the three years ended December 31, 1994:
YEAR ENDED DECEMBER 31, (DOLLARS IN MILLIONS) 1994 1993 1992 --------------------------------------------------------------------------------------------------- General investment portfolio. . . . . . . . . . . . . . . . . . . $186.7 $168.2 $325.6 Investments supporting indexed GIC product. . . . . . . . . . . . 5.3 27.4 16.1 CMOs held in the Trust. . . . . . . . . . . . . . . . . . . . . . 13.0 5.0 ------- ------ ------- Gross investment income. . . . . . . . . . . . . . . . . . . . . . 192.0 208.6 346.7 Investment expenses. . . . . . . . . . . . . . . . . . . . . . . . (10.0) (13.0) (13.6) ------- ------ ------- Net investment income. . . . . . . . . . . . . . . . . . . . . . $182.0 $195.6 $333.1 ---------------------------------------------------------------------------------------------------
At December 31, 1994, SLC had net pretax unrealized investment losses totaling $94.3 million, consisting of $101.0 million of unrealized investment losses related to available for sale fixed maturities, $1.0 million of unrealized gains attributable to equity securities, $5.4 million of unrealized gains attributable to investments in limited partnerships and $0.3 million of unrealized gains attributable to other invested assets. Such unrealized investment losses are reflected in stockholder's equity, net of a $9.1 million adjustment in deferred policy acquisition costs and unearned revenue reserves and $29.8 million in deferred income tax effects. At December 31, 1993, SLC had pretax unrealized investment gains totaling $33.9 million, consisting of $21.4 million of unrealized gains related to available for sale fixed maturities, $7.2 million of unrealized gains attributable to equity securities, and $5.3 million of unrealized gains attributable to investments in limited partnerships. Such unrealized investment gains were reflected in stockholders' equity, net of a $10.4 million adjustment in deferred policy acquisition costs and unearned revenue reserves, a $5.2 million adjustment for the minority interest in certain unrealized investment losses and $8.2 million in deferred income tax effects. The unrealized losses related to available for sale fixed maturities at December 31, 1994 are primarily as a result of declines in market interest rates since December 31, 1993. Except as may be required to meet its liquidity requirements, SLC has no current plans and management does not believe that SLC will be required over the near-term to liquidate a significant portion of such available for sale fixed maturities and incur such losses. As a result of declining long-term interest rates experienced during the first two months of 1995, the unrealized losses on available for sale fixed maturity securities had declined approximately $45.0 million, from $101.0 million at December 31, 1994, to approximately $56.0 million at February 28, 1995. FIXED MATURITY SECURITIES. The Company's fixed maturity portfolio generally includes government and corporate debt securities and CMOs. Historically, this portfolio has been structured, in part, to balance desirable yields with credit concerns. The Company has concentrated its fixed maturity investments within categories that are rated investment-grade, while, in certain instances, holding selected noninvestment-grade securities that provide higher yields. The Company classifies its high-yield securities as noninvestment-grade if they are unrated or are rated less than "BBB-" by Standard & Poor's Corporation ("S&P") or Baa by Moody's Investor Service ("Moody's"). Based on such classifications, the Company's noninvestment-grade, fixed maturity securities represented 4.2% of the Company's consolidated cash and invested assets at December 31, 1994 as compared to 4.0% at December 31, 1993 and 3.8% 16 at December 31, 1992. Following is a summary of the Company's fixed maturity investments segregated by investment quality based on S&P ratings and the two categories of such investments as reflected in SLC's consolidated balance sheet at December 31, 1994 (in millions):
HELD TO MATURITY PERCENT PERCENT AVAILABLE AT TOTAL TOTAL OF TOTAL FOR SALE AT AMORTIZED FIXED FIXED INVESTED INVESTMENT QUALITY(1) FAIR VALUE COST MATURITIES MATURITIES ASSETS ------------------------------------------------------------------------------------------------------------------- AAA . . . . . . . . . . . . . . . . . . . . . . $680.6 $1.6 $682.2 41.2% 29.0% AA . . . . . . . . . . . . . . . . . . . . . . 177.1 177.1 10.7 7.5 A . . . . . . . . . . . . . . . . . . . . . . . 396.0 396.0 23.9 16.8 BBB+ . . . . . . . . . . . . . . . . . . . . . 89.4 89.4 5.4 3.8 BBB . . . . . . . . . . . . . . . . . . . . . . 102.1 7.9 110.0 6.6 4.7 BBB-. . . . . . . . . . . . . . . . . . . . . . 99.5 99.5 6.0 4.2 ------- ------ ------- ------- ------- Total investment-grade . . . . . . . . . . . . 1,544.7 9.5 1,554.2 93.8 66.0 ------- ------ ------- ------- ------- BB+ . . . . . . . . . . . . . . . . . . . . . . 27.7 27.7 1.7 1.1 BB and BB-. . . . . . . . . . . . . . . . . . . 42.2 42.2 2.6 1.8 B and Below . . . . . . . . . . . . . . . . . . 24.3 6.4 30.7 1.9 1.3 ------- ------ ------- ------- ------- Total noninvestment-grade. . . . . . . . . . . 94.2 6.4 100.6 6.2 4.2 ------- ------ ------- ------- ------- Total fixed maturities . . . . . . . . . . . $1,638.9 $15.9 $1,654.8 100.0% 70.2% ------------------------------------------------------------------------------------------------------------------- (1) Bonds not rated by S&P are classified according to the rating assigned to them by the National Association of Insurance Commissioners (the "NAIC") as follows: for the purposes of the table, NAIC Class 1 is included in the "A" rating; Class 2, "BBB-"; Class 3, "BB-"; and Classes 4-6, "B and Below."
Noninvestment-grade debt securities generally provide higher yields, but involve greater risks than investment-grade debt securities because these securities are often unsecured and subordinated to other debt, and because the issuers of noninvestment-grade debt securities typically are more highly leveraged and, therefore, more vulnerable to adverse economic conditions than issuers of investment-grade debt securities. In addition, the trading market for these securities is usually more limited than for investment-grade debt securities. The Company continually reviews the percentage of its portfolio that is invested in noninvestment-grade debt securities (NAIC designations 3 through 6) and intends to maintain the percentage holdings of such securities at or below the current level. At December 31, 1994, corporate debt securities then defaulted as to principal and/or interest had been marked to market and constituted less than a 1% of the Company's total fixed maturity securities. DERIVATIVE CMOS. SLC's insurance subsidiaries hold investments in two derivative CMOs, generally known as "kitchen sink" bonds, that resulted from actions taken in late 1992 and mid 1993 to reduce the Company's exposure to further loss of principal on a substantial portfolio of directly-held derivative CMOs. These investments include certain Class B pass-through certificates issued by Fund America (the "Fund America Investment") and the residual interest (the "SIST Residual") in a special purpose trust, the Secured Investors Structured Trust, 1993-1 ("SIST"). Both the Fund America Investment and the SIST Residual represent residual or junior interests in the cash flows from two trusts created in 1993, as described below. Substantially all of each trust's cash flows from the investments within these trusts is applied first to the payment of interest on the trust's outstanding senior debt, with the remainder being applied to reduce the principal balance of the senior debt. Except for the cash flows from one relatively small investment held in the Fund America Trust, SLC's insurance subsidiaries, as holders of the residual interests in these trusts, are not entitled to receive any of the cash flows from these trusts until the senior debt has been fully repaid. Thereafter, all cash flows from the underlying securities in these trusts will be paid to SLC's insurance subsidiaries. As discussed below, primarily as a result of a rising interest rate environment and resultant negative market perceptions relative to these types of investments, the Company realized investment losses totaling $86.2 million on these investments during 1994. CMO investments generally offer relatively high yields and, because of the quality of the underlying collateral, such as residential mortgage loans, are usually given the highest credit ratings by S&P and Moody's. Beginning in late 17 1990 and continuing through 1991, management utilized a strategy of investing in CMOs to enhance the credit quality of SLC's investment portfolio without incurring a reduction in investment yields. A significant portion of these investments were represented by conventional CMO obligations that had predictable cash flows and little risk of loss of principal. However, the Company also invested substantial amounts in derivative CMOs, such as principal-only certificates, interest-only certificates, inverse floaters, and residual interests. Although highly rated, such derivative CMOs can produce yields substantially higher than conventional CMOs, but are sensitive to changes in market interest rates and there is substantial risk of loss of principal associated with such investments. Beginning in the last half of 1991 and continuing throughout 1992, market interest rates declined significantly and, as a consequence, mortgage loan interest rates declined to their lowest levels in approximately 25 years. Concurrently, the levels of mortgage loan refinancings and prepayments reached unprecedented high levels. Based on such factors, SLC incurred significant losses relative to its derivative CMOs and realized investment losses on such investments totaling $138.5 million during 1992. Beginning in mid 1992, SLC began exploring ways to reduce its exposure to the prepayment risks associated with its remaining portfolio of derivative-type CMOs, including retaining an unaffiliated investment advisor and an investment banking firm to examine strategic alternatives regarding such investments. The primary objectives were to liquidate a substantial portion of the Company's investments in these types of securities without incurring significant additional losses, to protect the Company against future economic losses, and to reduce the accounting volatility associated with these types of investments. Following extensive analysis of SLC's portfolio of derivative CMOs, it was the belief of management and SLC's advisors that the marketplace had significantly underpriced the individual securities within the portfolio and that a structure involving unaffiliated parties could be formed that would allow SLC to meet all of its objectives. In conjunction with the sale of Bankers in November 1992, derivative CMOs previously owned by Bankers with a carrying value of $251.0 million were placed in the Trust sponsored by I.C.H. Funding Corporation, an SLC subsidiary ("ICH Funding"). Bankers was issued a $159.2 million bond ("collateralized mortage note obligation") and SLC retained a residual interest in the Trust totaling $91.8 million. All cash flows from the Trust were to be applied first to the repayment of the collateralized mortgage note obligation due Bankers, with interest at 8.5%, and SLC was given an option to purchase the remaining collateralized mortgage note obligation from Bankers within 90 days following the sale of Bankers. Due to continuing high levels of prepayments of the underlying mortgage loans, at year-end 1992, SLC reflected a writedown of its investment in the Trust to its fair value of approximately $79.7 million. In February 1993, the SIST was formed by transferring substantially all of the remaining assets held in the Trust. Interests in the SIST totaling $171.0 million were sold to unaffiliated parties, including $111.0 million of bonds bearing interest at the floating thirty-day London Interbank Offered Rate ("LIBOR") plus 2 1/2% and $60.0 million of bonds at a fixed rate of 8.0%. SLC utilized $142.1 million of the proceeds to retire the remaining collateralized mortgage note obligation due Bankers and, after underwriting expenses, SLC received $24.5 million in cash, which was applied to reduce its remaining carrying value in the SIST Residual. In structuring the SIST, additional securities were added at a cost of $6.8 million solely to collateralize the SIST Residual, which had a carrying value of $55.2 million following the formation of the SIST. These securities consisted of the principal component of bonds (the "RFCO Strips") issued by the Resolution Funding Corporation, a mixed-ownership government corporation established for the sole purpose of providing financing for the Resolution Trust Corporation, the agency charged with resolving failed savings and loan associations. By its terms, the payment of the RFCO Strips are due in full in a single payment of $58.0 million in January 2021, which amount management believes to be sufficient to assure SLC's recovery of its carrying value in the SIST Residual. Although not obligations of, or guaranteed as to principal by the United States of America, the Offering Circular for the RFCO Strips stated that the principal amounts of the RFCO Strips would be fully repaid from proceeds of noninterest bearing obligations of the United States issued by the Secretary of the Treasury and deposited in a separate account at the Federal Reserve Bank in New York. Effective July 30, 1993, SLC and its subsidiaries, along with CFLIC, entered into a transaction designed to substantially reduce their exposure to the prepayment risks associated with their remaining investments in derivative CMOs, including liquidating a substantial portion of such investments. SLC's subsidiaries and CFLIC sold directly-owned derivative CMOs with carrying values of approximately $137.7 million and $26.5 million, respectively, to an 18 unaffiliated party, Fund America. In addition, SLC and CFLIC sold to Fund America 75% of their rights with respect to the SIST Residual with carrying values of $7.0 million and $33.7 million, respectively. CFLIC had acquired its interest in the SIST Residual in conjunction with its acquisition from SLC of an 83% interest in ICH Funding as discussed in Note 4 of Notes to Financial Statements. Fund America sponsored the formation of a trust (the "Fund America Trust") into which it deposited the purchased securities. Interests in the Fund America Trust aggregating $218.0 million were sold to unaffiliated parties, of which $217.0 million represented senior debt bearing interest at the floating thirty-day LIBOR plus 2.0%. Of the gross sale proceeds, $113.7 million was utilized to purchase securities which were added to the Fund America Trust, $8.9 million was utilized to acquire RFCO Strips to solely collateralize the Class B pass-through certificates, $5.0 million was utilized to pay underwriting and other expenses, and $90.4 million was utilized as partial consideration for the purchase of the securities from SLC and its subsidiaries and CFLIC. The remainder of the consideration received by SLC and it subsidiaries and CFLIC consisted of $101.0 million face value, or 99%, of the Class B pass-through certificates issued by the Fund America Trust with a fair value, as determined by the investment banking firm, of $91.4 million, assuming an 11% discount rate. The Fund America Investment was recorded at its fair value and SLC recognized a loss on the transaction totaling $15.1 million. Such loss was offset, in part, by gains totaling $11.8 million on the disposal of other securities utilized to hedge SLC's investments in the derivative CMOs. The RFCO Strips added to collateralize the Fund America Investment are to be paid in a single payment totaling $102.0 million in April 2030, and management believes such amount are sufficient to fully recover SLC's investment. Management had originally intended to reflect the Fund America Investment and the SIST Residual at their amortized cost in the held to maturity category of fixed maturity securities to eliminate the accounting volatility associated with these types of investments. In late 1993, the Emerging Issues Task Force ("EITF") of the Financial Accounting Standards Board ("FASB") issued EITF Issue No. 93-18, "Impairment Recognition for a Purchased Investment in a Collateralized Mortgage Obligation Investment or in a Mortgage-Backed Interest Only Certificate," which provided an analytical framework for measuring the impairment of certain "high risk" CMOs and which has been widely used to provide guidance as to when writedowns should be taken on CMO investments in accordance with SFAS No. 115. Under EITF No. 93-18, if the future cash flows from an investment on a discounted basis utilizing a "risk free" rate of return are projected to be less than the investment's amortized cost, an "other than temporary" writedown to fair value is required through a charge to earnings. In addition, authoritative sources indicated that it was doubtful whether these types of investments could ever be classified in the held to maturity category of fixed maturities. Accordingly, at December 31, 1993, SLC classified its Fund America Investment and the SIST Residual as available for sale and reduced the carrying value of such investments from $95.5 million to their estimated fair value, assuming an 11% annual return to maturity, of $67.1 million. Such reduction, totaling $28.4 million, was reflected as an unrealized investment loss through a charge to stockholders' equity. The Fund America Investment and the SIST Residual are both highly sensitive to changes in mortgage loan prepayment rates and changes in market interest rates, particularly the one-month LIBOR upon which interest payments to holders of senior classes of these investments are generally based. At December 31, 1993, the one-month LIBOR was approximately 3.2% and, primarily as a result of the rising interest rate environment experienced throughout 1994, had increased to approximately 5.9% as of December 31, 1994. Such increase in LIBOR had a significant impact on the estimate of future cash flows that would be required to service the senior classes of debt. The ultimate expected maturities of the senior debt were extended approximately five years in the case of the Fund America Trust and approximately three years in the case of the SIST as a result of the increase in estimated cash flows needed to service the interest portion of such debt. The rise in LIBOR in 1994 and its effect on projected cash flows was offset, in part, by a significant decline in mortgage loan prepayments and refinancings, and, as a consequence, the assumed rate of prepayments on underlying CMO investments held in the Fund America Trust and the SIST were appropriately adjusted. Under the provisions of EITF No. 93-18, the determination of when a loss is to be "triggered" and reflected as a charge to earnings is a function of both future cash flows and the "risk free" rate used to discount such cash flows to their present value. At December 31, 1993, the "risk free" rate used to value the Fund America Investment and the SIST Residual was 5.0%, or the equivalent yield on a five-year U.S. Treasury obligation. As a result of both rising interest rates in 1994 and the lengthening of the period over which cash flows from these investments are expected to be received, the "risk free" rate utilized at December 31, 1994 was 7.8%, or the equivalent of a thirty-year U.S. 19 Treasury obligation. Such increase in the "risk free" rate substantially lowered the threshold at which realized losses on these investments were required to be recognized. The determination of the fair values of the Fund America Investment and the SIST Residual is primarily affected by the rate utilized to discount future cash flows. At December 31, 1993, the discount rate assumed by an investment banking firm to estimate the fair values of these investments was 11%, the same discount rate utilized to initially estimate the fair value of these investments. Based, in part, on the perceived risks associated with these types of investments and the turmoil experienced in the CMO marketplace during 1994 as a result of significant losses incurred by certain investment management funds investing in these types of instruments, the same investment banking firm utilized a substantially higher 20.5% discount rate at December 31, 1994. Based on projected cash flows at December 31, 1994, this increase in the assumed discount rate accounted for approximately $25 million of the decrease in the fair value of these investments during 1994. Due primarily to the increasing interest rate environment in 1994 and its effect on the projected future cash flows of the Fund America Investment and the SIST Residual as discussed above, realized investment losses on such investments were "triggered" under the provisions of EITF No. 93-18 on two occasions during 1994. For the three months ended March 31, 1994, SLC reflected a charge to earnings for the writedown of these investments from their GAAP book value totaling $96.4 million to their then fair value totaling $50.0 million, or a total charge of $46.4 million. For the three months ended December 31, 1994, SLC recorded an additional charge to earnings for the writedown of the Fund America Investment from its GAAP book value totaling $48.4 million to its estimated fair value of $8.6 million, or a total charge of $39.7 million. Following is information with respect to the amount and percentage of senior debt outstanding at December 31, 1994 and 1993, relative to each of the Fund America Trust and SIST, and the related book value, carrying value, and projected cash flows attributable to the Company's Fund America Investment and the SIST Residual:
--------------------------------------------------------------------------------------------------------------------- FUND AMERICA SIST ------------------ ----------------- (DOLLARS IN MILLIONS) 1994 1993 1994 1993 --------------------------------------------------------------------------------------------------------------------- Senior debt outstanding . . . . . . . . . . . . . . . . . . . . . . . . . $152.8 $190.7 $56.6 $90.8 Senior debt outstanding as a percentage of original senior debt. . . . . . 70.4% 87.9% 33.1% 53.1% Book value of SLC investment. . . . . . . . . . . . . . . . . . . . . . . . $ 8.6 $ 81.7 $ 6.4 $13.8 Carrying value of SLC investment(1) . . . . . . . . . . . . . . . . . . . . 8.6 58.6 3.6 8.5 Projected future SLC cash flows(2). . . . . . . . . . . . . . . . . . . . . 267.2 315.7 40.5 49.7 Projected date of first receipt of cash flows(2). . . . . . . . . . . . . . 2004 1999 2001 1998 ---------------------------------------------------------------------------------------------------------------------- (1) Represents the fair value of the Company's investments as estimated by an investment banking firm. (2) Represents the projected future cash flow attributable to the Company's 99% ownership in the Class B pass-through certificates issued by the Fund America Trust (87% at December 31, 1993) and the Company's 25% ownership in the SIST. The projected future cash flows and the projected date of first receipt of cash flows were estimated by the Company's investment adviser, NEAM, under an assumed unchanged future interest rate environment at each of the respective dates.
The carrying values of the Fund America Investment and the SIST Residual at December 31, 1994 approximates the fair value of the RFCO Strips included in the trusts at December 31, 1994, and, therefore, management believes the likelihood of additional writedowns in the foreseeable future is remote. The declines in value of the Fund America Investment and the SIST Residual have not had and are not expected to have any effect on the Company's operating cash flows over the next several years. The writedowns reflected relative to these investments will, however, have a significant effect on earnings as reflected for financial reporting purposes. Prior to the writedowns discussed above, the Company had accrued investment income on these investments at 6.0% of their GAAP book value, or approximately $5.8 million of investment income in 1994. 20 Beginning in 1995, investment income will be accrued on these investments at an average 16.5% of their GAAP book value, or approximately $2.5 million of investment income. For statutory reporting purposes, the Investment Working Group of the NAIC has tentatively decided not to follow or adopt the GAAP accounting standards of SFAS No. 115 and EITF No. 93-18 described above. At December 31, 1994, the combined carrying value of the investments for SAP totaled $78.8 million. OTHER INVESTMENTS. At December 31, 1994, $127.0 million in book value of the Company's investment portfolio consisted of mortgage loans representing 5.4% of SLC's investment portfolio. The Company has a stated policy of not directly initiating or making new mortgage loans, except under limited circumstances, including primarily to finance sales of company-owned real estate. New mortgage loans have totaled $1.8 million, $3.1 million and $17.0 million during 1994, 1993 and 1992, respectively. During 1994, SLC acquired $7.9 million of mortgages as a distribution from one of its limited partnership investments and $5.2 million of mortgages in conjunction with the recapture of the CFLIC reinsurance agreement. Substantially all other mortgage loans owned by the Company were as a result of the acquisitions of life insurance companies in 1986 and prior years. At December 31, 1994, mortgage loans delinquent by more than 60 days constituted amounted to $3.5 million, or 2.8% of total mortgage loans. At December 31, 1994, SLC provided a $3.0 million reserve for possible mortgage loan losses through a charge to earnings. Real estate investments totaling $57.1 million and home office real estate totaling $13.0 million represented 2.4% and 0.6% of the Company's investment portfolio, respectively, at December 31, 1994. The Company has a stated policy of not making real estate investments, except for foreclosures on its existing mortgage loans. During 1994, there were no significant mortgage loan foreclosures. Mortgage loan foreclosures totaled $3.2 million and $5.7 million in 1993 and 1992, respectively. During 1993, SLC fulfilled its obligation to purchase certain real estate from former subsidiaries for approximately $19.0 million. In addition, in conjunction with the sale of Bankers in 1992, SLC purchased all of the real estate held by Bankers, primarily its home office real estate, for $9.0 million. In 1992, Bankers entered into a long-term lease for a portion of the property sold to SLC and in 1994 SLC sold a substantial portion of the remaining property at a gain. The remaining real estate acquired from Bankers, with a carrying value of $4.1 million at December 31, 1994, is held for sale. At December 31, 1994, the Company held limited partnership interests in various partnerships with a carrying value totaling $42.0 million, as compared to $43.6 million at year-end 1993 and $39.8 million at year-end 1992. These investments were made primarily to participate in the potential appreciation resulting from certain leveraged buyouts and corporate reorganizations. In addition, included in such investments at December 31, 1994 was a $21.1 million investment, representing a 49% limited partnership interest, in a partnership formed to acquire, through auction, certain mortgage loans and real estate formerly held by failed savings and loan associations for resale. The Company believes that, on a selective basis, these investments offer attractive risk-adjusted returns; however, such investments are not readily marketable and, in the event of a need for liquidity, the Company may be unable to quickly convert such investments into cash. See Note 6 of Notes to Financial Statements for additional information regarding the Company's investments in limited partnerships. The Company's investment portfolio at December 31, 1994, also included approximately $229.5 million of cash and short-term investments, plus certain fixed maturity investments (U.S. government agency-backed and mortgage-backed securities and publicly traded, investment-grade bonds) that could be readily converted to cash at or near carrying value with a carrying value of approximately $1,625.6 million. At December 31, 1994, these liquid investments constituted 79% of the Company's total cash and invested assets. REINSURANCE Indemnity reinsurance is an arrangement or "treaty" under which an insurance company, the "reinsurer," agrees to indemnify another insurance company, the "ceding company," for all or a portion of the insurance risks underwritten by the ceding company. Generally, the Company enters into indemnity reinsurance arrangements to assist in diversifying its risks and to limit its maximum loss on large risks, including risks that exceed SLC's applicable policy-retention limits, currently ranging up to $500,000 per insured for individual life insurance products. Indemnity reinsurance does not discharge the ceding insurer's liability to meet policy claims on the reinsured business. The ceding 21 insurer remains responsible for policy claims on the reinsured business to the extent the reinsurer fails to pay such claims. The Company reinsures with unaffiliated insurance companies, except that Southwestern Life reinsures a block of interest-sensitive life business from Modern American. The in force amount under this reinsurance treaty with Modern American at December 31, 1994 was approximately $455.7 million. Under most of the Company's reinsurance arrangements, new insurance and annuity sales are reinsured automatically rather than on a basis that would require the reinsurer's prior approval. The Company pays reinsurance premiums to such reinsurers which are, in general, based upon percentages of premiums received by the Company on the business reinsured less, in certain cases, ceding commissions and experience refunds paid by the reinsurer to the Company. Such agreements are generally terminable at any time as to new risks by either the Company or the reinsurer on appropriate notice; however, such termination does not affect risks ceded during the term of the agreement, which generally remain with the reinsurer, subject, in specified cases, to specified rights on the part of the Company to recapture such risks. Insurance in force ceded in 1994 under indemnity reinsurance agreements totaled approximately $1.5 billion. See Note 11 of Notes to Financial Statements. In a few instances, SLC's subsidiaries have ceded blocks of insurance to unaffiliated reinsurers to provide funds for enhancing surplus, financing acquisitions, and other purposes. Under these financing arrangements, statutorily determined profits on the reinsured business are accelerated through the reinsurer's payment of ceding commissions representing the present value of profits on the business over the reinsurance period. These reinsurance transactions, or so-called "surplus relief reinsurance" represent financing arrangements and, in accordance with GAAP, are not reflected in the accompanying financial statements, except for the ceding fees paid to or received from reinsurers. Statutory surplus provided by such treaties before tax effects totaled $57.8 million at December 31, 1994, or approximately 12% more than the $51.5 million of surplus relief at December 31, 1993 primarily as a result of the $20.7 million net ceding fee incurred by Employers Reassurance Corporation ("ERC") to effect the recapture of certain reinsurance from CFLIC. See Note 4 of Notes to Financial Statements. These arrangements are expected to terminate over the next several years through the recapture of the ceded blocks of business and such recaptures will result in a charge to the statutory earnings of the recapturing companies. Historically, reinsurance has not had a significant effect on SLC'S consolidated results of operations, with net ceded premium income and other considerations representing 6% or less of total premium income and other considerations in each of the past three years. ADMINISTRATIVE OPERATIONS The administrative operations of most of SLC's subsidiaries are consolidated through FMI, the service corporation subsidiary of SLC. Functioning as the employer of substantially all of the employees performing services in SLC's insurance operations, FMI provides management and administrative services to SLC companies directly and through arrangements with third parties. Claims administration, risk underwriting, regulatory compliance, and development and marketing of insurance products are consolidated on behalf of all of SLC's insurance subsidiaries and are generally separated for servicing and performed on the basis of insurance product or business segment instead of on a per subsidiary basis. A significant portion of the data processing services required in the administrative operations of SLC's insurance subsidiaries is provided by a third party vendor. Because of the operational interrelationships among SLC's insurance subsidiaries, the sales of subsidiaries in prior years have required changes in the administrative operations of various SLC companies, including changes in executive responsibilities and personnel requirements. The complete separation of the operations of SLC's subsidiaries and the subsidiaries previously sold occurred in 1993, with the expiration of the servicing arrangements that were entered into when the former subsidiaries were sold in 1989 and 1990. Following a full-scale review, the administrative operations of SLC's subsidiaries have been reorganized to reduce inefficiencies, redundancies and excess capacities, and the operations of several companies have been consolidated across product lines in a primary location under a common management team. 22 COMPETITION The insurance industry is highly competitive, with approximately 2,000 life and health insurance companies in the United States. Certain large insurers and insurance holding company systems have substantially greater capital and surplus, larger and more diversified portfolios of life and health insurance policies, and larger agency sales operations than those of SLC's insurance subsidiaries. Financial and claims paying ratings assigned to insurers by the nationally recognized independent rating agencies, always a key ingredient, have in some markets become preemptive, especially in the area of accumulation products. SLC's insurance subsidiaries also are encountering increased competition from banks, securities brokerage firms, and other financial intermediaries marketing insurance products and other investments, such as savings accounts and securities. SLC's life insurance subsidiaries, like all life insurance companies, can expect greatly increased competition from banks due to a recent judicial decision and potential congressional action. In January, the U.S. Supreme Court held that national banks may market and sell fixed, variable, and hybrid annuities. Also in 1995, bills have been introduced in Congress that would substantially widen the opportunities for banks to participate in the insurance industry, including allowing banks to sell insurance products and bank holding companies to own insurance companies. SLC's insurance subsidiaries compete primarily on the basis of experience, size, accessibility, cost structure and pricing, claims responsiveness, product design and diversity, service, and distribution. SLC believes that its insurance subsidiaries are generally competitive based on premium rates and service, have longstanding relationships with their agents, and offer a diverse portfolio of products. RATINGS SLC's subordinated debt and preferred stock are rated by Moody's and S&P. These agencies, along with Duff & Phelps Credit Rating Company ("Duff & Phelps"), have also rated the claims paying ability of certain of SLC's insurance subsidiaries. In addition, A.M. Best, an agency specializing in the rating of insurance companies, has assigned ratings to each of SLC's insurance subsidiaries. Since 1992, substantially all of the ratings issued by these agencies have reflected ratings downgrades due primarily to continuing high levels of debt at the parent company level. As a result of these downgrades, SLC has a subordinated debt rating of "C" by Moody's and "C" by S&P, and a preferred stock rating of "C" by Moody's and "C" by S&P (all of which are below investment grade). SLC's lead life insurance subsidiary, Southwestern Life, has a "B+" rating by A.M. Best (very good), a claims paying rating of "B" by Duff & Phelps, and "B+" by S&P. Additionally, Moody's has assigned an insurance financial strength rating of "B2" (poor) to Southwestern Life. Bankers New York has been assigned a rating of "A-" and the remaining SLC subsidiaries have been assigned a rating of "B+" by A.M. Best. For many of these ratings, SLC and its subsidiaries remain under review, with negative implications. The following ratings downgrades, beginning in 1991 and continuing into 1995, were precipitated by the amount of corporate debt remaining from SLC's prior acquisitions, the perceived interdependence of the SLC's holding company structure, high and continuing leverage at the parent company, and losses incurred in connection with past investment strategies: Duff & Phelps lowered the claims paying abilities of certain SLC subsidiaries in January 1993, October 1994, and January 1995; A.M. Best lowered its ratings in February 1993 and January 1995; Moody's lowered the subordinated debt, preferred stock, and insurance financial strength ratings in June 1993 and January 1995; and S&P lowered the subordinated debt, preferred stock, and claims paying ratings in November 1992 and January 1995. These factors have also contributed to increased regulatory oversight of the SLC insurance holding company organization. The ratings assigned to SLC and its insurance subsidiaries have a significant effect on SLC's ability to issue debt securities, as well as the interest rates that SLC must pay in order to borrow funds. The claims paying ratings assigned to SLC's subsidiaries could have a significant effect on a given subsidiary's ability to market its products, as well as its ability to retain its presently existing insurance in force. REGULATION GENERAL. SLC's insurance subsidiaries are subject to comprehensive regulation in the various states in which they are authorized to do business. The laws of these states establish supervisory agencies with broad administrative 23 powers, among other things, to grant and revoke licenses for transacting business, to regulate trade practices, reserve requirements, the form and content of policies, and the types and amounts of investments, and to review premium rates for fairness and adequacy. These supervisory agencies periodically examine the business and accounts of insurance companies, including SLC's insurance subsidiaries, and require them to file detailed annual financial statements and reports prepared in accordance with SAP. In addition, as an insurance holding company, SLC is also subject to regulatory oversight in the states in which its insurance subsidiaries are domiciled and conduct business. REGULATORY REVIEW. In recent years increased scrutiny has been placed upon the insurance industry generally and the adequacy of the existing state regulatory framework in particular. In light of these developments, the NAIC and state insurance regulators have also become involved in the process of reexamining existing laws and regulations and their application to insurance companies. In addition, in connection with its accreditation of states to conduct periodic examinations, the NAIC has encouraged and persuaded states to adopt model NAIC laws on specific topics, such as holding company regulations, the structure of reinsurance transactions and the definition of extraordinary dividends. During 1992 and continuing through 1994, in part as a result of these activities, SLC's insurance subsidiaries became subject to substantially more oversight by insurance regulators than had been the case in the past, and such increased oversight will likely continue in 1995 and future periods. During 1992, a special working group of the NAIC (the "Group"), which included the representatives of the insurance departments of seven states, conducted an extensive review of the operations and financial condition of SLC and its respective insurance subsidiaries. Management believes that the concerns raised in 1992 by the Group have been resolved. Nevertheless, the Group has indicated it will continue to monitor, to the extent it deems appropriate, the activities and the operations of SLC and its insurance subsidiaries. REGULATION OF DIVIDEND PAYMENTS. As a holding company with no other business operations, SLC's primary sources of cash needed to meet its obligations, including principal and interest payments on its outstanding indebtedness, are sales of and interest on its investments and dividends from its insurance subsidiaries. SLC's insurance subsidiaries are subject to various regulatory restrictions on the maximum amount of payments, including loans or cash advances, that they may make to SLC without obtaining prior regulatory approval. See Note 9 of Notes to Financial Statements for additional information regarding dividend restrictions. MINIMUM CAPITAL REQUIREMENTS. Effective with statutory annual statements filed for the year ended December 31, 1993, and thereafter, all life insurance companies are required to calculate, utilizing NAIC formulas, their levels of total adjusted capital and risk-based capital. A ratio (the "RBC ratio") is then determined based on the company's level of adjusted capital to its risk-based capital. In states that have adopted the NAIC regulations, including each of the states where the Company's insurance subsidiaries are domiciled, the RBC requirements provide for four different levels of regulatory attention depending on an insurance company's base adjusted capital ("BAC") ratio. The BAC ratio is defined as two times the RBC ratio. The "Company Action Level" is triggered if a company's BAC ratio is less than 200% but greater than or equal to 150%, or if a negative trend has occurred (as defined by the regulations) and the company's BAC ratio is less than 250%. At the Company Action Level, the affected company must submit a comprehensive plan to its regulatory authority that discusses proposed corrective actions to improve its capital position. The "Regulatory Action Level" is triggered if a company's BAC ratio is less than 150% but greater than or equal to 100%. At the Regulatory Action Level, the regulatory authority will perform a special examination of the affected company and issue an order specifying corrective actions that must be followed. The "Authorized Control Level" is triggered if a company's BAC ratio is less than 100% but greater than or equal to 70%, and the regulatory authority may take any action it deems necessary, including placing the company under regulatory control. The "Mandatory Control Level" is triggered if a company's BAC ratio is less than 70%, and the regulatory authority is mandated to place the affected company under its control. Management believes that the levels of capital in SLC's insurance subsidiaries are sufficient to meet RBC requirements. Based on the NAIC's formulas, the RBC ratios for all but one of SLC's life insurance subsidiaries, based on financial statements as filed with regulatory authorities, exceeded 300% at December 31, 1994. One subsidiary's 24 RBC ratio approximated 208% and management is in the process of evaluating alternatives to achieve at least a 300% RBC ratio for such subsidiary by year-end 1995. GUARANTY FUNDS. From time to time, assessments are levied on SLC's insurance subsidiaries by life and health guaranty associations in those states in which they are licensed to do business. Such assessments are made primarily to cover the losses of policyholders of insolvent or rehabilitated insurers. In some states, these assessments can be partially recovered through a reduction in future premium taxes. SLC's insurance subsidiaries paid assessments of $2.7 million in 1994. CERTAIN AGREEMENTS WITH REGULATORY AUTHORITIES. Certain subsidiaries of SLC have entered into agreements with state insurance departments which impose restrictions or reporting requirements in connection with their operations of business or their payments of dividends. In management's view, none of these regulatory agreements have adversely affected the insurance business of the Company. In conjunction with the receipt of the approval of the Texas Department required for the restructuring of SLC's insurance holding company organization in September 1993, SLC and its Texas-based subsidiaries, Southwestern Life and Union Bankers, entered into an agreement with the Texas Department, which superseded a prior regulatory agreement they had entered into on March 31, 1993. Among other things, the agreement with the Texas Department requires SLC, Southwestern Life and Union Bankers to provide the Texas Department with designated information on an on-going basis relating to surrenders on Southwestern Life and its subsidiaries, Constitution Life and Bankers New York, and departures of executive officers, among other areas; requires Southwestern Life to provide 30 days prior notice of the payment of any stockholder dividend, to limit the amount it invests in private placement securities, and to not invest in interest-only CMOs; and requires 30 days prior notice of any financial reinsurance transaction or acquisition of business through assumption reinsurance by either Southwestern Life or Union Bankers. See Note 9 of Notes to Financial Statements for additional information regarding dividend restrictions. REGULATION AT FEDERAL LEVEL. Although the federal government generally does not directly regulate the insurance business, federal initiatives often have effects on the business in a variety of ways. Current and proposed federal measures that may significantly affect the insurance business include limitations on antitrust immunity, minimum solvency requirements, the removal of barriers restricting banks from engaging in the insurance and mutual fund business and changes in the taxation of insurance companies and the products they market. It is not possible to predict the outcome of any such congressional activity or the potential effects thereof on the Company or its business. HEALTH REFORM LEGISLATION. Numerous legislative proposals have been introduced or proposed in Congress and in some state legislatures that would effect major changes in the U.S. health care system nationally or at the state level. Certain proposals, such as cutbacks in the Medicare and Medicaid programs, containment of health care costs on an interim basis by means that could include a freeze on prices charged by physicians, hospitals and other health care providers, and permitting states greater flexibility in the administration of Medicaid, could adversely affect the Company. There can be no assurance that currently proposed or future health care legislation or other changes in the administration or interpretation of governmental health care programs will not have a material adverse effect on the Company's operating results. OTHER REGULATION. During 1993, the NAIC initiated the process of drafting a model investment act. In general, the currently drafted investment act is more restrictive than the present investment laws of the states in which SLC's insurance subsidiaries are domiciled. If adopted, it is likely that such model investment act would limit the types of investments that can be made by SLC's insurance subsidiaries in future periods, as well as the amounts that could be invested in various investment categories, which could result in an overall reduction in investment yields. RESERVES In accordance with applicable insurance laws, SLC's insurance subsidiaries have established and carry as liabilities actuarial reserves to meet their respective policy obligations. Life insurance reserves, when added to interest thereon at certain assumed rates and premiums to be received on outstanding policies, are calculated to be sufficient to meet policy obligations. The actuarial factors used in determining such reserves are based on statutorily prescribed 25 mortality and interest rates. Reserves maintained for health insurance include the unearned premiums under each policy, reserves for claims that have been reported but are not yet due, and reserves for claims that have been incurred but have not been reported. Furthermore, for all health policies under which renewability is guaranteed, additional reserves are maintained in recognition of the actuarially calculated probability that the frequency and amount of claims will increase as the attained age of the insured increases. SLC's insurance subsidiaries maintain reserves on reinsured business once it is assumed by them and take credit for reserves on reinsured business after it is ceded to other insurers by them. Reserves for the assumed reinsurance are computed on bases essentially comparable to direct insurance reserves. See Note 1 of Notes to Financial Statements for additional information regarding reserve assumptions under GAAP. EMPLOYEES At March 1, 1995, SLC and its subsidiaries employed a total of approximately 1,000 persons, excluding agents who are not employees but are independent contractors. This reflects a decrease in employees from 1,300 at December 31, 1993 and 1,500 at December 31, 1992 (excluding employees of Bankers). The consolidation of most of the Company's operations in Dallas, Texas in 1993 and 1994, and reductions-in-force instituted in such years to reduce costs and increase operating efficiencies, primarily account for the reduction in employees. ITEM 1A. EXECUTIVE OFFICERS OF REGISTRANT. Set forth below is certain information regarding the current executive officers of SLC. On October 10, 1994, Robert L. Beisenherz resigned from his positions as Chairman and a member of the Board of Directors of SLC and as its President and Chief Executive Officer. That same date, James R. Kerber was elected as a director of the Company and appointed to the positions of interim Chief Executive Officer and President of SLC. On January 18, 1995, the Board of Directors elected Glenn H. Gettier, Jr. as Chairman and a member of the Board of Directors of the Company and as the Company's Chief Executive Officer. Mr. Kerber was elected to the additional positions of Vice Chairman of the Board and Chief Operating Officer of the Company. DANIEL B. GAIL, age 44. Executive Vice President, General Counsel and Secretary since July 1994. Mr. Gail also serves as an officer in a majority of the Company's subsidiaries. Prior to joining the Company, Mr. Gail had been a shareholder of the Dallas, Texas law firm of Winstead, Sechrest & Minick, P.C., since 1989, and an associate and shareholder of the Dallas, Texas law firm of Moore & Peterson, P.C., from 1981 to 1989. GLENN H. GETTIER, JR., age 52, Chief Executive Officer and Chairman of the Board since January 18, 1995. Mr. Gettier is also a member of the Executive Committee of the Board of Directors and serves as a director of a majority of the Company's subsidiaries. Mr. Gettier served as the Executive Vice President, Chief Financial Officer and as a director of USLICO Corporation, an insurance holding company, and United Services Life Insurance Company, a life insurance company, both located in Arlington, Virginia, from October 1992 until joining the Company in January 1995. From 1984 until 1990, Mr. Gettier served as the Executive Vice President and Chief Financial Officer of The Equitable Life Assurance Society of the United States, a diversified financial services organization, located in New York, New York. ROBERT C. GREVING, age 43. Executive Vice President and Chief Actuary since 1992. Mr. Greving joined the SLC organization in 1990 and served as a Senior Vice President of the Company until 1993. He also serves as Executive Vice President, Chief Actuary and a director of SLC's subsidiary, Southwestern Life, and as an officer and director of various other SLC subsidiaries. Mr. Greving was a Senior Vice President and Actuary of American Founders Life Insurance Company, a life insurance company located in Phoenix, Arizona, from January 1988 until July 1990. JOHN T. HULL, age 51. Executive Vice President since March 1993, Treasurer since 1983 and Chief Financial Officer since 1994. Mr. Hull served from 1983 to 1993 as Senior Vice President and from 1979 to 1982 as the chief accountant for SLC and certain of its affiliates. He is also an officer and a director in a majority of the Company's subsidiaries and has also served since 1983 as Treasurer of several SLC subsidiaries. 26 JAMES R. KERBER, age 62. President of the Company since October 1994 and Chief Operating Officer and Vice Chairman of the Board since January 1995. Mr. Kerber is also a member of the Executive Committee of the Company's Board of Directors and serves as the President and Chairman of the Board of a majority of the Company's subsidiaries. Mr. Kerber served from 1990 until he joined the Company in 1994 as the Senior Executive Vice President - Insurance Operations of Life Partners Group ("LPG"), an insurance holding company located in Denver, Colorado. From 1981 through March 1990, Mr. Kerber had been employed by the Company as its Executive Vice President, Insurance Operations - Denver. Mr. Kerber resigned from his position with the Company in 1990 contemporaneously with the closing of the Company's sale of certain subsidiaries to an affiliate of LPG. C. FRED RICE, age 56. Senior Executive Vice President-Marketing and Real Estate since 1985. Mr. Rice has served as a director of the Company since 1975 and is a member of the Investment Committee and the Stock Option Committee of the Board of Directors. He also has served since 1970 as an officer and director of various affiliates of SLC. Mr. Rice is also an employee of CNC, serving as Vice President, Secretary, and a director of CNC since 1984. H. DON RUTHERFORD, age 58. Executive Vice President-Marketing since April 1994. Prior to that, he served as Senior Vice President from March 1993. Mr. Rutherford joined Union Bankers Insurance Company in 1967, and serves as Executive Vice President and Senior Marketing Officer of that subsidiary. Mr. Rutherford serves as Marketing Director for the individual life and health products of SLC's insurance organization. Officers are elected by the Board of Directors of SLC and hold office until their respective successors are duly elected and qualified. All of the executive officers of SLC are employed by its wholly-owned subsidiary, Facilities Management Installation, Inc., except Mr. Rice. ITEM 2. PROPERTIES. The following table sets forth certain information regarding the principal physical properties of SLC and its subsidiaries as of March 1, 1995. SLC also owns a 2,600-acre residential and recreational real estate development in Perry Park, Kentucky, and SLC's subsidiaries own certain real estate located in Chicago, Illinois, which was acquired from Bankers at the time of its sale in November 1992, and an office building with 129,000 square footage, at 2551 Elm Street, Dallas, Texas, where Union Bankers was formerly headquartered; they also hold, for investment purposes, certain real estate, none of which is included in the table below.
PRINCIPAL HEADQUARTERS SQUARE OWNED COMPANY LOCATION FOOTAGE OR LEASED ------- ------------ ------- --------- SLC, Southwestern Life and 500 North Akard Street 182,000* Leased, expiring Union Bankers Dallas, Texas 75201 November 1995* Bankers New York 65 Froehlich Farm Blvd. 14,400 Leased, expiring Woodbury, New York 11797 February, 1997 PALICO 3121 Buffalo Speedway 221,000 Owned Houston, Texas 77098 ______________ * Effective December 1, 1995, the square footage leased will be reduced to 132,017 and the term will be extended to November 30, 1997.
ITEM 3. LEGAL PROCEEDINGS. Modern American is a defendant in a class action lawsuit filed by William D. Castle and others on or about May 14, 1993 in the Circuit Court of Jackson County, Missouri, styled WILLIAM D. CASTLE, ET AL. V. MODERN AMERICAN LIFE INSURANCE COMPANY, CV93-10275 (the "CASTLE case"). The suit purports to be brought on behalf of a class of persons who own what plaintiffs denominate as charter contracts, issued by life insurance companies merged into or acquired by Modern American and its predecessors. The petition alleges breach of contract, and seeks declaratory judgment, costs, expenses and such other relief as the Court deems appropriate. As an alternative, the petition seeks rescission. SLC was added as a defendant to the CASTLE case by an amended petition, filed February 16, 1993, alleging 27 that SLC should be liable for any judgment against Modern American because SLC is the "alter ego" of Modern American and because SLC tortiously interfered with Modern American's contracts with the plaintiffs. SLC's motion to dismiss the amended petition as to SLC has been denied. On July 27, 1994, the Circuit Court entered an order relative to the plaintiffs' motion for certification of the suit as a class action and certified six subclasses composed of the persons who own or owned the so-called charter contracts purchased from Modern American and five of its predecessor corporations. A motion for summary judgment on the breach of contract claim filed by Modern American was overruled on October 19, 1994, and on such date plaintiffs' Notice of Class Action was approved by the court. Modern American's motion for partial summary judgment regarding plaintiffs' request for rescission based upon alleged fraud is awaiting decision. In January 1995, the trial court judge set the CASTLE case for trial commencing July 31, 1995. On or about October 12, 1993, the Plaintiffs in the CASTLE case also filed a lawsuit in the Circuit Court of Cole County, Missouri, naming Modern American and the Director of the Missouri Department of Insurance (the "Missouri Director") as Defendants. The second lawsuit, styled ROBERT J. MEYER, ET AL. V. JAY ANGOFF DIRECTOR OF THE MISSOURI DEPARTMENT OF INSURANCE AND MODERN AMERICAN LIFE INSURANCE COMPANY, CV193-1331CC (the "MEYER case"), is an appeal from the regulatory proceedings before the Missouri Department of Insurance, by which Modern American received regulatory approvals required for it to participate in the restructuring of the SLC insurance holding company organization. The restructuring was completed on or about September 29, 1993. The Plaintiffs in the MEYER case are seeking reversal or remand of the Director's Order of approval. On February 1, 1994 and July 15, 1994, the Cole County Circuit Court issued orders affirming the Order of the Missouri Director, which approved the reorganization of Modern American. On August 16, 1994, the plaintiffs appealed the Cole County Circuit Court's order to the Missouri Court of Appeals. On March 14, 1995, the Missouri Court of Appeals reversed the judgment of the Cole County Circuit Court and remanded the case for further proceedings. Specifically, the Missouri Court of Appeals remanded the case to the Cole County Circuit Court for a trial de novo of those transactions approved by the Director pursuant to Ch. 382 of the Missouri Revised Statutes. Management has instructed its counsel to petition the Court of Appeals for a rehearing. Although it is not possible at this time to make a meaningful assessment of the outcome of the litigation described above, SLC believes it has meritorious defenses to both the CASTLE and MEYER cases and intends to defend both cases vigorously. An unfavorable decision in any of these cases, however, could have a material adverse effect upon the financial condition of SLC. A subsidiary of SLC, together with six other parties, has been notified by the Texas Natural Resource Conservation Commission (formerly known as the Texas Water Commission) that it is a potentially responsible party under Texas environmental law with respect to certain property owned by that subsidiary and leased to a third party in Texas. That property is part of a tract of approximately 17 acres that allegedly has been contaminated with creosote. The potentially responsible parties have engaged an environmental consulting firm to investigate the extent of the contamination and develop a clean-up plan, after which the costs of the clean-up can be estimated. The Phase I Remedial Investigation was completed during the first half of 1993, and the Phase I Remedial Investigation Technical Memorandum (Phase I Report) was finalized by the end of 1993. Phase II of the Remedial Investigation and the risk assessment were delayed, but are currently scheduled to be performed during 1995. SLC's subsidiary has agreed to pay 6% of the cost of the investigation, and a former SLC subsidiary, which SLC has agreed to indemnify, has also agreed to pay 6% of the cost of the investigation. There is no agreement among the potentially responsible parties with regard to any responsibility for or the allocation of costs of any remedial action which may ultimately be determined necessary. A potentially responsible party brought an action, TOWNE SQUARE ASSOCIATES AND MILLENNIUM III REAL ESTATE CORPORATION V. GSV PROPERTIES, ET AL., Cause No. 91-15951, filed November 1991 in the 250th Judicial District, Travis County, Texas, naming the other potentially responsible parties defendants, including SLC's subsidiary and former subsidiary. SLC's subsidiary and former subsidiary asserted a counterclaim against the plaintiff as well as the other defendants, contesting their status as potentially responsible parties and seeking contribution and/or indemnity. The claims between the plaintiff and SLC's subsidiary and former subsidiary have now been resolved and the Texas Natural Resource Conservation Commission is contesting the Court's jurisdiction over the remaining claims. SLC, and Robert L. Beisenherz and Robert T. Shaw, each a former Chairman of the Company, and certain former affiliates of the Company, were added by an Amended Complaint, filed December 3, 1993, as defendants in 28 a lawsuit pending in Marion Circuit Court in Indianapolis, Indiana, MUTUAL SECURITY LIFE INSURANCE COMPANY, BY ITS LIQUIDATOR, JOHN F. MORTELL V. JAMES M. FAIL, EMILY S. FAIL, JACK A. GOCHENAUR, ALVIN R. TOWNSEND, SR., JANICE T. TOWNSEND, CHARLES D. CASPER, HARRY T. CARNEAL, CLIFFORD G. SMITH, KATHERYN F. SMITH, THOMAS K. PENNINGTON, MICHAEL BOEDEKER, MELVIN R. SCHOCK, LIFESHARES GROUP, INC., LSC-MARKETING, INC., LIFESHARES SERVICES COMPANY, MICHAEL S. LANG, LANG ASSOCIATES, INC., BETA FINANCIAL CORPORATION, THE OKLAHOMA BANK, ROBERT T. SHAW, CONSOLIDATED NATIONAL CORPORATION, I.C.H. CORPORATION, BANKERS LIFE AND CASUALTY COMPANY, MARQUETTE NATIONAL LIFE INSURANCE COMPANY, ROBERT L. BEISENHERZ, MARILYN BEISENHERZ, THEODORE L. KESSNER, AND CROSBY, GUENZEL, DAVIS, KESSNER & KUESTER (the "MUTUAL SECURITY case"). On January 3, 1994, the suit was removed to the United States District Court, the Southern District of Indiana at Indianapolis, Case No. IP94-0001 C. A Second Amended Complaint was filed on or about May 18, 1994. The Plaintiff, the Indiana Commissioner of Insurance, who had been appointed Liquidator of Mutual Security Life Insurance Company ("MSL") pursuant to a Final Order of Liquidation entered on December 6, 1991, alleges in the Second Amended Complaint that the defendant, James M. Fail, and others acquired control of MSL through a series of transactions and misused assets of MSL to acquire control of Bluebonnet Savings Bank, FSB ("Bluebonnet"), thereby contributing to the insolvency of MSL. The allegations against the Company arise primarily from a loan that was made to Fail in 1989 by Bankers, at that time a subsidiary of the Company. The Plaintiff alleges that the Company and others are liable for the acts of Fail under doctrines of joint venture and conspiracy, including alleged violations of the Racketeer Influenced & Corrupt Organizations Act ("RICO"), 18 U.S.C. Section 1961, ET SEQ. The complaint seeks unspecified compensatory damages, treble damages, costs, attorney fees and all other appropriate relief. On March 30, 1994, motions to dismiss were filed by CNC and its indirect subsidiary, Marquette. Motions to dismiss were also filed on behalf of Robert T. Shaw and CNC, as well as Robert L. Beisenherz. All such motions are awaiting decision. On November 22, 1994, a second lawsuit was filed in the United States District Court in the Southern District of Indiana, Case No. IP94-1934-C-M/S, by the plaintiff liquidator of Mutual Security Life Insurance against essentially the same defendants as in the Mutual Security case. This second suit seeks to enjoin certain transfers of Bluebonnet stock set to occur in connection with the settlement of another cause of action filed in Arizona. The court has denied plaintiff liquidator's motion for preliminary injunction in this matter, and the defendants have filed a motion to dismiss this suit as duplicative litigation. The Company believes it has meritorious defenses to the MUTUAL SECURITY case and the related second suit and intends to defend each suit vigorously. In July 1994, the IRS completed its examination of SLC for the years 1986 through 1989 and proposed deficiencies totaling approximately $127.7 million, before interest. A substantial portion of the proposed deficiencies involved the deductibility of approximately $444.0 million of interest expense on certain surplus debentures issued by SLC's insurance subsidiaries. Management believes the surplus debentures in question were legally enforceable debt instruments, as opposed to equity contributions, and that the related interest was properly deductible. Management disagreed with the proposed deficiencies and filed a written protest with the IRS. On March 7, 1995, representatives of SLC met with the IRS Appeals Officer at which meeting such Appeals Officer indicated his tentative agreement with the Company's position that no portion of the previously deducted interest expense on certain surplus debentures would be disallowed. The Appeals Officer's decision is not final and is subject to review. See Note 12 of Notes to Financial Statements. The Company, James R. Kerber, Vice Chairman, President and Chief Operating Officer of the Company, C. Fred Rice, a director and Senior Executive Vice President of the Company, Charles L. Duncan, a director of the Company, and Robert L. Beisenherz, a former Chairman and Chief Executive Officer of the Company, are defendants in a class action lawsuit styled, CHARLES OPTIZ, RAY SCHULMAN, CHARLES HALL, FRANK E. ORENSTEIN, AND WYDE LUMBER & SUPPLY CORP. PROFIT SHARING PLAN V. CHARLES L. DUNCAN, ROBERT L. BEISENHERZ, C. FRED RICE, JAMES R. KERBER AND SOUTHWESTERN LIFE INSURANCE COMPANY, filed in U.S. District Court, Northern District of Texas, on March 21, 1995, Case Number 3-95CV-0416G. The Plaintiffs seek relief on behalf of themselves and all other persons who purchased the Company's preferred and/or common stock between April 9, 1993 and February 3, 1995, due to alleged violations of the securities laws, specifically Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder and for common law fraud and deceit. The suit seeks certification as a class action, unspecified 29 monetary damages, legal fees and costs and other appropriate relief. All of the defendants deny all of the allegations, believe they have meritorious defenses to all of the claims and intend to defend the case vigorously. Except as described above, SLC and its subsidiaries are not parties, and their property is not subject to, any material pending legal proceedings other than ordinary routine litigation incidental to their respective businesses. See Note 12 of Notes to Financial Statements. ITEM 4. SUBMISSION OF MATTERS TO A VOTE OF SECURITY HOLDERS. Not Applicable. PART II ITEM 5. MARKET FOR REGISTRANT'S COMMON EQUITY AND RELATED STOCKHOLDER MATTERS. The Common Stock of Southwestern Life Corporation is listed for trading on the American and Chicago Stock Exchanges under the symbol "SLC." The following table sets forth for the periods indicated the high and low sale prices per share of the Common Stock as reported by the American Stock Exchange.
1994 1993 ------------- ------------- HIGH LOW HIGH LOW ---------------------------------------------------------------------------- First quarter . . . . . . . . . . 7 5/8 5 7 1/4 3 3/4 Second quarter . . . . . . . . . 6 5 7 3/8 4 9/16 Third quarter . . . . . . . . . . 6 1/2 5 1/4 6 3/4 4 7/8 Fourth quarter . . . . . . . . . 5 7/8 2 1/16 6 3/4 4 3/4 ----------------------------------------------------------------------------
At March 27, 1995, 47,205,200 shares of Common Stock of SLC were outstanding and were owned of record by approximately 51,000 stockholders. No cash dividends have been declared by SLC on its Common Stock since 1985. SLC anticipates that it will continue for the foreseeable future to follow a policy of retaining substantially all its earnings, and that as a result no cash dividends on the Common Stock will be declared. Certain indentures currently restrict SLC from declaring or paying dividends on its capital stock in excess of specified amounts. See Note 3 of Notes to Financial Statements. On February 11, 1994, SLC repurchased from CNC 100,000 shares of the Class B Common Stock of SLC, representing all of the shares of that class authorized, issued and outstanding. See "Business-Business Strategy" and Note 4 of the Notes to Financial Statements. As a result of that repurchase and the amendment of the Company's Certificate of Incorporation to delete all references to such shares of stock, SLC is no longer authorized to issue any shares of Class B Common Stock. No cash dividends had been declared on the shares of SLC's Class B Common Stock since 1985. ITEM 6. SELECTED FINANCIAL DATA. The following table sets forth for the indicated periods selected historical financial information for SLC and its consolidated subsidiaries. Such information should be read in conjunction with the consolidated financial statements of SLC, and the related notes and schedules, included elsewhere herein. Factors affecting the comparability of certain 30 indicated periods are discussed under "Management's Discussion and Analysis of Financial Condition and Results of Operations".
YEAR ENDED DECEMBER 31, (DOLLARS IN MILLIONS, ------------------------------------------------ EXCEPT PER SHARE DATA) 1994(1) 1993(2) 1992 1991(3) 1990 ---------------------- -------- -------- -------- -------- -------- Revenues . . . . . . . . . . . . . . $ 529.5 $1,082.4 $1,740.3 $1,887.6 $1,826.5 Operating earnings (loss). . . . . . (337.5) 211.9 50.9 25.4 (11.4) Net earnings (loss). . . . . . . . . (337.5) 203.3 46.5 34.2 (5.6) Net earnings (loss) applicable to common stock . . . . . . . . . . . (351.1) 174.5 15.7 3.4 (36.4) --------------------------------------------------------------------------------------- Per common share data: Primary: Operating earnings (loss). . . . $ (7.38) $ 3.82 $ .42 $ (.11) $ (.88) Net earnings (loss). . . . . . . (7.38) 3.64 .33 .07 (.76) Fully diluted: Operating earnings (loss). . . . (7.38) 3.53 .42 (.11) (.88) Net earnings (loss). . . . . . . (7.38) 3.38 .33 .07 (.76) Common stockholders' equity (deficit) . . . . . . . . . . . . . (3.48) 5.55 1.88 1.16 .99 Cash dividends . . . . . . . . . . . - - - - - --------------------------------------------------------------------------------------- Balance sheet data at end of period: Total assets . . . . . . . . . . . $3,146.7 $3,697.9 $3,868.1 $5,598.2 $5,474.1 Notes payable. . . . . . . . . . . 369.4 418.0 543.3 706.1 781.6 Stockholders' equity . . . . . . . 35.3 495.2 419.2 384.9 376.7 Common stockholders' equity (deficit) . . . . . . . . . . . . (164.7) 265.9 90.0 55.7 47.5 --------------------------------------------------------------------------------------- (1) Operating loss and net loss in 1994 include a charge for the cumulative effect at December 31, 1994, of a change in accounting for assessing the recoverability of excess cost of acquired subsidiaires over net assets acquired totaling $210.7 million, or $(4.43) per share. Such cumulative effect was determined to be inseparable from a change in an estimate. (2) Net earnings in 1993 includes charges for the cumulative effect to January 1, 1993 of a change in the method of accounting for post-retirement benefits totaling $1.8 million, or $(.04) per share, and the cumulative effect at December 31, 1993 of a change in accounting for certain debt and equity securities totaling $4.9 million, or $(.10) per share. (3) Net earnings in 1991 include a benefit for the cumulative effect to January 1, 1991 of a change in the method of accounting for income taxes totaling $8.8 million, or $.18 per share.
ITEM 7. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS. The following is an analysis of the results of operations and financial condition of SLC and its consolidated subsidiaries. The consolidated financial statements and related notes and schedules included elsewhere in this Form 10-K should be read in conjunction with this analysis. RECENT EVENTS AND OTHER FACTORS SLC's recent operating results are overwhelmingly affected by largely nonrecurring or infrequent items. At December 31, 1994, SLC adopted an accounting change relative to its methodology of assessing the recoverability of excess cost ("goodwill") that had a significant effect on the Company's reported results and its stockholders' equity. In addition, as a result of rising interest rates in 1994 and the application of accounting principles adopted at year-end 1993, the Company reflected significant other than temporary writedowns relative to certain of its CMOs. See "Business-Investments" and Note 5 of Notes to Financial Statements. Other events during 1994 included 1) the purchase and retirement of SLC's Class B Common Stock which had given its previous holders the ability to elect 75% of the members of SLC's Board of Directors, 2) the termination of significant and complex reinsurance agreements with a former affiliate, and 3) the continued consolidation of operations and reductions in operating expenses. See Note 4 of Notes to Financial Statements. Management's efforts in 1994 to identify potential acquisition targets or merger partners to complement SLC's core businesses, and to sell certain of its nonstrategic subsidiaries, were unsuccessful. As a consequence, the Company's ability to meet its maturing debt obligations as they become due in 1995 and 1996 became more problematic. 31 Following is an analysis of these various events and factors, including management's assessment of their impact on the financial position and liquidity of SLC, as well as management's future expectations. CHANGES IN CAPITAL STRUCTURE AND CFLIC TRANSACTION In February 1994, SLC purchased all of its Class B Common Stock from CNC and immediately cancelled and retired such stock. In June 1994, certain transactions were consummated with CFLIC, a subsidiary of CNC, pursuant to which SLC acquired from CFLIC all of its outstanding shares of 1984-A Preferred Stock and 1987-B Preferred Stock and 620,423 shares of its Common Stock, all of which shares were retired in 1994. See "Business-Business Strategy" and Note 4 of Notes to Financial Statements. As a result of these transactions, CNC's ownership in SLC was reduced to less than one million shares, or 2%, of SLC's outstanding Common Stock. Management believes these transactions are significant for various reasons. Most importantly, management believes that SLC's access to both debt and equity capital markets had been limited because of the control position held by CNC through the Class B Stock, and that the retirement of the Class B Stock and simultaneous, considerable reduction in CNC's holdings of SLC Common Stock through sales to Stephens and Torchmark could ultimately enhance SLC's ability to refinance its currently outstanding debt. Further, the redemption and retirement of the SLC preferred stocks and the cancellation of senior debt of the Company that had been held by CFLIC reduced SLC's interest and preferred dividend requirements by approximately $5.4 million annually. LIQUIDITY AND CAPITAL RESOURCES OF OPERATING COMPANIES The primary sources of liquidity for SLC's insurance subsidiaries include operating cash flows and short-term investments. The net cash provided by operating activities and by policyholder contract deposits of SLC and its subsidiaries, after the payment of policyholder contract withdrawals and benefits, operating expenses, and interest requirements approximated $179.0 million in 1992. In 1994 and 1993, such operating cash flows resulted in net cash requirements totaling approximately $21.0 million and $120.4 million, respectively. Exclusive of withdrawals by holders of GICs as discussed below, cash provided by operating activities during 1994 and 1993 totaled approximately $55.1 million and $208.6 million. SLC believes that its short-term investments are readily marketable and can be sold quickly for cash. Cash and short-term investments of SLC's subsidiaries totaled $212.8 million, or 9% of consolidated investments, at year-end 1994, compared to $295.1 million or 11% at year-end 1993 and $370.0 million or 12% at year-end 1992. The principal requirement for liquidity of SLC's insurance subsidiaries is their contractual obligations to policyholders, including policy loans, payments of benefits and claims, and general operating expenses. Further, policy loans of SLC's subsidiaries have represented 7% of SLC's consolidated investment assets during the past three years. In each of 1992, 1993 and 1994 and in January 1995, the claims-paying ratings assigned to certain of SLC's subsidiaries by various nationally recognized statistical ratings organizations were lowered. See "Business-Ratings" for information regarding ratings. Prior to 1995 and except for withdrawals made by certain GIC holders, management believes SLC's subsidiaries had not experienced more than normal policy surrenders and withdrawals as a result of these ratings downgrades. For the years ended December 31, 1994 and 1993, policyholder contract withdrawals, principally GICs, exceeded policyholder contract deposits by approximately $11.2 million and $207.4 million, respectively. Withdrawals by GIC holders totaled $76.1 million during 1994 and $329.0 million in 1993. Approximately $59.0 million of such withdrawals in 1994 and $184.3 million in 1993 represented scheduled maturities of GICs which were not reinvested with an SLC subsidiary. In addition, as a result of the restructuring of SLC's holding company system completed in 1993, the surplus of the subsidiary was significantly reduced and, as a consequence, some policyholders became entitled to an early withdrawal of their GICs. The subsidiary also voluntarily offered certain other GIC holders the right of early withdrawal. Unscheduled and early GIC withdrawals totaled $17.1 million in 1994 and $144.7 million during 1993. Because of its available liquidity and readily marketable securities, the subsidiary has not encountered, and management does not anticipate that the subsidiary will encounter, any difficulty in meeting its obligations relative to such withdrawals. In January 1995, SLC announced the indefinite suspension of dividends on its 1986-A Preferred Stock and steps being contemplated by SLC's Board of Directors to strengthen the holding company's capital structure and reduce 32 outstanding debt and fixed charges. Management believes that primarily as a result of these announcements, subsequent downgrades in credit and claim paying ratings, and the similarity between the holding company's name and that of its largest insurance subsidiary, Southwestern Life, surrender activity relative to the life insurance and annuity business of Southwestern Life and, to a lesser extent, its other insurance subsidiaries has increased over comparable levels in 1994. Surrenders of life insurance and annuity policies have averaged approximately $8.8 million during each of the first two months of 1995, as compared to $5.3 million per month in the comparable 1994 period. Because of their available liquidity, SLC's insurance subsidiaries have not encountered any difficulty in meeting their obligations relative to these surrenders. SLC's subsidiaries maintain significant levels of cash and short-term investments and approximately two-thirds of their investment portfolios are comprised of readily marketable investment-grade fixed maturity investments. In management's estimate, substantially all of the net surrender values of the Company's insurance policies in force at December 31, 1994, could be met through the liquidation of such investments, if required. Accordingly, management is confident that SLC's insurance subsidiaries have the capacity to meet all of their policyholder obligations as they become due. Certain of SLC's insurance subsidiaries have ceded blocks of insurance to unaffiliated reinsurers to provide funds for financing acquisitions and other purposes. Net statutory surplus provided by such treaties before tax effects totaled $57.8 million at December 31, 1994. For further information, see "Business-Reinsurance." SLC's insurance subsidiaries are subject to various capital adequacy tests that are utilized by regulatory authorities and rating agencies to assist in their evaluation of the subsidiaries' financial strength. See "Business-Regulation" for information regarding risk-based capital levels. Management believes that SLC's insurance subsidiaries are well-capitalized and have sufficient capital to meet their business needs and to provide assurance that they are highly capable of meeting their obligations to policyholders. The insurance subsidiaries maintain investment portfolios that exceed $2.3 billion in the aggregate. Their investment strategies are designed to maximize credit quality, liquidity and return, while minimizing principal risk. See "Business-Investments" for additional information regarding the Company's investments. LIQUIDITY AND CAPITAL RESOURCES OF PARENT COMPANY The primary sources of liquidity for SLC have historically included dividends and loans from its insurance subsidiaries and payments of principal and interest on surplus debentures issued by certain insurance subsidiaries. In 1993, the sale of SLC's investment in BLHC provided a substantial amount of liquidity for the parent company. The unpaid principal balance of surplus debentures issued to SLC by its insurance subsidiaries totaled $247.6 million at December 31, 1992. Of this amount, surplus debentures in the aggregate unpaid principal amount of $141.8 million were payable by Southwestern Life and $105.8 million were payable by Modern American. In 1993, Southwestern Life repaid the remaining balance on its surplus debenture utilizing proceeds from its 1992 sale of Bankers. In the restructuring of SLC's insurance holding company system in 1993, the surplus debenture from Modern American was retired and added to SLC's investment in its subsidiaries. Since September 30, 1993, there have been no surplus debentures due SLC by its subsidiaries. Prior to 1992, SLC had issued demand and collateralized notes to certain of its subsidiaries in order to meet short-term liquidity requirements. During 1993 and 1992 SLC repaid all of such obligations to its subsidiaries and does not intend to utilize such borrowings in future periods. SLC's principal needs for liquidity are debt service and, to a lesser extent, preferred dividend requirements. SLC's consolidated indebtedness totaled $369.4 million at December 31, 1994, as compared to $418.0 million at December 31, 1993, and $543.3 million at December 31, 1992. Substantially all indebtedness of SLC was incurred in connection with acquisitions of subsidiaries in periods prior to 1987, including collateralized senior debt and unsecured subordinated debt, a portion of which was exchanged for new debt in 1993. See Note 3 of Notes to Financial Statements for additional information regarding SLC's consolidated indebtedness, including annual maturities. 33 SLC reduced its reported indebtedness by $162.8 million in 1992, $125.3 million in 1993, and $48.6 million in 1994. Such reductions totaling $336.7 were effected primarily through SLC's prepayment of $45.0 million of senior secured debt in 1992, the prepayment of $168.4 million of senior secured debt and subordinated debt with proceeds form the sale of Bankers in 1992 and BLHC in 1993, a purchase in an open-market transaction of $10.0 million of senior subordinated debt in 1994, and $83.3 million of scheduled subordinated debt sinking fund and principal installments during the three-year period. In connection with the CFLIC transactions in 1994, SLC retired the remaining $30.0 million principal balance outstanding on its senior secured debt. Exclusive of the effects of investment transactions and the 1994 change in accounting for excess cost, the pretax operating earnings of SLC and its subsidiaries have been insufficient to cover SLC's debt service and preferred dividend requirements over each of the last three years. For the years ended December 31, 1994, 1993 and 1992, such pretax earnings were insufficient to cover fixed charges and preferred dividends by approximately $44.6 million, $103.4 million and $53.4 million, respectively. During the period, SLC covered its fixed charges and dividend requirements primarily from proceeds resulting from the sale of its investment in BLHC and the repayment of surplus debentures in 1993 and 1992. The following table reflects SLC's cash sources and requirements on a projected basis for 1995 and on an actual basis for 1994.
PROJECTED ACTUAL (DOLLARS IN MILLIONS) 1995 1994 ------------------------------------------------------------------ Cash sources: Sales and redemptions of investments. . . . . $ 5.2 Sale of Integrity National. . . . . . . . . . $ 9.6 Dividends from insurance subsidiaries . . . . 31.3 Dividends from non-insurance subsidiaries . . 5.2 9.0 Investment income . . . . . . . . . . . . . . 4.2 7.4 Other . . . . . . . . . . . . . . . . . . . . 7.0 10.8 ------------------------------------------------------------------ Total sources . . . . . . . . . . . . . . 26.0 63.7 ------------------------------------------------------------------ Cash requirements/uses: Subordinated debt sinking fund and unaffiliated principal payments(1) . . . . . 59.8 8.5 Early retirement of subordinated debt . . . . 10.0 Operating expenses. . . . . . . . . . . . . . 3.6 5.4 Interest. . . . . . . . . . . . . . . . . . . 46.6 50.1 Capital contributions to subsidiaries . . . . 7.0 Preferred dividends . . . . . . . . . . . . . 15.7 Net cash required for CFLIC transactions. . . 15.7 Purchase of SLC subordinated debt from subsidiaries . . . . . . . . . . . . . . . . 11.5 Other . . . . . . . . . . . . . . . . . . . . 1.8 11.1 ------------------------------------------------------------------ Total requirements/uses . . . . . . . . . 111.8 135.0 ------------------------------------------------------------------ Net cash provided (required) during year . . . (85.8) (71.3) Cash and marketable securities available, beginning of year . . . . . . . . . . . . . . 60.8 132.1 ------------------------------------------------------------------ Cash and marketable securities available (deficiency), end of year . . . . . . . . . . $(25.0) $ 60.8 ------------------------------------------------------------------ (1) Based on the expectation that the $21.5 million of SLC subordinated debt held by Constitution Life will be available at the holding company for meeting the sinking fund requirement. The transfer of these securities to SLC will require regulatory approval.
SLC's actual cash sources in 1994 exceed the previously projected 1994 cash sources, as reflected in SLC's 1993 Annual Report on Form 10-K, by approximately $13.1 million. Included in the increase in such cash sources is a $5.0 million prepayment on a note receivable, $6.5 million in income tax reimbursements for utilization of SLC's 34 income tax losses to offset the taxable income of its subsidiaries, and other miscellaneous sources totaling $1.6 million. SLC's actual 1994 cash requirement/uses exceed the previously projected 1994 cash requirements by $23.1 million. Included in the increase in such cash requirement/uses is a net $15.7 million additional investment in CFLIC preferred stock. See Note 4 of Notes to Financial Statements. In addition, other uses not previously projected include the use of $10.0 million cash to purchase $10.0 million principal amount of SLC's 11 1/4% Notes due 1996, the use of $7.0 million cash for capital contributions to subsidiaries, a loss on the liquidation of marketable securities totaling $4.6 million and other miscellaneous uses totaling $7.3 million. Included in projected uses of cash in 1994 was the purchase by SLC of $34.1 million of its 11 1/4% Notes due 1996 from certain of its subsidiaries. During 1994, SLC decided not to utilize its available cash to purchase $21.5 million principal amount of such Notes. As indicated in the preceding table, SLC does not currently have sufficient specifically projected cash sources to meet all of its 1995 cash requirements, and as set forth in Note 9 of Notes to Financial Statements SLC is severely limited regarding the amount of dividends that could be paid in 1995 by its insurance subsidiaries in the absence of regulatory approval. Accordingly, SLC is in various stages of negotiating the sale of several of its non-strategic subsidiaries that, at the prices under consideration, could provide in excess of $50 million of capital resources to the holding company. As of March 28, 1995, only one of such sales, that of Integrity National for $9.6 million, was evidenced by a definitive agreement, and this amount is included as a source of cash in the preceding projection. No assurances can be given that the sale of any subsidiary, including Integrity National, will be consummated. Additionally, in early 1995, management initiated a process of contacting various financially capable parties who may be interested in considering the investment of new capital into SLC. No assurances can be given that any investment will be made or, if made, have a beneficial effect on current stockholders of the Company. Lastly, while not currently being pursued, the Company has the additional options of seeking to borrow on a secured basis or to obtain regulatory approval for cash dividends from its insurance subsidiaries. Based on its evaluation of these various options, management believes that the Company has sufficient financial flexibility to make it likely that the Company can meet its debt service requirements through the end of 1995. However, there are no assurances that the Company will be successful in its attempts to obtain sufficient cash to fulfill its 1995 cash requirements, including its debt service requirements. If the Company is unable to obtain sufficient resources to meet its 1995 debt obligations, such failure could result in a default on one or more of such obligations and the holders thereof would be entitled to exercise certain remedies, including accelerating the maturity of the entire indebtedness and commencing legal proceedings to collect the indebtedness. In such event, the Company will examine and consider the range of available alternatives to default and the exercise of creditors' remedies. RESULTS OF OPERATIONS SLC's results in 1994, 1993, and 1992 have been affected by numerous items of an infrequent and nonrecurring nature. In 1994, SLC adopted an accounting change relative to the methodology of assessing the recoverability of excess cost (goodwill) related to the 1986 acquisition of Southwestern Life that had a significant effect on the Company's operating results. See Note 7 of Notes to Financial Statements for additional information regarding this accounting change and writedowns. In addition, primarily as a result of rising interest rates, the Company reflected significant other than temporary writedowns relative to its Fund America Investment and the SIST Residual. See "Business-Investments." Writedowns of certain other CMO investments were also taken in 1994 based on the anticipated liquidation of such assets at a loss in early 1995. The Company also reflected a loss in 1994 on the anticipated 1995 sale of its investment in Bankers New York and reflected a gain realized on the redemption of certain of its securities in connection with the termination of a reinsurance arrangement with CFLIC. See Notes 2 and 4 of Notes to Financial Statements. The 1994 operating results were also affected by a provision for litigation expenses and other contingencies. In 1993, SLC realized significant gains on the sale of its investment in BLHC, the sale of other invested assets, and the termination of a reinsurance arrangement with Bankers, and realized a benefit from the change in corporate income tax rates. In addition, significant writedowns of certain capitalized costs and operating facilities were taken in connection with the continuation of an operational consolidation and provisions were made for the costs associated with agreements entered into with SLC's former controlling stockholders and certain other contingencies. 35 In 1992, SLC realized a gain on the sale of an effective 60% interest in Bankers, which was offset by charges for significant losses on the portfolio of derivative CMOs, a litigation settlement, costs incurred to modify a data processing services arrangement, and costs incurred or accrued relative to an operational consolidation. The following table reflects the results of SLC's basic operations from 1992 through 1994, the contribution to operating results of Bankers through October 1992, and the effects that the above described charges and credits had on SLC's operating results for each of the three years.
(DOLLARS IN MILLIONS) 1994 1993 1992 --------------------------------------------------------------------------------------- Pretax earnings before equity in operating earnings of BLHC, amortization of excess cost, interest expense and credit (charges): Existing operating companies . . . . . . . . . . . $ 28.3 $ 23.9 $ 36.5 Corporate . . . . . . . . . . . . . . . . . . . . 6.3 16.2 3.6 Bankers . . . . . . . . . . . . . . . . . . . . . 94.3 Equity in operating earnings of BLHC . . . . . . . . . 29.1 3.3 Amortization of excess cost . . . . . . . . . . . . . (9.6) (9.6) (11.0) Interest expense . . . . . . . . . . . . . . . . . . . (48.3) (66.2) (79.0) --------------------------------------------------------------------------------------- Pretax earnings (loss) before credits (charges). . . . (23.3) (6.6) 47.7 Federal income tax expense . . . . . . . . . . . . . . 32.2 .7 8.1 --------------------------------------------------------------------------------------- Earnings (loss) before credits (charges) . . . . . . . (55.5) (7.3) 39.6 --------------------------------------------------------------------------------------- Change in accounting for excess cost . . . . . . . . . (210.7) Writedown of PALICO excess cost . . . . . . . . . . . (6.8) Gain (loss) on sales of subsidiaries . . . . . . . . . (4.2) 110.7 Gain on sale of BLHC . . . . . . . . . . . . . . . . . 297.0 Realized losses on CMO portfolio . . . . . . . . . . . (97.2) (4.4) (138.5) Other realized gains . . . . . . . . . . . . . . . . . 0.3 39.2 19.4 Gain on reinsurance termination . . . . . . . . . . . 22.6 Gain on CFLIC transaction . . . . . . . . . . . . . . 11.1 Litigation settlement . . . . . . . . . . . . . . . . (18.0) Data processing services settlement . . . . . . . . . (12.6) Consolidation expenses . . . . . . . . . . . . . . . . (23.9) (10.9) Provision for services agreements . . . . . . . . . . (9.0) Provision for litigation costs and other contingencies . . . . . . . . . . . . . . . . . . . (7.8) (9.3) Benefit from change in income tax rates . . . . . . . 3.5 Other tax effects related to charges (credits) . . . . 33.4 (96.5) 61.2 --------------------------------------------------------------------------------------- Total credits (charges). . . . . . . . . . . . . . . . (281.9) 219.2 11.3 --------------------------------------------------------------------------------------- Operating earnings (loss) before cumulative effect of changes in accounting methods and extraordinary losses . . . . . . . . . . . . . . . . . . . . . . . $(337.4) $211.9 $ 50.9 ---------------------------------------------------------------------------------------
The increase in the pretax operating loss from $6.6 million in 1993 to a pretax operating loss of $23.3 million in 1994 reflects in part the effects of SLC's sale of its investment in BLHC effective September 30, 1993, and the subsequent utilization of the proceeds from such sale. In 1993, SLC had reflected its equity in the operating results of BLHC totaling $29.1 million through the date of such sale, and in 1994 SLC had no similar equity earnings included in its operating results. SLC utilized $100 million of the proceeds from such sale to redeem preferred stocks with annual dividend requirements totaling $13.5 million. Although such use of funds to redeem preferred stock had an effect on earnings available to common stockholders, it had no effect on SLC's pretax operating results. SLC utilized approximately $63.2 million of such proceeds for the redemption of a portion of its outstanding indebtedness in 1993 and 1994, which reduced annual interest requirements on long-term indebtedness by approximately $9.4 million. The 36 remainder of the proceeds totaling approximately $124.4 million were invested primarily in lower yielding short-term obligations to meet SLC's liquidity needs. The interest savings on the debt retired and the yields on such short-term investments were insufficient to replace the equity earnings in BLHC. Pretax earnings from existing operating companies improved by $4.4 million in 1994 as compared to 1993, primarily as a result of general and administrative expense savings realized in 1994. General and administrative expenses totaled $92.2 million in 1994, as compared to $111.2 million in 1993, primarily reflecting the results of operational consolidations and other cost saving measures. The expense savings in 1994 were offset in large measure by higher than expected benefit costs, primarily in the individual life insurance and individual health insurance segments. The decline in pretax operating earnings of $47.7 million in 1992 to a pretax operating loss of $6.6 million in 1993 reflects primarily the exclusion of Bankers' results for all of 1993, offset in part by a reduction in interest expense on long-term indebtedness of $16.5 million (See "-Interest Expense and Preferred Dividend Requirements"). Through October 1992, Bankers was included in SLC's consolidated results and contributed approximately $94.3 million to SLC's 1992 pretax earnings. For the last two months of 1992, SLC reflected its equity in the operating results of BLHC totaling $3.3 million. The combined Bankers contribution to pretax earnings and equity in operating results of BLHC totaling $97.6 million in 1992 compares to SLC's equity in the operating earnings of BLHC totaling $29.1 million in 1993. Except for the interest expense savings on long-term debt realized in 1993, SLC was unable to effectively redeploy the proceeds from the sale of Bankers during the last two months of 1992 and during 1993 to fully replace the reduction in pretax earnings resulting from the sale of Bankers. In addition, SLC incurred losses of $12.9 million in its group insurance operations in 1993. 37 ANALYSIS OF OPERATING RESULTS BY INDUSTRY SEGMENT SLC's major industry segments consist of individual life insurance, individual health insurance, group and other insurance, accumulation products, and corporate (including surplus investment). The following table sets forth the consolidated revenues, expenses, pretax operating earnings and product sales (annualized first year premiums) attributed or allocated to each industry segment. "Pretax operating earnings (loss)" reflected in the table represents SLC's consolidated operating earnings or loss before realized investment gains or losses, corporate interest expense, amortization of excess cost, provision for income taxes, the cumulative effect of accounting changes, and extraordinary gains and losses. See Note 17 of the Notes to Financial Statements and Schedule V of the Financial Statement Schedules for additional information regarding SLC's segment results.
YEAR ENDED DECEMBER 31, -------------------------- (DOLLARS IN MILLIONS) 1994 1993 1992 --------------------------------------------------------------------------------------- INDIVIDUAL LIFE INSURANCE --------------------------------------------------------------------------------------- Total sales . . . . . . . . . . . . . . . . . . . . . . $ 16.9 $ 13.1 $ 25.1 --------------------------------------------------------------------------------------- Premiums (including premium equivalents) . . . . . . . $162.4 $164.0 $267.9 Less premium equivalents . . . . . . . . . . . . . . . (53.3) (46.0) (76.3) ------ ------ ------ Premium income and other considerations . . . . . . . . $109.1 118.0 191.6 Net investment and other income . . . . . . . . . . . . 126.5 147.6 157.1 ------ ------ ------ Total revenues . . . . . . . . . . . . . . . . . . . . 235.6 265.6 348.7 Total benefits and expenses . . . . . . . . . . . . . . 204.3 220.5 306.2 ------ ------ ------ Pretax operating earnings . . . . . . . . . . . . . . . $ 31.3 $ 45.1 $ 42.5 --------------------------------------------------------------------------------------- INDIVIDUAL HEALTH INSURANCE --------------------------------------------------------------------------------------- Comprehensive and other sales . . . . . . . . . . . . . $ 17.3 $ 29.0 $ 49.7 Medicare supplement sales . . . . . . . . . . . . . . . 30.9 33.6 99.4 Long-term care sales . . . . . . . . . . . . . . . . . 1.2 1.0 16.3 ------ ------ ------ Total Sales . . . . . . . . . . . . . . . . . . . . . . $ 49.4 $ 63.6 $165.4 --------------------------------------------------------------------------------------- Premium income and other considerations . . . . . . . . $215.8 $220.3 $859.1 Net investment and other income . . . . . . . . . . . . 17.5 11.2 54.8 ------ ------ ------ Total revenues . . . . . . . . . . . . . . . . . . . . 233.3 231.5 913.9 Total benefits and expenses . . . . . . . . . . . . . . 217.5 210.5 847.4 ------ ------ ------ Pretax operating earnings . . . . . . . . . . . . . . . $ 15.8 $ 21.0 $ 66.5 --------------------------------------------------------------------------------------- GROUP AND OTHER INSURANCE --------------------------------------------------------------------------------------- Total sales . . . . . . . . . . . . . . . . . . . . . . $ 8.2 $ 41.2 $ 61.9 --------------------------------------------------------------------------------------- Premium income and other considerations . . . . . . . . $ 93.1 $136.5 $337.4 Net investment and other income . . . . . . . . . . . . 15.1 15.6 20.5 ------ ------ ------ Total revenues . . . . . . . . . . . . . . . . . . . . 108.2 152.1 357.9 Total benefits and expenses . . . . . . . . . . . . . . 113.9 165.0 352.8 ------ ------ ------ Pretax operating earnings (loss) . . . . . . . . . . . $ (5.7) $(12.9) $ 5.1 ---------------------------------------------------------------------------------------
38
YEAR ENDED DECEMBER 31, -------------------------- (DOLLARS IN MILLIONS) 1994 1993 1992 --------------------------------------------------------------------------------------- ACCUMULATION PRODUCTS --------------------------------------------------------------------------------------- Total sales . . . . . . . . . . . . . . . . . . . . . . $ 72.1 $ 89.9 $460.3 --------------------------------------------------------------------------------------- Premium income and other considerations . . . . . . . . $ 0.1 $ .2 $ .7 Net investment and other income . . . . . . . . . . . . 32.5 52.4 120.6 ------ ------ ------ Total revenues . . . . . . . . . . . . . . . . . . . . 32.6 52.6 121.3 Total benefits and expenses . . . . . . . . . . . . . . 45.7 59.3 120.9 ------ ------ ------ Pretax operating earnings (loss) . . . . . . . . . . . $(13.1) $ (6.7) $ .4 --------------------------------------------------------------------------------------- CORPORATE --------------------------------------------------------------------------------------- Total revenues . . . . . . . . . . . . . . . . . . . . $ 16.8 $345.6 $117.6 Total expenses . . . . . . . . . . . . . . . . . . . . 11.3 45.6 41.5 ------ ------ ------ Pretax operating earnings (loss). . . . . . . . . . . . $ 5.5 $300.0 $ 76.1 ---------------------------------------------------------------------------------------
INDIVIDUAL LIFE INSURANCE. Revenues of the individual life insurance segment accounted for approximately 38.6% of consolidated revenues excluding corporate revenues and realized investment gains and losses in 1994, as compared to 37.8% in 1993 and 20% in 1992. The increase in 1993 was directly attributable to the sale of Bankers in 1992. Bankers' revenues had been derived predominantly from sales of individual health insurance products and, as a result of the sale, the relative proportion of SLC's revenues attributable to the individual life insurance segment increased significantly. Most individual life insurance sales over the last three years were of universal and interest-sensitive life insurance products, although several new traditional whole life products were introduced into the marketplace during 1993. Exclusive of sales by Bankers, individual life sales declined from $14.0 million in 1992 to $13.1 million in 1993, but increased to $16.9 million in 1994. Management believes the declines in 1993 were attributable to the downgrade in the claims-paying rating of SLC's most significant life insurance subsidiary, Southwestern Life, and the inability to successfully market several new products introduced during 1991. However, as a result of changes in marketing strategies to target sales in the senior citizen marketplace and the introduction of new products in 1993, sales of individual life insurance products increased significantly in the latter half of 1993 and continued to increase in 1994. Pretax operating earnings of the individual life insurance segment increased from $42.5 million in 1992 to $45.1 million in 1993, but decreased to $31.2 million in 1994. Included in pretax operating earnings in 1993 was a non-recurring gain on the termination of a reinsurance arrangement between an SLC subsidiary and Bankers totaling $22.6 million. Excluding such gain, pretax operating earnings in 1993 totaled $22.5 million. Bankers derived substantial profits from its individual life insurance business and the sale of Bankers accounts for a significant portion of the decline in pretax operating earnings of this segment in 1993. Declining market interest rates and the reduced yields earned by SLC on its investment portfolio also contributed to the decline in the operating profits of this segment. Over one-half of the Company's life insurance reserves represent reserves on traditional life insurance products having fixed contractual interest rates. Consequently, declining investment yields in 1992 and 1993 resulted in significantly reduced profit margins on the traditional block of business. Remaining life insurance reserves consist primarily of reserves on interest-sensitive products and credited rates on such policies were reduced in both 1992 and 1993 to correspond with the decline in yields on investments. Excluding the effects of the reinsurance recapture in 1993, pretax profitability of the individual life insurance segment improved in 1994, primarily as a result of an improvement in investment yields and an overall reduction in general expense levels. The improvement in 1994 was offset, in part, by higher than anticipated death claims. Management expects to continue to emphasize growth in the Company's individual life insurance segment. However, as a result of the further downgrade in Southwestern Life's claims paying ratings in early 1995, Southwestern Life's ability to maintain or increase the levels of new sales of life insurance products in 1995 is at present uncertain. A decline in sales, combined with continuing high levels of surrenders of existing life insurance policies (as 39 previously discussed under "-Liquidity and Capital Resources-Insurance Operations"), could result in reduced profitability in this segment in future periods. INDIVIDUAL HEALTH INSURANCE. Sales in the individual health insurance segment declined significantly in 1994 primarily due to the Company's decision to deemphasize sales of comprehensive health products, while revenues remained relatively level as a result of both premium rate increases on existing business and improved investment yields. Both sales and revenues in the individual health insurance segment declined significantly in 1993 as a result of the sale of Bankers. Individual health premiums earned by Bankers represented approximately 74.8% of total individual health premiums in 1992. The individual health premiums earned in 1994 and 1993 and the remaining premiums earned in 1992 were primarily attributable to Medicare supplement products and comprehensive individual health products issued by Union Bankers, BML and Integrity National. Exclusive of Bankers, sales of individual health products increased from $60.3 million in 1992 to $63.6 million in 1993, but declined to $49.4 million in 1994. Premiums earned (exclusive of Bankers) increased from $216.2 million in 1992 to $220.3 million in 1993, but declined to $215.8 million in 1994. The ratio of policy benefits to premiums earned (exclusive of Bankers) declined from 68.4% in 1992 to 62.3% in 1993, but increased to 67.6% in 1994. The significant decline in the benefit ratio in 1993 resulted in an approximate $15.0 million improvement in the gross operating margins (the excess of premiums earned over benefits incurred) of the Company's individual health insurance segment. Correspondingly, the significant increase in the benefit ratio in 1994 resulted in an approximate $13.3 million deterioration in gross operating margins. Substantially all of the increase in the individual health benefit ratio in 1994 was attributable to the Medicare supplement line of business, reflecting a deficiency in premiums charged for certain Medicare supplement products. Congressional mandates have imposed a minimum 65% benefit ratio for Medicare supplement products and, as a result, the benefit ratio for Medicare supplement products is generally higher than for other individual health insurance products. The benefit ratio applicable to the Company's Medicare supplement business decreased from 69.5% in 1992 to 65.8% in 1993, resulting in a substantial portion of the improvement in the individual health benefit ratio in 1993, but increased to 73.3% in 1994. The Company received rate increases for these products in 1994, which subsequently proved to be insufficient, and in mid and late 1994 and early 1995 filed requests for significant additional rate increases, a majority of which have been approved as requested and implemented, and the remainder of which are still pending. Management expects to continue to emphasize growth in the individual health insurance segment, principally through the sale of a new comprehensive product introduced in January 1995. Management believes that the recent consolidation of the marketing operations of Southwestern Life and Union Bankers and the Company's reputation for quality service and support are important factors that will enable the Company to compete more effectively in the market for Medicare supplement products. GROUP INSURANCE. Sales of group life and health insurance have declined from $61.9 million in 1992 to $41.2 million in 1993 to $8.2 million in 1994. Substantially all sales of new group business over this three-year period were made by PALICO. During 1993, the Company determined that a substantial portion of the business which had been written by PALICO in late 1992 and 1993 was unprofitable. Due to significant losses incurred by PALICO in 1993 and uncertainties created by national health care reform efforts, management determined that PALICO would discontinue writing substantial volumes of new business in the latter part of 1993 and for all of 1994. In addition to revenues from group insurance products, PALICO also earned revenues of $12.8 million in 1992, $11.5 million in 1993, and $12.5 million in 1994 from administrative services only ("ASO") contracts and third party administration ("TPA") contracts whereby it processes claims for nonaffiliated groups without assuming underwriting risks. While sales of new group business declined during 1993 as compared to 1992, earned premiums of this segment (excluding Bankers) increased from $103.8 million in 1992 to $136.5 million in 1993 as a result of new sales made in 1992. Earned premiums declined in 1994 to $93.1 million, primarily as a result of reduced sales in 1993 and 1994. The related ratio of policy benefits to earned premiums of the group segment increased from 62.9% in 1992 to 74.8% in 1993, but declined to 68.6% in 1994. The significant increase in the benefit ratio in 1993 contributed to a pretax operating loss in the group segment of $12.9 million in 1993, as compared to pretax operating earnings of $5.1 million in 1992. The pretax operating loss of the group segment declined to $5.7 million in 1994, reflecting, in part, the improvement in the group benefit ratio in 1994. A portion of the operating losses in 1993 and 1994 were also 40 attributable to PALICO's TPA business. PALICO's success with ASO contracts prior to 1993 led it to greatly expand its involvement in TPA operations during 1993. Primarily because of problems in adequately pricing for the services to be rendered under these contracts, the TPA operations were unprofitable in both 1993 and 1994. As a consequence, PALICO terminated all of its TPA contracts during 1994. ACCUMULATION PRODUCTS. Sales of accumulation products declined significantly in 1994 and 1993 as compared to prior periods as a result of the Company's strategic decision not to pursue growth in its accumulation product segment through the sale of GICs. The decision not to pursue growth in the accumulation business was directly attributable to a downgrade in the claims-paying rating of Constitution Life. New GIC sales have declined from $292.1 million in 1992 to $5.3 million in 1993 and $2.7 million in 1994. Such decline in GIC sales was offset, in part, by increases in new annuity sales, principally SPDAs. New annuity sales totaled $69.3 million in 1994 and $89.9 million in 1993 as compared to $27.2 million in 1992. The accumulation products segment reflected a pretax operating loss of $13.1 million in 1994, as compared to a loss of $6.7 million in 1993 and a gain of $0.4 million in 1992. The loss in 1994 was attributable in part to an $8.6 million writedown of the present value of future profits of acquired business relative to certain annuity business resulting from higher than anticipated surrender rates and reduced yields on related investments. Substantially all of the remaining pretax operating loss in 1994 and the pretax operating loss in 1993 was attributable to declines in yields earned on invested assets. For most of 1993 and during all of 1994, the Company credited interest on a substantial portion of its GIC liabilities at guaranteed fixed rates which, in many cases, exceeded rates being earned on the related invested assets. At year-end 1994, approximately 90% of the remaining $313.3 million of GIC liabilities bore interest at floating rates based on changes in the Standard and Poor's 500 stock index. Approximately $300.5 million of such GIC liabilities are scheduled to mature and are expected to be withdrawn by year-end 1995. A provision has been reflected in the Company's 1994 results of operations of approximately $3.0 million for investment losses expected to be incurred upon the liquidation of assets needed to fund such GIC withdrawals in 1995. CORPORATE. The corporate segment includes those elements of the Company's operations other than its insurance operations. Revenues allocated to the corporate segment include investment income on the interest-bearing assets of the holding company and on the capital and surplus of SLC's insurance subsidiaries in excess of amounts necessary to support their insurance operations. In addition, such revenues also include the $11.1 million gain realized on the CFLIC recapture in 1994, which was offset in part by the $4.2 million estimated loss to be incurred on the sale of Bankers New York; the $297.0 million gain on the sale of SLC's investment in BLHC in 1993; and the $110.7 million gain on SLC's sale of its investment in Bankers in 1992. In 1994, $11.3 million of expenses were allocated to the corporate segment, including provisions for franchise taxes and taxes other than income taxes, litigation reserves and other contingencies. In 1993, $45.6 million of expenses were allocated to the corporate segment, including $23.9 million in writeoffs of capitalized data processing costs and certain home office real estate, a $9.0 million provision for services agreements entered into with SLC's former controlling stockholders, a $9.3 million provision for anticipated costs of litigation and other contingencies, and $4.4 million of expenses associated with the restructuring of SLC's collateralized mortgage note obligation. In 1992, $41.5 million of expenses were allocated to this segment, including an $18.0 million litigation settlement, $12.6 million of costs associated with modifying SLC's data processing servicing arrangements with an unaffiliated vendor, and $10.9 million in costs related to a planned operational consolidation of three of SLC's Texas-based insurance subsidiaries. INTEREST EXPENSE AND PREFERRED DIVIDEND REQUIREMENTS SLC's consolidated interest expense totaled $48.3 million in 1994, $66.2 million in 1993, and $79.0 million in 1992. The reductions in interest expense were primarily as a result of the principal reductions in SLC's long-term indebtedness made during the periods as previously discussed under "-Liquidity and Capital Resources of Parent Company." The reductions in interest expense in 1993 and 1992 were offset, in part, by the interest expense incurred relative to collateralized mortgage note obligations totaling $6.0 million in 1993 and $2.3 million in 1992. The collateralized mortgage note obligations were initially incurred in conjunction with the sale of Bankers in 1992. As a result of the transactions entered into in July 1993 intended to reduce SLC's exposure to prepayment risks on certain 41 derivative CMOs (see "Business-Investments"), the accounts of the Trust, which included the collateralized mortgage note obligation and the related interest expense, are no longer included in SLC's consolidated balance sheet or statement of earnings after July 30, 1993. Exclusive of such interest expense, interest expense in long-term indebtedness decreased $16.5 million in 1993 and $11.9 million in 1994. Preferred dividend requirements totaled $13.7 million in 1994, $28.8 million in 1993 and $30.8 million in 1992. In January of 1995, SLC's Board of Directors announced the indefinite suspension of the payment of preferred stock dividends; however, these dividends are cumulative and, accordingly, the Company is now in arrears on its preferred dividends. See Note 10 of Notes to Financial Statements. INCOME TAX PROVISIONS AND DEFERRED INCOME TAX ASSET In 1994, income tax expense represented less than 1% of consolidated operating earnings before income taxes, or more than 34% less than the expected corporate income tax rate. Several items had a significant impact on the 1994 effective income tax rate. First, a substantial portion of the pretax operating loss was attributable to the accounting for excess cost, which is a nontaxable item. In addition, the valuation allowance for SLC's deferred income tax asset for 1994 was increased over 1993 based on management's assessment that SLC and its nonlife insurance subsidiaries may not be able to fully utilize existing book/tax deductible temporary differences and tax loss carryforwards. Finally, a provision was made in 1994 for the anticipated settlement of the Internal Revenue Service ("IRS") examination of the tax years 1986 through 1989, which includes the utilization of prior existing tax loss carryforwards. See Note 12 of the Notes to Financial Statements for additional discussion of IRS examinations of open tax years. In 1993, income tax expense represented approximately 31% of consolidated operating earnings before income taxes, or 4% less than the expected corporate income tax rate. During 1993, the corporate income tax rate was increased from 34% to 35%, retroactive to January 1, 1993. The effect of such rate increase on SLC's deferred income tax asset as of the beginning of 1993, a benefit totaling $3.5 million, has been included in the 1993 income tax provision. Other significant items affecting the 1993 effective income tax rate included a reduction in the valuation allowance for SLC's deferred income tax asset based on the utilization of available loss carryforwards to offset income taxes otherwise payable as a result of the BLHC sale and other investment gains and the utilization of capital loss carryforwards which had previously not been reflected for financial reporting purposes. In 1992, SLC reported an income tax credit totaling $69.2 million on a consolidated operating loss before income taxes of $18.4 million. This unusual relationship was primarily attributable to the significant tax basis gain on the sale of Bankers and a reduction in the Company's valuation allowance for its deferred tax asset as a result of utilizing available capital loss carryforwards to reduce taxes otherwise payable as a result of such gain. See Note 13 of Notes to Financial Statements for an analysis of the various components affecting SLC's income tax provisions. 42 At December 31, 1994 and 1993, SLC reported deferred income tax assets totaling $84.9 million and $53.0 million, respectively. The substantial increase in the deferred income tax asset between the periods is primarily as a result of the tax effect associated with realized losses incurred in 1994 on certain invested assets and the tax effect associated with net unrealized losses that arose in 1994. The tax assets were comprised of the tax benefit (cost) associated with the following types of temporary differences based on the 35% tax rate in effect at the end of 1994 and 1993:
(DOLLARS IN MILLIONS) 1994 1993 ----------------------------------------------------------------------------- Items subject to ordinary tax treatment: Book/tax temporary differences . . . . . . . $ 53.5 $ 35.9 Operating loss carryforwards . . . . . . . . 15.2 13.6 ----------------------------------------------------------------------------- Deferred income tax asset . . . . . . . . 68.7 49.5 ----------------------------------------------------------------------------- Items subject to capital gains treatment: Book/tax temporary differences . . . . . . . 49.1 .7 Capital loss carryforwards . . . . . . . . . 5.2 ----------------------------------------------------------------------------- Deferred income tax asset. . . . . . . . . 49.1 5.9 ----------------------------------------------------------------------------- Alternative minimum tax credit carryforward. . 8.6 13.9 ----------------------------------------------------------------------------- Less: Valuation allowance. . . . . . . . . . . (41.5) (16.3) ----------------------------------------------------------------------------- Total deferred income tax asset. . . . . . . . $ 84.9 $ 53.0 -----------------------------------------------------------------------------
Operating and capital loss carryforwards have significantly different characteristics as to expiration dates and their usability. For federal income tax purposes, operating losses may be carried forward for a maximum of fifteen years from the year they are incurred; capital losses may be carried forward for a maximum of five years. In addition, ordinary loss carryforwards may be utilized to offset ordinary income or capital gains, whereas capital loss carryforwards can only be utilized to offset capital gains. As a consequence, taxpayers have substantially more flexibility in being able to utilize operating loss carryforwards than capital loss carryforwards. For federal income tax purposes, at December 31, 1994, SLC and its insurance subsidiaries had $43.5 million of ordinary loss carryforwards expiring in 2009. Alternative minimum tax ("AMT") credit carryforwards result from the acceleration of income taxes under certain circumstances and can be carried forward for an indefinite period. The $8.6 million and $13.9 million component of SLC's deferred income tax assets at December 31, 1994 and 1993, respectively, represents taxes incurred under AMT provisions which are expected to be recovered through reduced income tax payments over the next several years. See Note 13 of Notes to Financial Statements for a summary of management's assessment regarding the recoverability of the Company's deferred income tax assets and the valuation allowances provided against such deferred income tax assets at December 31, 1994 and 1993. CUMULATIVE EFFECT OF ACCOUNTING CHANGES Effective January 1, 1993, SLC adopted SFAS No. 106, "Employers' Accounting for Postretirement Benefits Other than Pensions," and incurred a charge for the cumulative effect of the adoption of the accounting change as of that date totaling $1.8 million, after tax effects. In addition, effective December 31, 1993, SLC adopted SFAS No. 115, "Accounting for Certain Investments in Debt and Equity Securities," and incurred a charge for the cumulative effect of the adoption of the accounting change as of that date totaling $4.9 million, after tax effects. 43 EXTRAORDINARY LOSSES For the years 1993 and 1992, SLC incurred extraordinary losses, net of tax effects, totaling $1.9 million and $4.3 million, respectively. The extraordinary losses in both periods were related to early extinguishment of debt. See Note 15 of Notes to Financial Statements for an analysis of the components of such losses. IMPACT OF INFLATION Medical cost inflation has had a significant impact on the individual health and group health lines of business. Benefit costs have continued to increase in recent years in excess of the Consumer Price Index and will likely continue to do so. This impact, however, has been substantially offset by increases in premium rates. Management does not believe that inflation has otherwise had a significant impact on its results of operations over the past three years. KNOWN TRENDS AND UNCERTAINTIES WHICH MAY AFFECT FUTURE RESULTS PROPOSED HEALTH CARE REFORM. The current administration has targeted health care reform as a top domestic priority and Congress has considered proposed legislation that, if enacted, could significantly change the manner in which the entire health care industry operates. See "Business-Regulation" for further information. FEDERAL INCOME TAX AUDIT ISSUES See Note 12 of Notes to Financial Statement for a discussion of potential income tax audit issues. 44 ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA. INDEX TO FINANCIAL STATEMENTS AND FINANCIAL STATEMENT SCHEDULES OF SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES (Items 8, 14(a), and 14(c)) FINANCIAL STATEMENTS
PAGE ---- Report of Independent Accountants . . . . . . . . . . . . . . . 46 Consolidated Balance Sheets at December 31, 1994 and 1993 . . . 47 Consolidated Statements of Earnings (Loss) for the years ended December 31, 1994, 1993 and 1992 . . . . . . . . . . . . . . 48 Consolidated Statements of Stockholders' Equity for the years ended December 31, 1994, 1993 and 1992. . . . . . . . . . . . 49 Consolidated Statements of Cash Flows for the years ended December 31, 1994, 1993 and 1992. . . . . . . . . . . . . . . 50 Notes to Financial Statements . . . . . . . . . . . . . . . . . 51 FINANCIAL STATEMENT SCHEDULES Schedule II - Condensed financial information of registrant. 89 Schedule III - Supplementary insurance information. . . . . . 93 Schedule IV - Reinsurance. . . . . . . . . . . . . . . . . . 94 Schedule V - Valuation and qualifying accounts and reserves . . . . . . . . . . . . . . . . . . . 95
All other schedules for which provision is made in the applicable accounting regulations of the Securities and Exchange Commission are not required under the related instructions or are inapplicable and therefore have been omitted or the information is presented in the consolidated financial statements or related notes. 45 REPORT OF INDEPENDENT ACCOUNTANTS To the Board of Directors and Stockholders Southwestern Life Corporation We have audited the consolidated financial statements and financial statement schedules of Southwestern Life Corporation and Subsidiaries as listed in the index on page 45 of this Form 10-K. These financial statements and financial statement schedules are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements and financial statement schedules based on our audits. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. As discussed in Note 3 to the consolidated financial statements, the Company has significant debt requirements in 1995 and 1996. Management has stated they have several alternatives which they believe will result in full satisfaction of the 1995 requirements. However, at the present time, it appears that to satisfy the requirements for both 1995 and 1996, a significant restructuring of these debt obligations or a more comprehensive recapitalization plan will be required. Such restructuring or recapitalization would likely result in a substantial dilution of existing stockholders, especially common stockholders, and could possibly result in a change in control of the Company. In our opinion, the financial statements referred to above present fairly, in all material respects, the consolidated financial position of Southwestern Life Corporation and Subsidiaries as of December 31, 1994 and 1993, and the consolidated results of their operations and their cash flows for each of the three years in the period ended December 31, 1994, in conformity with generally accepted accounting principles. In addition, in our opinion, the financial statement schedules referred to above, when considered in relation to the basic financial statements taken as a whole, present fairly, in all material respects, the information required to be included therein. As discussed in Note 7 to the Financial Statements, the Company changed its method of assessing the recoverability of Excess Cost of Investments in Subsidiaries over Net Assets Acquired in 1994. As more fully described in Notes 14 and 5 to these consolidated financial statements, effective January 1, 1993 and December 31, 1993, the Company adopted statements of Financial Accounting Standards No. 106, "Employers' Accounting for Post-retirement Benefits Other Than Pensions" and No. 115, "Accounting for Certain Investments in Debt and Equity Securities," respectively. Coopers & Lybrand L.L.P. Dallas, Texas March 30, 1995 46 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES CONSOLIDATED BALANCE SHEETS December 31, 1994 and 1993 (In Thousands) ASSETS
1994 1993 ---- ---- Investments: Fixed maturities: Available for sale at fair value . . . . . . . . . $1,638,867 $1,691,693 Held to maturity at amortized cost . . . . . . . . 15,915 26,149 Equity securities, at fair value . . . . . . . . . . 10,812 75,831 Mortgage loans on real estate, at amortized cost. . . . . . . . . . . . . . . . . . . . . . . . 127,047 138,504 Real estate, at lower of cost or fair value . . . . . . . . . . . . . . . . . . . . . . . 57,068 67,491 Policy loans . . . . . . . . . . . . . . . . . . . . 172,108 177,736 Collateral loans . . . . . . . . . . . . . . . . . . 55,466 34,099 Investments in limited partnerships. . . . . . . . . 42,027 43,640 Cash and short-term investments . . . . . . . . . . . . . . . . . . . . 229,522 366,922 Other invested assets. . . . . . . . . . . . . . . . 9,666 16,058 ---------- ---------- Total investments. . . . . . . . . . . . . . . . . 2,358,498 2,638,123 Due from reinsurers. . . . . . . . . . . . . . . . . . 236,272 388,083 Notes and accounts receivable and uncollected premiums. . . . . . . . . . . . . . . . . . . . . . . 6,978 6,951 Accrued investment income. . . . . . . . . . . . . . . 31,825 31,633 Deferred policy acquisition costs. . . . . . . . . . . 208,952 168,525 Present value of future profits of acquired business . . . . . . . . . . . . . . . . . . . . . . 68,805 50,705 Deferred income tax asset. . . . . . . . . . . . . . . 84,862 53,033 Excess cost of investments in subsidiaries over net assets acquired, net of accumulated amortization. . . 80,500 307,604 Other assets . . . . . . . . . . . . . . . . . . . . . 70,032 53,206 ---------- ---------- $3,146,724 $3,697,863 ========== ========== LIABILITIES AND STOCKHOLDERS' EQUITY Insurance liabilities: Future policy benefits and other policy liabilities . . . . . . . . . . . . . . . . . . . . $ 894,100 $ 927,303 Universal life and investment contract liabilities . . . . . . . . . . . . . . . . . . . . 1,692,013 1,684,396 Notes payable: Due within one year. . . . . . . . . . . . . . . . . 59,802 34,546 Due after one year . . . . . . . . . . . . . . . . . 309,592 383,435 Federal income taxes currently payable . . . . . . . . 39,628 29,015 Other liabilities . . . . . . . . . . . . . . . . . . 116,251 143,998 ---------- ---------- 3,111,386 3,202,693 ---------- ---------- Commitments and contingencies Stockholders' equity: Preferred stock. . . . . . . . . . . . . . . . . . . 199,997 229,239 Common stock . . . . . . . . . . . . . . . . . . . . 48,983 71,594 Common stock, Class B. . . . . . . . . . . . . . . . 100 Additional paid-in capital . . . . . . . . . . . . . 126,583 155,499 Net unrealized investment gains (losses), net of deferred income taxes . . . . . . . . . . . . . . . (55,359) 20,458 Retained earnings (deficit). . . . . . . . . . . . . (279,265) 71,833 ---------- ---------- 40,939 548,723 Notes receivable collateralized by common stock. . . (1,795) (1,729) Treasury stock, at cost. . . . . . . . . . . . . . . (3,806) (51,824) ---------- ---------- 35,338 495,170 ---------- ---------- $3,146,724 $3,697,863 ========== ==========
The accompanying notes are an integral part of the financial statements. 47 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES CONSOLIDATED STATEMENTS OF EARNINGS (LOSS) For the Years Ended December 31, 1994, 1993 and 1992 (In Thousands, Except Per Share Data)
1994 1993 1992 ---- ---- ---- Income: Premium income and other considerations. . $ 418,020 $ 475,026 $ 1,388,779 Net investment income. . . . . . . . . . . 182,044 195,632 333,138 Realized investment gains (losses) . . . . (96,928) 34,825 (119,088) Equity in earnings of equity investees and limited partnerships. . . . . . . . . 4,165 35,210 6,203 Other income . . . . . . . . . . . . . . . 26,355 44,660 20,521 Gain (loss) on sale of subsidiaries. . . . (4,200) 110,734 Gain on sale of investment in Bankers Life Holding Corporation . . . . . . . . . . . 297,041 ----------- ----------- ----------- 529,456 1,082,394 1,740,287 ----------- ----------- ----------- Benefits, expenses and costs: Policyholder benefits . . . . . . . . . . . 377,984 428,332 1,205,445 Amortization of deferred policy acquisition costs and present value of future profits. . . . . . . . . . . . . . . . . . 62,099 48,900 133,457 Other operating expenses. . . . . . . . . . 152,598 223,788 329,844 Amortization of excess cost . . . . . . . . 16,421 9,591 10,981 Interest expense. . . . . . . . . . . . . . 48,251 66,153 78,961 Change in accounting for excess cost. . . . 210,683 ----------- ----------- ----------- 868,036 776,764 1,758,688 ----------- ----------- ----------- Operating earnings (loss) before income taxes. . . . . . . . . . . . . . . . . . . . (338,580) 305,630 (18,401) Income tax expense (credit) . . . . . . . . . (1,140) 93,706 (69,256) ----------- ----------- ----------- Operating earnings (loss) . . . . . . . . . . (337,440) 211,924 50,855 Cumulative effect of changes in accounting methods. . . . . . . . . . . . . . . . . . . (6,734) Extraordinary losses, net of tax effects. . . (1,919) (4,342) ----------- ----------- ----------- Net earnings (loss) . . . . . . . . . . . . . (337,440) 203,271 46,513 Less dividends on preferred stock . . . . . . (13,658) (28,784) (30,800) ----------- ----------- ----------- Net earnings (loss) applicable to common stock. . . . . . . . . . . . . . . . . . . $ (351,098) $ 174,487 $ 15,713 =========== =========== =========== Weighted average common shares outstanding. . . . . . . . . . . . . . . . 47,556,187 47,915,551 48,139,870 =========== =========== =========== Primary earnings (loss) per common share: Operating earnings (loss) . . . . . . . . $(7.38) $3.82 $ .42 Cumulative effect of changes in accounting methods . . . . . . . . . . . (.14) Extraordinary losses. . . . . . . . . . . (.04) (.09) ------ ----- ----- Net earnings (loss) . . . . . . . . . . . $(7.38) $3.64 $ .33 ====== ===== ===== Fully diluted earnings (loss) per common share: Operating earnings (loss) . . . . . . . . $(7.38) $3.53 $ .42 Cumulative effect of changes in accounting methods . . . . . . . . . . . (.12) Extraordinary losses. . . . . . . . . . . (.03) (.09) ------ ----- ----- Net earnings (loss) . . . . . . . . . . . $(7.38) $3.38 $ .33 ====== ===== =====
The accompanying notes are an integral part of the financial statements. 48 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY For the Years Ended December 31, 1994, 1993 and 1992 (In Thousands)
1994 1993 1992 ---- ---- ---- Preferred stock: Balance at beginning of year. . . . . . . $ 229,239 $ 329,242 $ 329,242 Exchanged for common stock. . . . . . . . (3) Redemption of shares. . . . . . . . . . . (29,242) (100,000) ---------- ---------- ---------- Balance at end of year. . . . . . . . . . 199,997 229,239 329,242 ---------- ---------- ---------- Common stock: Balance at beginning of year. . . . . . . 71,594 71,401 71,399 Exercise of stock options . . . . . . . . 58 192 2 Issuance of shares for Class B common stock. . . . . . . . . . . . . . . . . . 100 Exchange of preferred stock . . . . . . . 1 Retirement of treasury shares . . . . . . (22,769) ---------- ---------- ---------- Balance at end of year. . . . . . . . . . 48,983 71,594 71,401 ---------- ---------- ---------- Common stock, Class B: Balance at beginning of year. . . . . . . 100 100 100 Purchase and cancellation of shares . . . (100) ---------- ---------- ---------- Balance at end of year. . . . . . . . . . 100 100 ---------- ---------- ---------- Additional paid-in capital: Balance at beginning of year. . . . . . . 155,499 155,391 155,389 Exercise of stock options . . . . . . . . 90 106 2 Exchange of preferred stock . . . . . . . 2 Retirement of treasury shares . . . . . . (29,006) ---------- ---------- ---------- Balance at end of year. . . . . . . . . . 126,583 155,499 155,391 ---------- ---------- ---------- Net unrealized investment gains (losses): Balance at beginning of year. . . . . . . 20,458 18,823 (3,384) Change during year. . . . . . . . . . . . (75,817) 1,635 22,207 ---------- ---------- ---------- Balance at end of year. . . . . . . . . . (55,359) 20,458 18,823 ---------- ---------- ---------- Retained earnings (deficit): Balance at beginning of year. . . . . . . 71,833 (102,654) (118,367) Net earnings (loss) . . . . . . . . . . . (337,440) 203,271 46,513 Cash dividends on preferred stock . . . . (13,658) (28,784) (30,800) ---------- ---------- ---------- Balance at end of year. . . . . . . . . . (279,265) 71,833 (102,654) ---------- ---------- ---------- Notes receivable collateralized by common stock: Balance at beginning of year. . . . . . . (1,729) (2,163) Additions during year . . . . . . . . . . (66) (154) (2,163) Collections during year . . . . . . . . . 588 ---------- ---------- ---------- Balance at end of year. . . . . . . . . . (1,795) (1,729) (2,163) ---------- ---------- ---------- Treasury stock, common: Balance at beginning of year. . . . . . . (51,824) (50,891) (49,460) Purchase of shares. . . . . . . . . . . . (3,757) (933) (1,431) Retirement of treasury shares . . . . . . 51,775 ---------- ---------- ---------- Balance at end of year. . . . . . . . . . (3,806) (51,824) (50,891) ---------- ---------- ---------- Total stockholders' equity. . . . . . . $ 35,338 $ 495,170 $ 419,249 ========== ========== ==========
The accompanying notes are an integral part of the financial statements. 49 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES CONSOLIDATED STATEMENTS OF CASH FLOWS For the Years Ended December 31, 1994, 1993 and 1992 (In Thousands)
1994 1993 1992 ---- ---- ---- Cash flows from operating activities: Operating earnings (loss) . . . . . . . $(337,440) $ 211,924 $ 50,855 Items not requiring (providing) cash: Adjustments relating to universal life and investment products: Interest credited to account balances . . . . . . . . . . . . . 74,378 100,120 159,392 Charges for mortality and administration . . . . . . . . . . (64,120) (71,375) (85,730) Depreciation and amortization . . . . 17,800 26,639 23,454 Change in accounting for excess cost . . . . . . . . . . . . . . . . 210,683 Increase (decrease) in future policy benefits . . . . . . . . . . . . . . (27,209) 621 33,970 Decrease (increase) in deferred policy acquisition costs . . . . . . 9,843 24 (10,219) Increase (decrease) in currently payable taxes. . . . . . . . . . . . 10,613 16,384 (45,986) Increase (decrease) in policy liabilities, other policyholder funds, accounts payable and accrued expenses . . . . . . . . . . . . . . (26,154) 27,745 7,649 Decrease in notes and accounts receivable and accrued investment income.. . . . . . . . . . . . . . . 841 7,838 15,903 Amortization of bond, mortgage and collateral loan discount, net. . . . 1,612 7,484 (13,606) Deferred income tax expense (credit) . . . . . . . . . . . . . . 6,490 73,028 (70,092) Equity in undistributed earnings of equity investees and limited partnerships . . . . . . . . . . . . (4,165) (34,276) (6,203) Gain on Consolidated Fidelity Life Insurance Company transaction. . . . (11,133) Gain on sale of investment in Bankers Life Holding Corporation . . (297,041) Loss (gain) on sale of subsidiaries . 4,200 (110,734) Realized investment (gains) losses. . 96,928 (34,825) 119,088 Gain on termination of reinsurance. . (22,642) Other, net. . . . . . . . . . . . . . (8,160) (10,786) 12,347 --------- ----------- ----------- Net cash provided (used) by operating activities . . . . . . . (44,993) 862 80,088 --------- ----------- ----------- Cash flows from investing activities: Sales of fixed maturities . . . . . . . 430,392 640,168 1,410,441 Maturities and other redemptions of fixed maturities . . . . . . . . . . . 228,328 610,809 881,534 Sales of other long-term invested assets . . . . . . . . . . . . . . . . 169,851 252,883 175,995 Sale of investment in Bankers Life Holding Corporation. . . . . . . . . . 287,639 Proceeds from sale of subsidiaries, net of cash disposed . . . . . . . . . 89,672 Purchases of fixed maturities . . . . . (798,662) (1,186,502) (2,246,298) Purchases of other long-term invested assets . . . . . . . . . . . . . . . . (84,197) (120,696) (162,526) Cash received (transferred) on reinsurance transactions . . . . . . . 25,158 (43,152) Additional investment in Consolidated Fidelity Life Insurance Company preferred stock, net of cash recovered. . . . . . . . . . . . . . . (15,652) Purchase of subsidiary, net of cash acquired . . . . . . . . . . . . . . . (3,589) Other . . . . . . . . . . . . . . . . . (8,001) --------- ----------- ----------- Net cash provided (used) by investing activities . . . . . . . (48,371) 441,149 140,817 --------- ----------- ----------- Cash flows from financing activities: Proceeds of notes payable . . . . . . . 6,200 Proceeds of collateralized mortgage note obligations . . . . . . . . . . . 171,000 Principal payments on collateralized mortgage note obligations. . . . . . . (205,356) Policyholder contract deposits. . . . . 177,708 200,439 615,171 Policyholder contract withdrawals . . . (188,918) (407,871) (603,833) Principal payments on notes payable . . (8,587) (41,280) (169,229) Repurchase of subordinated debt . . . . (10,081) (84,069) (1,694) Redemption of preferred stock . . . . . (100,000) Purchase of common stock for treasury . (500) (933) (1,431) Dividends on preferred shares . . . . . (13,658) (28,784) (30,800) --------- ----------- ----------- Net cash provided (used) by financing activities . . . . . . . (44,036) (496,854) (185,616) --------- ----------- ----------- Net increase (decrease) in cash and short-term investments . . . . . . . . . (137,400) (54,843) 35,289 Cash and short-term investments at beginning of year. . . . . . . . . . . . 366,922 421,765 386,476 --------- ----------- ----------- Cash and short-term investments at end of year. . . . . . . . . . . . . . . . . $ 229,522 $ 366,922 $ 421,765 ========= ========== ===========
The accompanying notes are an integral part of the financial statements. 50 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (A) BASIS OF PRESENTATION Effective June 15, 1994, I.C.H. Corporation changed its name to Southwestern Life Corporation (the Company or SLC). The consolidated financial statements include the accounts of the Company and its wholly-owned and majority-owned subsidiaries from date of acquisition through date of divestiture. All significant intercompany accounts and transactions have been eliminated in consolidation. Previously reported amounts for 1993 and 1992 have in some instances been reclassified to conform to the 1994 presentation. See Note 2 for organizational changes. The Company's insurance subsidiaries maintain their accounts in conformity with accounting practices prescribed or permitted by state insurance regulatory authorities. In the accompanying financial statements such accounts have been adjusted to conform with generally accepted accounting principles (GAAP). (B) INVESTMENTS Fixed maturity investments include bonds and preferred stocks with mandatory redemption features. The Company classifies all fixed maturity investments into two categories as follows: - Available for sale securities, representing securities that may be sold prior to maturity due to changes that might occur in market interest rate risks, changes in the security's prepayment risk, management of the Company's income tax position, the Company's general liquidity needs, increases in loan demand, the need to increase regulatory capital, changes in foreign currency risk, or similar factors. Available for sale securities are carried at fair value. - Held to maturity securities, representing securities such as private placements which are not readily marketable and which the Company has the ability and positive intent to hold to maturity. Held to maturity securities are carried at amortized cost. The Company may dispose of such securities under certain unforeseen circumstances, such as issuer credit deterioration or regulatory requirements. Fixed maturity investments and related futures contracts which are denominated in or linked to foreign currencies are revalued to reflect changes in the exchange rate as of the balance sheet date. Anticipated prepayments on mortgage-backed securities are taken into consideration in determining estimated future yields on such securities. Equity securities include investments in common stocks and non-redeemable preferred stocks and are carried at fair value. Policy loans and collateral loans are stated at their current unpaid principal balance, net of unamortized discount and related liabilities for which the Company has the right to offset. Short-term investments include commercial paper, invested cash and other investments purchased with maturities generally less than three months and are carried at amortized cost. The Company considers all short-term investments to be cash equivalents. Mortgage loans are stated at the aggregate unpaid principal balances, less unamortized discount and valuation allowances. Fees received and costs incurred with origination of mortgage loans are deferred and amortized as yield adjustments over the remaining lives of the mortgages. Real estate, substantially all of which was acquired through foreclosure, is recorded at the lower of fair value, minus estimated costs, to sell or cost. If the fair value of the foreclosed real estate minus estimated costs to sell is less than cost, a valuation allowance is provided for the deficiency. Increases or decreases in the valuation allowance are charged or credited to income. 51 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Investments in limited partnerships and 20% to 50% interests in the common stocks of other entities, whose affairs are not controlled by the Company (equity investees), are reflected on the equity method, or at cost, adjusted for the Company's share, after allowance for possible dilution, of the undistributed earnings and losses (both realized and unrealized) since acquisition. The Company regularly evaluates investments based on current economic conditions, past credit loss experience and other circumstances. A decline in net realizable value that is other than temporary is recognized as a realized investment loss and a reduction in the cost basis of the investment. The Company discounts expected cash flow in the computation of net realizable value of its investments, other than certain mortgage-backed securities. In those circumstances where the expected cash flows of residual interest and interest-only mortgage-backed securities, discounted at a risk-free rate of return, result in an amount less than the carrying value, a realized loss is reflected in an amount sufficient to adjust the carrying value of a given security to its fair value. Net realized investment gains and losses, including gains and losses on foreign currency transactions and held for sale securities, are included in the determination of net earnings. Unrealized investment gains and losses on available for sale securities and marketable equity securities are charged or credited directly to stockholders' equity. The specific identification method is used to account for the disposition of investments. (C) DUE FROM REINSURERS Amounts recoverable from reinsurers, including amounts equal to the assets supporting insurance liabilities ceded to reinsurers and amounts due for the reimbursement of related benefit payments, are reflected as receivables due from reinsurers. Amounts due from reinsurers are evaluated as to their collectibility and, if appropriate, reserves for doubtful collectibility are established through a charge to earnings. (D) EXCESS COST OF INVESTMENT IN SUBSIDIARIES OVER NET ASSETS ACQUIRED Excess cost of investments in subsidiaries over net assets acquired, or "goodwill," is amortized on the straight-line basis over a 40-year period. The Company periodically assesses the recoverability of excess cost through an actuarial projection of future earnings of the applicable insurance subsidiaries (excluding excess cost amortization) over the remaining life of such excess cost. Such projections include various interest rate scenarios, with anticipated levels of new business production for only a five-year period. Prior to 1994, projected future earnings were undiscounted. At December 31, 1994, the Company adopted a change in accounting for assessing the recoverability of excess cost by discounting projected future earnings of the Company's insurance subsidiaries, using an economic rate of return (13%). (See Note 7.) (E) DEFERRED POLICY ACQUISITION COSTS AND PRESENT VALUE OF FUTURE PROFITS OF ACQUIRED BUSINESS Costs which vary with and are related to the acquisition of new business have been deferred to the extent that such costs are deemed recoverable through future revenues. These costs include commissions, certain costs of policy issuance and underwriting and certain variable agency expenses. For traditional life and health products deferred costs are amortized with interest over the premium paying period in proportion to the ratio of anticipated annual premium revenue to the anticipated total premium revenue. Deferred policy acquisition costs related to universal life, interest-sensitive and investment products are amortized in relation to the present value, using the assumed crediting rate, of expected gross profits on the products, and retrospective adjustments of these amounts are made whenever the Company revises its estimates of current or future gross profits to be realized from a group of policies. 52 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) The present value of future profits on business in force of acquired subsidiaries represents the portion of the cost to acquire such subsidiaries that is allocated to the value of the right to receive future cash flows from insurance contracts existing at the dates of acquisitions. Such value is the actuarially determined present value of the future cash flows from the acquired policies, based on projections of future premium collection, mortality, morbidity, surrenders, operating expenses, investment yields, and other factors. The account is amortized with interest over the estimated remaining life of the acquired policies. Recoverability of deferred policy acquisition costs and the present value of future profits of acquired business is evaluated annually by comparing the current estimate of discounted expected future cash flows to the unamortized asset balance by line of insurance business. If such current estimate indicates that the existing insurance liabilities, together with the present value of future cash flows from the business, will not be sufficient to recover the unamortized asset balance, the difference is charged to expense. Amortization is adjusted in future years to reflect the revised estimate of future profits. Anticipated returns, including realized and unrealized gains and losses, from the investment of policyholder balances are considered in determining the amortization of deferred policy acquisition costs. When fixed maturities are stated at their fair value, an adjustment is made to deferred policy acquisition costs and unearned revenue reserves equal to the changes in amortization that would have been recorded if those fixed maturities had been sold at their fair value and the proceeds reinvested at current yields. Furthermore, if future yields expected to be earned on fixed maturities decline, it may be necessary to increase certain insurance liabilities. Adjustments to such liabilities are required when their balances, in addition to future net cash flows including investment income, are insufficient to cover future benefits and expenses. (F) FUTURE POLICY BENEFITS The liability for future policy benefits of long duration contracts has been computed by the net level premium method based on estimated future investment yield, mortality, morbidity and withdrawal experience. Reserve interest assumptions are graded and range from 6% to 10%. Mortality, morbidity and withdrawal assumptions reflect the experience of the life insurance subsidiaries modified as necessary to reflect anticipated trends and to include provisions for possible unfavorable deviations. The assumptions vary by plan, year of issue and duration. The future policy benefit reserves include a provision for policyholder dividends based upon dividend scales assumed at the date of purchase of acquired companies or as presently contemplated. (G) POLICY AND CONTRACT CLAIMS Policy and contract claims include provisions for reported claims in process of settlement, valued in accordance with the terms of the related policies and contracts, as well as provisions for claims incurred and unreported based on prior experience of the Company. (H) UNIVERSAL LIFE AND INVESTMENT CONTRACT LIABILITIES Benefit reserves for universal life, interest-sensitive and investment products are determined following the retrospective deposit method and consist principally of policy account values before any surrender charges, plus certain deferred policy fees which are amortized using the same assumptions and factors used to amortize deferred policy acquisition costs. 53 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) (I) INCOME TAXES Deferred income taxes are recorded to reflect the tax consequences on future years of differences between the tax bases of assets and liabilities and their financial reporting amounts at each year-end. Excess cost of investment in subsidiaries over net assets acquired is reduced for the tax benefits obtained from the utilization of an acquired company's tax deductions. (J) RECOGNITION OF PREMIUM REVENUE AND RELATED EXPENSES Premium revenue for traditional life insurance products is reported as earned when due. Accident and health premiums are earned over the period for which premiums are paid. Benefits and expenses are associated with earned premiums so as to result in recognition of profits over the premium paying period. This association is accomplished by means of a provision for future policy benefit reserves and the amortization of deferred policy acquisition costs. (K) PARTICIPATING POLICIES Participating life insurance policies represent approximately 1% of the total individual life insurance in force at December 31, 1994 and 1993, respectively. The amount of dividends to be paid is determined annually by the boards of directors of the life insurance subsidiaries. A portion of the earnings of the Company is allocated to the participating policyholders and included in other policyholder funds. (L) FAIR VALUES OF FINANCIAL INSTRUMENTS The following methods and assumptions were used by the Company in estimating its fair value disclosures for financial instruments: CASH AND SHORT-TERM INVESTMENTS: The carrying amounts reported in the balance sheet for these instruments approximate their fair values. INVESTMENT SECURITIES: Fair values for fixed maturity securities (including mandatorily redeemable preferred stocks) are based on quoted market prices, where available. For fixed maturity securities not actively traded, fair values are estimated using values obtained from independent pricing services or are estimated based on expected future cash flows using a current market rate applicable to the yield, credit quality, and maturity of the investments. The fair values for equity securities are based on quoted market prices and are recognized in the balance sheet. (See Note 5.) MORTGAGE AND COLLATERAL LOANS: The fair values for mortgage and collateral loans are estimated using discounted cash flow analyses, based on interest rates currently being offered for similar loans to borrowers with similar credit ratings. Loans with similar characteristics are aggregated for purposes of the calculations. (See Note 5.) POLICY LOANS: The Company does not believe an estimate of the fair value of policy loans can be made without incurring excessive cost. Policy loans have no stated maturities and are usually repaid by reductions to benefits and surrenders. Because of the numerous assumptions which would have to be made to estimate fair value, the Company further believes that such information would not be meaningful. INVESTMENTS IN LIMITED PARTNERSHIPS: Fair values for the Company's investments in limited partnerships are based on the estimated fair values of the partnership assets and liabilities, assuming a liquidation of the partnership and distribution of proceeds to the partners. (See Note 6.) 54 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) OFF-BALANCE-SHEET INSTRUMENTS: Fair values for the Company's off-balance-sheet interest rate swaps are based on formulas using current assumptions. (See Note 5.) INVESTMENT CONTRACTS: Fair values for the Company's liabilities under investment-type insurance contracts are estimated using discounted cash flow calculations, based on interest rates currently being offered for similar contracts with maturities consistent with those remaining for the contracts being valued. (See Note 8.) NOTES PAYABLE: The fair value of the Company's subordinated long-term debt is estimated using prices from public trades of the Company's subordinated debt as of December 31, 1994. The fair value of other long-term debt is estimated using discounted cash flow analyses, based on the Company's implicit incremental borrowing rates from the fair value of the Company's long-term debt. (See Note 3.) (M) EARNINGS PER SHARE CALCULATIONS Primary earnings per share are computed by dividing earnings, less preferred dividend requirements, by the weighted average number of common shares outstanding. In computing fully diluted earnings per share, the weighted average number of common shares outstanding is adjusted to reflect common stock equivalents resulting from stock options and the assumed conversion of the Company's Series 1986-A Preferred Stock into common shares, and preferred dividend requirements are adjusted to eliminate dividends on the shares assumed to have been converted. The computation of fully diluted earnings per share excludes the assumed conversion of such preferred shares for each period in which the assumed conversion would be antidilutive. 2. ACQUISITIONS AND DISPOSITIONS On November 9, 1992, the Company completed the sale of its wholly-owned subsidiary, Bankers Life and Casualty Company (Bankers), and Bankers' subsidiary, Certified Life Insurance Company (Certified), to an affiliate of Conseco, Inc. (Conseco) for $600 million cash, subject to final adjustment. Prior to the closing, Bankers transferred its ownership in all of its other subsidiaries to the Company, and the Company and its subsidiaries purchased certain other assets from Bankers, including primarily a residual interest in certain mortgage-backed securities, Bankers' home office real estate, and certain equity investments. The Company provided financing for the acquisition totaling $101.4 million and, in return, retained an approximate 29.7% interest in Bankers. The financing consisted of a $16.7 million common equity investment in Bankers Life Holding Corporation (BLHC), the Conseco entity formed for the purpose of making the acquisition, and the purchase of $34.7 million of BLHC 11% Junior Subordinated Debentures due 2003 and $50.0 million of a BLHC preferred stock yielding an 11% annual return. In addition, Conseco Capital Partners, L.P. (CCP) acquired a 52.6% interest in BLHC, and the Company, through one of its subsidiaries, made an additional $9.6 million investment to acquire a 19.3% ownership interest in CCP. As a result of the 29.7% interest in BLHC and the indirect investment through CCP the Company retained a residual interest in Bankers totaling approximately 39.9%. The results of operations of Bankers and Certified were included in the Company's consolidated results of operations through October 31, 1992, the effective date of the sale for financial reporting purposes. Subsequent to that date, the Company reflected its proportionate share of the operating results of CCP and BLHC based on the equity method. Because of the significant ownership interest in Bankers retained by the Company, the sale of Bankers was accounted for as a step transaction in accordance with GAAP. Accordingly, the Company reflected its residual interest in Bankers on its historical accounting basis and reflected a gain on the approximate 60.1% interest in Bankers deemed to have been sold totaling $110,734,000 in the Company's consolidated statement of earnings for the year ended December 31, 1992. In conjunction with the sale of Bankers, the Company indemnified the purchasers against certain contingencies relating to taxes and other matters associated with Bankers and Certified in periods prior to the closing date. The Company believes its liability, if any, will not be material. 55 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 2. ACQUISITIONS AND DISPOSITIONS (CONTINUED) Effective March 31, 1993, BLHC completed an initial public offering (Offering) of 19.55 million shares of its common stock, or an approximate 35.8% interest in BLHC at $22 per share. Proceeds of the Offering, after underwriting expenses, approximated $405 million. Effective the same day, CCP announced a plan of dissolution and BLHC shares held by CCP were subsequently distributed to the respective partners in accordance with that plan. The Company received 2,917,318 shares of BLHC common stock as a result of such distribution, increasing its direct ownership in BLHC common stock to 13,316,168 shares, or approximately 24.4% of BLHC's outstanding common shares following the Offering. The Company reflected a gain on the BLHC Offering totaling $99,376,000, primarily representing the Company's 24.4% equity in the net proceeds of such Offering. BLHC utilized a portion of the Offering proceeds to redeem certain of its outstanding securities, including the $50 million stated value of BLHC preferred stock and the $34.7 million principal amount of BLHC Junior Subordinated Notes held by the Company. Because a portion of the purchase price paid for such investments had been allocated to the Company's common equity investments in BLHC, such redemptions resulted in additional gains totaling $8,252,000, which have been included as a component of realized investment gains. On September 30, 1993, the Company sold its investment in BLHC to Conseco and one of Conseco's subsidiaries for $287,639,000 cash. The Company utilized $50 million of the proceeds to redeem $50 million stated value of the Series 1987-A Preferred Stock of the Company from a Conseco subsidiary. The sale of the BLHC shares resulted in a gain totaling $197,665,000. The gains resulting from BLHC's Offering and the sale of the Company's interest in BLHC totaling $297,041,000 have been reflected as a single line item in the consolidated statement of earnings for the year ended December 31, 1993. The Company continued to reflect its equity in the earnings of BLHC through the date of sale. Immediately prior to the termination of the reinsurance agreements with Consolidated Fidelity Life Insurance Company (CFLIC) on June 30, 1994 (see Note 4), Union Bankers Insurance Company (Union Bankers), a subsidiary of the Company, utilized available cash to purchase all of the outstanding stock of Marquette National Life Insurance Company (Marquette), a subsidiary of CFLIC, for $8,215,000. The purchase price was based on the fair value of Marquette's underlying net assets, consisting primarily of cash and U.S. Treasury obligations, adjusted for the value of Marquette's various state licenses, as determined by an independent actuarial firm. Marquette's results of operations have been included in the Company's results of operations for periods subsequent to June 30, 1994. On January 12, 1995, the Company sold its wholly-owned subsidiary, Southeast Title and Insurance Company (Southeast) for cash in the amount of $2,071,000. The sales price approximated the GAAP book value of the Company's investment in Southeast. On January 20, 1995, the Company entered into a letter of intent to sell to an unaffiliated party its wholly-owned subsidiary, Bankers Life Insurance Company of New York (Bankers New York) for $35,000,000 cash, subject to certain closing adjustments. At December 31, 1994, the Company reflected a loss on the anticipated sale of Bankers New York totaling $4.2 million. The transaction is subject to, among other conditions, completion of a definitive agreement and receipt of required regulatory approvals. On March 24, 1995, the Company entered into a definitive agreement to sell to an unaffiliated party its ownership interest in its 98.8% owned subsidiary, Integrity National Life Insurance Company (Integrity National), for $9,578,000 cash, subject to closing adjustments. The transaction is subject to, among other conditions, receipt of required regulatory approvals and reinsurance of certain of Integrity National's business. On March 24, 1995, the Company entered into a letter of intent to sell to an unaffiliated third party its wholly-owned subsidiary Constitution Life Insurance Company (Constitution) for $1.86 million cash plus Constitution's adjusted capital and surplus. The transaction is subject to, among other conditions, completion of a definitive agreement 56 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 2. ACQUISITIONS AND DISPOSITIONS (CONTINUED) and receipt of regulatory approvals. Also, as a condition to consummation of the transaction, Constitution will be required to cede 100% of its insurance contracts to another insurer. 3. NOTES PAYABLE The carrying and fair values of notes payable at December 31, 1994 and 1993 are summarized as follows:
CARRYING AMOUNT FAIR VALUE --------------- -------------- 1994 1993 1994 1993 ---- ---- ---- ---- (In Thousands) 11 1/4% Senior Subordinated Notes due 1996 (a). . $256,101 $266,101 $212,563 $263,440 11 1/4% Senior Subordinated Notes due 2003 (b). . 91,161 91,161 61,989 90,249 9 1/2% Unsecured Note due 1996 (c). . . . . . . . 21,900 25,550 20,486 25,071 Borrowings under senior secured loan (d). . . . . 30,000 30,000 Other . . . . . . . . . . . . . . . . . . . . . . 232 5,169 193 5,169 -------- -------- -------- -------- $369,394 $417,981 $295,231 $413,929 ======== ======== ======== ======== The prime rate at December 31, 1994 was 8.5%. ----------- (a) The 11 1/4% Senior Subordinated Notes due 1996 (Old Notes) require a sinking fund payment of $100,000,000 on December 1, 1995. The Old Notes are redeemable at the option of the Company by paying a premium of 2% through November 30, 1995. Thereafter, the Old Notes may be redeemed at their face amount. In addition, the Company may not declare or pay dividends on its Common Stock without the consent of the holders of the Old Notes if certain financial conditions set forth in the Indenture for such Notes will be exceeded as a result of the dividends. (b) On November 11, 1993, the Company completed an exchange offering whereby $4,055,000 of the Company's Debentures and $87,106,000 of the Company's Old Notes were exchanged for $91,161,000 of the Company's 11 1/4% Senior Subordinated Notes due 2003 (New Notes). The terms and covenants of the New Notes are substantially similar to those of the Old Notes, except that the New Notes mature December 1, 2003 and are non-callable until December 1, 1996, after which they will be callable at a premium of 3% during the succeeding twelve month period and 2% during the twelve month period commencing December 1, 1997. (c) The 9 1/2% Unsecured Note requires principal installments of $3,650,000 on December 31, 1995 and a final installment of $18,250,000 on December 31, 1996. (d) The senior secured loan was initially obtained from various banks in September 1990 in the original principal amount of $250,000,000, and had been paid down to $160,000,000 by year-end 1991. On January 6, 1992, the Company prepaid $45,000,000 of the outstanding loan and the remaining $115,000,000 of the loan was purchased by CFLIC, a subsidiary of CNC, the Company's then-controlling shareholder. On November 17, 1992, the Company prepaid an additional $85,000,000 of the loan utilizing proceeds from the sale of Bankers, and CFLIC agreed that a final installment of $30,000,000 would become due December 31, 1994. On June 30, 1994 the Company acquired and cancelled the note as part of transactions with CFLIC (see Note 4).
The following summary sets forth the maturities and sinking fund requirements of notes payable during each of the five years following December 31, 1994 (in thousands): 1995 . . . . . . . . . . . . . . . $ 59,802 1996 . . . . . . . . . . . . . . . 218,306 1997 . . . . . . . . . . . . . . . 60 1998 . . . . . . . . . . . . . . . 65 1999 and thereafter. . . . . . . . 91,161 -------- $369,394 ========
At December 31, 1994, SLC held $22,399,000 principal amount of the Old Notes which, at the Company's option, can be used to partially satisfy its 100,000,000 sinking fund obligation relative to such notes due December 1, 57 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 3. NOTES PAYABLE (CONTINUED) 1995. In addition, an SLC subsidiary holds $21,500,000 principal amount of Old Notes. Regulatory approval will be required to transfer these Old Notes to SLC in the form of a dividend. In the above schedule of maturities and sinking fund requirements, it has been assumed that the aggregate $43,899,000 principal amount of the Old Notes held by SLC and its subsidiary will be available for sinking fund purposes and that the sinking fund requirement in 1995 will total $56,101,000. At its option, the Company may alternatively determine to use sinking fund provisions in 1995 to retire up to $100,000,000 principal amount of the Old Notes at their par value. Due to the dividend restrictions at the subsidiary level as discussed in Note 9, the Company's ability to meet its debt obligations of $59,802,000 in 1995 and $218,306,000 in 1996 is dependent on being able to effect a restructuring or refinancing of certain significant debt obligations or to sell certain assets to generate sufficient cash proceeds to meet such debt obligations or obtain sufficient cash from another source, such as an equity investor or an institutional lender. Such restructuring or recapitalization may require regulatory, creditor or stockholder approvals and would likely result in a substantial dilution of existing stockholders, especially common stockholders, and could possibly result in a change in control of the Company. Based on current conditions and circumstances, management intends and believes SLC has the ability to effect the actions necessary to generate sufficient cash proceeds to meet its debt obligations through December 1995. At December 31, 1994 and 1993, the Company had notes receivable totaling $27,000,000 and $26,500,000, respectively, which were collateralized by the Company's note payable in the amount of $21,000,000 and $20,340,000, respectively. The Company has the right to set off its obligation against the notes receivable. In the accompanying balance sheets, the Company's notes receivables have been reflected net of amounts due under the notes payable. 4. RELATED PARTY TRANSACTIONS On June 15, 1993, the Company, the Company's then-controlling shareholder, CNC, and CNC's subsidiary, CFLIC, entered into an agreement (the 1993 Agreement) under which (i) the Company was authorized, and undertook the obligation, to negotiate the termination of reinsurance agreements pursuant to which CFLIC reinsured certain annuity business written by Southwestern Life Insurance Company (Southwestern Life), a subsidiary of the Company, and Bankers, and (ii) the Company transferred assets, consisting of a limited partnership interest at market value, which exceeded book value by $13,002,000 (that has since been liquidated) and 83% of the outstanding common stock of I.C.H. Funding Corporation (ICH Funding), to CFLIC to acquire preferred stock of CFLIC, with a stated value of $63,000,000. Under the terms of the 1993 Agreement, the CFLIC preferred stock was to be repurchased by CFLIC immediately following the termination of the CFLIC reinsurance agreements. Therefore, for financial reporting purposes, the recognition of the unrealized gain on the limited partnership interest transferred and subject to repurchase was deferred. The reinsurance agreements had been entered into in 1990 in conjunction with the Company's sale of Marquette to CNC and its stockholders. Under the reinsurance agreements, Employers Reassurance Corporation (ERC), an independent third party insurer, retroceded to CFLIC certain annuity business which was reinsured with ERC by each of Southwestern Life and Bankers. On June 30, 1994, the CFLIC reinsurance agreements were terminated, and the business reinsured thereunder was recaptured, effective as of April 1, 1994. Immediately prior to the termination of the CFLIC reinsurance agreements, Union Bankers utilized available cash to purchase all of the outstanding stock of Marquette, a subsidiary of CFLIC, for $8,215,000 (see Note 2). Following completion of the terminations, CFLIC repurchased the shares of its preferred stock held by the Company by transferring to the Company the senior secured loan of the Company with an outstanding principal balance of $30,000,000, all of the outstanding shares of the Company's Series 1984-A Preferred Stock with a stated value of $22,242,000, all of the outstanding shares of the Company's Series 1987-B Preferred Stock with a stated value of $7,000,000, a U.S. Treasury note (par value $1,050,000), and 620,423 shares 58 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 4. RELATED PARTY TRANSACTIONS (CONTINUED) of the Company's Common Stock. Immediately following the repurchase of the CFLIC preferred stock, SLC retired the senior secured loan and the SLC preferred stocks. The shares of SLC Common Stock received were placed in treasury and retired. Upon termination of the CFLIC reinsurance agreement relating to the business written by Southwestern Life, CFLIC transferred cash and invested assets to ERC with a fair value equal to the reserve liabilities being recaptured, net of the ceding fees payable. Due primarily to a requirement by insurance regulatory authorities to transfer such investments upon termination of the reinsurance agreements at their fair value, the Company increased its basis in the CFLIC preferred stock by investing an additional $26,212,000 (including $21,078,000 cash and a $5,134,000 receivable) immediately prior to the terminations to enable CFLIC to have sufficient assets (other than the Company's securities being transferred to the Company upon redemption of the CFLIC preferred stock) to complete the terminations. A substantial portion of such amount was attributable to a decline in the fair value of the 83% interest in ICH Funding subsequent to the Company's transfer of such investment to CFLIC in June 1993. In conjunction with the termination of the CFLIC reinsurance agreement relating to the business written by Southwestern Life, annuity reserve liabilities totaling $323,305,000 were assumed by ERC and invested assets with a fair value of $289,414,000 were transferred by CFLIC to ERC. The difference between the reserve liabilities assumed by ERC and the assets transferred from CFLIC, totaling $33,891,000, represented the aggregate ceding fee paid to CFLIC to effect the termination. Immediately thereafter, Southwestern Life recaptured $107,163,000 of the reserve liabilities from ERC and received invested assets from ERC totaling $93,942,000. The assets consisted of cash, short-term investments and marketable fixed maturity investments totaling $25,455,000, CFLIC's investment in ICH Funding and certain pass-through certificates issued by a special purpose trust with an estimated fair value totaling $12,528,000, collateral loans due from James M. Fail and CFSB Corporation totaling $50,640,000, and other assets, principally mortgage loans, totaling $5,319,000. The difference between the reserve liabilities recaptured by Southwestern Life and the assets transferred from ERC, totaling $13,221,000, represented a ceding fee paid by Southwestern Life, and reduced ERC's net ceding fees incurred to effect the CFLIC reinsurance termination to $20,670,000. The reinsurance agreement between Southwestern Life and ERC was amended to provide that ERC will be permitted to recover the net ceding fees incurred out of the future profits on the portion of Southwestern Life's annuity business it retained, together with interest at 2% per annum on the unamortized balance of such ceding fees. For financial reporting purposes, the reinsurance arrangement between Southwestern Life and ERC has been reflected as a financing arrangement and, accordingly, is not reflected in the Company's financial statement except for the interest paid to ERC. The amount of the ceding fees paid to CFLIC in connection with the recapture was determined by management of the Company utilizing the methodology developed by an independent actuarial firm, with appropriate adjustments in assumptions to reflect changes in market interest rates and other factors. Pursuant to the 1993 Agreement, the Company agreed to bear the federal income tax consequences resulting from the termination of the CFLIC reinsurance agreements. Upon closing of the CFLIC termination, the Company agreed to indemnify CNC and CFLIC for tax liabilities of CFLIC and Marquette arising through June 30, 1994, and deposited into an escrow account $8,825,000 of cash which the Company was to have received upon CFLIC's repurchase of its preferred stock as a source of funds for the payment of taxes for which the Company is responsible. With the payment of such tax liabilities, the Company became entitled to all tax refunds to which CFLIC is entitled through the carryback of capital losses resulting from the termination of the CFLIC reinsurance agreements or as a result of any redetermination of CFLIC's tax liabilities through the first taxable period of CFLIC and Marquette ending after such termination. The amount deposited into escrow along with the proceeds from CFLIC's tax refunds exceeded what was required to pay CFLIC's tax liabilities and the $5,134,000 liability to ERC by $5,426,000. These excess 59 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) funds were returned to the Company and effectively reduced the Company's increase in basis in the CFLIC preferred and its net cash outlay to $15,652,000. For financial reporting purposes, the Company recorded the redemption of its preferred stocks received from CFLIC at their stated value which, in management's opinion, approximated the fair value of such securities as of the date the 1993 Agreement was entered into. The 620,423 shares of the Company's Common Stock received from CFLIC were recorded at their market value, or $5.25 per share, as of the date of closing. The termination of the CFLIC reinsurance agreements, the receipt of a payment-in-kind dividend from CFLIC representing dividends on such preferred stock from the date of issuance through the date of redemption, and the redemption of the Company's securities resulted in a pretax gain totaling approximately $11,133,000, which included recognition of the $13,002,000 deferred unrealized gain on the limited partnership interest that had been liquidated while held by CFLIC. Experience refunds received from CFLIC under the Southwestern Life reinsurance arrangement totaled $4,851,000 and $2,068,000 for the years ended December 31, 1993 and 1992, respectively. An experience refund was not received for the three months ended March 31, 1994 because the business reinsured by Southwestern Life was not profitable that quarter due principally to the sales of certain high yield securities and lower reinvestment yields. The Bankers business reinsured by CFLIC was not profitable in 1992 due primarily to a loss incurred relative to certain reinsurance recoverables and, as a consequence, Bankers was not entitled to an experience refund in 1992. Bankers was a party to a service agreement with Marquette and CFLIC whereby it provided investment management, administrative, data processing, and general supervisory and management services related to business reinsured with CFLIC, in exchange for annual fees equal to .45% of reserves on the reinsured policies. Fees earned from providing such services totaled $1,593,000 for the ten months ended October 31, 1992. Such fees were taken into consideration in the determination of profitability of the reinsured business. In addition, a subsidiary entered into a service agreement effective January 1992, whereby the subsidiary provided administrative services for Marquette. Fees earned from providing such services totaled $449,000 and $2,016,000 for the years ended December 31, 1993 and 1992, respectively. On February 11, 1994, the Company purchased all of the 100,000 shares of its Class B Common Stock held by CNC for total cash consideration of $500,000. The Class B Common Stock had entitled CNC to elect 75% of the Company's Board of Directors (see Note 10). Concurrently with the purchase of such stock, the Company entered into Independent Contractor and Services Agreements (Services Agreements) with Robert T. Shaw and C. Fred Rice, the controlling shareholders of CNC. The Services Agreements provide for a lump sum payment to Messrs. Shaw and Rice totaling $2 million as of the closing date and additional payments totaling $8,575,000 over a ten-year period. In addition, the Company agreed to provide customary employee benefits to Messrs. Shaw and Rice and their dependents. In the event of the deaths of Messrs. Shaw or Rice, any amounts not previously paid under the Services Agreements will become immediately payable to their estates. In consideration for the Services Agreements, Messrs. Shaw and Rice agreed that they would attempt to identify business opportunities in the insurance industry which may be suitable for the Company and to consult with the Company regarding such other matters as the Company may reasonably request. In addition, Mr. Rice will continue to serve as an executive officer of the Company and, if re-elected, will continue to serve on the Company's Board of Directors. The Services Agreements replaced a management and consulting contract with CNC that provided for annual payments to CNC totaling $2,000,000. In addition, Mr. Shaw was granted an option, exercisable within a six month period, to acquire certain aircraft equipment owned by the Company at its depreciated book value. In cash transactions completed on June 30 and August 5, 1994, an entity controlled by Mr. Shaw purchased one aircraft for $1,144,000 and an unrelated third party to whom Mr. Shaw assigned his option purchased the other aircraft for $4,005,000, respectively. At December 31, 1994, the Company has provided a liability for the present value of amounts payable under the Services Agreements totaling $6,102,000. At December 31, 1993, the Company held a $2 million promissory note from CNC bearing interest at 10% and payable in December 1995. The note and accrued interest were repaid on February 11, 1994. 60 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 4. RELATED PARTY TRANSACTIONS (CONTINUED) Through June 1993, FMI had leased office space under a ten-year lease in a building owned by Messrs. Shaw and Rice. Effective March 30, 1990, FMI had sublet substantially all of the office space to a former subsidiary which was sold as of that date. 5. INVESTMENTS Investment income by type of investment was as follows:
YEAR ENDED DECEMBER 31, ----------------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Gross investment income (loss): Fixed maturities $144,027 $132,077 $253,740 Equity securities 4,911 3,852 5,699 Financial options and futures (8,743) 15,515 17,935 Mortgage loans 11,357 15,814 21,144 Policy loans 10,390 10,938 13,216 Short-term investments 11,636 13,069 13,162 Collateral loans 6,470 5,000 6,195 Real estate 8,243 6,982 6,380 Investments held in trust under reinsurance treaty 5,795 Other 3,756 5,337 3,480 -------- -------- -------- 192,047 208,584 346,746 Less: Investment expenses 10,003 12,952 13,608 -------- -------- -------- Net investment income $182,044 $195,632 $333,138 ======== ======== ========
Following is an analysis of realized gains (losses) on investments:
YEAR ENDED DECEMBER 31, ----------------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Fixed maturities $ 3,001 $12,360 $ 31,610 Collateralized mortgage obligations (97,803) (4,356) (138,519) Equity securities (509) 37,620 (1,056) Mortgage loans (3,124) Investment in limited partnership (5,013) Investment real estate (1,050) (4,220) (2,557) Assets held by unaffiliated reinsurer (1,437) Other 2,557 (6,298) (7,129) -------- ------- --------- (96,928) 30,093 (119,088) Add minority interest in realized losses 4,732 -------- ------- --------- $(96,928) $34,825 $(119,088) ======== ======= =========
61 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 5. INVESTMENTS (CONTINUED) The following table reflects investment writedowns which were included in realized investment gains or losses during each of the three years in the period ended December 31, 1994:
YEAR ENDED DECEMBER 31, -------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Fixed maturities $ 4,400 Collateralized mortgage obligations $ 97,803 $138,519 Equity securities 430 2,100 6,200 Mortgage loans 3,000 400 Investment in limited partnership 4,998 Investment real estate 3,800 4,500 3,800 -------- ------- -------- Total writedowns $105,033 $15,998 $148,919 ======== ======= ========
Fixed maturities writedowns in 1993 were related to credit deterioration of noninvestment-grade securities. CMO writedowns in 1994 included $86,187,000 of other than temporary writedowns of derivative CMO investments in Fund America Investors Corporations II (Fund America Investment) and the Secured Investors Secured Trust 1993-1 (SIST Residual), $7,248,000 of writedowns on investments expected to be liquidated in 1995, and $4,368,000 of other than temporary writedowns on other CMO investments. CMO writedowns in 1992 resulted primarily from mortgage loan refinancing activity and the resultant effect of prepayments on residual interest and interest-only CMOs. Writedowns of equity securities in 1993 and 1992 primarily relate to non-redeemable preferred stocks. The mortgage loan writedown in 1994 reflects the provision of a reserve for mortgage loan losses. Investment real estate writedowns reflect the general deterioration in real estate markets over the three year period. In 1993, the Company adopted the provisions of SFAS No. 115, "Accounting for Certain Investments in Debt and Equity Securities," and has classified its fixed maturities into two categories, including available for sale and held to maturity. SFAS No. 115 also establishes criteria for the recognition of a permanent impairment in the carrying value of debt and equity securities. During 1993, the Company reflected a charge for the cumulative effect of writedowns of certain mortgage-backed securities required under the provisions of SFAS No. 115 totaling $7,573,000. The cumulative charge was reflected net of $2,651,000 in related income tax effects. During 1994, the Company continued to evaluate its Fund America Investment and the SIST Residual in accordance with SFAS No. 115 and Emerging Issues Task Force (EITF) Issue No. 93-18, "Impairment Recognition for a Purchased Investment in a Collateralized Mortgage Obligation Investment or in a Mortgage- Backed Interest Only Certificate." Due primarily to the rising interest rate environment experienced in 1994 and its effect on the projected future cash flows of the Fund America Investment and the SIST Residual, realized investment losses were triggered under the provisions of EITF No. 93-18 on two occasions during 1994. For the three months ended March 31, 1994, the Company reflected a charge to earnings for the writedown of these investments from their GAAP book value of $96,384,000 to their then fair value totaling $49,936,000, or a total charge of $46,448,000. For the three months ended December 31, 1994, the Company recorded an additional charge to earnings for the writedown of the Fund America Investment from its GAAP book value totaling $48,352,000 to its estimated fair value of $8,613,000, or a total charge of $39,739,000. At December 31, 1994, the combined GAAP book value and carrying value of these investments totaled $15,000,000 and $12,253,000, respectively. 62 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 5. INVESTMENTS (CONTINUED) The amortized cost of investments in fixed maturities, the cost of equity securities and the estimated values of such investments at December 31, 1994 and 1993 by categories of securities are as follows:
GROSS GROSS ESTIMATED AMORTIZED UNREALIZED UNREALIZED FAIR COST GAINS LOSSES VALUE ---- ----- ------ ----- (IN THOUSANDS) December 31, 1994: Available for sale: United States Government, government agencies and authorities $ 60,261 $ 115 $ (1,855) $ 58,521 States, municipalities and political subdivisions 13,542 109 (268) 13,383 Foreign government securities 20,928 27 (1,613) 19,342 Public utilities 149,045 54 (17,715) 131,384 Mortgage-backed securities 837,173 2,103 (45,754) 793,522 All other corporate 658,946 814 (37,045) 622,715 ---------- ------ ---------- ---------- Subtotal, available for sale fixed maturities 1,739,895 3,222 (104,250) 1,638,867 Held to maturity: Mortgage-backed securities 15,915 (2,003) 13,912 ---------- ------ ---------- ---------- Subtotal, all fixed maturities 1,755,810 3,222 (106,253) 1,652,779 ---------- ------ ---------- ---------- Non-redeemable preferred stocks 8,345 248 8,593 Common stocks 1,444 1,015 (240) 2,219 ---------- ------ ---------- ---------- Subtotal, equity securities 9,789 1,263 (240) 10,812 ---------- ------ ---------- ---------- Total fixed maturities and equity securities $1,765,599 $4,485 $ (106,493) $1,663,591 ========== ====== ========== ==========
63 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 5. INVESTMENTS (CONTINUED)
GROSS GROSS ESTIMATED AMORTIZED UNREALIZED UNREALIZED FAIR COST GAINS LOSSES VALUE ---- ----- ------ ----- (IN THOUSANDS) December 31, 1993: Available for sale: United States Government, government agencies and authorities $ 38,904 $ 1,649 $ (41) $ 40,512 States, municipalities and political subdivisions 635 67 702 Public utilities 139,235 3,906 (1,584) 141,557 Mortgage-backed securities 801,646 18,194 (37,901) 781,939 All other corporate 689,849 39,719 (2,585) 726,983 ---------- ------ ---------- --------- Subtotal, available for sale fixed maturities 1,670,269 63,535 (42,111) 1,691,693 Held to maturity: Mortgage-backed securities 16,149 (1,954) 14,195 All other corporate 10,000 10,000 ---------- ------ ---------- --------- Subtotal, held to maturity 26,149 (1,954) 24,195 ---------- ------ ---------- --------- Subtotal, all fixed maturities 1,696,418 63,535 (44,065) 1,715,888 ---------- ------ ---------- --------- Non-redeemable preferred stocks 62,134 4,594 (94) 66,634 Common stocks 6,426 3,037 (266) 9,197 ---------- ------ ---------- --------- Subtotal, equity securities 68,560 7,631 (360) 75,831 ---------- ------ ---------- --------- Total fixed maturities and equity securities $1,764,978 $71,166 $ (44,425) $1,791,719 ========== ======= ========== ==========
The amortized cost and estimated fair value of fixed maturities at December 31, 1994, by contractual maturity, are shown below. Expected maturities will differ from contractual maturities because borrowers may have the right to call or prepay obligations with or without call or prepayment penalties.
ESTIMATED AMORTIZED FAIR COST VALUE ---- ----- (IN THOUSANDS) Available for sale: Due in one year or less $ 60,292 $ 59,188 Due after one year through five years 200,018 194,091 Due after five years through ten years 302,598 285,888 Due after ten years 339,814 306,178 ---------- --------- 902,722 845,345 Mortgage-backed securities 837,173 793,522 ---------- --------- Subtotal, available for sale 1,739,895 1,638,867 Held to maturity: Mortgage-backed securities 15,915 13,912 ---------- --------- $1,755,810 $1,652,779 ========== ==========
64 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 5. INVESTMENTS (CONTINUED) Excluding scheduled maturities and sales related to reinsurance transactions, proceeds from sales of investments in debt securities during 1994, 1993 and 1992 and the related gross gains and gross losses realized on such sales were as follows:
YEAR ENDED DECEMBER 31, ---------------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Proceeds from sales $430,392 $ 640,168 $1,410,441 ======== ========= ========== Gross gains $ 6,424 $ 25,629 $ 38,935 ======== ========= ========== Gross losses $ (3,423) $ (19,671) $ (4,569) ======== ========= ==========
Following are changes in unrealized appreciation (depreciation) on investments (in thousands):
YEAR ENDED DECEMBER 31, ---------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Investments carried at amortized cost: Fixed maturities held to maturity $ (49) $ 9,269 $ 38,269 ========= ========= ======== Investments carried at fair value: Available for sale fixed maturities $(122,452) $ 17,156 $ 4,268 Equity securities (6,248) (17,137) 26,585 Equity in unrealized gains of equity investees and limited partnerships 75 4,472 758 Other 487 875 292 --------- -------- ------- (128,138) 5,366 31,903 Less effect on other balance sheet accounts: Deferred policy acquisition costs 34,478 (16,647) Unearned revenue reserves (15,011) 6,266 Deferred income taxes 38,034 1,470 (9,696) Minority interest in unrealized losses (5,180) 5,180 --------- -------- ------- Change in unrealized investment gains and losses $ (75,817) $ 1,635 $ 22,207 ========= ======== ========
The carrying value of nonaffiliated invested assets for which no investment income was recorded during the twelve months ended December 31, 1994, was as follows (in thousands):
Fixed maturities $ 1,834 Equity securities 308 Investment real estate 34,486 Mortgages 2,641 Investments in limited partnerships 9,282 Other invested assets 779 ------- $49,330 =======
65 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 5. INVESTMENTS (CONTINUED) The Company has a diversified investment portfolio that includes securities of over 750 issuers. Excluding investments in bonds or notes of the United States Government or Government agencies or authorities, the carrying value and fair values of investments by issuer which exceeded 10% of stockholders' equity at December 31, 1994 were as follows (in thousands):
CARRYING FAIR ISSUER VALUE VALUE ------ ------- ------- FIXED MATURITIES Citicorp Mortgage Securities $28,304 $28,304 Residential Funding Mortgage Securities 1 Inc. 17,219 17,219 Green Tree Acceptance Inc. 14,261 14,261 Merrill Lynch Mortgage Insurance Inc. 12,737 12,737 Solomon, Inc. 11,956 11,956 News America Holdings 11,646 11,646 Hydro Quebec 11,516 11,516 Goldman Sachs 11,162 11,162 BankAmerica Corp. 10,198 10,198 Newfoundland Province CDA 10,154 10,154 Chrysler Financial Corp. 9,632 9,632 Pacific Gas & Electric Co. 9,506 9,506 Continental Corp. 9,341 9,341 Premier Auto Trust 9,273 9,273 LASMO (USA) Inc. 8,962 8,962 Canadian Imperial Bank 8,855 8,855 Philadelphia Electric Co. 8,813 8,813 Money Store 8,676 8,676 Fund America Investors Corp. 8,613 8,613 ITT Financial Corporation 8,472 8,472 Standard Credit Card 8,022 8,022 Transamerica Finance Corp. 8,000 8,000 Ultramar Credit 7,985 7,985 Bankers Trust - NY 7,969 7,969 Days Inns Mortgage Trust 7,931 7,353 Telecommunications Inc. 7,868 7,868 RJR Nabisco Inc. 7,725 7,725 Residential Funding Corp. 7,623 7,623 Aircraft Lease Portfolio 7,510 7,510 Norwest Financial Inc. 7,477 7,477 Long Island Lighting 7,411 7,411 Utilicorp United Inc. 7,379 7,379 Mortgage Capital Funding 7,292 7,292 Manufactured Housing 7,115 7,115 Signet Credit Card Trust 7,083 7,083 Chase Manhattan Credit Card 6,989 6,989 Chemical Banking Corp. 6,798 6,798 National Re Holding 6,470 6,470 237 Park Avenue Associates 6,381 6,121 Hong Kong Shanghi III 6,340 6,340 Boeing Company 6,278 6,278 Texas Utilities Electric Co. 6,271 6,271 WSGP International Diversified Funding 6,018 6,018 Corestates Capital 5,994 5,994 Occidental Petroleum 5,983 5,983 Oxford Acceptance Corp. 5,796 5,796 ERP Operating Ltd. Partnership 5,790 5,790 Discover Card Trust 5,724 5,724 Daimler-Benz Vehicle Trust 5,703 5,703 Time Warner Entertainment 5,648 5,648 Norwest Corporation 5,570 5,570 Fical Home Equity 5,397 5,397 MBIA, Inc. 5,360 5,360 American Airline 5,351 5,351 Ford Credit Grantor Trust 5,337 5,337 Ford Motor Co. 5,311 5,311 Sears Mortgage Securities Corp. 5,286 5,286 Fleet Finance Home Equity Trust 5,262 5,262 Coast Savings & Loan Association 5,256 5,256 USGI Inc. 5,224 5,224 Banc One Columbus 5,145 5,145 J.P. Morgan & Company 5,045 5,045 Standard Credit Card Trust 5,036 5,036 Travelers Inc. 5,026 5,026 Colonial Credit Card Trust 5,009 5,009 Wells Fargo & Company 5,005 5,005 GATX Capital Corp. 5,000 5,000 Bristol Oaks L.P. 5,000 5,000 Shearson Lehman Bros. Holding 5,000 5,000 Chevy Chase Master Card Trust 4,997 4,997 Los Angeles County Pension Obligation 4,989 4,989 Budget Fleet Finance Corp. 4,963 4,963 Comerica 4,922 4,922 Finance Authority of Maine 4,903 4,903 NationsBank Corporation 4,855 4,855 Phillip Morris 4,850 4,850 Mississippi Power & Light Company 4,847 4,847 General Motors Acceptance Corp. 4,837 4,837 Prudential Securities Secured Fin. Ln. 4,776 4,776 NP Funding II LP 4,746 4,746 First Union Corp. 4,744 4,744 CFI Timeshare Certificates 4,725 4,725 Golden West Financial Corp. 4,722 4,722 Morgan Stanley Group Inc. 4,713 4,713 Prime Finance Corporation 4,703 4,703 Coca Cola Enterprises Inc. 4,689 4,689 Southern Union Corp. 4,685 4,685
66 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 5. INVESTMENTS (CONTINUED)
CARRYING FAIR ISSUER VALUE VALUE ------ ------- ------- FIXED MATURITIES (CONTINUED) Ford Motor Credit Co. $ 4,647 $ 4,647 Merrill Lynch & Co. Inc. 4,631 4,631 Central Power & Light Co. FL 4,622 4,622 National City Corp. 4,601 4,601 Money Store Inc. (The) 4,566 4,566 Cleveland Electric Illumination 4,538 4,538 May Department Stores Co. 4,470 4,470 Commonwealth Edison Co. 4,435 4,435 Diamond Shamrock 4,421 4,421 Greenwich Capital Acceptance 4,390 4,390 Lockheed Corporation 4,357 4,357 NationsBank Credit Card Master Trust 4,297 4,297 Public Service Enterprise 4,265 4,265 British Columbia Hydro & Power 4,185 4,185 Public Service Electric & Gas Company 4,168 4,168 First Chicago Corp. 4,140 4,140 Time Warner Inc. 4,105 4,105 Ontario, Province of Canada 4,030 4,030 Capital Home Equity Loan Trust 4,001 4,001 Bank Nova Scotia 4,000 4,000 Pacific Bell 3,995 3,995 Commercial Credit Group Inc. 3,958 3,958 B P America 3,956 3,956 General Electric Capital Corp. 3,889 3,889 Fleet/Norstar Financial Group 3,858 3,858 J C Penney Inc. 3,832 3,832 Shawmut National Corp. 3,778 3,778 First Bank N.A. 3,744 3,744 UFSB Trust 3,726 3,726 Service Corp International 3,709 3,709 G E Capital Mortgage Services 3,694 3,694 Weyerhauser Co 3,676 3,676 Guardian Savings & Loan Assn 3,646 3,646 Secured Investors Structured Trust 3,640 3,640 COLLATERAL LOANS CFSB Corporation 29,306 29,306 James M. Fail 20,159 20,159 Victor Sayyah 6,001 6,001 EQUITIES Sears Roebuck & Company 3,532 3,532 LIMITED PARTNERSHIPS GSSW (real estate) 21,100 21,100 Hicks Muse/Trident 8,893 8,893 MORTGAGE LOANS Ballard Texas Properties 8,664 7,120 Koger Properties Inc. 7,570 7,491 Bent Tree Tower 6,932 5,371 Citizens First National 6,894 6,414 Hamilton Partners 6,352 6,300 West Houston Hotel 5,110 5,110 Farb Investments 5,022 4,153 Central & South West 4,898 4,651 REAL ESTATE Quail Creek, Arizona (residential development) 6,805 6,805 SHORT TERM INVESTMENTS State Street STIF 29,066 29,066 Bank of Louisville 24,365 24,365 Champion International Corp. 4,998 4,998 American Brands Inc. 4,158 4,158 Kerr McGee Corporation 3,999 3,999
At December 31, 1994 and 1993, the Company held unrated or noninvestment-grade fixed maturities with carrying values of $100,493,000 and $107,012,000, respectively, and aggregate fair values of $100,233,000 and $106,197,000, respectively. These holdings amounted to 6.1% of the Company's fixed maturity investments and 4.2% of total cash and invested assets at December 31, 1994. The holdings of noninvestment-grade securities are widely diversified and include securities of 63 issuers. At December 31, 1994 and 1993, the Company held residual interest mortgage-backed securities other than the Fund America Investment and the SIST Residual with carrying values of $7,904,000 and $11,137,000, respectively, and fair values of $4,223,000 and $8,481,000, respectively. The effective annual yield on such investments based on their carrying value approximated 4.5% at December 31, 1994. 67 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 5. INVESTMENTS (CONTINUED) At December 31, 1994 and 1993, the Company held mortgage loans principally involving commercial real estate with carrying values of $127,047,000 and $138,504,000, respectively, and estimated fair values of $119,065,000 and $142,998,000, respectively. Approximately 62% of such mortgages involved property located in Texas, consisting of first mortgage liens on completed income-producing properties. No individual mortgage exceeds $8 million. The Company's life insurance subsidiaries are required to maintain certain amounts of assets on deposit with state regulatory authorities. Such assets had an aggregate carrying value of $185,250,000 at December 31, 1994, including securities of the Company with an estimated fair value of $3,640,000, which have been eliminated in consolidation in the accompanying balance sheet. Certain of the Company's subsidiaries have entered into interest rate swap arrangements to convert the interest rate characteristics of certain investments to match those of related insurance liabilities. The agreements expire from 1995 to 1997 and exchange fixed-rate payments ranging from 6.0% to 8.44% for three month LIBOR-based interest payments on notional amounts of $23.3 million. The interest rate differential to be received or paid is recognized over the lives of the agreements as an adjustment to interest expense. The subsidiaries are exposed to credit risk in the event of default by counterparties to the extent of any amounts that have been recorded in the balance sheet and market risk as a result of potential future increases in LIBOR. The fair value of interest rate swap arrangements at December 31, 1994, approximated $336,000. 6. INVESTMENTS IN EQUITY INVESTEES AND LIMITED PARTNERSHIPS Following is an analysis of the Company's investment in limited partnerships (excluding the Company's investment in CCP at December 31, 1992, which was reflected as an investment in equity investees):
YEAR ENDED DECEMBER 31, --------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Balance, beginning of year $ 43,640 $ 39,808 $ 36,917 Contributions and capitalized costs 2,161 5,696 23,747 Equity in operating earnings 4,165 6,093 2,938 Equity in extraordinary losses (1,082) Equity in unrealized gains (losses) 75 5,349 7 Sale of partnership investment (4,998) Writedown of partnership investment (5,013) Distributions of earnings (123) (401) (9,496) Other distributions (7,891) (2,894) (13,223) --------- --------- --------- Balance, end of year $ 42,027 $ 43,640 $ 39,808 ========= ========= =========
The fair value of the Company's investments in limited partnerships approximated their carrying value of $42,027,000 and $43,640,000 at December 31, 1994 and 1993, respectively. Included in limited partnerships at December 31, 1994, was a $21,100,000 investment, representing a 49% limited partnership interest, in a partnership formed to acquire through auction for resale certain mortgage loans and real estate formerly held by failed savings and loan associations. During 1994, this limited partnership distributed $7,891,000 of mortgages to the Company. 68 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 6. INVESTMENTS IN EQUITY INVESTEES AND LIMITED PARTNERSHIPS (CONTINUED) At December 31, 1992, the Company owned a 39.9% indirect equity interest in Bankers, consisting of a 29.7% equity interest in BLHC and 10.2% equity interest through its limited partnership investment in CCP. In addition, the Company owned $34.7 million principal amount of BLHC 11% Junior Subordinated Debentures due 2003 and $50.0 million of a BLHC 11% preferred stock. The 1992 sale of Bankers was accounted for as a "step transaction" in accordance with GAAP. Accordingly, gain recognition was limited to the 60.1% interest deemed to have been sold. The excess of the sales price over the Company's basis in Bankers on the 39.9% portion of the investment deemed to have been retained by the Company (excess of sales price over basis in retained interest) was reflected as a reduction in the carrying value of the Company's investments in BLHC and CCP. Effective March 31, 1993, the Company's ownership interest in BLHC was reduced to 24.4% as a result of BLHC's offering and on September 30, 1993, the Company sold its investment in BLHC (see Note 2). At December 31, 1992, CCP had no assets or liabilities, other than its investment in BLHC. Financial information of BLHC and the Company's carrying value and equity in earnings of BLHC as of and for the two months ended December 31, 1992, and the Company's equity in the earnings of BLHC for the nine months ended September 30, 1993, is as follows (in thousands):
1993 1992 ---- ---- Financial position: Invested assets $ 1,847,000 Other assets 1,523,500 Insurance liabilities 2,490,200 Notes payable and other liabilities 709,300 Preferred stockholders' equity 160,800 Common stockholders' equity 10,200 Results of operations (unaudited): Revenues $ 1,081,600 $ 222,500 Earnings from operations before effect of accounting change 95,300 22,700 Cumulative effect of change in method of accounting for post-retirement benefits (13,300) Extraordinary loss from early debt retirement (5,600) Net earnings attributable to common stock 85,200 6,500 Amounts recorded by the Company: Investment in 11% Junior Subordinated Debt $ 30,551 Investment in 11% preferred stock 46,509 Equity investment in BLHC and CCP (35,739) --------- $ 41,321 =========
69 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS (CONTINUED) 6. INVESTMENTS IN EQUITY INVESTEES AND LIMITED PARTNERSHIPS (CONTINUED) Following is an analysis of the Company's equity investments in BLHC and CCP (in thousands):
1993 1992 ---- ---- Equity investment, beginning of year $(35,739) Cost of investment in BLHC $ 16,700 Cost of investment in CCP 9,640 Allocated cost of common stock equity kickers received for purchase of subordinated debt and preferred stock 8,117 Excess of sales price over basis in retained interest (74,338) Equity in earnings of BLHC and CCP, including amortization of portion of excess of sales price over basis 29,117 3,265 Equity in extraordinary losses of BLHC (1,370) Equity in (elimination of equity in) unrealized investment gains (877) 877 Cash dividends received from BLHC (533) Equity in proceeds of BLHC initial public offering 99,376 Reduction in investment upon sale (89,974) -------- -------- Equity investment, end of year $ - $(35,739) ======== ========
Included in the limited partnership investments at December 31, 1991, was the Company's 21.4% interest in CCP (Predecessor CCP). On July 21, 1992, Predecessor CCP formed a new insurance holding company, CCP Insurance, Inc. (CCP Insurance) and completed an initial public offering (IPO) of common stock in CCP Insurance. Predecessor CCP was liquidated and the Company received 1,764,439 shares of CCP Insurance common stock in exchange for its 21.4% interest in Predecessor CCP. At the date of exchange, the Company's carrying value in Predecessor CCP totaled $19,509,000, which became the Company's basis in the shares of CCP Insurance common stock. The Company subsequently reflected its investment in CCP Insurance, along with 525,000 shares of CCP Insurance purchased in the IPO, as marketable equity securities. Effective September 29, 1993, CCP Insurance completed an underwritten primary and secondary offering of shares of its common stock. The Company sold all of the 1,764,439 shares of the common stock of CCP Insurance in conjunction with the offering for $47,272,000 and realized investment gains totaling $27,758,000. In addition, during 1994 and 1993, the Company sold 12,000 and 455,375 shares of CCP Insurance common stock respectively in open market transactions and realized gains totaling $140,000 in 1994 and $5,310,000 in 1993. At December 31, 1994, the Company continues to hold 57,625 shares of CCP Insurance common stock with a fair value of approximately $1.2 million. 70 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 6. INVESTMENTS IN EQUITY INVESTEES AND LIMITED PARTNERSHIPS (CONTINUED) Financial information of Predecessor CCP and the Company's equity in the earnings of Predecessor CCP is as follows (in thousands):
Results of operations (through July 1992): Revenues. . . . . . . . . . . . . . . . . . . $281,800 Net operating earnings. . . . . . . . . . . . 17,663 Extraordinary loss. . . . . . . . . . . . . . (6,248) Amounts recorded by the Company: Equity in operating earnings. . . . . . . . . $ 3,550 Equity in extraordinary loss. . . . . . . . . (1,082) Distributed earnings received . . . . . . . . 8,902
Following is a summary of the equity in earnings of equity investees and limited partnerships:
YEAR ENDED DECEMBER 31, ----------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Operating earnings: BLHC $29,117 $3,265 Limited partnerships. . . . . . . . . $ 4,165 6,093 2,938 ------- ------- ------ Equity in operating earnings. . . . . . 4,165 35,210 6,203 Equity in extraordinary losses. . . . . (1,370) (1,082) ------- ------- ------ $ 4,165 33,840 $ 5,121 ======= ======= ======= Distributed earnings received $ 123 $ 934 $ 9,496 ======= ======= =======
7. ACCOUNTING FOR EXCESS COST (GOODWILL) SLC's accounting policy is to amortize goodwill on a straight-line basis over a 40-year period. Historically, the Company periodically assessed the recoverability of its goodwill through an actuarial projection of the undiscounted future earnings of the Company's insurance subsidiaries (excluding excess cost amortization) over the remaining life of such goodwill. Such projections assumed anticipated levels of new production over a succeeding five-year period. Under its historical accounting practices, approximately $288,333,000 of SLC's total $298,017,000 of unamortized goodwill at year-end 1994 was attributable to SLC's acquisition of Southwestern Life in 1986. The Company tested the recoverability of the Southwestern Life goodwill and, based on the historical methodology utilized, management concluded that such goodwill appeared to be fully recoverable. In early 1995, the Company's Board of Directors approved a change in SLC's strategy for dealing with its public debt obligations and fixed charges. As publicly announced, the new strategy seeks to restructure SLC's capital in such a way as to appropriately meet the Company's long term goals, and to significantly increase SLC's common equity. Management believes that this process will inevitably involve negotiations with third parties based on the perceived fair values of SLC and its operating subsidiaries. Accordingly, management concluded that the Company's accounting policy with respect to the recoverability of goodwill should be changed to discount projections of future earnings using an economic rate of return that would be customary for evaluating the present value of future profits in connection with current life insurance company transactions. As a result of this accounting change, the goodwill attributable to the acquisition of Southwestern Life was reduced from $288,333,000 to $77,650,000, or a total reduction of $210,683,000. Because such a change in accounting was determined to be inseparable from a change in 71 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 7. ACCOUNTING FOR EXCESS COST (GOODWILL) (CONTINUED) an estimate, such reduction was reflected as a charge to operating earnings, as opposed to being reflected as the cumulative effect of a change in an accounting principle. In addition to the reduction in goodwill related to Southwestern Life, SLC evaluated the recoverability of its remaining goodwill totaling approximately $9,683,000 and determined that $6,834,000 of such goodwill, substantially all of which was related to the 1986 acquisition of Philadelphia American Life Insurance Company (PALICO), was not recoverable through projected future earnings. PALICO is the Company's principal provider of group health insurance products and incurred substantial losses relative to such business over the past two years. Accordingly, an additional charge to operating earnings of $6,834,000 was reflected at year-end 1994 and included in amortization of excess cost in the consolidated statement of earnings. 8. INSURANCE LIABILITIES Insurance liabilities consist of the following:
MORTALITY OR INTEREST WITHDRAWAL MORBIDITY RATE DECEMBER 31, DECEMBER 31, ASSUMPTIONS ASSUMPTIONS ASSUMPTIONS 1994 1993 ----------- ------------ ----------- ------------ ------------ (IN THOUSANDS) Future policy benefits: Traditional life insurance contracts . . . . . . . . . . . Company Company 6%-10% $ 498,866 $ 528,634 experience experience Traditional annuity products . . N/A N/A N/A 137,764 138,244 Individual accident and health . Company Company 6%-10% 62,526 61,996 experience experience Group life and health. . . . . . N/A N/A N/A 9,704 9,340 Unearned premiums . . . . . . . N/A N/A N/A 36,362 35,412 Claims and benefits payable. . . N/A N/A N/A 104,456 106,763 Dividend and coupon accumulations and other . . . . N/A N/A N/A 44,422 46,914 --------- --------- 894,100 927,303 --------- ---------- Universal life and investment contract liabilities: Universal life and annuities . . . . . N/A N/A N/A 1,378,717 1,306,665 Guaranteed investment contracts. . . . N/A N/A N/A 313,296 377,731 --------- --------- 1,692,013 1,684,396 --------- --------- $2,586,113 $2,611,699 ========= =========
The estimated fair value of guaranteed investment contracts approximated their carrying value at December 31, 1994, because it is expected that substantially all of such contracts will be terminated during 1995. The estimated fair value of the liabilities for other investment contracts is approximately equal to their carrying value at December 31, 1994, because interest rates credited to account balances approximate current rates paid on similar investments and are generally not guaranteed beyond one year. Fair values for the Company's insurance liabilities other than those for investment-type insurance contracts are not required to be disclosed. However, the fair values of liabilities under all insurance contracts are taken into consideration in the Company's overall management of interest rate risk, which minimizes exposure to changing interest rates through the matching of investment maturities with amounts due under insurance contracts. 72 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 8. INSURANCE LIABILITIES (CONTINUED) Activity in the liability for claims and benefits payable for the years ended December 31, 1994, 1993 and 1992 is summarized as follows (1992 excludes amounts for Bankers and Certified, which were sold in November 1992):
1994 1993 1992 ----- ----- ----- Claims and benefits payable at beginning of year. . . . . $106,763 $ 89,245 $ 90,278 Less reinsurance recoverables . . . . . . . . . . . . . . 4,224 1,282 1,025 -------- ------- ------- Net beginning balance. . . . . . . . . . . . . . . . . . 102,539 87,963 89,253 Add incurred losses net of reinsurance: Current year . . . . . . . . . . . . . . . . . . . . . . 223,474 207,230 175,502 Prior years . . . . . . . . . . . . . . . . . . . . . . (7,514) (10,661) (3,404) -------- -------- ------- 215,960 196,569 172,098 -------- -------- ------- Deduct payments for claims, net of reinsurance: Current year . . . . . . . . . . . . . . . . . . . . . . 163,805 126,204 131,460 Prior years . . . . . . . . . . . . . . . . . . . . . . 54,462 52,847 41,671 -------- -------- -------- 218,267 179,051 173,131 -------- -------- ------- Claims and benefits payable, net of related reinsurance recoverables at end of year . . . . . . . . 99,181 102,539 87,963 Plus reinsurance recoverables . . . . . . . . . . . . . . 5,275 4,224 1,282 -------- ------- ------ Balance at end of year. . . . . . . . . . . . . . . . . . $104,456 $106,763 $ 89,245 ======== ======== ========
The above reconciliation shows a consistent redundancy in the Company's claims reserve due to the Company's conservative reserving methodology which has been applied on a consistent basis from year to year. 9. STOCKHOLDERS' EQUITY AND RESTRICTIONS At December 31, 1994, substantially all of consolidated stockholders' equity represented net assets of the Company's insurance subsidiaries that cannot be transferred to the Company in the form of dividends, loans or advances. Generally, the net assets of the Company's insurance subsidiaries available for transfer to the Company are limited to the greater of (except in Kentucky where the applicable test is lesser of) the subsidiaries' net gain from operations during the preceding year or 10% of the subsidiaries' net surplus as of the end of the preceding year as determined in accordance with accounting practices prescribed or permitted by insurance regulatory authorities. Payment of dividends in excess of such amounts would generally require approval by the regulatory authorities. At December 31, 1994, approximately $15 million was available under existing laws for the payment of dividends by insurance subsidiaries to the Company during 1995 without prior approval; however, Modern American has agreed with its domiciliary state that it will not pay any stockholder dividends without obtaining prior regulatory approval. Southwestern Life has agreed in writing with its domiciliary state to give 30 days prior notice before the payment of any stockholder dividends. Further, management has given the Texas Department of Insurance assurances that neither Southwestern Life nor Union Bankers will declare and pay any dividends in 1995 without the prior approval of the Texas Insurance Commissioner. At the request of the Illinois Department of Insurance, BML has informed the Illinois Department in writing that it currently has no intention to declare or pay any dividends in 1995 and that it will give the Illinois Department advance notice if there is a change in the company's intention. 73 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 9. STOCKHOLDERS' EQUITY AND RESTRICTIONS (CONTINUED) Both Integrity National and PALICO have acknowledged in writing the request of the Pennsylvania Department of Insurance that prior to paying any dividends in 1995 each company, respectively, will notify in advance and obtain the Pennsylvania Department's approval of such dividends, which approval the Pennsylvania Department has agreed not to unreasonably withhold. The Company's insurance subsidiaries prepare their statutory financial statements in accordance with accounting practices prescribed or permitted by their respective state insurance departments. Prescribed statutory accounting practices include state laws, regulations, and general administrative rules, as well as a variety of publications of the National Association of Insurance Commissioners (NAIC). Permitted statutory accounting practices encompass all accounting practices that are not prescribed; such practices differ from state to state, and may differ from company to company within a state, and may change in the future. Furthermore, the NAIC has a project to codify statutory accounting practices, the result of which is expected to constitute the only source of "prescribed" statutory accounting practices. Accordingly, that project, which is expected to be completed in 1996, will likely change to some extent prescribed statutory accounting practices, and may result in changes to the accounting practices that insurance enterprises use to prepare their statutory financial statements. On the basis of reporting as prescribed by insurance regulatory authorities, the combined stockholders' equity of the consolidated insurance subsidiaries, after elimination of amounts attributable to investments in consolidated insurance subsidiaries, amounted to approximately $219,357,000 and $259,856,000 and the combined asset valuation reserve of SLC's insurance subsidiaries amounted to $34,827,000 and $45,023,000 as of December 31, 1994 and 1993, respectively. Combined net income (loss) was as follows:
YEAR ENDED DECEMBER 31, ---------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Operating income (loss) . . . . . . . . . $ (8,636) $ 628 $ 22,191 Realized investment gains (losses). . . . (13,437) 52,055 (68,482) ------- ------ ------- Net income (loss) . . . . . . . . . . . . $(22,073) $52,683 $(46,291) ======== ======== =========
Gains and losses relative to individual investments are generally reflected for statutory reporting purposes as unrealized investment gains or losses until such time as the specific investments are sold or otherwise disposed of. In addition, statutory investment gains and losses are reported net of related income tax effects. Statutory realized investment losses in 1992 include losses on the disposition of First Executive Corporation common stock totaling $118 million which were reflected prior to 1992 for financial reporting purposes. During 1992, certain employees who had previously purchased shares of the Company's Common Stock under a Restricted Stock Purchase Agreement pledged the shares of Common Stock to collateralize notes receivable which had been issued to a former affiliate in 1982, but which were subsequently acquired by the Company in 1985. The notes and accrued interest totaling $1,537,000 and $1,471,000 at December 31, 1994 and 1993, respectively, bear interest at 9%, mature in 1996 and were collateralized by 375,564 shares of the Company's Common Stock at each of the respective dates. In addition, the Company has other notes receivable with a carrying value of $258,000 at December 31, 1994 and 1993, respectively, which are collateralized by 51,534 shares of the Company's Common Stock. In the accompanying balance sheets, such notes and accrued interest have been reflected as reductions in stockholders' equity. 74 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 10. CAPITAL STOCK At December 31, 1994, the Company had two classes of capital stock, Series Preferred Stock (no par value), and Common Stock ($1.00 par value). The only Preferred Stock outstanding at December 31, 1994 was the Series 1986-A (Series 1986-A Preferred Stock). The holder of each outstanding share of Series 1986-A Preferred Stock is entitled to cumulative annual dividends of $1.75 and liquidating distributions of up to $25 per share. Such dividends and liquidating distributions are payable in preference to the Common Stock. The Series 1986-A Preferred Stock may be converted, at the option of the holder, at any time into shares of Common Stock at the rate of .7692 shares of Common Stock for each share of Series 1986-A Preferred Stock. The Company may redeem, at its option, any or all shares of the Series 1986-A Preferred Stock at redemption prices declining annually to $25 per share after December 1, 1996 plus accrued and unpaid dividends. The Series 1986-A Preferred Stock is exchangeable, in whole but not in part, at the Company's option on any dividend payment date commencing December 1, 1988 for the Company's 7% Convertible Subordinated Debentures due 2011 at the rate of $25 principal amount of Debentures for each share of Series 1986-A Preferred Stock. The Series 1986-A Preferred Stock is nonvoting, except as required by law and except that if six quarterly dividends are unpaid and past due the holders of the Series 1986-A Preferred Stock may elect two directors to the Company's Board of Directors. On January 27,1995, the Company's Board of Directors authorized the suspension of the payments of dividends on the Series 1986-A Preferred Stock until reinstated by action of the Board. At March 31, 1995, approximately $3.5 million of preferred dividends were in arrears. Through February 10, 1994, the Common Stock and Class B Common Stock were entitled to vote as separate classes on stockholder actions that directly or indirectly could effect a change in the aggregate number or par value of shares of Class B Common Stock or in the powers, preferences or rights of the holders of Class B Common Stock. The Company's Board of Directors was classified by its Certificate of Incorporation to require, so long as the Class B Common Stock was outstanding, that at least 50% of the Company's directors were to be independent, and that 75% of the directors were to be elected by the Class B Common Stock and the remaining 25% were to be elected by the Common Stock and voting Preferred Stock. The Class B Common Stock had the same rights to dividends and liquidating distributions as the Common Stock. On February 11, 1994, the Company purchased all of the outstanding shares of Class B Common Stock and immediately cancelled and retired such shares (see Note 4). In connection with the CFLIC transaction on June 30, 1994 (see Note 4), the Company redeemed all of the outstanding shares of the Series 1984-A Preferred Stock and the 1987-B Preferred Stock. In connection with the sale of the Company's investment in BLHC on September 30, 1993 (see Note 2), the Company redeemed all of the outstanding shares of its Series 1987-A Preferred Stock at their $50 per share stated value. On December 2, 1993, the Company redeemed for cash all of the outstanding shares of its Series 1987-C Preferred Stock at their $50 per share stated value. Annual dividend requirements on the redeemed shares totaled $5.50 per share and $8.00 per share, respectively. 75 10. CAPITAL STOCK (CONTINUED) Capital stock activity for the three years ended December 31, 1994, was as follows:
SHARES AUTHORIZED PER SERIES 1994 1993 1992 ---------- ---- ---- ---- Preferred stock (authorized 50,000,000 shares): Series 1984-A Preferred Stock . . . . . . . . . . 541,563 ========= Balance, beginning of year. . . . . . . . . . . 541,563 541,563 541,563 Shares redeemed in CFLIC transaction. . . . . . (541,563) ----------- ---------- ---------- Balance, end of year . . . . . . . . . 541,563 541,563 =========== ========== ========== Series 1986-A Preferred Stock. . . . . . . . . . . 8,000,000 ========= Balance, beginning of year . . . . . . . . . . . 7,999,880 7,999,980 7,999,980 Shares retired upon exchange . . . . . . . . . . (100) ----------- ---------- ---------- Balance, end of year . . . . . . . . . . . . . . 7,999,880 7,999,880 7,999,980 =========== ========== ========== Series 1987-A Preferred Stock. . . . . . . . . . . 2,000,000 ========= Balance, beginning of year . . . . . . . . . . . 1,000,000 1,000,000 Shares redeemed . . . . . . . . . . . . . . . . (1,000,000) ---------- ---------- Balance, end of year . . . . . . . . . . . . . . 1,000,000 ========== ========== Series 1987-B Preferred Stock. . . . . . . . . . . 140,000 ========= Balance, beginning of year . . . . . . . . . . . 140,000 140,000 140,000 Shares redeemed in CFLIC transaction . . . . . . (140,000) ----------- ---------- ---------- Balance, end of year . . . . . . . . . . . . . . 140,000 140,000 Series 1987-C Preferred St . . . . . . . . . . . . 1,000,000 ========= =========== ========== ========== Balance, beginning of year . . . . . . . . . . . 1,000,000 1,000,000 Shares redeemed . . . . . . . . . . . . . . . . (1,000,000) ---------- ---------- Balance, end of year . . . . . . . . . . . . . . 1,000,000 ========== ========== Common stock (authorized 200,000,000 shares): Issued: Balance, beginning of year . . . . . . . . . . . 71,593,610 71,401,004 71,398,954 Issued upon exchange of preferred stock. . . . . 76 Issued upon exercise of stock options. . . . . . 58,300 192,530 2,050 Issued for Class B shares acquired for treasury . . . . . . . . . . . . . . . . 100,000 Retirement of treasury shares. . . . . . . . . . (22,768,528) ----------- ---------- ---------- Balance, end of year . . . . . . . . . . . . . . 48,983,382 71,593,610 71,401,004 ----------- ---------- ---------- Held by subsidiaries and in treasury: Balance, beginning of year . . . . . . . . . . . 23,766,471 23,610,789 23,317,203 Purchase of shares . . . . . . . . . . . . . . . 155,682 293,586 Shares redeemed issued for Class B shares . . . 100,000 Shares redeemed in CFLIC transaction . . . . . . 620,423 Retirement of treasury shares. . . . . . . . . . (22,768,528) ----------- ---------- ---------- Balance, end of year . . . . . . . . . . . . . . 1,718,366 23,766,471 23,610,789 ----------- ---------- ---------- Outstanding, end of year . . . . . . . . . . . . . 47,265,016 47,827,139 47,790,215 =========== ========== ========== Common stock, Class B (none currently authorized): Balance, beginning of year . . . . . . . . . . . . 100,000 100,000 100,000 Purchase and cancellation of shares. . . . . . . . (100,000) ----------- ---------- ---------- Balance, end of year . . . . . . . . . . . . . . . 100,000 100,000 =========== ========== ==========
76 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 10. CAPITAL STOCK (CONTINUED) Shares of Common Stock reserved for issuance at December 31, 1994: Conversion of Series 1986-A Preferred Stock . . . 6,153,755 Exercise of incentive plan stock options . . . . 1,200,000 Stock options to be granted . . . . . . . . . . . 1,440,000 --------- Total . . . . . . . . . . . . . . . . . . . . . 8,793,755 =========
11. REINSURANCE The Company's life insurance subsidiaries have set their retention limit for acceptance of risk on life insurance policies at various levels currently up to $500,000. There are reinsurance agreements with various companies whereby insurance in excess of the respective subsidiaries' retention limits is reinsured. To the extent that reinsuring companies become unable to meet their obligations under these agreements, the subsidiaries remain contingently liable. Insurance in force ceded in 1994 and 1993 under risk sharing arrangements totaled approximately $5.2 billion and $5.7 billion, respectively. In 1993, the Company adopted the provisions of SFAS No. 113, "Accounting and Reporting for Reinsurance of Short-Duration and Long-Duration Contracts," which changes the accounting and reporting for reinsurance contracts. SFAS No. 113 requires that when a reinsurance contract does not relieve the reinsurer from the legal liability to its policyholders, ceding insurers must report amounts recoverable from reinsurers as assets rather than as a reduction of the related policyholder liabilities. In addition, financial reporting disclosures were amended to require information relative to the volume of premiums ceded to and the benefits paid by reinsurers under related reinsurance arrangements. At December 31, 1994 and 1993, the Company has reflected in its balance sheet an asset for amounts due from reinsurers totaling $236,272,000 and $388,083,000, respectively, and has correspondingly increased its insurance liabilities by the same amounts in each respective year. Following is information relative to premiums ceded to unaffiliated reinsurers and the related benefits incurred by such reinsurers for the year ended December 31, 1994 and 1993 (in thousands):
1994 -------------------------------- TRADITIONAL DEPOSIT REINSURANCE PRODUCTS TOTAL ----------- -------- ----- Premiums and deposits ceded . . . . . . $34,840 $18,605 $53,445 ====== ====== ====== Benefits and withdrawals ceded. . . . . $31,401 $ 2,855 $34,256 ====== ====== ====== 1993 -------------------------------- TRADITIONAL DEPOSIT REINSURANCE PRODUCTS TOTAL ----------- -------- ----- Premiums and deposits ceded . . . . . . $49,964 $19,849 $69,813 ====== ====== ====== Benefits and withdrawals ceded. . . . . $35,486 $30,807 $66,293 ====== ====== ======
Amounts due from reinsurers at December 31, 1993, includes $334,633,000 due from ERC relative to certain annuity business which ERC had retroceded to CFLIC. The Company terminated the reinsurance arrangements with CFLIC during 1994 and reduced amounts due from ERC to $188,756,000 at December 31, 1994 (see Note 4). Certain of the Company's insurance subsidiaries have ceded blocks of insurance under reinsurance treaties to provide funds for financing acquisitions and other purposes. These reinsurance transactions, generally known as "surplus relief reinsurance," represent financing arrangements and, in accordance with GAAP, are not reflected in the 77 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 11. REINSURANCE (CONTINUED) accompanying financial statements except for the risk fees paid to reinsurers. Statutory surplus provided by such treaties totaled $57.8 million and $51.5 million at December 31, 1994 and 1993, respectively. Risk fees paid to reinsurers generally range from 2% to 4% of the net amount of surplus provided. 12. COMMITMENTS, LITIGATION AND CONTINGENT LIABILITIES Rental expense for the years ended December 31, 1994, 1993 and 1992 was approximately $8.7 million, $6.6 million and $11.4 million, respectively. At December 31, 1994, the Company and its subsidiaries had long-term leases covering certain of their facilities and equipment. The net minimum rental commitments under noncancellable operating leases with lease terms in excess of one year are $6.1 million, $0.7 million, $0.2 million and $0.1 million for the years ending December 31, 1995, 1996, 1997 and 1998, respectively. In addition, as a result of a judgement involving a mortgage loan foreclosure, a subsidiary is obligated under a real property lease for payments totaling $120,000 annually through November 2082. At December 31, 1994, the Company had made investments during the year of $1.8 million associated with an outstanding commitment to make limited partnership investments of up to $25 million in Conseco Capital Partners II, L.P. The partnership was formed to make corporate acquisitions of specialized annuity, life and health insurance companies and related businesses. The Company and its subsidiaries have been under examination by the Internal Revenue Service (IRS) for the tax years 1983 through 1992. The IRS completed its examination for the years 1983 through 1985 and issued preliminary Notices of Deficiencies totaling approximately $17.5 million, before interest. The Company protested such assessed deficiencies and subsequently reached a final agreement with the IRS under which the Company and certain of its subsidiaries paid approximately $4.0 million of additional taxes and interest. In 1994, the IRS issued a preliminary Notice of Deficiency in the amount of $127.7 million to the Company's insurance subsidiaries for the tax years 1986 through 1989, which included the disallowance of interest expense on the surplus debentures issued by the Company's insurance subsidiaries. The issue involved approximately $444 million of interest deductions claimed by the Company's subsidiaries during the periods under examination and, if disallowed as deductions, would have resulted in substantial additional tax and interest. However, the Company protested this issue and subsequent to year-end 1994, reached a tentative settlement for the tax years 1986 through 1989 which will allow a full deduction for interest expense on surplus debentures. The tentative settlement is subject to final approval by the congressional Joint Committee on Taxation. Management believes that, based upon the tentative settlement and the indemnification received from the seller relative to certain former and presently owned subsidiaries, the ultimate liability for taxes and interest for these years will not exceed amounts recorded in the Company's financial statements. The IRS has not completed its examination for the years 1990 through 1992 and therefore has not issued preliminary Notices of Deficiencies for those years. Further, based on the current status of the examination of 1990 through 1992, no issues have been brought to the attention of management that would result in a substantial liability for taxes and interest. From time to time, assessments are levied on the Company's insurance subsidiaries by life and health guaranty associations in states in which they are licensed to do business. Such assessments are made primarily to cover the losses of policyholders of insolvent or rehabilitated insurers. In some states, these assessments can be partially recovered through a reduction in future premium taxes. The Company's insurance subsidiaries paid assessments of $2.7 million, $3.2 million and $2.8 million in the years 1994, 1993 and 1992, respectively. Based on information currently available, the Company's insurance subsidiaries have accrued approximately $1.3 million for future assessments. 78 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 12. COMMITMENTS, LITIGATION AND CONTINGENT LIABILITIES (CONTINUED) Reference is hereby made to Item 3, Legal Proceedings, of this Form 10-K with respect to a discussion of the CASTLE case and the MEYER case. Various other lawsuits and claims are pending against the Company and its subsidiaries. Based in part upon the opinion of counsel as to the ultimate disposition of the above discussed and other matters, management believes that the liability, if any, will not be material. See Note 2 for a discussion regarding indemnifications made by the Company with respect to the sale of Bankers. 13. FEDERAL INCOME TAXES The Company, its non-life insurance subsidiaries and its life insurance subsidiaries file a single consolidated tax return. ICH Funding filed a separate income tax return subsequent to the Company's transfer of an 83% ownership interest to CFLIC in June 1993 (see Note 4) and continued to do so until the Company's reacquisition of such interest in June 1994. As an indirect wholly-owned subsidiary of the Company, ICH Funding will request permission from the IRS to rejoin the consolidated tax group for the period subsequent to June 1994. Marquette, which was also acquired in June 1994, is not eligible to join the Company's consolidated tax return for 60 months and, therefore, will file a separate income tax return until such time has passed. The Company's deferred federal income tax asset at December 31, 1994 and 1993, is comprised of the tax benefit (cost) associated with the following items based on 35% tax rates in effect:
1994 1993 ---- ---- (IN THOUSANDS) Items subject to ordinary tax treatment: Deferred policy acquisition costs and present value of future profits of acquired business . . . $(71,962) $(56,581) Future policy benefits . . . . . . . . . . . . . . 67,503 62,815 Other assets and liabilities. . . . . . . . . . . . 57,902 29,657 Net operating loss carryforwards. . . . . . . . . . 15,233 13,644 ------ ------ Deferred income tax asset . . . . . . . . . . . . 68,676 49,535 ------ ------ Items subject to capital gains treatment: Invested assets . . . . . . . . . . . . . . . . . . 49,056 692 Capital loss carryforwards. . . . . . . . . . . . . 5,209 ------- ------ Deferred income tax asset . . . . . . . . . . . . 49,056 5,901 ------- ------ Alternative minimum tax credit carryforwards. . . . . 8,595 13,948 Less: Valuation allowance . . . . . . . . . . . . . . (41,465) (16,351) ------ ------ Total deferred income tax asset . . . . . . . . . $ 84,862 $ 53,033 ====== ======
79 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 13. FEDERAL INCOME TAXES (CONTINUED) The provision (credit) for income taxes is included in the statements of earnings as follows:
YEAR ENDED DECEMBER 31, ------------------------- 1994 1993 1992 (IN THOUSANDS) Operating earnings (loss) . . . . . . . . $(1,140) $93,706 $(69,256) Cumulative effect of changes in accounting methods . . . . . . . . . . . (3,585) Extraordinary losses. . . . . . . . . . . (1,033) (2,237) ------ ------ ------- $(1,140) $89,088 $(71,493) ====== ====== =======
The components of the provision (credit) for income taxes on operating earnings (loss) are as follows:
YEAR ENDED DECEMBER 31, 1994 1993 1992 (IN THOUSANDS) Current tax expense (credit) . . . . . . . $(7,630) $20,678 $ 836 Deferred tax expense (credit) . . . . . . . 6,490 73,028 (70,092) -------- -------- -------- Income tax expense (credit) . . . . . . . $(1,140) $93,706 $69,256) ======== ======== ========
A reconciliation of the income tax provisions (credits) based on the prevailing corporate tax rate of 35% in 1994 and 1993 and 34% in 1992 to the provisions (credits) reflected in the consolidated financial statements is as follows:
YEAR ENDED DECEMBER 31, ----------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Computed expected income tax expense (credit) at statutory regular tax rate . . $(118,503) $106,970 $ (6,256) Change in accounting for excess cost . . . 73,739 Amortization of excess cost . . . . . . . . 5,748 3,357 3,734 Effect of change in income tax rate . . . . (3,509) Reduction in (benefit from) utilization of tax loss carryforwards . . . . . . . . . . . . . . 4,005 (910) (5,158) Additional tax basis gains on sales of subsidiaries . . . . . . . . . . 16,206 Provision for tax settlement. . . . . . . . 7,981 Increase (reduction) in deferred tax asset valuation allowance. . . . . . . . . 25,114 (8,554) (79,929) Other . . . . . . . . . . . . . . . . . . . 776 (3,648) 2,147 ------ ------ ------ Income tax expense (credit) . . . . . . $ (1,140) $ 93,706 $ (69,256) ====== ====== =======
The benefit from the reduction in the deferred tax asset in 1993 as reflected in the above reconciliation exceeds the actual change in the valuation allowance as a result of the change in corporate tax rates during 1993. 80 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 13. FEDERAL INCOME TAXES (CONTINUED) At December 31, 1994, the Company and its subsidiaries had the following income tax carryforwards available (in thousands):
TAX EXPIRATION PURPOSES DATES -------- ---------- U.S. federal regular tax operating loss carryforwards . . . $43,523 2009 U.S. federal AMT credit carryforwards against regular tax . 8,595 indefinite
Management has periodically assessed the ability of the Company's insurance subsidiaries to produce taxable income in future periods sufficient to fully utilize their operating book/tax temporary differences and tax loss carryforwards. These assessments have included actuarial projections under alternative scenarios of future profits on the existing insurance in force of the Company's insurance subsidiaries, including provisions for adverse deviation and assumptions regarding new business, adjusted to reflect the Company's anticipated debt service costs. Valuation allowances totaling $41,465,000 and $16,351,000 were provided against the Company's deferred tax assets at December 31, 1994 and 1993, respectively, to reflect the uncertainties of realizing all of the benefits of temporary differences and available tax loss carryforwards. Included in the deferred income tax asset at December 31, 1994 are tax effects totaling $29,809,000 associated with unrealized investment losses included in stockholders' equity. Substantially all of such unrealized investment losses at December 31, 1994, are attributable to SLC's insurance subsidiaries' available for sale fixed maturities. The Company provided a valuation allowance against the deferred income tax asset related to unrealized investment losses as of the end of each interim period during 1994. At December 31, 1994, management assessed the level of its subsidiaries' cash and short-term investments, the quality and duration of their available for sale fixed maturity portfolios, and the likelihood that its subsidiaries would be required to dispose of a substantial portion of their available for sale fixed maturities and incur net capital losses in order to meet their liquidity needs. These assessments included a review of actuarial cash flow projections under various interest rate scenarios and evaluations of historical data relative to benefits and surrender activity. Management has concluded based on such assessment that it is unlikely that the Company's subsidiaries would be required to incur significant capital losses to meet anticipated liquidity needs over the near term and, accordingly, the valuation allowance provided against the deferred income tax asset arising from unrealized investment losses in 1994 interim periods was eliminated at December 31, 1994. The IRS is examining federal income tax returns of the Company and certain insurance subsidiaries through 1992. See Note 12 for a discussion of certain proposed deficiencies. 14. BENEFIT AND OPTION PLANS The Company has not established retirement benefit plans for its employees. However, Bankers had a noncontributory unfunded deferred compensation plan for qualifying members of its career agency force. Net pension costs during 1992 included in other operating expenses included the following components (in thousands):
Service cost-benefits earned during the period . . . $1,223 Interest cost on projected benefit obligation . . . 1,730 Net amortization . . . . . . . . . . . . . . . . . 150 ----- Net periodic pension cost. . . . . . . . . . . . . . $3,103 =====
The weighted-average discount rate and rate of increase in future compensation levels used in determining the actuarial present value of the projected benefit obligation were 8% and 5%, respectively. 81 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 14. BENEFIT AND OPTION PLANS (CONTINUED) During 1993, the Company entered into agreements with certain employees providing for severance benefits supplemental to those available to all employees under the Company's welfare benefit plans. The agreements generally provide for a benefit of two times the annual salary of each covered employee upon the voluntary or involuntary termination of their employment for any reason other than gross misconduct, plus an additional benefit of up to one year's salary if, in the aggregate, shares of the Company's Common Stock acquired by such employees under the Company's incentive stock option plans or the stock purchase plan of a predecessor company are disposed of at less than a minimum specified price. For the year ended December 31, 1993, the Company reflected a charge for the total anticipated cost of providing benefits under the agreements totaling $2,820,000. Effective January 1, 1993, the Company adopted SFAS No. 106, "Employers' Accounting for Postretirement Benefits Other Than Pensions." SFAS No. 106 requires that an enterprise accrue, during the years that an employee renders the necessary service, the expected cost of providing postretirement life and health care benefits to an employee and the employee's beneficiaries and covered dependents. The Company's transition obligation as of January 1, 1993, approximated $22,873,000. The Company reflected a charge for the cumulative effect to January 1, 1993, of providing postretirement benefits for its remaining employees totaling $2,746,000. The cumulative charge has been reflected net of $934,000 in related income tax effects. The Company's obligation for accrued postretirement benefits is unfunded. Following is an analysis of the change in the liability for accrued postretirement benefits for the year ended December 31, 1994 (in thousands): Accrued postretirement benefits, beginning of year . . . . . . . . . $23,814 ------- Recognition of components of net periodic postretirement benefit cost: Service cost . . . . . . . . . . . . . . . . . . . . . . . . . . . 517 Interest cost . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,777 Amortization of prior service costs . . . . . . . . . . . . . . . . (149) ------ Net periodic postretirement benefit cost. . . . . . . . . . . . . . 2,145 Benefit payments . . . . . . . . . . . . . . . . . . . . . . . . . . (1,399) ------ Net change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 746 ------ Accrued postretirement benefits, end of year. . . . . . . . . . . . . $24,560 =======
The liability for accrued postretirement benefits includes the following at December 31, 1994 (in thousands): Accumulated postretirement benefit obligation: Retirees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $17,990 Active Eligible . . . . . . . . . . . . . . . . . . . . . . . . . . 1,844 Active Ineligible . . . . . . . . . . . . . . . . . . . . . . . . . 2,989 ------ 22,823 Unrecognized actuarial loss . . . . . . . . . . . . . . . . . . . . . 350 Unrecognized prior service cost . . . . . . . . . . . . . . . . . . . 1,387 ------ Accrued postretirement benefits . . . . . . . . . . . . . . . . . . . $24,560 ======
For measurement purposes, an 8% annual rate of increase in the health care cost trend rate was assumed for 1994; the rate was assumed to decrease gradually to 4.5% by the year 2015 and remain at that level thereafter. The health care cost trend rate assumption has a significant effect on the amounts reported. To illustrate, increasing the assumed health care cost trend rates by 1 percentage point in each year would increase the accumulated postretirement health care benefit obligation as of December 31, 1994 by $2,078,000 and the aggregate of the service and interest components of net periodic postretirement health care benefit cost for 1994 by $355,000. The weighted average discount rate used in determining the accumulated postretirement benefit obligation was 8.5%. 82 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 14. BENEFIT AND OPTION PLANS (CONTINUED) Southwestern Life and certain former subsidiaries provided certain health care and life insurance benefits for retired employees. Employees meeting certain age and length of service requirements become eligible for these benefits. The cost of providing these benefits and similar benefits for active employees is recognized as expenses as claims are incurred. These costs approximated $2,430,000 for 1992. Under provisions of the 1990 Stock Option Incentive Plan the Company is authorized to grant options to certain key employees for the purchase of up to 2.9 million shares of the Company's Common Stock at a price not less than fair market value at date of grant. The options are exercisable for up to ten years from date of grant and become exercisable at various times ranging from six months to three years. Stock options granted are summarized as follows:
EXERCISABLE OPTION PRICES END OF PERIOD ------------------------ ----------------------- NUMBER OF AGGREGATE AGGREGATE SHARES PER SHARE (000'S) PER SHARE (000'S) --------- --------- --------- --------- --------- Outstanding January 1, 1992 . . . . 1,366,780 $1.70-$6.00 $4,735 $1.70-$3.13 $1,157 ====== Granted during 1992 . . . . . . . . 2,000,000 $3.97 7,938 Exercised during 1992 . . . . . . . (2,050) $1.70 (3) Terminated during 1992. . . . . . . (585,000) $3.13-$6.00 (2,510) ---------- ------- Outstanding December 31, 1992 . . . 2,779,730 $1.70-$3.97 10,160 $1.70-$3.13 $1,154 ====== Exercised during 1993 . . . . . . . (194,530) $1.70-$3.13 (445) Terminated during 1993. . . . . . . (580,200) $1.70-$3.97 (2,042) ---------- ------- Outstanding December 31, 1993 . . . 2,005,000 $3.13-$3.97 7,673 $3.13-$3.97 $2,672 ====== Granted during 1994 . . . . . . . . 250,000 $5.13 1,281 Exercised during 1994 . . . . . . . (180,000) $3.13-$3.97 (637) Terminated during 1994 . . . . . . (875,000) $3.75-$3.97 (3,451) ---------- ------- Outstanding December 31, 1994 . . . 1,200,000 $3.13-$5.13 $4,866 $3.13-$3.97 $1,660 ========= ====== =======
15. EXTRAORDINARY LOSSES For the years 1993 and 1992, the Company incurred extraordinary losses, all related to early extinguishment of debt, as follows:
YEAR ENDED DECEMBER 31, ----------------------- 1993 1992 ---- ---- (IN THOUSANDS) Gains on early extinguishment of subordinated debt . . . $ 6 Writeoff of deferred loan costs resulting from early extinguishment of debt . . . . . . . . . . . . . . . . $ (892) (2,561) Costs incurred to effect early extinguishment of debt. . (690) (2,942) Equity in extraordinary losses of equity investees and partnerships resulting from early extinguishment of debt . . . . . . . . . . . . . . . . . . . . . . . (1,370) (1,082) ------ ------ Extraordinary losses before tax effects . . . . . . . . (2,952) (6,579) Tax effects. . . . . . . . . . . . . . . . . . . . . . . 1,033 2,237 ------ ------ Extraordinary losses, net. . . . . . . . . . . . . . . . $(1,919) $(4,342) ====== ======
Exclusive of scheduled sinking fund obligations, in 1993, the Company redeemed $83,379,000 of its 16 1/2% Debentures utilizing proceeds from the sales of Bankers and BLHC. In 1992, the Company prepaid $130 million of 83 15. EXTRAORDINARY LOSSES (CONTINUED) its senior secured loan utilizing proceeds from the sale of Bankers totaling $85 million and internally-generated funds totaling $45 million. 16. QUARTERLY FINANCIAL DATA (UNAUDITED)
PRIMARY FULLY DILUTED PER PER SHARE AMOUNTS SHARE AMOUNTS ------------------ ------------------- OPERATING NET OPERATING NET OPERATING NET EARNINGS EARNINGS EARNINGS EARNINGS EARNINGS EARNINGS REVENUES (LOSS) (LOSS) (LOSS) (LOSS) (LOSS) (LOSS) -------- --------- -------- --------- -------- --------- -------- (IN THOUSANDS EXCEPT PER SHARE AMOUNTS) 1994: First Quarter . . $103,718 $(39,369) $(39,369) $(.91) $(.91) $(.91) $(.91) Second Quarter. . 175,058 4,738 4,738 .03 .03 .03 .03 Third Quarter . . 166,956 (145) (145) (.08) (.08) (.08) (.08) Fourth Quarter. . 83,724 (302,663) (302,663) (6.45) (6.45) (6.45) (6.45) 1993: First Quarter . . $337,834 $105,623 $102,580 $2.05 $1.98 $1.79 $1.74 Second Quarter. . 175,564 (8,476) (8,605) (.34) (.34) (.34) (.34) Third Quarter . . 399,215 125,734 125,734 2.46 2.46 2.14 2.14 Fourth Quarter. . 169,781 (10,957) (16,438) (.35) (.46) (.35) (.46)
Fully diluted earnings per share are independently calculated for each interim period. In those periods where the results of such calculations would be antidilutive, primary earnings per share are reflected in lieu of fully diluted earnings per share. Therefore, the sum of the quarterly earnings per share on a fully diluted basis will not necessarily equal fully diluted earnings per share for the entire year. The Company's fourth quarter 1994 operating results were affected by the adoption of a change in accounting, numerous significant charges, and significant changes in income tax provisions. At December 31, 1994, the Company adopted a change in accounting for assessing the recoverability of excess cost of investments in subsidiaries over net assets acquired, or "goodwill." Such change in accounting resulted in a reduction in the remaining unamortized balance of excess cost relative to the Company's investment in Southwestern Life totaling $210,683,000, which was reflected as a charge to operating earnings since such adjustment was considered to be inseparable from a change in estimate. In addition, the Company reflected a $6,834,000 writedown through a charge to operating earnings of other excess cost, primarily the excess cost related to the Company's investment in PALICO, based on the determination that it was likely that such excess cost was not recoverable. Because there are no income tax consequences associated with excess cost, the effect on 1994 fourth quarter operating results of the change in accounting and the writedown of excess cost totaled $217,517,000, or $4.60 per common share. See Note 7 for a discussion of the change in accounting policy and the additional writedown taken with respect to excess cost. Pretax charges to operations in the 1994 fourth quarter included writedowns related to certain investments totaling $58,216,000, a provision for the loss on the anticipated sale of Bankers New York totaling $4,200,000, and a provision for litigation costs and other contingencies totaling $7,830,000. The investment writedowns included an other than temporary writedown of the Company's Fund America Investment totaling $39,739,000 (see Note 5). Other investment writedowns reflected in the 1994 fourth quarter included other than temporary impairments in the values of certain other derivative CMOs, real estate and mortgage loans totaling $10,800,000, and provisions for losses on CMO investments expected to be disposed of in order to meet liquidity needs totaling $7,677,000. The Company has entered into a letter of intent with respect to the sale of Bankers New York and, accordingly, reflected a charge to operating earnings during the 1994 fourth quarter for the difference between the proceeds anticipated to be received 84 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 16. QUARTERLY FINANCIAL DATA (UNAUDITED) (CONTINUED) from such sale and the Company's carrying value of its investment in Bankers New York (see Note 2). The net after-tax effect of the investment writedowns, the estimated loss on the sale of Bankers New York and the provision for litigation costs and other contingencies totaled $45,660,000, or $0.97 per common share. Based on the current financial condition of the Company and the uncertainties regarding SLC's ability to utilize its available loss carryforwards and other temporary differences, SLC increased its valuation allowance for deferred income tax assets in the 1994 fourth quarter by $20,116,000. Further, based on the tentative resolution of certain issues relative to an IRS audit for the tax years 1986 through 1989, the Company increased its liability for income tax settlements by $7,981,000 and reflected other adjustments to its income tax liabilities totaling $2,269,000. These adjustments, totaling $30,366,000, or $0.64 per common share, were included in the Company's 1994 fourth quarter income tax provision (see Note 13). Exclusive of the above-described excess cost adjustments, other charges and income tax provisions, the Company reported a net loss for the 1994 fourth quarter totaling $9,120,000. After preferred dividend requirements, the net loss attributable to common stock totaled $11,453,000, or $0.24 per common share. Such 1994 fourth quarter operating results were effected by, among other things, pretax losses in the Company's group insurance segment totaling approximately $6,985,000, provisions for anticipated future guaranty fund assessments and other miscellaneous taxes totaling approximately $3,700,000, and provisions for the doubtful collectibility of certain receivables totaling $2,000,000. Reporting results of insurance operations on a quarterly basis necessitates numerous estimates throughout the year, principally in the calculation of reserves and in the determination of the effective rate for federal income taxes. It is the Company's practice to review its estimates at the end of each quarter and, if necessary, make appropriate refinements, with the resulting effect being reported in current operations. Only at year-end is the Company able to retrospectively assess the precision of its previous quarterly estimates. The Company's fourth quarter results contain the effect of the difference between previous estimates and final year-end results and, therefore, the results of an interim period may not be indicative of the results for the entire year. 17. INDUSTRY SEGMENT DATA The Company and its subsidiaries are principally engaged in the sale and underwriting of individual life and health insurance, group insurance and accumulation products. Total revenues by segment reflect sales to unaffiliated customers. Operating earnings (loss) equal total revenues less operating expenses. Premium income and other considerations includes premium income, mortality and administration charges, surrender charges and amortization of deferred policy initiation fees. Net investment income and other income are allocated to the segments based on rates ranging from 6% to 10% related to reserves generated by each of the four insurance segments. Corporate revenues and operating earnings include gains (losses) on the sales of subsidiaries, equity in earnings (losses) of unconsolidated affiliates and limited partnerships, and the remaining net investment income considered to be income applicable to the investment of capital and surplus funds. Operating expenses are allocated to each segment based on a number of assumptions and estimates and reported segment operating results would change if different methods were applied. 85 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 17. INDUSTRY SEGMENT DATA (CONTINUED)
YEAR ENDED DECEMBER 31, ----------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Revenues: Individual life (including premium equivalents) . . . . . . . . . . . . . . $288,932 $311,570 $425,007 Less premium equivalents. . . . . . . . . (53,345) (45,942) (76,346) ------- ------- ------- 235,587 265,628 348,661 Individual health . . . . . . . . . . . . 233,275 231,541 913,883 Group and other . . . . . . . . . . . . . 108,173 152,137 357,937 Accumulation products . . . . . . . . . . 32,580 52,645 121,310 Corporate . . . . . . . . . . . . . . . . 16,769 345,618 117,584 Realized investment gains (losses). . . . (96,928) 34,825 (119,088) ------- ------- ------- Total revenues . . . . . . . . . . . . $529,456 $1,082,394 $1,740,287 ======= ========= ========= Operating earnings (loss): Individual life . . . . . . . . . . . . . $31,247 $ 45,145 $ 42,464 Individual health . . . . . . . . . . . . 15,780 21,036 66,528 Group and other . . . . . . . . . . . . . (5,737) (12,892) 5,121 Accumulation products . . . . . . . . . . (13,092) (6,705) 418 Corporate . . . . . . . . . . . . . . . . 5,505 299,965 76,098 Realized investment gains (losses). . . . (96,928) 34,825 (119,088) Amortization of excess cost . . . . . . . (16,421) (9,591) (10,981) Change in accounting for excess cost. . . (210,683) Corporate interest expense . . . . . . . (48,251) (66,153) (78,961) ------- ------- ------- Operating earnings (loss) before income taxes and equity earnings (loss). . . $(338,580) $305,630 $ (18,401) ======== ======= ========
18. SUPPLEMENTAL DATA TO CONSOLIDATED STATEMENTS OF CASH FLOWS Fixed maturity investments held to maturity at amortized cost decreased from $26,149,000 at December 31, 1993 to $15,915,000 at December 31, 1994. The decrease was principally due to the redemption during 1994 of one security with a book value of $10,000,000. No gain or loss was recorded on the redemption. No purchases, sales or transfers of securities occurred in this category during 1994. Cash payments (receipts) for interest expense and income taxes were as follows:
YEAR ENDED DECEMBER 31, ----------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Interest . . . . . . . . . . . . $51,484 $71,167 $77,211 Income taxes . . . . . . . . . . 2,560 (8,248) 6,537
86 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 18. SUPPLEMENTAL DATA TO CONSOLIDATED STATEMENTS OF CASH FLOWS (CONTINUED) The following reflects assets acquired and liabilities assumed relative to the acquisition of Marquette (see Note 2), consideration given for such acquisition and the net cash flow relative to such acquisition during the year ended December 31, 1994 (in thousands): Assets of acquired subsidiary . . . . . . . . . $8,177 Liabilities of acquired subsidiary. . . . . . . (1,546) Excess cost of investment in subsidiary over net assets acquired. . . . . . . . . . . . . . 1,584 ----- Cost of acquisition . . . . . . . . . . . . . $8,215 ===== Net cash flow from acquisition: Cash paid for acquisition. . . . . . . . . . $8,215 Cash of acquired subsidiary . . . . . . . . . (4,626) ----- Net cash required by acquisition. . . . . . $3,589 =====
The following reflects assets and liabilities disposed of relative to the sale of Bankers and Certified (See Note 2) and net cash flow relative to such sale during the year ended December 31, 1992 (in thousands): Assets of subsidiaries sold . . . . . . . . . $2,191,519 Liabilities of subsidiaries sold . . . . . . . (1,837,230) Excess cost of investment in subsidiaries over net assets sold. . . . . . . . . . . . . 59,198 --------- Net investment in subsidiaries sold. . . . $ 413,487 ========= Net cash flow from sale: Cash received from sale. . . . . . . . . . . $600,000 Cash of subsidiaries sold. . . . . . . . . . (398,811) Investment in securities of purchaser. . . . (111,517) -------- Net cash provided by sale of subsidiaries $ 89,672 ========
19. OTHER OPERATING INFORMATION Other operating costs and expenses for the three years ended December 31, 1994, are as follows:
YEAR ENDED DECEMBER 31, --------------------------- 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Non-deferrable commission expense . . . . . . $32,042 $44,122 $44,662 Taxes, licenses and fees. . . . . . . . . . . 20,493 21,777 38,257 General and administrative expenses . . . . . 92,233 111,236 205,439 Settlement fee for modification of data processing arrangement. . . . . . . . . 12,600 Consolidation expenses . . . . . . . . . . . 23,870 10,885 Provision for costs of litigation and other contingencies . . . . . . . . . . . . 7,830 9,320 Placement fee for collateralized mortgage note obligations . . . . . . . . . . . . . . 4,413 Services agreements with CNC principals (see Note 4) . . . . . . . . . . . . . . . . 9,050 Litigation settlement . . . . . . . . . . . . 18,001 -------- -------- --------- Other operating expenses. . . . . . . . . . $152,598 $223,788 $329,844 ======== ======== ========
87 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES NOTES TO FINANCIAL STATEMENTS - (Continued) 19. OTHER OPERATING INFORMATION (CONTINUED) In October 1992, the Company entered into a settlement agreement and agreed to pay a $12.6 million settlement fee to Perot Systems, Inc. to modify an existing data processing services arrangement. Under the settlement agreement, Perot Systems agreed to eliminate minimum fee requirements totaling $15.6 million annually through July 1992, to lower its unit transaction charges, and to procure the release of the Company relative to its guarantee of certain equipment lease obligations. For the years ended December 31, 1993, and 1992, the Company reflected consolidation and reorganization expenses totaling $23,870,000 and $10,885,000, respectively. The expenses were associated with the operational consolidation of three of the Company's Texas-based insurance subsidiaries. The 1993 expenses include a $10,757,000 writedown of certain home office real estate, a $9,760,000 writeoff of certain capitalized data processing costs and $3,353,000 in writeoffs of other property and equipment. The 1992 expense included an accrual for the expenses anticipated to be incurred relative to such consolidation and an $8,000,000 writedown of certain home office real estate. In addition, during 1994 and 1993, the Company assessed its exposure to the costs associated with pending litigation and certain other contingencies and provided reserves totaling $7,830,000 and $9,320,000, respectively, for the costs anticipated to be incurred relative to such matters. The litigation settlement expense in 1992 related to a class action suit which had been filed by certain policyholders and which was settled in that year. Changes in the present value of future profits of acquired business for the three years ended December 31, 1994, are as follows:
YEAR ENDED DECEMBER 31, ------------------------- 1994 1993 1992 ----- ---- ---- (IN THOUSANDS) Balance, beginning of year . . . . . . . $50,705 $63,863 $116,430 Amortization: Cash flow realized . . . . . . . . . . (12,884) (11,438) (24,980) Interest capitalized . . . . . . . . . 5,682 5,049 9,996 Impairment resulting from increased surrender activity . . . . . . . . . (8,588) Sale of subsidiaries and reinsurance . . (6,769) (37,583) Recapture of CFLIC business. . . . . . . 33,890 ------ ------ ------- Balance, end of year . . . . . . . . . . $68,805 $50,705 $ 63,863 ====== ====== =======
Based on current conditions and assumptions as to future events on all policies in force, approximately 10% and 9% of the present value of future profits of acquired business as of December 31, 1994, are expected to be amortized in each of the next two years, respectively, and 8% in each of the succeeding three years. The interest accrual rate for the present value of future profits of acquired business ranged from 8% to 10% during each of the three years in the period ended December 31, 1994. 88 SCHEDULE II SOUTHWESTERN LIFE CORPORATION CONDENSED FINANCIAL INFORMATION OF REGISTRANT BALANCE SHEETS December 31, 1994 and 1993 (In Thousands) ASSETS 1994 1993
---- ---- Fixed maturities, at fair value . . . . . . . . . . . . . . . . . . . . $ 42,501 $ 59,504 Equity securities, affiliated, at fair value. . 54,000 Investments in limited partnerships . . . . . . 158 158 Real estate, at lower of cost or fair value . . 6,041 7,817 Collateral loans. . . . . . . . . . . . . . . . 6,001 6,160 Cash and short-term investments . . . . . . . . 16,733 71,845 Investments in and advances to subsidiaries: Investments in subsidiaries 376,190 754,482 Advances to subsidiaries. . . . . . . . . . . 14,049 8,629 Notes and accounts receivable . . . . . . . . . 1,955 8,072 Federal income tax recoverable. . . . . . . . . Deferred income tax asset . . . . . . . . . . . 435 12,615 Other assets . . . . . . . . . . . . . . . . . 1,570 4,076 ------- ------- $465,633 $987,358 ======= ======= LIABILITIES AND STOCKHOLDERS' EQUITY Notes payable: Due within one year . . . . . . . . . . . . . $ 81,302 $ 34,687 Due after one year . . . . . . . . . . . . . 309,592 417,334 Advances from subsidiaries . . . . . . . . . . . 11,765 14,402 Federal income taxes currently payable . . . . . 8,483 3,664 Accrued expenses and other liabilities . . . . . 19,153 22,101 ------ ------- 430,295 492,188 ======== ======== Stockholders' equity: Preferred stock . . . . . . . . . . . . . . . 199,997 229,239 Common stock . . . . . . . . . . . . . . . . 48,983 71,594 Common stock, Class B. . . . . . . . . . . . 100 Additional paid-in capital . . . . . . . . . 126,583 155,499 Net unrealized investment gains (losses) . . (55,359) 20,458 Retained earnings (deficit) . . . . . . . . (279,265) 71,833 ------- ------- 40,939 548,723 Notes receivable collateralized by common stock . . . . . . . . . . . . . . . (1,795) (1,729) Treasury stock, at cost . . . . . . . . . . . (3,806) (51,824) -------- -------- 35,338 495,170 -------- ------- $465,633 $987,358 ======== ========
The accompanying notes are an integral part of the financial statements. 89 SCHEDULE II (CONTINUED) SOUTHWESTERN LIFE CORPORATION CONDENSED FINANCIAL INFORMATION OF REGISTRANT (Continued) STATEMENTS OF EARNINGS For the Years Ended December 31, 1994, 1993 and 1992 (In Thousands)
1994 1993 1992 ------------ ------------ ------------ Income: Interest income....................................................... $ 10,873 $ 4,096 $ 1,400 Income from subsidiaries and equity investees: Dividends........................................................... 47,815 43,681 22,842 Interest income..................................................... 491 7,347 37,221 Administrative services............................................. 39,964 106,589 170,165 Realized investment losses............................................ (6,829) (6,024) (46) Gain on sale of investment in Bankers Life Holding Corporation.................................................. 297,041 Other income.......................................................... (4,350) 2,722 1,628 ------------ ----------- ----------- 87,964 455,452 233,210 ------------ ----------- ----------- Expenses: Administrative and general expenses: Subsidiaries and related parties.................................... 39,964 106,589 170,165 Other 10,582 26,403 10,166 Interest: Subsidiaries........................................................ 3,409 4,554 6,859 Other............................................................... 48,251 60,135 76,680 ------------ ----------- ----------- 102,206 197,681 263,870 ------------ ----------- ----------- Operating earnings (loss) before provision for federal income taxes and equity in undistributed earnings (loss) of subsidiaries and equity investees........................ (14,242) 257,771 (30,660) Income tax expense (credit) 3,802 68,632 (47,234) ------------ ----------- ----------- Operating earnings (loss) before equity in undistributed earnings (loss) of subsidiaries and equity investees............... (18,044) 189,139 16,574 Equity in undistributed earnings (loss) of subsidiaries and equity investees................................................... (320,351) 22,785 34,281 ------------ ----------- ----------- Operating earnings (loss)........................................... (338,395) 211,924 50,855 Cumulative effect of changes in accounting methods...................... (6,734) Extraordinary gains (loss), net of tax effect........................... 955 (1,919) (4,342) ------------ ----------- ----------- Net Earnings (loss)................................................. (337,440) 203,271 46,513 Less dividends on preferred stock....................................... (13,658) (28,784) (30,800) ------------ ----------- ----------- Net earnings (loss) applicable to common stock...................... $ (351,098) $ 174,487 $ 15,713 ============ =========== ===========
The accompanying notes are an integral part of the financial statements. 90 SCHEDULE II (CONTINUED) SOUTHWESTERN LIFE CORPORATION CONDENSED FINANCIAL INFORMATION OF REGISTRANT (Continued) STATEMENTS OF CASH FLOWS For the Years Ended December 31, 1994, 1993 and 1992 (In Thousands)
1994 1993 1992 ------------ ------------ ------------ Cash flows from operating activities: Operating earnings (loss)............................................. $ (338,395) $ 211,924 $ 50,855 Items not requiring (providing) cash: Equity in undistributed (earnings) losses of subsidiaries and related party.................................................. 320,351 (22,785) (34,281) Increase (decrease) in accrued expenses and other liabilities....... (5,585) 18,025 (4,625) Change in deferred tax asset........................................ 12,180 48,513 (49,121) Gain on sale of investment in Bankers Life Holding Corporation...... (297,041) Other, net.......................................................... 10,693 7,727 (11,754) ------------ ------------ ------------ Net cash used by operating activities............................. (756) (33,637) (48,926) ------------ ------------ ------------ Cash flows from investing activities: Payments received on notes receivable, subsidiaries................... 147,267 359,500 Sale of investment in Bankers Life Holding Corporation................ 287,639 Purchase of long-term investments..................................... (21,298) (78,160) Sales of long-term investments........................................ 82,156 Purchase of investments from subsidiaries............................. (34,457) (91,796) Capital contributions to subsidiaries................................. (8,385) Other, net............................................................ (500) (11,626) ------------ ------------ ------------ Net cash provided by investing activities........................... 52,473 321,789 256,078 ------------ ------------ ------------ Cash flows from financing activities: Proceeds of notes payable, unaffiliated............................... 6,200 Principal repayment on notes payable, unaffiliated.................... (38,569) (41,567) (165,132) Principal repayment on notes payable, subsidiaries.................... (11,522) (7,334) (32,549) Repurchases of subordinated debt...................................... (10,081) (89,439) (1,694) Redemption of preferred stock......................................... (29,242) (100,000) Purchase of treasury shares........................................... (3,757) (933) Dividends on preferred shares......................................... (13,658) (28,784) (30,800) ------------ ------------ ------------ Net cash used by financing activities............................... (106,829) (268,057) (223,975) ------------ ------------ ------------ Net increase (decrease) in cash and short-term investments.............. (55,112) 20,095 (16,823) Cash and short-term investments at beginning of year.................... 71,845 51,750 68,573 ------------ ------------ ------------ Cash and short-term investments at end of year.......................... $ 16,733 $ 71,845 $ 51,750 ============ ============ ============
The accompanying notes are an integral part of the financial statements. 91 SCHEDULE II (CONTINUED) SOUTHWESTERN LIFE CORPORATION CONDENSED FINANCIAL INFORMATION OF REGISTRANT (Continued) NOTES TO CONDENSED FINANCIAL STATEMENTS The accompanying condensed financial statements should be read in conjunction with the consolidated financial statements and notes thereto of Southwestern Life Corporation and Subsidiaries. Notes payable at December 31, 1994 and 1993, are summarized as follows:
1994 1993 ----------- ----------- 11 1/4% Senior Subordinated Notes due 1996(a)........................................... $ 277,601 $ 300,159 11 1/4% Senior Subordinated Notes due 2003.............................................. 91,161 91,161 9 1/2% unsecured note payable due 1996.................................................. 21,900 25,550 Borrowings under senior secured loan.................................................... 30,000 Other................................................................................... 232 5,151 ----------- ----------- $ 390,894 $ 452,021 =========== =========== ------------------------ (a) The principal amount of these notes held by subsidiaries at December 31, 1994 and 1993 was $21,500,000 and $34,058,000, respectively.
The following summary sets forth the scheduled maturities and sinking fund requirements of notes payable during each of the five years following December 31, 1994 (in thousands): 1995 ............................................................................ $ 81,302 1996 ............................................................................ 218,306 1997 ............................................................................ 60 1998 ............................................................................ 65 1999 and thereafter ............................................................. 91,161 --------- $ 390,894 =========
Dividends from subsidiaries and equity investees consist of the following:
YEAR ENDED DECEMBER 31, ------------------------------- 1994 1993 1992 --------- --------- --------- (IN THOUSANDS) Cash dividends................................................................. $ 38,800 $ 43,681 $ 12,000 Deemed dividend................................................................ 10,842 Dividends of Senior Subordinated Notes......................................... 9,015 --------- --------- --------- $ 47,815 $ 43,681 $ 22,842 ========= ========= =========
Prior to the sale of Bankers, the parent company acquired certain assets from Bankers at their fair value. The tax attributes related to such assets were likewise transferred to SLC and the income tax consequences which had been reflected for financial purposes have been reflected as a deemed dividend to the parent company. The parent company had a $955,000 extraordinary gain from the repurchase of Senior Subordinated Notes from a subsidiary which has been eliminated in the consolidated financial statements. 92 SCHEDULE III SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES SUPPLEMENTARY INSURANCE INFORMATION For the Years Ended December 31, 1994, 1993 and 1992 (In Thousands)
FUTURE AMORTIZATION DEFERRED POLICY OF DEFERRED POLICY BENEFITS POLICY ACQUISITION AND ACQUISITION COSTS AND UNIVERSAL PREMIUM COSTS AND PRESENT LIFE AND CLAIMS INCOME AND NET BENEFITS, PRESENT VALUE OF INVESTMENT AND OTHER INVESTMENT CLAIMS VALUE OF ACQUIRED PRODUCT UNEARNED BENEFITS CONSIDER- AND OTHER AND ACQUIRED SEGMENT BUSINESS LIABILITIES PREMIUMS PAYABLE ATIONS INCOME LOSSES BUSINESS ---------------------- ----------- ---------- ----------- --------- ---------- ----------- --------- ------------ Year ended December 31, 1994: Individual life..... $ 170,402 $1,611,139 $ 9,744 $ 109,116 $ 126,471 $ 138,185 $ 20,413 Individual health... 69,158 49,579 $ 36,090 63,266 215,817 17,458 145,929 30,542 Group and other..... 22,651 273 31,299 93,067 15,106 63,865 Accumulation products........... 38,197 761,925 147 20 32,560 30,005 11,144 Corporate........... 16,769 --------- ---------- --------- --------- ---------- --------- ---------- ---------- $ 277,757 $2,445,294 $ 36,363 $ 104,456 $ 418,020 $ 208,364 $ 377,984 $ 62,099 ========= ========== ========= ========= ========== ========= ========== ========== Year ended December 31, 1993: Individual life..... $ 140,459 $1,610,277 $ 8,110 $ 118,049 $ 147,579 $ 141,345 $ 16,728 Individual health... 68,854 46,933 $ 35,236 64,274 220,266 11,275 137,113 32,172 Group and other..... 24,403 176 34,165 136,486 15,651 99,509 Accumulation products........... 9,917 787,911 214 225 52,420 50,365 Corporate........... 345,618 --------- ---------- --------- --------- ---------- --------- ---------- ---------- $ 219,230 $2,469,524 $ 35,412 $ 106,763 $ 475,026 $ 572,543 $ 428,332 $ 48,900 ========= ========== ========= ========= ========== ========= ========== ========== Year ended December 31, 1992: Individual life..... $ 170,041 $1,670,703 $ 6,760 $ 191,555 $ 157,106 $ 238,100 $ 30,646 Individual health... 69,657 42,574 $ 33,346 63,086 859,094 54,789 583,487 101,267 Group and other..... 26,875 103 19,369 337,406 20,531 287,872 Accumulation products........... 2,972 744,288 30 724 120,586 95,986 1,544 Corporate........... 117,584 --------- ---------- --------- --------- ---------- --------- ---------- ---------- $ 242,670 $2,484,440 $ 33,449 $ 89,245 $1,388,779 $ 470,596 $1,205,445 $ 133,457 ========= ========== ========= ========= ========== ========= ========== ========== OTHER OPERATING SEGMENT COSTS ---------------------- ----------- Year ended December 31, 1994: Individual life..... $ 45,742 Individual health... 41,024 Group and other..... 50,045 Accumulation products........... 4,523 Corporate........... 11,264 --------- $ 152,598 ========= Year ended December 31, 1993: Individual life..... $ 62,410 Individual health... 41,220 Group and other..... 65,520 Accumulation products........... 8,985 Corporate........... 45,653 --------- $ 223,788 ========= Year ended December 31, 1992: Individual life..... $ 37,451 Individual health... 162,601 Group and other..... 64,944 Accumulation products........... 23,362 Corporate........... 41,486 --------- $ 329,844 =========
93 SCHEDULE IV SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES REINSURANCE For the Years Ended December 31, 1994, 1993 and 1992 (Dollars in Thousands)
PERCENTAGE OF GROSS CEDED TO OTHER ASSUMED FROM AMOUNT ASSUMED AMOUNT COMPANIES OTHER COMPANIES NET AMOUNT TO NET ----------- -------------- ---------------- -------------- --------------- Year ended December 31, 1994: Life insurance in force (A)..................... $18,411,768 $ 5,222,076 $ 871,776 $ 14,061,468 6.2% =========== ============ ============ ============== ==== Premium income and other considerations: Individual life (including premium equivalents)................................. $ 168,598 $ 12,697 $ 6,560 $ 162,461 4.1% Less premium equivalents...................... (58,219) (9,310) (4,436) (53,345) ----------- ------------ ------------ -------------- Individual life............................... 110,379 3,387 2,124 109,116 Individual health............................. 231,983 16,295 129 215,817 0.1% Group and other............................... 108,223 15,156 93,067 0.0% Accumulation products......................... 263 243 20 0.0% ----------- ------------ ------------ -------------- Total....................................... $ 450,848 $ 35,081 $ 2,253 $ 418,020 =========== ============ ============ ============== Year ended December 31, 1993: Life insurance in force (A)..................... $20,425,230 $ 5,658,090 $ 972,626 $ 15,739,766 6.2% =========== ============ ============ ============== ==== Premium income and other considerations: Individual life (including premium equivalents)................................. $ 171,147 $ 12,498 $ 5,342 $ 163,991 3.2% Less premium equivalents...................... (47,057) (3,351) (2,236) (45,942) ----------- ------------ ------------ -------------- Individual life............................... 124,090 9,147 3,106 118,049 Individual health............................. 231,856 11,870 280 220,266 .1% Group and other............................... 165,405 28,948 29 136,486 0.0% Accumulation products......................... 192 16 49 225 21.8% ----------- ------------ ------------ -------------- Total....................................... $ 521,543 $ 49,981 $ 3,464 $ 475,026 =========== ============ ============ ============== Year ended December 31, 1992: Life insurance in force (A)..................... $20,528,559 $ 5,417,485 $ 907,756 $ 16,018,830 5.7% =========== ============ ============ ============== ==== Premium income and other considerations: Individual life (including premium equivalents)................................. $ 273,048 $ 10,512 $ 5,365 $ 267,901 2.0% Less premium equivalents...................... (77,226) (3,987) (3,106) (76,345) ----------- ------------ ------------ -------------- Individual life............................... 195,822 6,525 2,259 191,556 Individual health............................. 855,428 1,591 5,257 859,094 0.6% Group and other............................... 376,600 39,686 492 337,406 0.1% Accumulation products......................... 7,063 6,418 78 723 11.0% ----------- ------------ ------------ -------------- Total....................................... $ 1,434,913 $ 54,220 $ 8,086 $ 1,388,779 =========== ============ ============ ============== ------------------------------ (A) Excludes face amount of life insurance in force ceded to other unaffiliated companies under financial reinsurance agreements with unaffiliated insurers generally in return for fees, as follows (in thousands): 1994 1993 1992 ------------- ------------- ------------- Ceded to other companies............................................... $ 1,453,263 $ 1,677,183 $ 2,076,293
These agreements will terminate during the next few years. 94 SCHEDULE V SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES VALUATION AND QUALIFYING ACCOUNTS AND RESERVES For the Years Ended December 31, 1994, 1993 and 1992 (In Thousands)
ADDITIONS BALANCE AT ------------------------------------ BEGINNING CHARGED TO COSTS CHARGED TO OTHER BALANCE AT DESCRIPTION OF PERIOD AND EXPENSES ACCOUNTS DEDUCTIONS END OF PERIOD ------------------------------------------------- ----------- ----------------- ----------------- ----------- ------------- Year ended December 31, 1994: Allowance for mortgage loan losses............. $ 1,043 $ 3,000 $ 7(B) $ 4,036 Allowance for losses on real estate............ 17,615 3,800 1,780(B) 19,635 Allowance for doubtful accounts................ 2,863 99 $ 305(E) 1,380(C) 1,887 Accumulated depreciation on property and equipment................................. 35,094 3,553 3,302(B) 35,345 Allowance for losses on property and equipment................................. 8,000 8,000 Amortization of excess cost of investments in subsidiaries over net assets acquired...... 78,120 16,421 305,224 210,683(F) Accumulated depreciation on real estate........ 9,363 1,378 458(B) 10,283 ----------- -------- ------- ----------- ------------- $ 152,098 $ 238,934 $ 305 $ 6,927 $ 384,410 =========== ========= ======= =========== ============= Year ended December 31, 1993: Allowance for mortgage loan losses............. $ 1,450 $ 407(B) $ 1,043 Allowance for losses on real estate............ 14,557 $ 4,500 1,442(B) 17,615 Allowance for doubtful accounts................ 3,163 104 404(C) 2,863 Accumulated depreciation on property and equipment................................. 23,439 7,390 $ 4,639 (A) 374(B) 35,094 Allowance for losses on property and equipment..................................... 8,000 8,000 Amortization of excess cost of investments in subsidiaries over net assets acquired......... 68,340 9,591 189 (A) 78,120 Accumulated depreciation on real estate........ 9,922 1,430 (1,367)(A) 622(B) 9,363 ----------- -------- ------- ----------- ------------- $ 128,871 $ 23,015 $ 3,461 $ 3,249 $ 152,098 =========== ========= ======= =========== ============= Year ended December 31, 1992: Allowance for mortgage loan losses............. $ 2,318 $ 407 $ 1,275(A) $ 1,450 Allowance for losses on real estate............ 13,778 2,312 $ 45 (A) 1,578(B) 14,557 Allowance for doubtful accounts................ 3,158 422 244(C) 3,163 173(D) Allowance for other invested assets............ 18,392 18,392(C) -- Accumulated depreciation on property and equipment..................................... 43,594 8,356 5,371(B) 23,439 23,140(D) Allowance for losses on property and equipment..................................... 8,000 8,000 Amortization of excess cost of investments in subsidiaries over net assets acquired......... 71,798 10,981 14,439(D) 68,340 Accumulated depreciation on real estate........ 9,215 1,370 492(B) 9,922 171(D) ----------- -------- ------- ----------- ------------- $ 162,253 $ 31,848 $ 45 $ 65,275 $ 128,871 =========== ========= ======= =========== ============= ------------------------------ (A) Miscellaneous reclassification. (B) Retirement upon sales of assets. (C) Elimination of allowance upon disposition of account. (D) Deduction upon sales of previously consolidated subsidiaries. (E) Added from acquisition of subsidiary. (F) Change in accounting for excess cost.
95 ITEM 9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE. Not applicable. PART III ITEM 10. DIRECTORS AND EXECUTIVE OFFICERS OF REGISTRANT. The information appearing under ITEM 1a in Part I of this Form 10-K and the information appearing under the heading "Election of Directors" in the Registrant's definitive Proxy Statement to be filed pursuant to Regulation 14A under the Securities Exchange Act of 1934 in connection with the Registrant's 1995 Annual Meeting of Stockholders are incorporated herein by reference. ITEM 11. EXECUTIVE COMPENSATION. The information appearing under the heading "Executive Compensation" in the Registrant's definitive Proxy Statement to be filed pursuant to Regulation 14A under the Securities Exchange Act of 1934 in connection with the Registrant's 1995 Annual Meeting of Stockholders is incorporated herein by reference. ITEM 12. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL AND OWNERS MANAGEMENT. The information appearing under the heading "Security Ownership" in the Registrant's definitive Proxy Statement to be filed pursuant to Regulation 14A under the Securities Exchange Act of 1934 in connection with the Registrant's 1995 Annual Meeting of Stockholders is incorporated herein by reference. ITEM 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS. The information appearing under the subheading "Certain Transactions" in the Registrant's definitive Proxy Statement to be filed pursuant to Regulation 14A under the Securities Exchange Act of 1934 in connection with the Registrant's 1995 Annual Meeting of Stockholders is incorporated herein by reference. PART IV ITEM 14. EXHIBITS, FINANCIAL STATEMENT SCHEDULES, AND REPORTS ON FORM 8-K. 1. EXHIBITS. The exhibits listed on the Index to Exhibits appearing on pages 99 through 106 of this Form 10-K and the footnotes thereto are incorporated herein by reference. The exhibit descriptions incorporated by reference identify by asterisk (*) each management contract or compensatory plan or arrangement required to be filed as an exhibit to this Form 10-K pursuant to ITEM 14(c). 2. FINANCIAL STATEMENTS. The list of audited consolidated financial statements of SLC and the related auditor's report appearing under the heading "Financial Statements" in the Index to Financial Statements and Financial Statement Schedules of Southwestern Life Corporation and Subsidiaries in ITEM 8 on page 45 of this Form 10-K is incorporated herein by reference. 3. FINANCIAL STATEMENT SCHEDULES. The list of schedules appearing under the heading "Financial Statement Schedules" in the Index to Financial Statements and Financial Statement Schedules of Southwestern Life Corporation and Subsidiaries in ITEM 8 on page 45 of this Form 10-K is incorporated herein by reference. 4. FORM 8-K. During the quarter ended December 31, 1994, on October 13, 1994, SLC filed a Report on Form 8-K, dated October 10, 1994, to report under ITEM 5 of that form, (1) realized losses in the amount of $46.4 million in the value of certain of its investments in collateralized mortgage obligations were appropriate as of the quarter ended March 31, 1994 and (2) the resignation of Robert L. Beisenherz as the Chairman of the Board, Chief Executive Officer and President of the Registrant and the appointment of James R. Kerber as the Registrant's President and Chief Executive Officer and as a director of the Registrant. 96 On January 27, 1995, the Registrant filed a Report on Form 8-K dated January 18, 1995, to report under ITEM 5 of that form, that (i) Glenn H. Gettier, Jr. was appointed Chairman of the Board and Chief Executive Officer of SLC effective January 18, 1995, and James R. Kerber was appointed to the additional offices of Vice Chairman of the Board and Chief Operating Officer, and (2) the Board authorized a series of initial actions by SLC's senior management affecting the Registrant. 97 SIGNATURES Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. SOUTHWESTERN LIFE CORPORATION By: /s/ GLENN H. GETTIER, JR. ---------------------------- Glenn H. Gettier, Jr. Chairman of the Board and Chief Executive Officer Date: March 30, 1995 Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the Registrant and in the capacities and on the dates indicated. /S/GLENN H. GETTIER, JR. Chairman of the Board and March 30, 1995 ------------------------- Chief Executive Officer Glenn H. Gettier, Jr. (Principal Executive Officer) /S/JAMES R. KERBER Vice Chairman of the Board, Chief March 30, 1995 ------------------------- Operating Officer and President James R. Kerber /S/JOHN T. HULL Executive Vice President, Treasurer March 30, 1995 ------------------------- and Chief Financial Officer John T. Hull (Principal Financial and Accounting Officer) /S/CHARLES L. DUNCAN Director March 30, 1995 ------------------------- Charles L. Duncan /S/JON E.M. JACOBY Director March 30, 1995 ------------------------- Jon E.M. Jacoby /S/C. FRED RICE Director March 30, 1995 ------------------------- C. Fred Rice /S/S. LEROY STEGNER Director March 30, 1995 ------------------------- S. Leroy Stegner /S/KEITH A. TUCKER Director March 30, 1995 ------------------------- Keith A. Tucker /S/VERNON K. ZIMMERMAN Director March 30, 1995 ------------------------- Vernon K. Zimmerman 98 INDEX TO EXHIBITS
EXHIBIT SEQUENTIAL NO. DESCRIPTION PAGE NO. ------ ----------- ---------- 2.1 Stock Purchase Agreement dated June 29, 1990, among Consolidated National Corporation, Robert T. Shaw and Bankers Life and Casualty Company with respect to all outstanding capital stock of Marquette National Life Insurance Company, including Exhibit 1.35 thereto governing the coinsurance relationship between Southwestern Life Insurance Company and Marquette National Life Insurance Company (filed as Exhibits 2.1 and 2.3 to the Registrant's Report on Form 10-Q for the quarter ended June 30, 1990, and incorporated herein by reference)....................................................................... 2.2 Coinsurance Annuity Reinsurance Agreement-October 1, 1990, for Bankers Life and Casualty Company (filed as Exhibit 19-1 to Registrant's Current Report on Form 8-K dated November 9, 1990, and incorporated herein by reference) and amendments thereto (filed as Exhibit 2.11 to the Registrant's Annual Report on Form 10-K for year ended December 31, 1991, and Exhibit 2.11 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1992, and each incorporated herein by reference)................................................ 2.3 Coinsurance Annuity Retrocession Agreement (Bankers Business)-October 1, 1990 for Marquette National Life Insurance Company (filed as Exhibit 19-2 to the Registrant's Current Report on Form 8-K dated November 9, 1990, and incorporated herein by reference) and amendments thereto (filed as Exhibit 2.12 to the Registrant's Annual Report on Form 10-K for year ended December 31, 1991, and Exhibit 2.12 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1992, and each incorporated herein by reference).................... 2.4 Coinsurance Annuity and Supplemental Contract Reinsurance Agreement II-June 30, 1990, for Southwestern Life Insurance Company (filed as Exhibit 19-3 to the Registrant's Current Report on Form 8-K dated November 9, 1990, and incorporated herein by reference) and amendments thereto (filed as Exhibit 2.13 to the Registrant's Annual Report on Form 10-K for year ended December 31, 1991, Exhibit 2.13 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1992, Exhibit 2.18 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1993, and Exhibit 2.23 to the Registrant's Current Report on Form 8-K dated June 30, 1994, and each incorporated herein by reference)....................................................................... 2.5 Coinsurance Annuity and Supplementary Contract Retrocession Agreement II-June 30, 1990, for Marquette National Life Insurance Company (filed as Exhibit 19-4 to the Registrant's Current Report on Form 8-K dated November 9, 1990, and incorporated herein by reference) and amendments thereto (filed as Exhibit 2.14 to the Registrant's Annual Report on Form 10-K for year ended December 31, 1991, and Exhibit 2.14 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1992, Exhibit 2.19 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1993, and each incorporated herein by reference)..............................................
99
EXHIBIT SEQUENTIAL NO. DESCRIPTION PAGE NO. ------ ----------- ---------- 2.6 Stock Purchase Agreement dated October 3, 1989, between the Registrant and HMS Acquisition Corporation (filed as Exhibit 1 to the Registrant's Current Report on Form 8-K dated October 3, 1989, and incorporated herein by reference), and the amendment thereto dated March 29, 1990, (filed as Exhibit 19.4 to Registrant's Annual Report on Form 10-K for the year ended December 31, 1989, and incorporated herein by reference)............................................. 2.7 Compromise and Settlement Agreement, dated September 1, 1990, relating to the Stock Purchase Agreement referenced as Exhibit 2.6 above (filed as Exhibit 2.8 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1990, and incorporated herein by reference).......................... 2.8 Stock Purchase Agreement dated December 11, 1989, as amended, between the Registrant, Modern American Life Insurance Company and Financial Holding Corporation (filed as Exhibit 2.1 to the Registrant's Current Report on Form 8-K dated December 29, 1989, and incorporated herein by reference).................... 2.9 Stock Acquisition Agreement dated February 20, 1992, between the Registrant and Conseco, inc. (filed as Exhibit 2.10 to the Registrant's Current Report on Form 8-K dated February 20, 1992 and incorporated herein by reference) and amendments thereto (filed as Exhibit 2.15 to the Registrant's Annual Report on Form 10-K for year ended December 31, 1991, and as Exhibit 2.16 of Registrant's Report on Form 10-Q for the quarter ended September 30, 1992, and each incorporated herein by reference)............................................ 2.10 Stockholders' Agreement, dated November 9, 1992, among Bankers Life Holding Corporation and its initial common stockholders, and the Registrant's assumption thereof (filed as Exhibit 2.10 to the Registrant's Annual Report on Form 10-K for the fiscal year ended December 31, 1992 and incorporated herein by reference)........................................................................ 2.11 Letter Agreement of the Registrant, dated March 8, 1993, relating to the Coinsurance Annuity Reinsurance Agreement referenced as Exhibit 2.2 above (filed as Exhibit 2.15 of the Annual Report on Form 10-K for the year ended December 31, 1992, and incorporated herein by reference)................................... 2.12 Agreement of the Registrant, dated March 10, 1993, relating to the Coinsurance Annuity and Supplemental Contract Reinsurance Agreement II referenced as Exhibit 2.4 above (filed as Exhibit 2.16 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1992, and incorporated herein by reference)................................................. 2.13 Agreement, dated June 15, 1993, among I.C.H. Corporation, Consolidated National Corporation and Consolidated Fidelity Life Insurance Company (filed as Exhibit 2.1 to the Registrant's Current Report on Form 8-K dated June 15, 1993 and incorporated herein by reference)............................................. 2.14 Agreement, dated June 3, 1994, between Consolidated Fidelity Life Insurance Company and Union Bankers Insurance Company (filed as Exhibit 2.18 to the Registrant's Current Report on Form 8-K dated June 30, 1994 and incorporated herein by reference)..............................................................
100
EXHIBIT SEQUENTIAL NO. DESCRIPTION PAGE NO. ------ ----------- ---------- 2.15 Termination and Recapture Agreement among Consolidated Fidelity Life Insurance Company, Southwestern Life Corporation, Southwestern Life Insurance Company and Employers Reassurance Corporation (filed as Exhibit 2.19 to their Registrant's Current Report on Form 8-K dated June 30, 1994, and incorporated herein by reference).............................................................. 2.16 Amendment to Agreement, effective April 1, 1994, among Consolidated National Corporation, Consolidated Fidelity Life Insurance Company and Southwestern Life Corporation (filed as Exhibit 2.20 to the Registrant's Current Report on Form 8-K dated June 30, 1994, and incorporated herein by reference)...... 2.17 Letter Agreement, dated June 30, 1994, among Southwestern Life Corporation, Consolidated Fidelity Life Insurance Company and Consolidated National Corporation (filed as Exhibit 2.21 to the Registrant's Current Report on Form 8-K dated June 30, 1994, and incorporated herein by reference)............. 2.18 Escrow Agreement, dated June 30, 1994, among Southwestern Life Corporation, Consolidated Fidelity Life Insurance Company and Mid-America Bank of Louisville and Trust Company (filed as Exhibit 2.22 to the Registrant's Current Report on Form 8-K dated June 30, 1994, and incorporated herein by reference)......................................................................... 3.1 Restated Certificate of Incorporation of the Registrant dated October 10, 1994 (filed as Exhibit 3.1 to the Registrant's Quarterly Report on Form 10-Q for the quarter ended September 30, 1994, and incorporated herein by reference).... 3.2 Bylaws of the Registrant, as amended and restated, dated October 7, 1994 (filed as Exhibit 3.2 to the Registrant's Quarterly Report on Form 10-Q for the quarter ended September 30, 1994, and incorporated herein by reference)............. 4.1 Indenture dated as of November 15,1986, between the Registrant and Mid-America Bank of Louisville and Trust Company, as trustee (filed as Exhibit 4.3 to the Registrant's Registration Statement on Form S-3 No. 33-9455, and incorporated herein by reference)................................................... 4.2 Indenture dated as of November 12, 1993, between the Registrant and Mid-America Bank of Louisville and Trust Company, as trustee (filed as Exhibit 4.5 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1993, and incorporated herein by reference)..................................... 4.3 Agreement of Registrant to file long-term debt instruments (filed as Exhibit 4.1 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1992 and incorporated herein by reference)............................. 10.1 Agreement dated October 8, 1984 between the Registrant and Robert T. Shaw (filed as Exhibit I to Amendment No. 26-1 to the Schedule 13D filed by Consolidated National Successor Corporation and certain affiliates relating to shares of the Common Stock of the Registrant and incorporated herein by reference)..........................................................................
101
EXHIBIT SEQUENTIAL NO. DESCRIPTION PAGE NO. ------ ----------- ---------- 10.2 Stock Purchase Agreement dated July 31, 1986 between the Registrant and Tenneco Inc. (filed as Exhibit 2.1 to the Registrant's Current Report on Form 8-K dated July 31, 1986 and incorporated herein by reference), and the Amendment Agreement dated December 31, 1986 between the Registrant and Tenneco, Inc. (filed as Exhibit 2.2 to the Registrant's Current Report on Form 8-K dated December 31, 1986, and incorporated herein by reference).......................... 10.3* Management and Consulting Agreement effective January 22, 1985 among the Registrant, Consolidated National Corporation and Consolidated National Successor Corporation (filed as Exhibit 10.21 to the Registrant's Registration Statement on Form S-14, No. 2-96685, and incorporated herein by reference)........ 10.4* Termination Agreement, dated February 11, 1994, between the Registrant and Consolidated National Corporation relating to the Management and Consulting Agreement referenced as Exhibit 10.3 above (filed as Exhibit 10.2 to Registrant's Annual Report on Form 10-K for the year ended December 31, 1993, and incorporated herein by reference)............................................. 10.5* Deferred Compensation Plan (filed as Exhibit 10.32 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1988, and incorporated herein by reference)................................................. 10.6* Salaried Employees Severance Pay Plan, as restated effective October 1, 1994 (filed as Exhibit 10.3 to the Registrant's Quarterly Report on Form 10-Q for the period ended September 30, 1994, and incorporated herein by reference).... 10.7* Form of Indemnification Agreement relating to certain officers and directors of the Registrant (filed as Exhibit 10.11 of Registrant's Annual Report on Form 10-K for the year ended December 31, 1993, and incorporated herein by reference).............................................................. 10.8* Amended and Restated 1990 Stock Option Incentive Plan (filed as Exhibit 10.1 to the Registrant's Report on Form 10-Q for the quarter ended September 30, 1994, and incorporated herein by reference) and the form of the stock option certificate (filed as Exhibit 19.1 to the Registrant's Quarterly Report on Form 10-Q for the quarter ended March 31, 1991, and incorporated herein by reference)... 10.9* Restricted Stock Purchase Agreement, as amended, between System Services Group and John T. Hull (filed as Exhibit 10.18 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1986, and incorporated herein by reference)......................................................................... 10.10 Lease between Lincoln Property Company No. 375, LTD. and Southwestern Life Insurance Company, dated June 28, 1984 (filed as Exhibit 10.21 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1990, and incorporated herein by reference).............................................. 10.11 Amendments to Lease referenced as Exhibit 10.9 above............................... 10.12 Data Processing Agreement between the Registrant and Perot Systems Corporation dated September 29, 1993 (filed as Exhibit 10.15 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1993, and incorporated herein by reference)...................................................
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EXHIBIT SEQUENTIAL NO. DESCRIPTION PAGE NO. ------ ----------- ---------- 10.13 Processing Services Agreement between Facilities Management Installation, Inc. and CYBERTEK Corporation dated September 20, 1994................ 10.14 Enterprise License Agreement between Facilities Management Installation, Inc. and CYBERTEK Corporation dated September 20, 1994.............................. 10.15 Agreement of Lease between the Tilles Investment Company and Bankers Life and Casualty Company of New York (filed as Exhibit 10.26 of the Registrant's Annual Report on Form 10-K for the year ended December 31, 1991, and incorporated herein by reference)............................................... 10.16 The Assignment and Grant of Option executed by Consolidated Fidelity Life Insurance Company and Registrant effective as of May 21, 1992 (filed as Exhibit 38-1 to Amendment No. 38 to Schedule 13D filed by Consolidated National Corporation relating to the common stock of Registrant and incorporated herein by reference)....................................................................... 10.17* Form of Amended and Restated Supplemental Benefit Agreement of Registrant dated October 10, 1994 entered into by John T. Hull (filed as Exhibit 10.2 to the Registrant's Quarterly Report on Form 10-Q for the quarter ended September 30, 1994, and incorporated herein by reference)........................... 10.18 Letter Agreements between the Registrant and Consolidated National Corporation, dated March 29, 1993 and November 9, 1992 (incorporated by reference to Exhibit 10.31 to the Registrant's Annual Report on Form 10-K for the year ended December 31, 1992)................................................... 10.19 Agreement, dated September 11, 1993, between the Registrant and Conseco, Inc. (filed as Exhibit 4 to Amendment No. 1 to the Schedule 13D relating to the common stock of Bankers Life Holding Corporation, filed by the Registrant, Consolidated National Corporation, Robert T. Shaw and C. Fred Rice, dated September 15, 1993, and incorporated herein by reference)........................... 10.20 Agreement, dated September 11, 1993, between the Registrant and Bankers National Life Insurance Company (filed as Exhibit 5 to Amendment No. 1 to the Schedule 13D relating to the common stock of Bankers Life Holding Corporation, filed by the Registrant, Consolidated National Corporation, Robert T. Shaw and C. Fred Rice, dated September 15, 1993, and incorporated herein by reference)........ 10.21 Letter Agreement, dated September 11, 1993, among the Registrant, Conseco, inc. and Bankers Life Holding Corporation (filed as Exhibit 6 to Amendment No. 1 to the Schedule 13D relating to the common stock of Bankers Life Holding Corporation, filed by the Registrant, Consolidated National Corporation, Robert T. Shaw and C. Fred Rice, dated September 15, 1993, and incorporated herein by reference).................................................................. 10.22 Stock Purchase Agreement, dated January 15, 1994, among Consolidated National Corporation, Consolidated Fidelity Life Insurance Company, Robert T. Shaw, D. Fred Rice, Registrant and Torchmark Corporation (filed as Exhibit No. 1 to the Registrant's Current Report on Form 8-K dated January 15, 1994, and incorporated herein by reference), as amended (filed as Exhibit 10 to the Registrant's Current Report on Form 8-K dated February 11, 1994, and incorporated herein by reference).....................................................
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EXHIBIT SEQUENTIAL NO. DESCRIPTION PAGE NO. ------ ----------- ---------- 10.23 Stock Purchase Agreement, dated January 15, 1994, among Consolidated National Corporation, Consolidated Fidelity Life Insurance Company, Robert T. Shaw, C. Fred Rice, the Registrant and Stephens Inc. (filed as Exhibit No. 2 to the Registrant's Current Report on Form 8-K dated January 15, 1994, and incorporated herein by reference).................................................. 10.24 Letter from Registrant to Robert T. Shaw effective January 15, 1994 (filed as Exhibit 10.34 to Registrant's Annual Report on Form 10-K for the year ended December 31, 1993, and incorporated herein by reference)..................... 10.25 Letter, dated January 15, 1994, from Registrant to Robert Shaw (filed as Exhibit 5 of the Registrant's Current Report on Form 8-K dated January 15, 1994, and incorporated herein by reference).............................................. 10.26 Letter, dated January 15, 1994, from Registrant to Consolidated National Corporation (filed as Exhibit No. 6 to the Registrant's Current Report on Form 8-K dated January 15, 1994, and incorporated herein by reference).................. 10.27* Independent Contractor and Services Agreement, dated February 11, 1994, between the Registrant and Robert T. Shaw (filed as Exhibit No. 7 to the Registrant's Current Report on Form 8-K dated February 11, 1994, and incorporated herein by reference).................................................. 10.28* Independent Contractor and Services Agreement, dated February 11, 1994, between the Registrant and C. Fred Rice (filed as Exhibit No. 8 to the Registrant's Current Report on Form 8-K dated February 11, 1994, and incorporated herein by reference).................................................. 10.29 Mutual Release, dated February 11, 1994, among Registrant and Consolidated National Corporation, Robert T. Shaw, C. Fred Rice and Edward J. Carlisle (filed as Exhibit No. 9 to the Registrant's Current Report on Form 8-K dated February 11, 1994, and incorporated herein by reference)..................... 10.30 Stock Purchase Agreement, dated January 15, 1994, between Consolidated National Corporation and the Registrant (filed as Exhibit No. 3 to the Registrant's Current Report on Form 8-K dated January 15, 1994, and incorporated herein by reference)................................................................ 10.31 Promissory Note of James M. Fail, dated effective as of December 1, 1994, payable to Southwestern Life Insurance Company................................ 10.32 First Amended and Restated Loan Agreement, dated as of December 1, 1994, between James M. Fail and Southwestern Life Insurance Company....................... 10.33 First Amended and Restated Pledge Agreement dated as of December 1, 1994, between James M. Fail and Southwestern Life Insurance Company................. 10.34 First Amended and Restated Guaranty Agreement dated as of December 1, 1994, between James M. Fail and Southwestern Life Insurance Company................ 10.35 Schedule of Omitted Documents.......................................................
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EXHIBIT SEQUENTIAL NO. DESCRIPTION PAGE NO. ------ ----------- ---------- 10.36 Assignment Agreement between Southwestern Life Insurance Company and Consolidated Fidelity Life Insurance Company, dated June 30, 1994, relating to Notes and Loan Agreements referenced as Exhibits 10.30, 10.31, 10.32 and 10.33 above (filed as Exhibit 10.7 to the Registrant's Quarterly Report on Form 10-Q for the quarter ended June 30, 1994, and incorporated herein by reference)......... 10.37 Participation Agreement between Registrant and Employers Reassurance Corporation dated July 1, 1994 (filed as Exhibit 10.4 to the Registrant's Quarterly Report on Form 10-Q for the quarter ended September 30, 1994 and incorporated herein by reference).................................................. 10.38 Letter Agreement between Registrant and Consolidated Fidelity Life Insurance Company Regarding Termination of Call and Put Option dated June 30, 1994 (filed as Exhibit 10.5 to the Registrant's Quarterly Report on Form 10-Q for the quarter ended September 30, 1994, and incorporated herein by reference).... 10.39 Letter Agreement between Registrant and Stephens Inc. Regarding Engagement to Perform Investment Advisory Services for the Registrant dated May 3, 1994 (filed as Exhibit 10.6 to the Registrant's Quarterly Report on Form 10-Q for the quarter ended September 30, 1994, and incorporated herein by reference).... 10.40* Employment Agreement, dated June 9, 1994, between Facilities Management Installation, Inc. and H. Don Rutherford........................................... 10.41* Compensation Arrangements with James R. Kerber as approved by the Compensation Committee and Board of Directors, dated March 2, 1995................. 10.42* Compensation Arrangements with Glenn H. Gettier, Jr. as approved by the Compensation Committee and Board of Directors, dated March 2, 1995................. 10.43 Consolidated Tax Allocation Agreement dated December 26, 1985, as amended, among Registrant and certain of its subsidiaries.......................... 10.44* Form of Executive Severance Benefit Agreements entered into between Facilities Management, Inc. and certain key executive officers of the Registrant, including Messrs. Gettier, Kerber, Gail, Hull, Greving and Rutherford......................................................................... 10.45 Univision SI Application from Bob Shaw regarding issuance of an individually owned policy, dated January 5, 1995................................... 10.46* Memorandum, dated March 8, 1994, amending Registrant's Deferred Compensation Plan referenced as Exhibit 10.5 above................................. 10.47 Stock Purchase Agreement dated March 24, 1995 between Southwestern Life Corporation and Citizens Financial Corporation regarding the sale of Integrity National Life Insurance Company.................................................... 11.1 Statement regarding computation of earnings (loss) per share of common stock on average shares outstanding and fully diluted bases........................ 12.1 Statement regarding computation of ratio of earnings to fixed charges (including pro forma ratios).......................................................
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EXHIBIT SEQUENTIAL NO. DESCRIPTION PAGE NO. ------ ----------- ---------- 18.1 Letter dated March 30, 1995 from Coopers & Lybrand L.L.P. regarding change in accounting principles ......................................... 21.1 List of Subsidiaries of Registrant................................................. 23.1 Consent of Coopers & Lybrand L.L.P. ............................................... 27 Financial Data Schedule............................................................ * MANAGEMENT CONTRACT OR COMPENSATORY PLAN OR ARRANGEMENT REQUIRED TO BE FILED PURSUANT TO ITEM 14(C) OF THIS ANNUAL REPORT.
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EX-10.11 2 EXHIBIT 10.11 EX-10.11 LEASE AMENDMENTS NOTICE THIS FIRST AMENDMENT TO LEASE CONTAINS PROVISIONS WHICH ARE SUBJECT TO ARBITRATION UNDER THE TEXAS GENERAL ARBITRATION ACT (ARTICLE 224 THROUGH 238-6, REVISED CIVIL STATUTES OF TEXAS, 1925) FIRST AMENDMENT TO LEASE THIS FIRST AMENDMENT TO LEASE, made this 2nd day of December, 1984, amends that certain Lincoln Plaza Office Lease Agreement by and between Lincoln Property Company No. 375, Ltd., a Texas limited partnership ("Landlord"), and Southwestern Life Insurance Company, a Texas corporation ("Tenant"), dated June 28, 1984 (the "Lease"); W I T N E S S E T H: In consideration of the mutual covenants, promises and agreements herein contained, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, Landlord and Tenant do hereby amend the Lease as follows: 1. Paragraph 1(g) of the Lease is hereby amended to add the following at the end thereof: "The Common Areas in the Building which are not located on the floors of the Premises consist of 13,388 square feet on the ground floor of the Building and 3,107 square feet on the second floor skybridge lobby. Therefore, 367 square feet of such Common Areas are included in the Rentable Area of each floor in the Building." 2. Paragraph 1(i) is hereby amended by adding the following at the end thereof: "The Rentable Area of the Premises will never include any Common Area located on a multi-tenant floor if Tenant does not lease, as a part of its Leased Premises, any Rentable Area on such multi-tenant floor, The Usable Area within the Premises, as defined hereinabove, shall not include any Common Areas." 3. Paragraph 6(a) of the Lease is hereby amended to read in its entirety as follows: "(a) Hot and cold water at those points of supply provided for general use of other tenants in the Building, central heat and air conditioning in season, at such temperatures and in such amounts as are reasonable considered by Landlord to be standard, or as required by governmental authorities; provided, however, heating and air conditioning service at times other than for "Normal Business Hours" for the Building (6:30 a.m. to 6:00 p.m. on Mondays through Fridays and 8:00 a.m. to 1:00 p.m. on Saturday, exclusive of normal business holidays as identified on attached Exhibit "J") shall be furnished only upon the written request of Tenant delivered to Landlord prior to 3:00 p.m. at least one day in advance of the date for which such usage is requested. in no event shall the cost of such additional electrical, heating, and air conditioning service to Tenant exceed Landlord's actual per ton hour (or other unit) generating costs. Landlord may use the period between 6:30 a.m. and 7:00 a.m. on normal Monday through Friday work days and the period between 8:00 a.m. and 8:30 a.m. on normal Saturday work days to heat or cool the Building, provided that the Premises achieve the desired temperature prior to 7:00 a.m. on normal Monday through Friday work days and prior to 8:30 a.m. on normal Saturday work days." 4. The seventh line of the second paragraph of Paragraph 6(f) of the Lease is hereby amended to read as follows: "any essential service is not provided to Tenant in excess of five (5) consecutive" 5. The reference to "(ii)" in the fifteenth line of Paragraph 16(b) of the Lease is hereby amended to be a reference to "(iii)." 6. The first line of Paragraph 16(c) of the Lease is hereby amended to read as follows: "(c) If Landlord has exercised portion (i) in Paragraph" 7. The ninth line of Paragraph 17 of the Lease is hereby amended to read as follows: "mechanics' or other liens against the Premises. In the event any such lien is attached to the Premises, then, in addition to any" 8. The first sentence of Paragraph 18 of the Lease is hereby amended to read as follows: "Landlord shall maintain fire and extended coverage insurance on the Building and the Premises in such amount as Landlord's mortgagees shall require." 9. The fourth line of Paragraph 20 of the Lease is hereby amended to read as follows: "agents, servants, employees or any other person entering the" 10. The reference to "Standard Allowance" in the eleventh line of the first paragraph of Paragraph 22 of the Lease is hereby amended to be a reference to "standard allowance." 11. The reference to "seven (7) months" in the fifth line of the first paragraph and in the seventh line of the second paragraph of Paragraph 22 of the Lease is hereby amended to be a reference to "eight (8) months" in each such instance. 12. The last paragraph of Paragraph 22 of the Lease is hereby amended to read in its entirety as follows: "If at any time prior to the Commencement Date or during the Lease Term, the Premises are totally or substantially damaged or rendered wholly or substantially untenantable by fire or other casualty, and if the Premises cannot be reasonably expected to be restored or rended tenable within a period of eight (8) months after the occurrence of such damage or destruction, as determined by a major, reputable, qualified contractor or engineer selected by Landlord ("Landlord's Contractor") and approved by Tenant, which approval shall not be unreasonably withheld or delayed, then Tenant may terminate this Lease by giving written notice thereof to Landlord within fifteen (15) days after receipt of notice from Landlord, accompanied by Landlord's report, stating the such restoration cannot be accomplished within said eight (8) month period. With regard to the foregoing, in the event Tenant does not approve Landlord's Contractor (which approval or disapproval must be communicated to Landlord in writing within five (5) days after Landlord advises Tenant of the name of Landlord's Contractor, and if not so communicated to Landlord, then Landlord's Contractor shall be deemed approved), then Tenant's written disapproval of Landlord's Contractor shall contain the name of a contractor or engineer acceptable to Tenant ("Tenant's Contractor") and the two contractors so selected shall thereafter immediately make a determination as to whether or not the damage can be restored within the above stated eight (8) month period. If Landlord's Contractor and Tenant's Contractor cannot reach a mutual agreement within ten (10) days after the designation of Tenant's Contractor, then the two contractors shall appoint a third contractor or engineer ("Independent Contractor") within five (5) days after the expiration of such ten (10) day period and such Independent Contractor shall make the determination regarding restoration required by this paragraph. In the event that Landlord's Contractor and Tenant's Contractor cannot agree upon an Independent Contractor within such five (5) day period as aforesaid, the Independent Contractor shall be appointed by the Senior Federal District Judge for the Northern District of Texas at the request of either Landlord or Tenant. A mutual determination by Landlord and Tenant's Contractor, or the determination by the Independent Contractor shall be binding on Landlord and Tenant. Landlord and Tenant shall pay for its respective contractor and the expense of the Independent Contractor, if needed, shall be paid one-half by the Landlord and one-half by the Tenant." 13. Notwithstanding anything to the contrary contained in Paragraph 23 of the Lease, in no event shall Tenant be entitled to assert a claim for or receive any portion of a condemnation award or proceeds from sale in lieu of condemnation attributable to the value of Tenant's leasehold interest under the Lease. 14. The fifth line of Paragraph 25(b) of the Lease is hereby amended to read as follows: "25(a)(i) and (ii) or demand for possession whatsoever: (i) terminate this" 15. Notwithstanding anything to the contrary contained in Paragraph 30(b) of the Lease, Landlord shall have no obligation to provide Additional Spaces to Tenant in excess of such number of Additional Spaces as Tenant has specified by written notice to Landlord given within the thirty (30) day period following the written inquiry by Landlord following Tenant's occupancy of the Premises referred to in Paragraph 30(b) of the Lease and, further, from and after the date that Tenant shall cancel or surrender its right of utilization of any such Additional Spaces, Tenant shall thereafter have no right to require that any such Additional Spaces so canceled or released by Tenant be thereafter made available to Tenant. 16. The twenty-fifth line of Paragraph 30(b) of the Lease is hereby amended to read as follows: "(10) days prior to the last day of said month. Tenant's right to the use of" 17. Exhibit "B" attached hereto is hereby substituted for Exhibit "B" attached to the Lease. 18. Paragraph 16 of Exhibit "H" attached to the Lease is hereby supplemented by the following: "Landlord acknowledges that the current management fee payable by Landlord is two and one-half percent of "Gross Rental Income" (as defined in the Agreement dated September 25, 1984 creating One Lincoln Plaza - A Joint Venture). Tenant acknowledges that the aforesaid current management fee is below currently prevailing market rates and the acknowledgement of Landlord contained in the immediately preceding sentence shall not prejudice the rights of Landlord pursuant to paragraph 16 of Exhibit "H" to the Lease. 19. Exhibit "H" of the Lease is hereby amended by adding the following new paragraph: "18. Costs of operations of any business venture in the Exterior Common Areas." EXECUTED as of the day and year first above written. LINCOLN PROPERTY COMPANY NO. 375, LTD. By: /s/Mack Pogue ---------------------------- Mack Pogue, General Partner By: /s/William C. Duvall, ---------------------------- William C. Duvall, General Partner SOUTHWESTERN LIFE INSURANCE COMPANY By: /s/David D. Boone ---------------------------- David D. Boone, Vice President SECOND AMENDMENT TO LINCOLN PLAZA OFFICE LEASE AGREEMENT THIS SECOND AMENDMENT TO LINCOLN PLAZA OFFICE LEASE AGREEMENT ("Amendment"), by and between ONE LINCOLN PLAZA - A JOINT VENTURE, a Texas joint venture ("Landlord"), and SOUTHWESTERN LIFE INSURANCE COMPANY a Texas corporation ("Tenant"), is executed as of this 19th day of March 1990. W I T N E S S E T H: WHEREAS, Landlord's predecessor in interest (Lincoln Property Company No. 375, Ltd.) and Tenant have heretofore entered into that certain Lincoln Plaza Office Lease Agreement, dated June 28, 1984, as amended by that certain First Amendment to Lease dated December 2, 1984 (collectively, the "Lease"), under and pursuant to the terms of which Tenant has leased from Landlord certain office space ("Original Premises") in that certain office building commonly known as "Lincoln Plaza" ("Building"), which is located at 500 North Akard in Dallas, Dallas County, Texas, as more particularly described in the Lease; and WHEREAS, Landlord received written notice from Tenant on August 31, 1989 of Tenant's desire to exercise its option to reduce the size of the Original Premises by terminating Tenant's rights and obligations to the third (3rd) floor of the Building pursuant to Paragraph 2 of Exhibit "F" to the Lease; and WHEREAS, Landlord subsequently received written notice on September 25, 1989 of Tenant's desire to exercise its option to reduce the size of the Original Premises by terminating Tenant's rights and obligations to the fourth (4th) floor of the Building ("Fourth Floor") pursuant to Paragraph 2 of Exhibit "F" to the Lease; and WHEREAS, Tenant seeks to rescind the termination of its rights and obligations to the Fourth Floor and to retain the Fourth Floor as part of the Premises; and WHEREAS, Landlord and Tenant desire to amend the Lease in order to evidence their agreements with respect to the retention of the Fourth Floor; NOW, THEREFORE, for and in consideration of the mutual covenants contained herein and in the Lease, the parties hereto do hereby covenant and agree that the Lease is amended as follows: 1. DEFINED TERMS. Terms defined in the Lease and delineated herein by initial capital letters shall have the same meaning ascribed thereto in the Lease, except to the extent that the meaning of such term is specifically modified by the provisions hereof. In addition, other terms not defined in the Lease but defined herein will, when delineated with initial capital letters, have the meanings ascribed thereto in this Amendment. Terms and phrases which are not delineated by initial capital letters shall have the meanings commonly ascribed thereto. 2. EFFECTIVE DATE. As used herein, the term "Effective Date" shall mean March 1, 1990. 3. PREMISES. From and after the Effective Date, the term "Premises" (as defined in Paragraph 1(b) of the Lease) shall be amended by adding thereto the following: "Notwithstanding the foregoing, from and after the Effective Date, Premises shall mean the suite of offices located within the Building and outlined on the floor plans attached to the Lease as Exhibit "B." The Premises are hereinafter stipulated to contain approximately 225,051 square feet of Rentable Area located on floors 4 through 12." 4. BASE RENTAL. From and after the Effective Date, Paragraph l(c) of the Lease shall be amended in its entirety to read as follows: "1(c) "Base Rental" shall mean the following: (i) FROM THE COMMENCEMENT DATE UNTIL FEBRUARY 28, 1990. From the Commencement Date and continuing through and including February 28, 1990, Base Rental for the Original Premises shall be payable at the rate of $18.00 per square foot of Rentable Area per annum, being $4,484,322.00 per annum and $373,693.50 per month; and (ii) FROM MARCH 1, 1990 TO MARCH 31, 1990. Commencing on March 1, 1990 (being the Effective Date) and continuing through and including March 31, 1990, Base Rental for the Premises shall be payable at the rate of $18.00 per square foot of Rentable Area per annum, being $4,050,918.00 per annum and $337,576.50 per month; and (iii) FROM APRIL 1, 1990 TO NOVEMBER 30, 1990. Commencing on April 1, 1990 and continuing through and including November 30, 1990, Base Rental for the Premises shall be payable in the aggregate amount of $3,976,050.00 per annum (being the sum of (i) S3,601,710.00 per annum for the Premises (excluding the Fourth Floor), being the product of $18.00 per square foot of Rentable Area multiplied by the 200,095 square feet of Rentable Area in the Premises (excluding the Fourth Floor), plus (ii) $374,340.00 per annum for the Fourth Floor, being the product of $15.00 per square foot of Rentable Area multiplied by the 24,956 square feet of Rentable Area in the Fourth Floor), being $331,337.50 per month; and (iv) FROM DECEMBER 1, 1990 TO NOVEMBER 30, 1995. Commencing on December 1, 1990 and continuing through and including the last day of the Lease Term (November 30, 1995), Base Rental for the Premises shall be payable in the aggregate amount of $4,776,429.96 per annum (being the sum of (i) $4,402,089.96 per annum for the Premises (excluding the Fourth Floor), being the product of $22.00 per square foot of Rentable Area multiplied by the 200,095 square feet of Rentable Area in the Premises (excluding the Fourth Floor), plus (ii) $374,340.00 per annum for the Fourth Floor, being the product of $15.00 per square foot of Rentable Area multiplied by the 24,956 square feet of Rentable Area in the Fourth Floor), being $398,035.83 per month. The Base Rental, defined hereinabove, shall be adjusted pursuant to Exhibit "C" hereto and may be adjusted pursuant to the last paragraph in Paragraph l(i) of this Lease." 5. FOURTH FLOOR IMPROVEMENTS. Tenant hereby accepts the Fourth Floor "as is" and without benefit of further improvements. The occupancy of the Fourth Floor by Tenant shall constitute the acknowledgement and agreement of Tenant that Tenant is fully familiar with the physical condition of the Fourth Floor, that Tenant has received the same in good order and condition, and that the Fourth Floor complies in all respects with the requirements of this Lease and are suitable for the purposes for which the Fourth Floor is leased. In that regard, Landlord hereby disclaims, and Tenant hereby waives, any warranty of suitability with respect to the Fourth Floor. 6. NO FURTHER TERMINATION OPTIONS. Tenant acknowledges and agrees that Tenant has rescinded its termination rights in regard to the Fourth Floor herein and as such has no further termination rights with respect to the Lease. 7. BROKERAGE FEES AND COMMISSIONS. Tenant represents that it has dealt with no broker, agent or other person in connection with this Amendment and that no broker, agent or other person brought about this Amendment, other than an agent of Landlord and Tenant shall indemnify and hold Landlord harmless from and against any and all claims, losses, costs or expenses (including attorneys' fees and expenses) by any broker, agent or other person claiming a commission or other form of compensation by virtue of having dealt with Tenant with regard to the transaction contemplated by this Amendment. The provisions of this Paragraph 7 shall survive the expiration of the Lease Term or any renewal or extension thereof. 8. EFFECT OF AMENDMENT. Except as specifically amended by the provisions hereof, the terms and provisions in the Lease shall continue to govern the rights and obligations of the parties thereunder; and all provisions and covenants of the Lease shall remain in full force and effect as stated therein. This Amendment and the Lease shall be construed as one instrument. The terms, provisions and covenants of this Amendment shall inure to the benefit of and be binding upon the parties hereto and the respective heirs, successors in interest and legal representatives. IN WITNESS WHEREOF, Landlord and Tenant have executed this Amendment in multiple counterparts as of the day and year first above written. LANDLORD: ONE LINCOLN PLAZA - A JOINT VENTURE, a Texas joint venture By: Lincoln Property Company No. 375, Ltd., a Texas limited partnership, Joint Venturer By: /s/William C. Duvall ---------------------------- William C. Duvall General Partner TENANT: SOUTHWESTERN LIFE INSURANCE COMPANY, a Texas corporation By: /s/Weldon Kern --------------------------------- Weldon Kern, Senior Vice President THIRD AMENDMENT TO LINCOLN PLAZA OFFICE LEASE AGREEMENT THIS THIRD AMENDMENT TO LINCOLN PLAZA OFFICE LEASE AGREEMENT ("Amendment"), by and between ONE LINCOLN PLAZA - A JOINT VENTURE, a Texas joint venture ("Landlord"), and SOUTHWESTERN LIFE INSURANCE COMPANY, a Texas corporation ("Tenant"), is executed as of the 1st day of March, 1990. W I T N E S S E T H : WHEREAS, Landlord's predecessor in interest (Lincoln Property Company No. 375, Ltd.) and Tenant have heretofore entered into that certain Lincoln Plaza Office Lease Agreement, dated June 28, 1984, as amended by that certain First Amendment to Lease dated December 2, 1984 and that certain Second Amendment to Lincoln Plaza Office Lease Agreement ("Second Amendment") dated March 19, 1990 (collectively, the "Lease"), under and pursuant to the terms of which Tenant has leased from Landlord certain office space ("Premises") in that certain office building commonly known as "Lincoln Plaza" ("Building"), which is located at 500 North Akard in Dallas, Dallas County, Texas, as more particularly described in the Lease; and WHEREAS, the Second Amendment incorrectly stated the Rentable Area of the Premises; and WHEREAS, the Second Amendment also included certain incorrect Base Rental amounts; and WHEREAS, Landlord and Tenant seek to amend the Lease in order to evidence the correction of the Rentable Area and Base Rental amounts; and NOW, THEREFORE, for and in consideration of the mutual covenants contained herein and in the Lease, the parties hereto do hereby covenant and agree that the Lease is amended as follows: 1. DEFINED TERMS. Terms defined in the Lease and delineated herein by initial capital letters shall have the same meaning ascribed thereto in the Lease, except to the extent that the meaning of such term is specifically modified by the provisions hereof. In addition, other terms not defined in the Lease but defined herein will, when delineated with initial capital letters, have the meanings ascribed thereto in this Amendment. Terms and phrases which are not delineated by initial capital letters shall have the meanings commonly ascribed thereto. 2. PREMISES. From and after the date of this Amendment (March 1, 1990), the term "Premises" (as defined in Paragraph l(b) of the Lease) shall be amended by adding thereto the following: "Notwithstanding the previous description of the Premises in the Second Amendment, from and after March 1, 1990, the Premises shall mean the suite of offices located within the Building on floors four through twelve and outlined on the floor plan attached to the First Amendment as Exhibit "B" (excluding the floor plan, however, of the third floor to which Tenant claims no further rights). The Premises are hereinafter stipulated to contain approximately 224,604 square feet of Rentable Area and 194,969 square feet of Usable Area." 3. BASE RENTAL. From and after March 1, 1990, Paragraph l(c) of the Lease shall be amended to read as follows: "l(c) Notwithstanding the Base Rental amounts which were provided in the Second Amendment, 'Base Rental' shall mean the following: (i) FROM MARCH 1, 1990 TO MARCH 31, 1990. Commencing on March 1, 1990 (being the Effective Date) and continuing through and including March 31, 1990, Base Rental for the Premises shall be payable at the rate of $18.00 per square foot of Rentable Area per annum, being $4,042,872.00 per annum and $336,906.00 per month; and (ii) FROM APRIL 1, 1990 TO NOVEMBER 30, 1990. Commencing on April 1, 1990 and continuing through and including November 30, 1990, Base Rental for the Premises shall be payable in the aggregate amount of $3,968,004.00 per annum and $330,667.00 per month (being the sum of (i) $3,593,664.00 per annum for all portions of the Premises except the fourth floor, the product of $18.00 per square foot multiplied by the 199,648 square feet in such portions of the Premises, plus (ii) $374,340.00 per annum for the fourth floor portion of the Premises, being the product of $15.00 per square foot multiplied by the 24,956 square feet of Rentable Area in the fourth floor); and (iii) From DECEMBER 1, 1990 TO NOVEMBER 30, 1995. Commencing on December 1, 1990 and continuing through and including the last day of the Lease Term (November 30, 1995), Base Rental for the Premises shall be payable in the aggregate amount of $4,766,596.00 per annum and $397,216.33 per month (being the sum of (i) $4,392,256.00 per annum for all portions of the Premises, except the fourth floor, the product of $22.00 per square foot multiplied by the 199,648 square feet of Rentable Area in such portions of the Premises, plus (ii) $374,340.00 per annum for the fourth floor, being the product of $15.00 per square foot multiplied by the 24,956 square feet of Rentable Area in the fourth floor). The Base Rental, defined hereinabove, shall be adjusted pursuant to Exhibit "C" hereto and may be adjusted pursuant to the last paragraph in Paragraph l(i) of this Lease." 4. BROKERAGE FEES AND COMMISSIONS. Tenant represents that it has dealt with no broker, agent or other person in connection with this Amendment and that no broker, agent or other person brought about this Amendment, other than an agent of Landlord and Tenant shall indemnify and hold Landlord harmless from and against any and all claims, losses, costs or expenses (including attorneys' fees and expenses) by any broker, agent or other person claiming a commission or other form of compensation by virtue of having dealt with Tenant with regard to the transaction contemplated by this Amendment. The provisions of this Paragraph 4 shall survive the expiration of the Lease Term or any renewal or extension thereof. 5. EFFECT OF AMENDMENT. Except as specifically amended by the provisions hereof, the terms and provisions in the Lease shall continue to govern the rights and obligations of the parties thereunder; and all provisions and covenants of the Lease shall remain in full force and effect as stated therein. This Amendment and the Lease shall be construed as one instrument. The terms, provisions and covenants of this Amendment shall inure to the benefit of and be binding upon the parties hereto and the respective heirs, successors in interest and legal representatives. IN WITNESS WHEREOF, Landlord and Tenant have executed this Amendment in multiple counterparts as of the day and year first above written. LANDLORD: ONE LINCOLN PLAZA - A JOINT VENTURE, a Texas joint venture By: Lincoln Property Company No. 375, Ltd., a Texas limited partnership, Joint Venturer By: /s/William C. Duvall -------------------- William C. Duvall General Partner TENANT: SOUTHWESTERN LIFE INSURANCE COMPANY, a Texas corporation By: /s/Weldon Kern --------------------- Weldon Kern, Senior Vice President FOURTH AMENDMENT TO LINCOLN PLAZA OFFICE LEASE AGREEMENT This Fourth Amendment to Lincoln Plaza Office Lease Agreement ("Fourth Amendment"), by and between METROPOLITAN LIFE INSURANCE COMPANY, a New York corporation ("Landlord"), and SOUTHWESTERN LIFE INSURANCE COMPANY, a Texas corporation ("Tenant"), is effective as of the last day and year set forth below. W I T N E S S E T H : WHEREAS, Landlord's predecessors in interest, ONE LINCOLN PLAZA - A JOINT VENTURE and LINCOLN PROPERTY COMPANY NO. 375, and Tenant heretofore entered into that certain Lincoln Plaza Office Lease Agreement dated June 28, 1984 ("Original Lease"), as amended by that certain First Amendment to Lease Agreement dated December 2, 1984 ("First Amendment") and that certain Second Amendment to Lincoln Plaza Office Lease Agreement ("Second Amendment") dated March 19, 1990 and that certain Third Amendment to Lincoln Plaza Office Lease Agreement ("Third Amendment") dated March 1, 1990, the Original Lease, the First Amendment, the Second Amendment and the Third Amendment being hereinafter collectively referred to as the "Lease"; and WHEREAS, under and pursuant to the terms of the Lease, Tenant has leased from Landlord certain office space located on floors four (4) through twelve (12) containing approximately 224,604 square feet of Rentable Area ("Premises") in that certain office building commonly known as "Lincoln Plaza" ("Building"), which is located at 500 North Akard, Dallas, Dallas County, Texas as more particularly described in the Lease; and WHEREAS notwithstanding that the Lease is not scheduled to expire until November 30, 1995, Landlord and Tenant desire to extend and renew the Lease as, and upon the terms and conditions, hereinafter specified; and WHEREAS, Landlord and Tenant desire to amend the Lease as and upon the terms and conditions hereinafter specified; NOW THEREFORE, for and in consideration of the premises and the mutual covenants contained herein and in the Lease, the parties hereto do hereby covenant and agree as follows: 1. DEFINED TERMS. Terms defined in the Lease and delineated herein by initial capital letters shall have the same meaning ascribed thereto in the Lease, except to the extent that the meaning of such term is specifically modified by the provisions hereof. In addition other terms not defined in the Lease but defined herein will, when delineated with initial capital letters, have the meanings ascribed thereto in this Fourth Amendment. Terms and phrases which are not delineated by initial capital letters shall have the meanings commonly ascribed thereto. 2. SECOND LEASE TERM COMMENCEMENT DATE. As used herein, the term "Second Lease Term Commencement Date" shall mean December 1, 1995. 3. LEASE TERM. The Lease Term is hereby extended by a period (the "Second Lease Term") of twenty-four (24) full calendar months from the Second Lease Term Commencement Date. The defined term "Lease Term" shall be deemed to include the Second Lease Term. 4. BASE RENTAL AND EXPENSE STOP. From and after the Second Lease Term Commencement Date, the Base Rental payable by Tenant, pursuant to the provisions of Paragraph 5. of the Lease, shall accrue and be payable at the rate of $12.00 per square foot of Rentable Area in the Premises per annum, being an aggregate rate of $1,584,204.00 per annum, and $132,017.00 per month, as adjusted pursuant to Exhibit "C" attached hereto and as may be adjusted pursuant to the last paragraph i Paragraph 1(i) of the Lease. From and after the Second Lease Term Commencement Date, the Expense Stop (as defined in Exhibit "C") shall mean Landlord's actual Basic Costs (as defined in Exhibit "C") for the calendar year 1996 divided by the total number of square feet of Rentable Area in the Building. 5. PREMISES. As of the Second Lease Term Commencement Date, the "Premises" shall be amended by eliminating that part thereof (the "Terminated Space") consisting of approximately 92,587 square feet and shown on the floor plans attached hereto as Exhibit "A" hereof. Thereafter, the Premises are stipulated for all purposes to contain approximately 132,017 square feet of "Rentable Area" and as shown on the floor plans attached hereto as Exhibit "A-1" hereof. 6. COMMON AREA. As of the Second Lease Term Commencement Date, Paragraph 1(g) of the Lease (including, without limitation, Paragraph 1 of the First Amendment) shall be deleted in its entirety and the following shall be substituted in its place: "Common Areas" shall mean those areas devoted to corridors, elevator foyers, restrooms, mechanical rooms, elevator mechanical rooms, janitorial closets, electrical and telephone closets, vending areas, and lobby areas (whether at ground level or otherwise), and other similar facilities provided for the common use or benefit of tenants generally and/or the public. 7. NORMAL BUSINESS HOURS. From and after the Second Lease Term Commencement Date, Paragraph 6(a) of the Lease shall be amended by deleting "(6:30 a.m. to 6:00 p.m. on Mondays through Fridays, and 8:00 a.m. to 1:00 p.m. on Saturday exclusive of normal business holidays as identified on attached Exhibit "J")" and substituting the following in its place: (7:00 a.m. to 6:00 p.m. Monday through Friday and 8:00 a.m. to 1:00 p.m. on Saturday, exclusive of normal business holidays as identified on attached Exhibit "J") 8. PARAGRAPH 18 OF FIRST AMENDMENT. From and after the Second Lease Term Commencement Date, Paragraph 18 of the First Amendment, which supplemented Paragraph 16 of Exhibit "H", shall be deleted in its entirety. 9. CASUALTY DAMAGE. As of the Second Lease Term Commencement Date, the first two (2) subparagraphs of Paragraph 22 of the Lease shall be deleted in their entirety and the following substituted in their place: If the Premises or any part thereof shall be damaged by fire or other casualty, Tenant shall give prompt written notice thereof to Landlord. In case the Building shall be damaged such that substantial alteration or reconstruction of the Building shell, in Landlord's sole opinion, is required (whether or not the Premises shall have been damaged by such casualty) or in the event any mortgagee of Landlord's should require that the insurance proceeds payable as a result of a casualty be applied to the payment of the mortgage debt or in the event of any material uninsured loss to the Building, or in the event Landlord's insurance proceeds are insufficient to meet Landlord's obligations under this paragraph, Landlord may, at its option, terminate this Lease by notifying Tenant in writing of such termination within ninety (90) days after the date of such casualty. If Landlord does not thus elect to terminate this Lease, then if the Premises cannot be reasonably expected to be restored or rendered tenantable by Landlord within a period of seven (7) months after the occurrence of such damage or destruction, Tenant may, within ninety (90) days after such fire or other casualty, terminate this Lease by giving written notice to Landlord. Landlord shall commence and proceed with reasonable diligence to restore the Building shell and Shell Improvements located on the Premises. When the repairs described in the preceding sentence have been completed by Landlord, Landlord shall then complete the restoration of such improvements in excess of the Shell Improvements as are necessary to permit Tenant's reoccupancy of the Premises (including the installation of acoustical ceiling tile) pursuant to the final working drawings and specifications approved by Landlord pursuant to the Work Letter ("Improvements Restoration"); provided, however, that Landlord shall not be obligated to expend for the completion of the Improvements Restoration a sum in excess of Twenty Dollars ($20.00) per square foot of Rentable Area in the Premises ("Reconstruction Allowance"). Landlord shall not be liable for any inconvenience or annoyance to Tenant or injury to the business of Tenant resulting in any way from such damage or the repair thereof, except that Landlord shall allow Tenant a fair diminution of Rent during the time and to the extent the Premises are unfit for occupancy (based upon that portion of Base Rental applicable to the portion of the Premises subject to such casualty)provided, however, the Premises shall not be considered unfit for occupancy at any time that (i) such of the Improvements Restoration has been completed so as to permit occupancy as evidenced by the issuance of a Certificate of Occupancy or its equivalent for the Premises by the appropriate governmental entity having jurisdiction over the Premises for the purpose of issuing such certificate, or (ii) if no such certificate can be issued by any appropriate governmental entity under applicable laws, ordinances, or regulations, at such time as the Improvements Restoration have been substantially completed and tendered to Tenant or (iii) Landlord has expended the Reconstruction Allowance for the restoration of the Premises and has tendered the Premises to Tenant. Notwithstanding the foregoing, if more than 60,000 square feet of Rentable Area of the Premises are damaged by fire or other casualty, not caused by Tenant, when less than one (1) year remains in the Lease Term, and if the Premises cannot be reasonably expected to be restored or rendered tenantable by Landlord within a period of sixty (60) days after the occurrence of such damage or destruction Landlord shall have the right to use reasonable efforts to relocate Tenant to space, similar in size to the Premises, within the Building until the Premises are fit for occupancy (as referenced in the preceding paragraph). If Landlord is unable or unwilling to so relocate Tenant, Tenant may terminate this Lease by written notice to Landlord given within thirty (30) days after such damage or destruction and the Rent payable by Tenant hereunder shall be apportioned to the date of such notice. In such event, all sums received by or due to Tenant on account of insurance covering the Building shall be paid to Landlord. 10. HOLDING OVER. From and after the Second Lease Term Commencement Date, Paragraph 27 of the Lease shall be deleted and the following is substituted in its place: In the event of holding over by Tenant after expiration or other termination of this Lease or in the event Tenant continues to occupy the Premises after the termination of Tenant's right of possession pursuant to Paragraph 25(b) of the Lease, Tenant shall, throughout the entire holdover period, pay Rent equal to one hundred fifty percent (150%) of the Base Rental and additional Base Rental which would have been applicable had the term of this Lease continued through the period of such holding over by Tenant. No holding over by Tenant after the expiration of the term of this Lease shall be construed to extend the term of this Lease. 11. RECORDATION. From and after the Second Lease Term Commencement Date, Paragraph 37 of the lease shall be deleted in its entirety. 12. PAYMENT OF EXCESS BASIC COSTS AND ELECTRICAL COSTS. From and after the Second Lease Term Commencement Date, Exhibit "C" attached to the Lease shall be deleted in its entirety and the attached Exhibit "C" shall be substituted in its place. Notwithstanding the foregoing, Exhibit "H", Exclusions from Basic Costs, shall remain in full force and effect, as modified by this Fourth Amendment. 13. EXHIBITS "E" AND "F". From and after the Second Lease Term Commencement Date, Exhibit "E" and Exhibit "F" attached to the Lease shall be deleted in their entirety. 14. RULES AND REGULATIONS. From and after the Second Lease Term Commencement Date, Exhibit ~G" of the Original Lease shall be deleted in its entirety and the attached Exhibit "G" shall be substituted in its place; provided, however, that (i) Landlord has consented and does hereby consent to any items described in Paragraphs 3, 15, 22 and 23 of Exhibit "G" which already exist at the Premises and any replacements of same hereafter installed; (ii) in addition to those items listed in Paragraph 13 of Exhibit "G", Landlord hereby consents to the presence on the Premises of personal computers, laser printers, copiers, fax machines and other like modern office equipment; and (iii) notwithstanding the provisions of paragraph 26 of Exhibit "G", no new rule which material increases Tenant's costs or obligations under the Lease shall be effective against Tenant without Landlord's first obtaining Tenant's written consent. 15. PARKING. From and after the Second Lease Term Commencement Date, Paragraph 30(b) shall be amended by deleting "four hundred (400)" in the ninth (9th) line thereof and replacing it with "three hundred twenty-three (323)". 16. ESTOPPEL. Tenant hereby confirms and ratifies the Lease, as amended hereby, acknowledges that, to the best of Tenant's knowledge, Landlord is not in default under said Lease as of the date this Fourth Amendment is executed by Tenant and accepts the Premises "AS IS", without benefit of further improvements, and without warranty of suitability or fitness for a particular purpose. Landlord acknowledges that Tenant is not in monetary default under the Lease as of the date this Fourth Amendment is executed by Landlord. 17. BROKERAGE FEES AND COMMISSIONS. Tenant represents that it has dealt with no broker, agent or other person in connection with this Lease and that no broker, agent or other person brought about this Lease. The provisions of this Paragraph 17 shall survive the expiration of the Second Lease Term and any renewal or extension thereof. 18. WASTE MANAGEMENT. The Lease is hereby amended by adding thereto the following provision as Paragraph 45 thereof: 45. WASTE MANAGEMENT. Without limiting its obligations under Paragraph 14 (and the Rules and Regulations attached to the Lease as Exhibit "G"), Tenant covenants and agrees to comply with all laws, rules, regulations and guidelines now or hereafter made applicable to the Premises respecting the disposal of waste, trash, garbage and other matter (liquid or solid), generated by Tenant, the disposal of which is not otherwise the express obligation of Landlord under this Lease (the provision of janitorial services under this Lease shall not be construed as an express obligation of Landlord for the purposes of this Paragraph), including, but not limited to, laws, rules, regulations and guidelines respecting recycling and other forms of reclamation (all of which are herein collectively referred to as "Waste Management Requirements"). Tenant covenants and agrees to comply with all rules and regulations established by Landlord to enable Landlord from time to time to comply with Waste Management Requirements applicable to Landlord (i) as owner of the Premises, and (ii) in performing Landlord's obligations under this Lease, if any. Tenant further covenants and agrees to comply with all rules and regulations established by Landlord to enable Landlord from time to time to avail itself of the lowest rate available for the disposal of waste, trash, garbage and other matter (liquid or solid), generated by Tenant. Tenant covenants and agrees to indemnify. defend, protect and hold Landlord harmless [in accordance with Paragraph 20] from and against all liability (including costs, expenses and attorney s fees) that Landlord may sustain by reason of Tenant s breach of its obligations under this Paragraph 45. Tenant's obligations under this Paragraph 48 shall survive the termination of this Lease. 19. AMERICANS WITH DISABILITIES ACT AND TEXAS ARCHITECTURAL BARRIERS ACT. The Lease is hereby amended by adding thereto the following provision as Paragraph 46 thereof: 46. AMERICANS WITH DISABILITIES ACT AND TEXAS ARCHITECTURAL BARRIERS ACT. Tenant agrees to comply with all requirements of the Americans with Disabilities Act [Public Law 101-336 (July 26, 1990) ("ADA")] and the Texas Architectural Barriers Act [Article 9102, Tex. Rev. Civ. St. (1993)] applicable to the Premises, Building and Property to accommodate its employees, invitees and customers in accordance with the provisions of this Paragraph. Tenant acknowledges that it shall be wholly responsible for (i) making any accommodations or alterations which need to be made to the Premises to accommodate Tenant's employees, customers and invitees, and (ii) making any accommodations or alterations which are required by law or by order of a court of competent jurisdiction to be made to the Building or the Property to accommodate Tenant's employees, invitees and customers and which exceed standard ADA requirements for the Building and/or the Property. Tenant agrees to indemnify and hold Landlord harmless from any and all expenses. liabilities, costs or damages suffered by Landlord as a result of Tenant's failure to fulfill its aforesaid responsibilities regarding making such accommodations and alterations as are referenced in the preceding sentence. No provision in this Lease should be construed in any manner as permitting, consenting to or authorizing Tenant to violate requirements under either such Act and any provision of the Lease which could arguably be construed as authorizing a violation of either Act shall be interpreted in a manner which permits compliance with such Act and is hereby amended to permit such compliance. 20. EXCLUSIONS FROM BASIC COSTS. The reference in item 5 of Exhibit "H" to the Lease to Paragraph 1(v) of Exhibit "C" is hereby deleted and substituted with a reference to Paragraph I (ii) of such Exhibit "C". 21. EFFECT OF FOURTH AMENDMENT. Except as expressly amended by the provisions hereof, the terms and provisions contained in the Lease shall continue to govern the rights and obligations of the parties; and all provisions and covenants in the Lease shall remain in full force and effect as stated therein, except to the extent specifically modified by the provisions of this Fourth Amendment. This Fourth Amendment and the Lease shall be construed as one instrument. NOTICE OF INDEMNIFICATION: THE PARTIES TO THIS FOURTH AMENDMENT HEREBY ACKNOWLEDGE AND AGREE THAT THIS FOURTH AMENDMENT CONTAINS CERTAIN INDEMNIFICATION PROVISIONS. IN WITNESS WHEREOF, Landlord and Tenant have executed this Fourth Amendment in multiple counterparts as of the last day and year written below. LANDLORD: METROPOLITAN LIFE INSURANCE COMPANY, a New York corporation By: /s/David G. Rogers ------------------------------ David G. Rogers Assistant Vice-President Date: ------------------------------ TENANT: SOUTHWESTERN LIFE INSURANCE COMPANY, a Texas corporation By: /s/James R. Kerber ------------------------------ James R. Kerber President Date: March 24, 1995 ------------------------------ Attachments: Exhibit "A" - Floor Plans for Terminated Space Exhibit "A-1" - Floor Plans for Premises Exhibit "C" - Payment of Excess Basic Costs and Electrical Costs Exhibit "G" - Rules and Regulations EXHIBIT "A" TO FOURTH AMENDMENT TO LINCOLN PLAZA OFFICE LEASE AGREEMENT BETWEEN METROPOLITAN LIFE INSURANCE COMPANY, AS LANDLORD, AND SOUTHWESTERN LIFE INSURANCE COMPANY, AS TENANT FLOOR PLANS FOR TERMINATED SPACE Graphic material consisting of floor plans of floors 4 through 12 of Lincoln Plaza in Dallas, Texas have been omitted in accordance with Rule 304 of Regulation S-T - General Rules and Regulations for Electronic Filings. EXHIBIT "C" TO FOURTH AMENDMENT TO LINCOLN PLAZA OFFICE LEASE AGREEMENT BETWEEN METROPOLITAN LIFE INSURANCE COMPANY, AS LANDLORD, AND SOUTHWESTERN LIFE INSURANCE COMPANY, AS TENANT PAYMENT OF EXCESS BASIC COSTS AND ELECTRICAL COSTS 1. BASIC COSTS The Base Rental payable hereunder shall be adjusted from time to time in accordance with the following provisions: (i) Tenant's Base Rental is based, in part, upon the estimate that annual "Basic Costs" (as hereinafter defined) will be equal to the "Expense Stop". During the Lease Term, Tenant shall pay as an adjustment to Base Rental hereunder an amount (per each square foot of Rentable Area within the Premises) equal to the excess ("Excess") from time to time of Basic Costs per square foot of Rentable Area in the Building over the Expense Stop. Landlord may collect such additional Base Rental in arrears on a yearly basis. Landlord shall also have the option to make a good faith estimate of the Excess from time to time for each upcoming calendar year (or remainder thereof, if applicable) and, upon thirty (30) days written notice to Tenant, may require the monthly payment of Base Rental to be adjusted in accordance with such estimate. Any amounts paid based on such an estimate shall be subject to adjustment pursuant to Paragraph 2 below when Basic Costs are available for such calendar year. (ii) "Basic Costs" shall mean all direct and indirect costs and expenses in each calendar year of operating, maintaining, repairing, managing and owning the Building and the Property plus all operating costs of the Exterior Common Areas (below defined), but exclusive of Electrical Costs, as provided in Paragraph 2 of this Exhibit "C". Basic Costs shall not include the cost of capital improvements, depreciation, interest, lease commissions, and principal payments on mortgage and other non-operating debts of Landlord. Basic Costs shall, however, include the amortization of capital improvements which are primarily for the purpose of reducing basic costs, or which are required by governmental authorities. "Exterior Common Areas" shall mean those portions of the Property which are not located within the Building and which are provided and maintained for the common use and benefit of Landlord and tenants of the Building generally and the employees, invitees and licensees of Landlord and such tenants; including without limitation, all parking areas (enclosed or otherwise) and all streets, sidewalks, walkways, and landscaped areas. 11. ELECTRICAL COSTS Notwithstanding anything contained in the Lease to the contrary, Basic Costs shall not include the cost of electricity, but the Base Rental hereunder shall be increased by an amount equal to Tenant's pro rata share of the cost of electricity to the Building ("Electrical Costs"'), which pro rata share shall be equal to the product of (i) the Electrical Costs and (ii) the fraction having a numerator equal to the Rentable Area of the Premises and a denominator equal to the Rentable Area in the Building. The Electrical Costs used to calculate Tenant's pro rata share as heretofore described shall not include the cost of any extraordinary electrical use by other tenants of the Building, where such costs are charged to such tenants. Landlord may from time to time deliver to Tenant an invoice for such pro rata share of Electrical Costs and Tenant shall make payment of such amount to Landlord within three (3) days of delivery of the invoice. Landlord from time to time shall also have the option to make a good faith estimate of Tenant's pro rata share of the Electrical Costs for each upcoming year and, upon thirty (30) days' written notice to Tenant, may require the monthly payment of Base Rental to be adjusted in accordance with such estimate. Any amounts paid based on such an estimate shall be subject to adjustment as hereafter provided when actual Electrical Costs are available for such year. 111. PROCEDURE The following additional provisions shall apply to Paragraph 1 of this Exhibit "C": (a) By April 1 of each calendar year during Tenant's occupancy, or as soon thereafter as practical, Landlord shall furnish to Tenant a statement of Landlords Basic Costs and Electrical Costs for the previous calendar year. If for any calendar year additional Base Rental was collected for the prior year, as a result of Landlord's estimate of Basic Costs and Electrical Costs, in excess of the additional Base Rental due during such prior year, then Landlord shall refund to Tenant any over payment (or at Landlord's option, apply such amount against rentals due or to become due hereunder). Likewise Tenant shall pay to Landlord, on demand, any underpayment with respect to the prior year. In no event shall Basic Costs per square foot of Rentable Area within the Building be deemed to be less than the Expense Stop, it being the intent of Landlord and Tenant that Tenant shall at all times be responsible for the payment of, and shall pay, not less than the amount of Base Rental for the applicable period (before adjustment) specified in this Lease. (b) Tenant, at its expense, shall have the right no more frequently than once per calendar year, following thirty (30) days' prior written notice to Landlord, to audit Landlord's books and records relating to Basic Costs and Electrical Costs; or at Landlord's sole discretion, Landlord will provide such audit at Tenant's expense prepared by an independent certified public accountant. (c) In the event that the Lease Term commences on a day other than January 1 or terminates on a day other than December 31, the Excess for that part of the first (1st) calendar year or last calendar year during the Lease Term shall be determined as follows: (i) The Expense Stop shall be prorated based upon the number of months in such partial calendar year. With respect to any partial calendar month occurring during such partial calendar year, the Expense Stop shall also be prorated based upon the number of days in that partial calendar month. (ii) The Excess, if any, for the applicable partial calendar year shall then be the amount by which (a) actual Basic Costs per square foot of Rentable Area in the Building for such calendar year, prorated based upon the number of months and days in the applicable calendar year, exceed (b) the Expense Stop, as prorated pursuant to the provisions of this Subparagraph 3(c). (iii) With respect to a proration for the first (1st) calendar year and in the event that Landlord's estimate of the Basic Costs to be incurred during such partial calendar year exceeds the Expense Stop, as prorated pursuant to the provisions of this Subparagraph 3(c), Landlord may, upon thirty (30) days prior written notice to Tenant, require the monthly payments of Base Rental occurring during such partial calendar year to be adjusted in accordance with such estimate. (iv) The provisions of this Exhibit "C" shall survive the termination of the Lease Term. EXHIBIT "G" TO OFFICE LEASE AGREEMENT BETWEEN METROPOLITAN LIFE INSURANCE COMPANY, AS LANDLORD, AND SOUTHWESTERN LIFE INSURANCE COMPANY AS TENANT RULES AND REGULATIONS 1. Sidewalks, doorways, vestibules, halls, stairways, and similar areas shall not be obstructed nor shall refuse, furniture, boxes or other items be placed therein by Tenant or its officers, agents, servants, and employees, or used for any purpose other than ingress and egress to and from the leased premises, or for going from one part of the Building to another part of the Building. Canvassing, soliciting and peddling in the Building are prohibited. 2. Plumbing fixtures and appliances shall be used only for the purposes for which constructed, and no unsuitable material shall be placed therein. 3. No signs, directories, posters, advertisements, or notices shall be painted or affixed on or to any of the windows or doors, or in corridors or other parts of the Building, except in such color, size, and style, and in such places, as shall be first approved in writing by Landlord in its discretion. Building standard suite identification signs will be prepared by Landlord at Tenant's expense. Landlord shall have the right to remove all unapproved signs without notice to Tenant, at the expense of Tenant. 4. Tenants shall not do, or permit anything to be done in or about the Building, or bring or keep anything therein, that will in any way increase the rate of fire or other insurance on the Building, or on property kept therein or otherwise increase the possibility of fire or other casualty. 5. Landlord shall have the power to prescribe the weight and position of heavy equipment or objects which may overstress any portion of the floor. All damage done to the Building by the improper placing of such heavy items will be repaired at the sole expense of the responsible Tenant. 6. A Tenant shall notify the Building manager when safes or other heavy equipment are to be taken in or out of the Building, and the moving shall be done after written permission is obtained from Landlord on such conditions as Landlord shall require. 7. Corridor doors, when not in use, shall be kept closed. 8. All deliveries must be made via the service entrance and service elevator, when provided, during normal working hours. Landlord's approval must be obtained for any delivery after normal working hours. 9. Each Tenant shall cooperate with Landlord's employees in keeping their leased premises neat and clean. 10. Tenants shall not cause or permit any improper noises in the Building, or allow any unpleasant odors to emanate from the leased premises, or otherwise interfere, injure or annoy in any way other tenants, or persons having business with them. 11. No animals shall be brought into or kept in or about the Building. 12. When conditions are such that Tenant must dispose of crates, boxes, etc., it will be the responsibility of Tenant to dispose of same prior to, or after the hours of 7:30 a.m. and 5:30 p.m., respectively. 13. No machinery of any kind, other than ordinary office machines such as typewriters and calculators, shall be operated on the leased premises without the prior written consent of Landlord, nor shall a tenant use or keep in the Building any inflammable or explosive fluid or substance (including Christmas trees and ornaments), or any illuminating materials, except candles. No space heaters or fans shall be operated in the Building. 14. No bicycles, motorcycles or similar vehicles will be allowed in the Building. 15. No nails, hooks, or screws shall be driven into or inserted in any part of the Building except as approved by Landlord. 16. Landlord has the right to evacuate the Building in the event of an emergency or catastrophe. 17. No food and/or beverages shall be distributed from Tenant's office without the prior written approval of the Building Manager. 18. No additional locks shall be placed upon any doors without the prior written consent of Landlord. All necessary keys shall be furnished by Landlord, and the same shall be surrendered upon termination of this lease, and Tenant shall then give Landlord or his agent an explanation of the combination of all locks on the doors or vaults. Tenant shall initially be given two (2) keys to the leased premises by Landlord. No duplicates of such keys shall be made by Tenants. Additional keys shall be obtained only from Landlord, at a fee to be determined by Landlord. 19. Tenants will not locate furnishings or cabinets adjacent to mechanical or electrical access panels or over air conditioning outlets so as to prevent operating personnel from servicing such units as routine or emergency access may require. Cost of moving such furnishings for Landlord's access will be applied to Tenant's account. The lighting and air conditioning equipment of the Building will remain the exclusive charge of the Building designated personnel. 20. Tenant shall comply with parking rules and regulations as may be posted or distributed from time to time. 21. No portion of the Building shall be used for the purpose of lodging rooms. 22. Vending machines or dispensing machines of any kind will not be placed in the leased premises by a Tenant. 23. Prior written approval, which shall be at Landlord's sole discretion, must be obtained for installation of window shades, blinds, drapes or any other window treatment of any kind whatsoever. Landlord will control all internal lighting that may be visible from the exterior of the Building and shall have the right to change any unapproved lighting, without notice to Tenant, at Tenant's expense. 24. No Tenant shall make any changes or alterations to any portion of the Building without Landlord's prior written approval, which may be given on such conditions as Landlord may elect. All such work shall be done by Landlord or by contractors and/or workmen approved by Landlord, working under Landlord's supervision. 25. Tenants shall provide plexiglass or other pads for all chairs mounted on rollers or casters. 26. Landlord reserves the right to rescind any of these rules and make such other and further rules and regulations as in its judgment shall from time to time be necessary or advisable for the operation of the Building, which rules shall be binding upon each Tenant upon delivery to such Tenant of notice thereof in writing. EX-10.13 3 EXHIBIT 10.13 EX-10.13 PROCESSING SERVICES AGREEMENT Customer: DATE: September 20, 1994 ------------------ FACILITIES MANAGEMENT INSTALLATION, INC. ---------------------------------------- Name 500 N. AKARD, LINCOLN PLAZA ---------------------------------------- Address DALLAS, TEXAS 75201 ---------------------------------------- City State Zip This Processing Services Agreement ("Agreement") is entered into by and between POLICY MANAGEMENT SYSTEMS CORPORATION, a South Carolina corporation with a place of business at One PMS Center, Blythewood, South Carolina 29016 (hereinafter referred to as "PMSC") and Facilities Management Installation, Inc., a Delaware corporation with a place of business at 500 N. Akard, Lincoln Plaza, Dallas, TX 75201 (hereinafter referred to as "Customer"). PMSC and Customer acknowledge and agree that a substantial portion of the services to be provided hereunder shall be performed by CYBERTEK (Registered) Corporation, a Texas corporation with a place of business at 7800 North Stemmons Freeway, Suite 800, Dallas, Texas 75247-4217, (hereinafter referred to as "CYBERTEK"), a wholly-owned subsidiary of PMSC. TABLE OF CONTENTS 1. DEFINITIONS....................................................... 1 1.1 Accounting Terms............................................. 1 1.2 Terms Defined................................................ 1 2. SERVICES PROVIDED................................................. 3 2.1 Services..................................................... 3 2.2 Start-Up Period.............................................. 3 3. PAYMENTS TO CYBERTEK.............................................. 4 3.1 Monthly Service Charges...................................... 4 3.2 Migration Services........................................... 4 3.3 Reimbursements............................................... 4 3.4 Time of Payment; Interest.................................... 5 3.5 Taxes........................................................ 5 3.6 Licensed PMSC-Owned Software................................. 5 4. TERM.............................................................. 6 4.1 Initial Term................................................. 6 4.2 Renewal and Expiration....................................... 6 5. PERSONNEL......................................................... 6 5.1 PMSC Assigned Employees...................................... 6 5.2 Restrictions on Hiring....................................... 6 6. CONTRACT MANAGEMENT............................................... 7 6.1 Account Executives........................................... 7 6.2 Joint Management Committee................................... 7 7. CUSTOMER RESPONSIBILITIES......................................... 8 8. SAFEGUARDING OF DATA, CONFIDENTIALITY............................. 8 8.1 Customer Data and Customer-Owned Software.................... 8 8.2 PMSC-Owned Software.......................................... 8 8.3 Confidentiality.............................................. 9 8.4 Survival of Obligations...................................... 10 8.5 Audits....................................................... 10 8.6 Disaster Recovery............................................ 10 9. PERFORMANCE REVIEW AND TERMINATION................................ 10 9.1 Performance Review........................................... 10 9.2 Termination for PMSC Breach.................................. 11 9.3 Termination for Nonpayment or Other Customer Breach.......... 12 9.4 Termination for Insolvency................................... 12 9.5 Termination for Convenience.................................. 13 9.6 Obligations Upon Expiration or Termination................... 13 9.7 Transition Assistance........................................ 13 10. INDEMNIFICATION.................................................. 14 10.1 Indemnification by Customer................................ 14 10.2 Conditions of Indemnification.............................. 15 11. WARRANTY AND LIABILITY LIMITATIONS............................... 16 11.1 WARRANTY................................................... 16 11.2 DISCLAIMER OF OTHER WARRANTIES............................. 16 11.3 EXCLUSIONS AND LIMITATIONS OF LIABILITY.................... 16 11.4 Continued Performance...................................... 17 12. MISCELLANEOUS.................................................... 17 12.1 Binding Nature and Assignment.............................. 17 12.2 Notices.................................................... 17 12.3 Relationship of Parties.................................... 18 12.4 Downtime and Delays........................................ 18 12.5 Headings................................................... 18 12.6 Approvals and Similar Actions.............................. 18 12.7 Force Majeure.............................................. 19 12.8 Other PMSC Processing...................................... 19 12.9 Severability............................................... 19 12.10 Entire Agreement........................................... 19 12.11 Governing Law.............................................. 19 12.12 Multiple Counterparts...................................... 19 12.13 Survival................................................... 19 12.14 Language................................................... 19 12.15 Prevailing Terms and Conditions............................ 19 12.16 No Third Party Rights...................................... 20 12.17 Statute of Limitation...................................... 20 12.18 Waiver and Amendment....................................... 20 12.19 Government Approvals....................................... 20 12.20 Customer Authority......................................... 20 12.21 PMSC Authority............................................. 20 12.22 Attached Agreement Schedules............................... 20 ENTIRE AGREEMENT...................................................... 21 SCHEDULE A - SERVICE LEVEL SCHEDULE................................... 23 SCHEDULE B - CUSTOMER USE............................................. 27 SCHEDULE C - MONTHLY SERVICE CHARGE................................... 31 SCHEDULE D - CUSTOMER RESPONSIBILITIES ............................... 35 SCHEDULE E - DISASTER RECOVERY SERVICES............................... 37 SCHEDULE F - CUSTOMER-OWNED SOFTWARE.................................. 39 SCHEDULE G1 - THIRD PARTY PMSC SOFTWARE............................... 40 SCHEDULE H - THIRD PARTY CUSTOMER SOFTWARE............................ 44 SCHEDULE I - MIGRATION SERVICES SCHEDULE.............................. 45 SCHEDULE J - JOINT CUSTOMER AND PMSC RESPONSIBILITIES................. 46 CONTINGENCY PLANNING............................................. 46 ACCOUNT SUPPORT AND COORDINATION................................. 47 DATA CENTER OPERATIONS........................................... 48 DATA SECURITY.................................................... 49 TECHNICAL SUPPORT - STORAGE MANAGEMENT........................... 50 FACILITY ENGINEERING............................................. 50 HELP DESK SUPPORT................................................ 51 NETWORK SERVICES................................................. 52 PRODUCTION MANAGEMENT............................................ 53 TAPE LIBRARY OPERATIONS.......................................... 54 TECHNICAL SUPPORT- SYSTEMS SOFTWARE.............................. 55 RECITALS A. Customer has heretofore been using another third party vendor for obtaining mainframe computer data processing services. B. PMSC and CYBERTEK are software and data processing services companies serving the life and health insurance industries. C. Customer is in the business of writing and servicing insurance policies in the life and health insurance industries. D. PMSC owns a mainframe computer data processing center. E. Customer desires that PMSC provide Customer certain data processing services, as more particularly described herein, and PMSC is willing to provide such services on the terms and conditions stated in this Agreement. In consideration of the mutual covenants and agreements described in this Agreement, the parties agree as follows: 1. DEFINITIONS 1.1 ACCOUNTING TERMS. All accounting terms not specifically defined herein shall be construed in accordance with generally accepted accounting principles. 1.2 TERMS DEFINED. Unless the context clearly requires otherwise, the capitalized terms used in this Agreement shall have the definitions assigned to them in this Section 1 or elsewhere herein. Such definitions shall be equally applicable to both the singular and plural forms of the terms defined, and words of any gender shall include each other gender where appropriate. BUSINESS DAY shall mean a day on which Customer is open for business. BUSINESS PROPERTY RIGHTS shall mean the rights of any Person in any tangible or intangible property which are protected by third party agreements or any patent, trade secret, copyright, trademark, service mark, trade name or similar proprietary rights recognized by common law or statute. CLAIM - as defined in Section 10.2 CUSTOMER ACCOUNT EXECUTIVE - as defined in Section 6.1 (a). CUSTOMER-OWNED SOFTWARE shall mean all Software that is owned by Customer and used by PMSC in providing the Services. (See Schedule F. for further definition) CUSTOMER'S DATA shall mean any information which Customer shall identify as confidential or proprietary, including, without limitation, customer lists, cost analysis, invoices, correspondence, marketing reports, projections, surveys, personnel lists, formulas, supplier lists, receipts, statements, internal memoranda, ledgers, reports to regulatory authorities, records, bank statements and other data pertaining to Customer, its business, operations, properties, personnel, suppliers or customers that is maintained by PMSC on behalf of Customer in hard copy or in magnetic media or other machine readable format in connection with the performance of the Services. Customer's Data shall not mean or include any insurance data processing software, ideas, concepts, methods, knowledge, techniques, know-how, algorithms, materials or documents related to PMSC's or CYBERTEK's current or future products or services. DATA CENTER shall mean a computer facility at Blythewood, South Carolina, or other CYBERTEK or PMSC locations. The Data Center shall consist of appropriately configured main-frame computer(s) and associated other equipment, in an environmentally controlled, secure building, and necessary technical personnel to operate the equipment housed in the Data Center. EFFECTIVE DATE shall mean the date of this Agreement, as stated on the cover page of this Agreement. JOINT MANAGEMENT COMMITTEE - as defined in Section 6.2. LIVE PROCESSING DATE - the day on which Services are first provided for production processing in PMSC's Data Center. MONTHLY SERVICE CHARGE - as defined in Section 3.1. (Schedule C) PERSON shall mean an individual or a corporation, partnership, trust, incorporated or unincorporated association, joint venture, joint stock company, government (or any agency or political subdivision thereof) or other entity of any kind. PMSC - references herein to PMSC shall include CYBERTEK if and to the extent that PMSC utilizes CYBERTEK resources in the performance of services hereunder. PMSC ACCOUNT EXECUTIVE - as defined in Section 6.1 (b). PMSC INFORMATION - as defined in Section 8.2. PMSC-OWNED SOFTWARE shall mean all Software that is owned by PMSC or CYBERTEK (or which PMSC or CYBERTEK may sublicense). SERVICE LEVEL SCHEDULE-as defined in Section 2. (Schedule A) SERVICES - as defined in Section 2. SOFTWARE shall mean a computer program with supporting documentation, including, without limitation, all mainframe and personal computer based programs, input and output formats, program listings, narrative descriptions and operating instructions, and shall include tangible media upon which such program is recorded. START-UP PERIOD - as defined in Section 2.2. TAXES - as defined in Section 3.5. TERM - as defined in Section 4. TERMINATION DATE shall mean the date that the Term expires or such earlier date that this Agreement is terminated in accordance with the terms of Section 9. THIRD PARTY PMSC SOFTWARE shall mean all Software that is licensed or sublicensed to PMSC or CYBERTEK by third-parties and used in connection with the Services. (Schedule G.) THIRD PARTY CUSTOMER SOFTWARE shall mean all Software that is licensed or sublicensed to Customer by third-parties. (Schedule H.) THIRD PARTY SOFTWARE shall mean both Third Party PMSC Software and Third Party Customer Software. (Schedules G and H.) 2. SERVICES PROVIDED 2.1 SERVICES. During the Term of this Agreement, PMSC agrees to perform the services (collectively, the "Services") described in the Service Level Schedule attached hereto as Schedule A, PMSC's responsibilities in Schedule J, and the Migration Services Schedule attached hereto as Schedule I. PMSC shall provide the Services to Customer, Customer's Authorized Companies and Customer Clients as defined in Schedule B; for purposes of determining usage and costs, usage by one of the above Persons shall be deemed to be usage by Customer. 2.2 START-UP PERIOD. a. There will be a Start-Up Period ("Start-Up Period") beginning on the Effective Date and ending on the Live Processing Date during which CYBERTEK will be providing Migration Services (Schedule I). During the Start-Up Period, Customer's personnel will be accessible to PMSC personnel to provide information and assistance which shall include, but not be limited to, the following: (i) documentation of processing procedures and controls; (ii) change control and help desk procedures; (iii) listings of all output jobs, reports, and schedules; performance history; data and file retention schedules and procedures; and location and inventory of source programs. Customer shall provide access to such information as is reasonably requested by PMSC and is reasonably obtainable from Customer's current services provider. b. Customer hereby grants PMSC the right to use Customer-Owned Software (Schedule F) for the exclusive use of Customer from the Live Processing Date for the Term of the Agreement. Customer agrees that "exclusive use" means that PMSC shall not process data for any third party on a copy of Customer-owned software. PMSC will not intentionally access and study the source code of Customer-Owned Software unless Customer suggests or requests that PMSC do so or unless this is a reasonable step in investigating and resolving problems for Customer. PMSC shall not make the Customer-Owned Software available for use by or for the benefit of any other Person whether or not for consideration. Notwithstanding the above, Customer recognizes that PMSC's business is providing automation solutions to insurance companies and that in order for PMSC to be free to conduct its business any PMSC personnel that are exposed to Customer-Owned Software or shall be free to use any insurance data processing software, ideas, concepts, techniques, knowledge, methods, know-how, algorithms, materials or documents that such personnel may develop after having access to or involvement with Customer-Owned Software. 3. PAYMENTS TO CYBERTEK 3.1 MONTHLY SERVICE CHARGES. Customer shall pay to PMSC a Monthly Service Charge (the "Monthly Service Charge"), applicable to each calendar month (or portion thereof) during the Term of the Agreement in accordance with Schedule C. 3.2 MIGRATION SERVICES. Customer shall not be obligated to pay PMSC for Migration Services described in Schedule I during the Start-Up Period for migrating the production and other computer processing from Customer's present data center to PMSC's Data Center. Any services provided by PMSC to Customer during the Start-Up Period, other than Migration Services, shall be billable at PMSC's then current time and materials rate. 3.3 REIMBURSEMENTS. In addition to the Monthly Service Charge, Customer shall reimburse PMSC for the reasonable out-of-pocket expenses incurred by PMSC in connection with rendering the Services ("Reimbursements"). Except in an emergency or when otherwise not possible, PMSC shall obtain Customer's written approval for such expenses in advance. The parties anticipate that this shall most often be done by telefaxes to and from Customer's Account Executive. Such expenses include without limitation those which require travel (coach or economy airfare rates only) to, and hotel accommodations, meals and related expenses for any such personnel at, any location requested by Customer, excluding attendance at any Committee meetings called pursuant to Section 6.2. PMSC shall send Customer a monthly invoice for the aggregate amount of the expenses that are to be reimbursed to PMSC during the preceding month. Customer shall pay PMSC the amount to be reimbursed within ten (10) days following the receipt of PMSC's invoice to Customer. 3.4 TIME OF PAYMENT; INTEREST. Any sum due PMSC under this Agreement for which a time for payment is not otherwise specified shall be due and payable thirty (30) days following the receipt of PMSC's invoice by Customer. Any amount owed under this Agreement to PMSC, which is not paid on or before the date such amount is due, shall bear interest until paid at the rate per annum of 5% over the then current published prime interest rate of Citibank of New York, but in any event not to exceed the maximum lawful rate of interest permitted by applicable law. PMSC agrees that the application of the above interest charge shall be suspended for any invoiced amounts or portions thereof which Customer in good faith disputes by written notice to PMSC of the specific problem (Customer shall timely pay all undisputed portions of the invoice) until PMSC either provides Customer a corrected invoice or advises Customer in writing that PMSC has investigated the matter and determined that the invoice is correct. 3.5 TAXES. In addition to the Monthly Service Charge and other amounts payable by Customer to PMSC under this Agreement, Customer shall reimburse PMSC for any taxes (including any sales or use taxes) that may be levied or imposed by any federal, state or local government or tax authority upon, with respect to, as a result of, or as consequence of (i) the performance of the Services by PMSC, (ii) the payment to PMSC for such Services, or (iii) this Agreement (collectively, the "Taxes"). All Taxes that are levied and become due shall be reimbursed by Customer pursuant to this Section 3.; provided, however, Customer shall not be required to reimburse PMSC for Taxes based upon or measured by the net income of PMSC or for Taxes solely based on or measured by the value of PMSC's Data Center hardware. PMSC shall cooperate with Customer to reasonably attempt to minimize any applicable Taxes. In connection therewith, PMSC shall provide Customer with any resale certificates, information regarding out-of-state use of materials, services or sales, or other exemption certificates that it might have or may in the future obtain. 3.6 LICENSED PMSC-OWNED SOFTWARE. The parties acknowledge that contemporaneously herewith CYBERTEK is licensing certain PMSC-Owned Software to Customer and that in the future PMSC or CYBERTEK may license other PMSC-Owned Software to Customer or provide other services to Customer under separate contracts. All payments under such agreements shall be payable separately from the required payments under this Agreement. 4. TERM 4.1 INITIAL TERM. The term ("Term") of this Agreement shall commence on the Effective Date, and subject to earlier termination in accordance with the terms of this Agreement, shall continue for a period of 72 full calendar months after the Live Processing Date. Customer and PMSC agree to document the Live Processing Date, and therefore the end date of said 72 month period, in an Addendum hereto promptly after the Live Processing Date. 4.2 RENEWAL AND EXPIRATION. a. Not less than 12 months prior to expiration of this Agreement, the Parties agree to notify each other whether they desire to renew this Agreement. b. In the event the Parties desire to renew the Agreement, but the Parties are unable to agree to renewal terms and conditions as of nine (9) months prior to expiration, this Agreement may be extended at Customer's option for a period of one (1) year at prices that are 10% higher than the preceding twelve (12) months. A written amendment agreeing to such one (1) year extension must be signed by Customer and PMSC prior to a date no later than six (6) months prior to termination. 5. PERSONNEL 5.1 PMSC ASSIGNED EMPLOYEES. During the term of this Agreement, PMSC shall have the sole right to (i) control and supervise the activities of its employees assigned to perform the Services under this Agreement, (ii) determine which persons will perform the Services, and (iii) reassign, promote, demote or terminate the employment of any of PMSC's assigned employees, without the prior consent of Customer. Customer may give PMSC written notice if in Customer's opinion an employee of PMSC is not performing properly or does not have necessary skills. PMSC agrees to cooperate with Customer in attempting to remedy the situation, however retains the final decision regarding its employees and the performance of services hereunder. 5.2 RESTRICTIONS ON HIRING. During the Term of this Agreement and for one (1) year following the later of either the Termination Date or the conclusion of the performance of the transition assistance services pursuant to Section 9.7, Customer shall not, without the prior written consent of PMSC, knowingly employ any person who was an employee of PMSC during the one year period prior to the date of that person's hiring by Customer. During the Term of this Agreement and for one (1) year following the later of either the Termination Date or the conclusion of the performance of the transition assistance services pursuant to Section 9.7, PMSC shall not, without the prior written consent of Customer, knowingly employ any person who was an employee of Customer during the one year period prior to the date of that person's hiring by PMSC. 6. CONTRACT MANAGEMENT 6.1 ACCOUNT EXECUTIVES. a. Customer shall appoint an account executive (the "Customer Account Executive") to oversee the performance of the obligations of Customer under this Agreement and to act as a liaison with PMSC. Customer shall advise PMSC whether such person is authorized to enter into amendments to this Agreement on Customer's behalf. b. PMSC shall appoint an account executive (the "PMSC Account Executive") to oversee the performance of the obligations of PMSC under this Agreement, to supervise the day-to-day performance of the Services, and to act as a liaison with Customer, however, such person shall not be a contracting officer of PMSC and shall not have the independent authority to amend this Agreement. c. Except as a result of a resignation, death, disability, or termination of employment of its then-current Account Executive, the applicable party shall notify the other party in writing, on or before ten (10) days prior to replacing its Account Executive, and identify the individual proposed to be appointed. Such party shall introduce the individual proposed to be appointed to the appropriate management representatives of the other party, and provide such other party information about the individual as reasonably requested by such party. Each of the Account Executives is required to devote time to his or her responsibilities under this Section 6.1. 6.2 JOINT MANAGEMENT COMMITTEE. a. Customer and PMSC shall each appoint an equal number of representatives, but not to exceed 4 persons each, to a Joint Management Committee (the "Committee") which will meet, from time to time, but not less often than on a calendar quarter basis, to among other things, (i) review and analyze the parties' performance of their respective obligations under this Agreement, (ii) review recommendations and suggestions by either party regarding the modification or enhancement of the Services, (iii) use its best efforts to resolve any disputes or disagreements or defaults pursuant to Section 9.1; (iv) designate individuals to attempt to resolve any disputes or disagreements in accordance with Section 9.1; (v) review, analyze and recommend for approval to the appropriate Person(s) any amendments or modifications to this Agreement; and (vi) such other duties or responsibilities as are delegated from time to time by Customer and PMSC to the Committee. b. If a member of the Committee resigns from the Committee, dies or leaves the employ of either Customer or PMSC, as applicable, then that member's place on the Committee shall be deemed vacant, and the party which appointed that member shall appoint a replacement member to fill the vacancy within thirty (30) days after creation of the vacancy. 7. CUSTOMER RESPONSIBILITIES In addition to timely making all payments required by this Agreement during the Term of this Agreement, Customer shall cooperate with PMSC to facilitate performance of the Services by PMSC; such cooperation shall include without limitation performance of the obligations described in Schedule D and Customer's responsibilities in Schedule J. 8. SAFEGUARDING OF DATA, CONFIDENTIALITY 8.1 CUSTOMER DATA AND CUSTOMER-OWNED SOFTWAREE. Customer Data shall be and remain the sole and exclusive property of Customer, and upon Customer's written request, any tangible embodiments of Customer data shall be promptly returned to Customer, or if Customer so elects, erased from the data files maintained by PMSC or otherwise destroyed. Subject to the understanding that PMSC shall be free to use insurance data processing software, ideas, concepts, techniques, methods, know-how, algorithms, materials and documents that are a part of Customer-Owned Software in the event that Customer discloses same to PMSC, Customer-Owned Software shall be and remain the property of Customer, and upon Customer's written request any copies of Customer Owned Software shall be promptly returned to Customer or, if Customer so elects, erased by PMSC or otherwise destroyed (however, it is expressly agreed that this understanding shall not affect any PMSC or CYBERTEK Software regardless of any enhancements made after access to Customer-Owned Software). The Customer Data shall not be utilized by PMSC for any purpose other than that of rendering the Services as mutually agreed to herein, nor shall the Customer Data, or any part thereof, be transferred (unless in back-up or disaster recovery situations), disclosed, sold, assigned, leased, licensed, encumbered or otherwise exploited by or on behalf of PMSC, its employees or agents. 8.2 PMSC-OWNED SOFTWARE. PMSC or CYBERTEK retains title to and ownership of all PMSC-Owned Software used in connection with the performance of the Services. All insurance data processing software, ideas, concepts, techniques, methods, know-how, algorithms, materials and documents, including but not limited to flowcharts, record layouts, forms, logic, diagrams, printed materials and computer program coding in any form and relating to PMSC-Owned Software and processing techniques ("PMSC Information") are, for the purposes of this Agreement, agreed by Customer to be the confidential information and/or trade secrets of PMSC or CYBERTEK. Customer shall not make the PMSC Information or related materials available for use by or for the benefit of any other Person whether or not for consideration. Without limiting or reducing the obligations of this paragraph, Customer agrees to treat PMSC Information with the same care and precaution Customer affords to its most confidential, valuable and secret information. Customer agrees not to create from the PMSC-Owned Software or other PMSC Information, by reverse engineering or otherwise, program source code which performs the same function(s) as the PMSC-Owned Software. Customer agrees that all restrictions and covenants pertaining to the protection and security of PMSC Information shall be applied by Customer to Customer's vendors and any other Persons who through their dealings with Customer might otherwise have access to PMSC Information. Customer shall not disclose PMSC Information to any such Persons if they do not have an acceptable Non-Disclosure Agreement in force with PMSC. PMSC Information shall not include any information or documentation which Customer can demonstrate: (i) was in the public domain on or prior to the date of this Agreement, (ii) was in the possession of Customer on or prior to the date of this Agreement and was not acquired or obtained from PMSC or CYBERTEK, (iii) became part of the public domain, by publication or otherwise, not due to any unauthorized act or omission on the part of Customer, (iv) is supplied to Customer by a third party as a matter of right and not in violation of any confidentiality agreement between such third party and PMSC or CYBERTEK, or (v) was independently developed by Customer. Customer agrees that it will not, without PMSC's written permission, (a) use for its own benefit any PMSC owned trade name, trademark, trade device, service mark, symbol, or other identification, or any abbreviation, contraction, or simulation thereof, or (b) represent (directly or indirectly) that any product or service of Customer or PMSC is a product or service of the other party. Customer recognizes and agrees that should it breach the provisions contained herein relating to trade secrets and/or unauthorized disclosure of PMSC Information, PMSC will have no adequate remedy at law. In the event that PMSC can show that a breach of such information has occurred or is likely to occur in the future, Customer hereby consents to the entry of a temporary restraining order and preliminary or temporary injunction without the requirement of a bond or other financial instrument pending final trial on the alleged breach of trade secrets and/or unauthorized disclosure of PMSC Information. Nothing contained in this Section 8.2 or any other Section of this Agreement shall modify or amend the provisions of the CYBERTEK Enterprise License Agreement. 8.3 CONFIDENTIALITY. Except as otherwise provided herein, Customer and PMSC each acknowledge and agree that all information discovered, observed or communicated to either Customer or PMSC by the other party in connection with the negotiation, preparation, and performance of this Agreement was and shall be received in confidence, shall be used only for purposes of this Agreement, and that disclosure of such confidential information could cause irreparable injury. Accordingly, no such confidential information (except that the parties hereto may disclose to third parties the existence and general nature of this Agreement, but not the amounts payable by Customer to PMSC) shall be disclosed by either of the parties hereto, its agents or employees without the prior written consent of the other party, except (i) in respect of validly issued judicial or administrative process, including without limitation, pursuant to a subpoena or requests for documents; provided that in the event that either party receives a subpoena, request for documents, or other validly issued judicial or administrative process requiring the disclosure of confidential information of the other party, then such party shall promptly notify such other party of the receipt of process and shall provide the other party as much opportunity to respond to such process as possible while still avoiding civil or criminal sanctions, (ii) as Customer and PMSC agree in writing from time to time. 8.4 SURVIVAL OF OBLIGATIONS. The obligations of Sections 8.1, 8.2, and 8.3 shall survive the termination, rescission, cancellation, or nonrenewal of this Agreement. 8.5 AUDITS. PMSC shall provide (i) the independent accounting firm which audits Customer's annual financial statements, and (ii) such Customer employees as Customer may from time to time designate in writing, with reasonable access to the Data Center to audit Customer's data and processing procedures. PMSC shall have the right to require such auditors to execute confidentiality and nondisclosure agreements as PMSC reasonably deems necessary or appropriate. PMSC shall provide to such auditors any assistance that they might reasonably require in connection with such audits. 8.6 DISASTER RECOVERY. Beginning on the Live Processing Date, PMSC shall initiate data security and disaster recovery services as described in Schedule E. 9. PERFORMANCE REVIEW AND TERMINATION 9.1 PERFORMANCE REVIEW AND DISPUTE RESOLUTION. a. PMSC and Customer understand and agree that the performance of duties by the parties pursuant to this Agreement will be enhanced by the timely and open resolution of any disputes or disagreements between such parties. Each party hereto agrees to use its best efforts to cause any disputes or disagreements between such parties to be considered, negotiated in good faith, and resolved as soon as possible. Except as otherwise provided in Section 9.3 or 9.4, if a dispute or disagreement arises between the parties with respect to the interpretation of any provision of this Agreement, the performance by either party of its obligations under this Agreement, or a default as provided in Section 9.2, then the Account Executives of each party shall promptly address same. b. In the event that any such dispute or disagreement between the parties cannot in good faith be resolved to the satisfaction of PMSC's and Customer's Account Executives within thirty (30) days after either party has notified the other in writing of the need to resolve the specific dispute or disagreement within such thirty (30) day period, then the dispute or disagreement shall be immediately referred in writing to the Committee. Either person may refer the dispute or disagreement to the next level without waiting until 30 days have expired if such person believes in good faith that he or she can not reach agreement with the other person. The Committee shall use its best efforts in good faith to attempt to resolve such dispute, disagreement or default, or to negotiate an appropriate modification or amendment to this Agreement. In the event that any such dispute or disagreement between the parties cannot in good faith be resolved to the satisfaction of the Committee within thirty (30) days after either party has notified the other in writing of the need to resolve the specific dispute or disagreement within such thirty (30) day period, then the dispute or disagreement shall be immediately referred in writing to the appropriate Vice Presidents of PMSC and Customer for their consideration. The Committee may refer the dispute or disagreement to the next level without waiting until 30 days have expired if it determines in good faith that it can not resolve the matter. In the event that Customer's and PMSC's Vice Presidents cannot resolve such dispute or disagreement to their mutual satisfaction within ten (10) days after the latter person has received written notice from his or her counterpart of the need to resolve the specific dispute or disagreement within such ten (10) day period, then the dispute or disagreement shall be immediately referred in writing to the appropriate Executive Vice Presidents of PMSC and Customer. In the event that Customer's and PMSC's Executive Vice Presidents cannot resolve such dispute or disagreement to their mutual satisfaction within ten (10) days after the latter person has received written notice from his or her counterpart of the need to resolve the specific dispute or disagreement within such ten (10) day period, then the dispute or disagreement shall be immediately referred in writing to the Presidents of PMSC and Customer. c. If any dispute or disagreement cannot be resolved under Section 9. l .b. above, then the parties agree to consider in good faith settling the dispute by non-binding mediation pursuant to the rules of the American Arbitration Association ("AAA"). The mediator should be an expert in the computer software and data processing industry mutually satisfactory to both parties. Such mediation shall take place at a location to be chosen by mutual agreement of the parties. In the event that the parties fail to agree on a meeting site, the mediator shall make such decision. Each party shall bear its own costs of mediation, but the parties shall share the costs of the mediator. d. Except as provided in Section 9.3 or 9.4, neither party shall be permitted to exercise any remedies available to such party under this Agreement until the earlier of (i) the date that both parties conclude in good faith that an amicable resolution of the dispute, disagreement or default through continued negotiation does not appear likely, or (ii) thirty (30) days following the date that the matter is unsuccessfully addressed by the Committee. 9.2 TERMINATION FOR PMSC BREACH. If PMSC fails to perform any of its covenants or obligations under this Agreement (other than as expressly set forth in Section 9.4), and such failure is, or in the aggregate such failures are, material and are not resolved pursuant to Section 9.1, then Customer may provide written notice of its intent to terminate this Agreement and if such default is not cured within thirty (30) days from the date of written notice to PMSC, the Customer may terminate this Agreement. 9.3 TERMINATION FOR NONPAYMENT OR OTHER CUSTOMER BREACH. a. If Customer defaults in the payment of any amount due and payable to PMSC in accordance with the terms of this Agreement, and Customer does not cure such default within the shorter of (i) twenty (20) days after the default has been addressed and resolved at a Committee meeting called for such purpose or (ii) sixty (60) days after written notice of the default is given to it by PMSC, then PMSC may thereafter immediately terminate this Agreement. Notwithstanding the foregoing sentence, Customer shall not be considered to have defaulted on payment of amounts which in good faith Customer disputes pursuant to Section 3.4 above unless Customer fails to promptly pay the applicable amounts, if any, which PMSC advises are properly due and payable after it completes the review of Customer's dispute. Upon termination of this Agreement pursuant to this Section 9.3 (a), PMSC shall have the option to immediately cease the performance of any or all of its obligations under this Agreement (except as otherwise provided in Section 9.7), without any liability to Customer. b. If Customer fails to perform any of its covenants or obligations under this Agreement (other than as expressly set forth in Section 9.3 (a) or 9.4), and such failure is, or in the aggregate such failures are, material and are not resolved pursuant to Section 9.1, then PMSC may provide written notice of its intent to terminate this Agreement and if such default is not cured within thirty (30) days from the date of written notice to Customer, then PMSC may terminate this Agreement. Upon termination of this Agreement pursuant to this Section 9.3(b), PMSC shall have the option to immediately cease the performance of any or all of its obligations under this Agreement (except as otherwise provided in Section 9.7), without any liability to Customer. c. If PMSC elects to terminate this Agreement pursuant to this Section 9.3, then, in addition to such termination and subject to the terms of this agreement, PMSC shall be entitled to any and all other remedies provided by law or in equity for Customer's failure to fulfill its obligations under this Agreement. 9.4 TERMINATION FOR INSOLVENCY. a. If either Customer or PMSC becomes or is declared insolvent or bankrupt, then this Agreement shall be immediately terminated, without the requirement of any notice to the insolvent or bankrupt party. A party shall be deemed insolvent or bankrupt for purposes of this Section 9.4 in the event that: (i) a case is commenced or a petition is filed against a party under any applicable liquidation, conservatorship, bankruptcy, moratorium, insolvency, reorganization or similar laws for the relief of debtors from time to time in effect and generally affecting the rights of creditors (a "Debtor Relief Law"), and not dismissed within ninety (90) days after being served on the party; or (ii) a party voluntarily seeks, consents to, or acquiesces in the benefit or benefits of any provision of any Debtor Relief Law; consents to the filing of any petition against it under such Debtor Relief Law; makes an assignment for the benefit of its creditors; admits in writing its inability to pay its debts generally as they become due; or seeks, consents to, or acquiesces in the appointment of a receiver, trustee, liquidator or conservator for it or any part of its property. b. If either party elects to terminate this Agreement pursuant to this Section 9.4, then, in addition to such termination and subject to the terms of this Agreement, the terminating party shall be entitled to any and all other remedies provided by law or in equity for the other party's failure to fulfill its obligations under this Agreement. 9.5 TERMINATION FOR CONVENIENCE. Schedule C sets forth the terms and conditions for a Customer election to terminate all or a portion of PMSC's Services hereunder. 9.6 OBLIGATIONS UPON EXPIRATION OR TERMINATION. Upon expiration or termination of the Term of this Agreement: a. PMSC shall deliver to Customer all copies of Customer's Data in PMSC's possession (or, at Customer's discretion, erase any such Customer Data in accordance with Section 8.1), Customer-Owned Software (Schedule F), the mutually agreed upon Third Party PMSC Software which is to be assigned to Customer (as identified in Schedule G) and Third Party Customer Software (Schedule H) to the extent permitted under the Third Party Customer Software agreements. Section 8.1 shall apply and Customer is not restricted in any way from using its own Customer Data or Customer-Owned Software. Notwithstanding the obligation to return or destroy the above items, Customer agrees that PMSC and/or CYBERTEK shall not be restricted in any way in their use of any insurance data processing ideas, concepts, methods, knowledge, techniques, know-how, algorithms, materials or documents regardless how developed or learned. b. Upon termination, PMSC shall sell to Customer and Customer shall buy from PMSC the tape cartridges and other media required for transfer of Customer's Data in an amount not to exceed PMSC's cost. If Customer previously transferred tape cartridges to PMSC, PMSC shall return Customer's Data using Customer's tape cartridges first and then chargeable PMSC tape cartridges. c. Customer shall pay all amounts owing to PMSC including but not limited to all amounts due pursuant to Sections 3.1, 3.3, 3.4 and 3.5 of this Agreement. 9.7 TRANSITION ASSISTANCE. a. It is the intent of Customer and PMSC that at the expiration or termination of the Term, regardless of the reason for any termination, but subject to the provisions of this Section 9.7,PMSC will cooperate in good faith with Customer to provide Customer with any assistance that Customer reasonably requests to ensure the orderly transition of the Services to Customer or its representatives or agents, including but not limited to providing a reasonable amount of assistance, advice and training to Persons hired by Customer to render services comparable to the Services. Such transition assistance services shall be provided during the Term of this Agreement and for a period of up to six (6) months following the Termination Date, unless otherwise mutually agreed by the parties. Notwithstanding the foregoing, if PMSC has the right to terminate and so terminates this Agreement pursuant to Section 9.3 or 9.4, then PMSC shall only be obligated to perform transition assistance services from notice date up to Termination Date and for a period not to exceed sixty (60) days following the Termination Date. b. If Customer requests that PMSC provide transition assistance services pursuant to this Section 9.7 after the Termination Date, then Customer shall pay PMSC for such transition assistance services each month an amount equal to the sum of the following: (i) PMSC's standard hourly billing rates for all personnel; plus (ii) PMSC's standard Data Center resource rates for all data processing services; plus (iii) All reasonable out-of-pocket costs or expenses incurred by PMSC in connection with providing such transition assistance services. c. If this Agreement is terminated by PMSC pursuant to Sections 9.3 or 9.4, then Customer shall pay to PMSC, on the first Business Day of each month and as a condition to PMSC's obligation to provide any transition assistance services to Customer, an amount equal to PMSC's reasonable estimate of the total amount to be payable to PMSC for such transition assistance services pursuant to this Section 9.7 for that month. Within fifteen (15) days after the end of each month in which Customer has made an advance payment based on PMSC's reasonable estimate, PMSC shall provide an invoice to Customer showing the actual amount due for transition assistance services provided during that month. Any credit due Customer from PMSC or payment due PMSC from Customer shall be made or paid, as applicable, within ten (10) Business Days following the receipt of PMSC's invoice to Customer. 10. INDEMNIFICATION 10.1 INDEMNIFICATION BY CUSTOMER. Customer hereby agrees to indemnify and hold PMSC, CYBERTEK and their officers, directors, employees and subsidiaries harmless against, and will reimburse PMSC on demand for, any payment, loss, cost or expense (including reasonable attorney's fees and reasonable costs of investigation incurred in defending against such payment, loss, cost or expense or claim therefor) made or incurred by or asserted against PMSC or CYBERTEK in respect of: a. the infringement by Customer of the Business Property Rights of any Person (provided that such infringement is not based on PMSC-Owned Software or hardware provided by PMSC); b. the infringement by PMSC or CYBERTEK of the Business Property Rights of any Person resulting from the use of any Customer-Owned Software or Third Party Software licensed by Customer in the performance of the Services prior to PMSC having been notified in writing of such possible infringement and afterwards for as long as it takes PMSC and Customer to agree on an alternate understanding; and c. claims by third parties, including, without limitation, any customers, suppliers or creditors of Customer, which result from the use by either Customer or such third parties of any information, report or data generated by PMSC in performing the Services. 10.2 CONDITIONS OF INDEMNIFICATION. The following procedures shall apply with respect to any actual or potential claim, any written demand, the commencement of any action, or the occurrence of any other event which involves any matter or related series of matters (a "Claim") against which PMSC IS indemnified by Customer. a. Promptly after PMSC first receives sufficient notice of a Claim (usually this is when written documents pertaining to the Claim are received), or if such Claim does not involve a third party Claim, promptly after PMSC first has actual knowledge of such Claim, PMSC shall give notice to Customer of such Claim in reasonable detail and stating the amount involved, if known, together with copies of any such written documents. b. If the Claim involves a third party Claim, then Customer shall have the right, at its sole cost, expense and ultimate liability regardless of the outcome, and through counsel of its choice, to litigate, defend, settle or otherwise attempt to resolve such Claim, except that in the event that PMSC determines that Customer is not providing an adequate defense, PMSC may also elect, at any time and at Customer's sole cost, expense and ultimate liability, regardless of the outcome, and through the counsel of its choice, to litigate, defend, settle or otherwise attempt to resolve such Claim. PMSC shall not be under any duty to litigate, defend, settle or otherwise attempt to resolve a claim in order to avail itself of Customer's above stated indemnification and hold harmless commitments. In any event, Customer and PMSC shall fully cooperate with each other and their respective counsel in connection with any such litigation, defense, settlement or other attempted resolution. In defending or settling any such claim Customer may elect to (i) obtain the right of continued use of the material which is alleged to be infringing, if any, or (ii) replace or modify such material, if any, so as to avoid such claim of infringement and PMSC will cease using the material which was replaced or modified as directed by Customer. 11. WARRANTY AND LIABILITY LIMITATIONS 11.1 WARRANTY PMSC SHALL USE REASONABLE CARE IN PROCESSING CUSTOMER'S TRANSACTIONS AND IN PERFORMING RELATED SERVICES AS SET FORTH IN THIS AGREEMENT AND PMSC AGREES TO USE REASONABLE BUSINESS EFFORTS TO REMEDY ANY DEFECTS IN PMSC'S SERVICES. 11.2 DISCLAIMER OF OTHER WARRANTIES PMSC DOES NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE (WHETHER CUSTOMER-OWNED SOFTWARE, THIRD PARTY SOFTWARE OR PMSC-OWNED SOFTWARE) TO BE USED BY PMSC IN PERFORMING THE SERVICES WILL MEET CUSTOMER'S REQUIREMENTS, OR THAT THE OPERATION OF SUCH SOFTWARE OR THE SERVICES TO BE PROVIDED BY PMSC WILL BE COMPLETELY UNINTERRUPTED OR ERROR-FREE. The parties recognize and agree that the provisions of this Section 11 in no way alter or amend the warranty, maintenance or other provisions of the Enterprise License Agreement dated contemporaneously herewith. THE AMOUNT OF THE FEES PAID OR TO BE PAID BY CUSTOMER DOES NOT INCLUDE ANY ASSUMPTION OF RISK BY PMSC FOR DEFECTS IN ANY SOFTWARE. EXCEPT AS PROVIDED ABOVE IN SECTION 11.1, PMSC MAKES NO WARRANTIES EXPRESS OR IMPLIED WITH RESPECT TO ALL SOFTWARE OR PMSC'S SERVICES, OR AS TO THEIR QUALITY, PERFORMANCE, MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE. 11.3 EXCLUSIONS AND LIMITATIONS OF LIABILITY PMSC SHALL NOT BE LIABLE FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, INCIDENTAL, OR PUNITIVE DAMAGES, OR LOST PROFITS, OR LOSS OF USE OR INTERRUPTION OF BUSINESS, REGARDLESS OF THE FORM OF ACTION OR THEORY OF LIABILITY (INCLUDING, WITHOUT LIMITATION, ACTIONS IN CONTRACT, WARRANTY, NEGLIGENCE, OR PRODUCTS LIABILITY), RESULTING FROM ANY DEFECT IN OR USE OF, ANY SOFTWARE TO BE USED BY PMSC IN PROVIDING THE SERVICES, OR FROM ANY ERROR OR DEFECT IN PMSC'S PERFORMANCE OF THE SERVICES (EVEN IF PMSC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES). PMSC SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES RELATED TO VERIFICATION OF CUSTOMER DATA PRIOR TO ITS UTILIZATION THEREOF OR FOR EXAMINING THE INFORMATION PROVIDED UNDER THIS AGREEMENT. The above shall not apply to any liability PMSC may have to Customer for bodily injury and damage to real property and tangible personal property. IN ANY EVENT, PMSC'S LIABILITY UNDER THIS AGREEMENT FOR ANY DAMAGES TO CUSTOMER, REGARDLESS OF THE FORM OF ACTION OR THEORY OF LIABILITY (INCLUDING, WITHOUT LIMITATION, ACTIONS IN CONTRACT, WARRANTY, NEGLIGENCE, OR PRODUCTS LIABILITY), SHALL NOT EXCEED THE SUM OF THE PREVIOUS SIX MONTHS' MONTHLY SERVICE CHARGES PAID TO PMSC BY CUSTOMER UNDER THIS AGREEMENT; PROVIDED, HOWEVER, IF PMSC KNOWINGLY AND INTENTIONALLY ABANDONS PROVIDING SERVICES HEREUNDER (FOR EXAMPLE BY COMPLETELY TERMINATING CUSTOMER'S PROCESSING WITHOUT JUSTIFICATION AND WITHOUT COMPARABLE ALTERNATIVE ARRANGEMENTS), THE ABOVE CAP OF SIX MONTHS' MONTHLY SERVICE CHARGES SHALL BE INCREASED TO TWELVE MONTHS AND IF PMSC KNOWINGLY AND INTENTIONALLY BREACHES THE PROVISIONS OF THE LAST SENTENCE OF SECTION 8.1 ABOVE, THE ABOVE CAP OF SIX MONTHS' MONTHLY SERVICE CHARGES SHALL BE INCREASED TO THE GREATER OF TWELVE MONTHS OR THE CONSIDERATION PMSC RECEIVES FROM SUCH THIRD PARTY. THE LIMITATIONS ABOVE APPLY REGARDLESS OF THE FORM OF ACTION, WHETHER IN CONTRACT OR TORT. 11.4 CONTINUED PERFORMANCE. Except as otherwise provided in this Agreement, both Customer and PMSC agree to continue the performance of their respective obligations under this Agreement while any dispute or agreement is being resolved, unless and until this Agreement is terminated in accordance with its terms. 12. MISCELLANEOUS 12.1 BINDING NATURE AND ASSIGNMENT. This Agreement shall be binding on and inure to the benefit of the parties and their respective successors and assigns. Neither party may assign its rights or obligations under this Agreement without the prior written consent of the other party, which consent shall not be unreasonably withheld or delayed; provided, however, PMSC may assign its rights to receive payments to a third party without the prior written consent of Customer. Either party may assign its rights in this Agreement without the permission of the other party in the event of a merger, consolidation, or sale of substantially all of the assets of the assigning party, to the surviving or acquiring entity. Except as provided herein, any attempt to assign or subcontract any obligations under this Agreement without the prior written consent of the other party shall be null and void. 12.2 NOTICES. Any notice provided for in, or permitted under, this Agreement shall be made in writing and shall be given or served by (a) delivering the same in person or by prepaid messenger service to the Person to be notified, (b) depositing the same in the mail, postage prepaid, registered or certified with return receipt requested, and addressed to the Person to be notified at the address herein specified, or (c) telex, telegraph, telecopy, or other written telecommunication medium. If notice is deposited in the United States mail pursuant to clause (b) of this Section 12.2, it will be effective from and after five (5) days following the date that it is so deposited. Notice given in any other manner shall be effective only when received by the Person to be notified. Until written notice to the contrary is given, for the purpose of notice, the addresses and telecopy numbers of the parties are as follows: In the case of PMSC: Policy Management Systems Corporation One PMS Center Legal Dept. Blythewood, South Carolina 29016 Attention: General Counsel Telecopy: (803)735-5560 With a copy to: CYBERTEK Corporation 7800 North Stemmons Freeway Suite 800 Dallas, Texas 75247-4217 Attention: Chief Operating Officer Telecopy: (214)637-4407 In the case of Customer: Facilities Management Installation, Inc. 500 N. Akard Street Dallas, Texas 75201 Attention: General Counsel and Customer Account Executive Telecopy: (214) 954-7008 12.3 RELATIONSHIP OF PARTIES. PMSC is acting as an independent contractor in providing the Services under this Agreement, with the sole right to supervise, manage, control, direct, procure, perform, or cause to be performed, all necessary work, duties or obligations under this Agreement. Except as otherwise expressly provided herein, PMSC does not undertake by this Agreement or otherwise to perform any obligations of Customer whether regulatory or contractual or to assume any responsibility for the management of Customer's business. 12.4 DOWNTIME AND DELAYS. PMSC shall be excused from performing its obligations under Section 2 to the extent of, and during the period that, there exist (i) downtime or delays caused by failures in computers or computer-related equipment maintained by Customer, (ii) downtime or delays caused by any defects or changes in Customer Owned Software or Third Party Software, (iii) downtime or delays resulting from Customer's request to discontinue the use of any Third Party Software, or (iv) downtime or delays caused by any failure in electrical, lighting, air conditioning or telecommunication equipment that is not due to the negligence, gross negligence, or willful misconduct of PMSC. PMSC shall use its reasonable efforts to minimize downtime and delays, and shall provide Customer with oral or written notice in advance of any anticipated downtime. PMSC shall notify Customer that an unanticipated interruption of PMSC's data processing capability has occurred if downtime or delays last, or PMSC reasonably expects them to last, four (4) hours or more. If down time is anticipated (or has occurred) for 24 hours, then the parties shall commence discussions regarding the proper time for the possible implementation of the disaster recovery plan. 12.5 HEADINGS. The section headings and the table of contents used herein are for convenience only and shall not be deemed to limit, increase or modify the terms hereof, nor affect the interpretation of any of the terms or conditions hereof. 12.6 APPROVALS AND SIMILAR ACTIONS. Where agreement, approval, acceptance, consent or similar action is required from either party pursuant to any provision of this Agreement, such action shall not be unreasonably delayed or withheld. 12.7 FORCE MAJEURE. Either party shall be excused from the performance of any of its covenants or agreements hereunder and such party's nonperformance shall not be a default or grounds for termination of this Agreement for any period to the extent that such party is prevented, hindered or delayed from performing any of its covenants or agreements, in whole or in part, as a result of delays caused by the other party, an act of God, war, civil disturbance, court order, labor dispute or other cause beyond that party's control that is not due to such party's negligence, gross negligence or willful misconduct, including, without limitation, any denial of access to PMSC's Data Center, or any failures in electrical power (excluding transient fluctuations) or telecommunications equipment. The parties hereby agree to provide prompt notice and to use their reasonable and timely efforts to remedy the effects caused by the occurrence of the event giving rise to a party's nonperformance of its covenants or agreements under this Section 12.7. 12.8 OTHER PMSC PROCESSING. Customer acknowledges that PMSC, including its employees who perform Services pursuant to this Agreement, performs data processing functions and technical support services for third parties that are comparable or similar to the Services provided to Customer. 12.9 SEVERABILITY. If any provision in this Agreement is held to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in any way. 12.10 ENTIRE AGREEMENT. There are no representations, warranties, understandings or agreements relating to the subject matter hereof which are not fully expressed in this Agreement. 12.11 GOVERNING LAW. This agreement shall be governed by and construed in accordance with the laws of the State of South Carolina. 12.12 MULTIPLE COUNTERPARTS. This Agreement has been executed in a number of identical counterparts, each of which shall be deemed an original for all purposes and all of which constitute, collectively, one Agreement. 12.13 SURVIVAL. No termination of this Agreement, either with or without cause, shall release either party from its obligations arising prior to such termination, nor from any obligation which by the terms of this Agreement is intended to be performed after such termination (including without limitation Sections 5.2, 8 and 9.7). 12.14 LANGUAGE. This Agreement is in the English language only, which controls in all respects. Any translation of this Agreement into any foreign language is of no force or effect in the interpretation of this Agreement or in the determination of the intent of either party. 12.15 PREVAILING TERMS AND CONDITIONS. The terms and conditions of this Agreement shall prevail regardless of any variance from any terms or conditions of any order or other document submitted by Customer to PMSC, except for such waiver or amendment of such terms and conditions as are permitted by this Agreement. 12.16 NO THIRD PARTY RIGHTS. Unless otherwise expressly stated herein, this Agreement is not for the benefit of any third party and shall not be deemed to grant any right or remedy to any third party. 12.17 STATUTE OF LIMITATION. No action arising out of any claimed breach of this Agreement or transactions under the Agreement may be brought by either party more than two (2) years after the cause of action has accrued, except that an action for nonpayment may be brought within two (2) years of the date of last payment. 12.18 WAIVER AND AMENDMENT. No waiver, amendment, or modification of any provision of this Agreement shall be effective unless in writing and signed by an authorized officer of the Party against whom the waiver, amendment, or modification is sought to be enforced. No failure or delay by either Party in exercising any right, power, or remedy under this Agreement shall operate as a waiver of the right, power, or remedy. No waiver of any term, condition, or default of this Agreement shall be construed as a waiver of any other term, condition, or default. 12.19 GOVERNMENT APPROVALS. Each Party to this Agreement undertakes to obtain from its respective government whatever authorization, approvals, licenses, or permits are required in order for it to perform all of its obligations under this Agreement. 12.20 CUSTOMER AUTHORITY. Customer warrants that it is free as of the date it signs the Agreement, or will be free as of the date of commencement of the services to be provided hereunder, of any contractual obligation that would prevent Customer from entering into this Agreement and that PMSC's offer to provide such services in no way caused or induced Customer to breach any previously existing contractual obligations. 12.21 PMSC AUTHORITY. PMSC warrants that it is free as of the date it signs the Agreement, or will be free as of the date of commencement of the services to be provided hereunder, of any contractual obligation that would prevent PMSC from entering into this Agreement and that Customer's acceptance of PMSC's offer to provide any services under this Agreement in no way caused or induced PMSC to breach any previously existing contractual obligations. 12.22 ATTACHED AGREEMENT SCHEDULES. Schedules A through J are also part of this Agreement, and shall be updated as necessary or appropriate during the term of this Agreement. Updated Schedules shall be presented for review by both Parties and shall become effective upon written acceptance by both parties, such acceptance to not be unreasonably withheld. Customer agrees that the Third Party Software set forth in the Schedules constitutes all of the required Third Party Software necessary to support Customer's processing as of the Effective Date. ENTIRE AGREEMENT The Parties acknowledge that they have read this Agreement and that this Agreement (including all schedules) constitutes the complete and final agreement between them and supersedes all prior or contemporaneous oral or written negotiations or communications with respect to its subject matter. The persons executing this Agreement warrant that they have the right, power, legal capacity, and appropriate authority to enter into this Agreement on behalf of the Party for which they have signed below. ACCEPTED BY: ACCEPTED BY: PMSC Customer /S/ STEPHEN G. MORRISON /S/ DAVID B. LITTLE ----------------------------- ----------------------------- (AUTHORIZED SIGNATURE) (AUTHORIZED SIGNATURE) STEPHEN G. MORRISON DAVID B. LITTLE ----------------------------- ----------------------------- (NAME) (NAME) V.P. - INFORMATION SECRETARY SYSTEMS ----------------------------- ----------------------------- (TITLE) (TITLE) 9/22/94 SEPTEMBER 20, 1994 ----------------------------- ----------------------------- (EXECUTION DATE) (EXECUTION DATE) Southwestern Life Corporation ("Parent Corp.") acknowledges that PMSC has entered into the above Processing Services Agreement (the "Agreement") with Customer at the request of Parent Corp. and based upon the assurance of Parent Corp. that Customer will fully perform all of its obligations under the above Agreement. Parent Corp. therefore agrees to (i) unconditionally guaranty the obligations of Customer under the Agreement, including without limitation the payment of all charges that come due under the Agreement, and (ii) indemnify and hold PMSC harmless against any and all losses and damages resulting solely from a failure of Customer to fully perform its obligations in accordance with the terms of the Agreement. Parent Corp. shall have the benefit of any defenses and limitations that Customer may have under the Agreement. Parent Corp. hereby waives any and all notice requirements and agrees that its guaranty, indemnity and hold harmless commitments shall continue to apply to the Agreement if and as any amendments are made thereto. The essence of this understanding is that Parent Corp. shall be responsible under the Agreement to the same extent as Customer and that PMSC may demand payment or performance by Parent Corp. any time such payment or performance is not provided in a timely manner by Customer. Parent Corp. shall be responsible for and shall reimburse PMSC for all costs and expenses incurred by PMSC in connection with the enforcement of the above guaranty, indemnification and hold harmless, including without limitation reasonable attorneys fees. SOUTHWESTERN LIFE CORPORATION /S/ ROBERT J. BRUCE ----------------------------- (AUTHORIZED SIGNATURE) ROBERT J. BRUCE ----------------------------- (NAME) SR. VICE PRESIDENT ----------------------------- (TITLE) SEPTEMBER 20, 1994 ----------------------------- (EXECUTION DATE) SCHEDULE A - SERVICE LEVEL SCHEDULE PMSC will provide Data Center service on a mainframe facility basis. As a computer facility, PMSC is responsible for providing and operating: a. The mainframe computer(s) and directly attached peripheral devices including, the central processing unit(s) (CPUs), direct access storage devices (DASD), tape drives, printers located in the Data Center, computer consoles, control units required for attaching the peripheral devices to the CPUs, and other input/output devices located in the Data Center and necessary for the operation of its computers. b. The Data Center facility including power, air conditioning, power back-up devices, and fire protection systems. c. Two (2) T1 data communications lines and the associated modems at both ends of the lines installed in the Data Center and running to Customer's main office in Dallas, Texas. Customer acknowledges that Customer is responsible for all other data communications lines including, but not limited to, dial-up lines, leased telephone lines, and all associated equipment required to network with Customer's other offices and third parties as addressed herein. d. Software as shown in Schedule G. PMSC will load such Software (if not already loaded) and operate it in accordance with Data Center procedures, however, Customer acknowledges that PMSC is not responsible for problems with the Software. PMSC is responsible to notify the applicable vendor if a problem develops and to work with such vendor in resolving the problem. PMSC will provide Data Center management and operating personnel to: operate the computer; apply Systems Software maintenance updates provided to PMSC by the Software licensors; staff the Help Desk to provide technical assistance to Customer personnel in solving production problems related to computer operations and Systems Software; provide technical consulting to assist Customer's data processing personnel in the areas of interfacing applications Software to the Systems Software, setting up Job Control parameters, processing schedules, production control, such as moves/copies to production libraries; and, maintain security control parameters relating to the mainframe computer(s), data controlled by mainframe Software, and the mainframe Software. In providing these Data Center services, PMSC will provide the following level of service. All times are Eastern Daylight or Eastern Standard Times. 1. ONLINE SYSTEM SCHEDULES Online processing service will be made available from 7:00 a.m. until 7:00 p.m. Eastern time, Monday through Friday, except for those official holidays during which Customer's personnel do not normally report to work. Weekend online up-time should be requested by no later than 9:30 a.m. on the Thursday prior to the requested date and be approved by PMSC. However, PMSC will attempt to accommodate last minute requests because of extenuating circumstances beyond the control of Customer. The parties agree that should Customer add a Customer Client (as defined in Schedule B) in a time zone different from Dallas, the parties will work together to adjust in a reasonable manner the times of service. 2. ONLINE AVAILABILITY OBJECTIVE All production online systems will be available no less than 97.0% of the CPU Prime Time (as defined in Schedule C) scheduled hours (determined on an annual basis). Outages caused by application Software or telecommunications providers are not included. 3. RESPONSE TIME All online production systems existent as of the Effective Date of this Agreement will have 3 seconds or less internal response time (excludes communications time) for 95% of all PMSC measured transactions (determined on an annual average basis). Online production systems added after the Effective Date will have mutually agreed to response times. TSO internal response time (excludes communications times) will be 3 seconds or less for 95% of all PMSC measured transactions (determined on an annual average basis). 4. DISASTER RECOVERY There will be no less than 1 disaster recovery test per year and PMSC shall provide Customer at least 60 days written notice. PMSC's objective shall be to have online service to a majority of users available within 72 hours of a declared disaster and the availability of off-site back-up files. Customer acknowledges that Customer is responsible for determining and publishing a file retention plan. PMSC will manage the off-site storage process. 5. FILE BACK-UPS All Systems Software, Application Software, and critical Customer data DASD volumes, as identified by Customer, will be copied to tape and sent off-site on a weekly basis. A three cycle rotation will be maintained. Two cycles will be off-site at all times. Weekly pick up will occur by 10:00 a.m. every Monday. Daily Customer back-ups, as defined by Customer, will be sent off-site by 10:00 a.m. and the previous Customer backups will be returned from the off-site location. 6. DATA CENTER AVAILABILITY The Data Center will be staffed 24 hours a day, 365 days a year, except, subject to review with Customer, for a limited period of time on Christmas day. 7. NON-PRODUCTION BATCH PROCESSING The computer facility will be available for batch processing 24 hours a day, 6 days a week (Sunday availability by advance request and approval) except for required scheduled preventative maintenance, hardware and Software upgrades, and emergency changes. Batch processing initiation is defined as the elapsed time from job submission to the start of job execution. SMF data will be the source for this measurement. The objectives for test batch processing initiation, stated as target timeframes to be achieved 95% of the time, are:
DESCRIPTION OBJECTIVE --------------------------------- ---------------------------------- No tape 10 minutes 1 tape drive 20 minutes 2 to 3 concurrent tape drives 2 hours 4 to 5 concurrent tape drives 6 a.m. the following morning
8. PRODUCTION BATCH PROCESSING All production daily batch processing will be executed according to the schedules jointly established by Customer and PMSC. The objective of such schedules shall be to provide for electronic availability by 3:00 a.m. Eastern Time the following morning of all printable production reports so that Customer may print the reports for distribution. 9. SERVICE REQUEST PROCESS PMSC will receive all service requests from the Customer in writing. Requests for services will be handled based on impact and priority, as reasonably determined by PMSC. Monthly reports by type of request or problem will be made available for review and action by the Customer Account Executive and the PMSC Account Executive. 10. HELP DESK A staffed Help Desk will be available Monday through Saturday (except PMSC company holidays) from 5:00 a.m. until 10:00 p.m. and will provide first level support for Data Center technical problems and procedural issues. During all other times, first level support is available on an on-call basis. 11. OTHER SITES The parties may mutually agree to add additional sites pursuant to terms and conditions defined in an Addendum to the Agreement. 12. PERSONNEL PMSC will provide personnel with reasonable levels of skills to perform the required tasks and will train and monitor such personnel to see that they develop improved skill sets commensurate with their responsibility. 13. IMPROVEMENTS PMSC agrees to use reasonable efforts throughout the term of this Agreement to improve the response time and other performance monitoring criteria, however, Customer acknowledges that if PMSC is conforming to the committed response time and other criteria levels, reasonable efforts may be limited to personnel efforts to further tune the existing Data Center hardware and software configuration and may not involve any upgrading of hardware or software other than that which PMSC elects to in its sole discretion. SCHEDULE B - CUSTOMER USE Customer has the right to process data using PMSC's data processing services for its own use and that of its Authorized Companies as defined in the CYBERTEK Enterprise License Agreement (the "ELA") and its Customer Clients as defined in Addendum No. 1 to the ELA, both dated contemporaneously herewith, subject to the terms and conditions of this Agreement, the payment of usage fees described in Section C of this Agreement, and the following additional conditions: 1. Customer agrees that it will require all (i) agent-owned reinsurance companies ("AORC") and (ii) Customer Clients to execute a PMSC Nondisclosure Agreement (attached as part of this Schedule) prior to processing their business under this Agreement. 2. A company ceases to be an Customer Client upon cancellation of the data processing and full administration services provided by Customer. In that event, former Customer Clients have the option to license PMSC-Owned Software and continue receiving data processing services directly from PMSC at PMSC's then current prices. 3. PMSC acknowledges that Customer Clients need not be located at the Dallas site, however, Customer Clients shall access PMSC's data processing services via the Dallas site. POLICY MANAGEMENT SYSTEMS CORPORATION COLUMBIA, SOUTH CAROLINA N O N - D I S C L O S U R E A G R E E M E N T POLICY MANAGEMENT SYSTEMS CORPORATION (hereinafter referred to as "PMSC") by its acceptance of this Agreement by signature grants to ______________ (hereinafter referred to as "PARTY"), having its principal place of business at _________________________________ and PARTY accepts, under all of the terms and conditions of this Agreement, disclosure of certain PMSC software systems (hereinafter referred to as "SYSTEM(S)") licensed by FACILITIES MANAGEMENT INSTALLATIONS INC. ("Customer"). Included in references to PMSC herein shall be PMSC's subsidiary, CYBERTEK Corporation, and its software systems shall be included in the term SYSTEM(S) and be covered by this Agreement to the same extent as if PMSC were the direct owner of such systems. Customer may disclose SYSTEM(S) to PARTY solely in connection with PARTY being a Customer Client (as defined in the Enterprise License Agreement) of Customer. PARTY agrees that its use of and access to SYSTEM(S) shall be strictly limited to purposes consistent with its status as a Customer Client and only for so long as such status is maintained. PARTY acknowledges that SYSTEM(S), and the documentation disclosed, are commercially valuable proprietary products of PMSC, the design and development of which have involved the expenditure of substantial amounts of money and the use of skilled development experts over a long period of time. PARTY acknowledges that the SYSTEM(S) (including but not limited to the design, programming techniques, flow charts and source code) and the documentation thereto are CONFIDENTIAL INFORMATION AND TRADE SECRETS, disclosed to PARTY on a confidential basis under this Agreement and only as expressly permitted by the terms and conditions of this Agreement stated herein. Under no circumstances shall the information obtained pursuant to this Agreement be used for any purpose outside the terms established by this Agreement. PARTY, its officers, directors and employees shall protect SYSTEM(S), documentation and all information pertaining thereto, whether written or oral, as the CONFIDENTIAL INFORMATION AND TRADE SECRET PROPERTY of PMSC. Neither SYSTEM(S) nor any documentation related thereto may be disclosed to any party, directly or indirectly, other than Customer or copied, reprinted, duplicated, or re-created in whole or in part, alone or in combination with any other data processing system, without the prior express written consent of PMSC. PARTY shall take all steps necessary, by instruction, agreement or otherwise, with respect to PARTY'S employees permitted access to SYSTEM(S) or documentation to comply fully with PARTY'S obligations hereunder with respect to disclosure, use, copying, protection and security of SYSTEM(S) products and documentation. PARTY agrees not to use the SYSTEM(S) or any documentation related thereto for any purpose except as expressly provided by the terms of this Agreement. PARTY acknowledges that SYSTEM(S) and documentation are the exclusive property of PMSC and that PARTY shall return to PMSC SYSTEM(S) and documentation and all materials given to PARTY pursuant to this Agreement on earlier of PMSC'S demand or upon the occurrence of one of the following events: PARTY violates the terms of this Agreement, PARTY ceases to be a Customer Client or Customer's license to use the SYSTEM(S) terminates. The terms and conditions of this Agreement as to the protection, security and non-disclosure of SYSTEM(S) shall remain in full force and effect thereafter. Under no circumstances shall PARTY retain CONFIDENTIAL INFORMATION and TRADE SECRETS. PARTY shall not disclose the existence of this Agreement to any third party without PMSC's prior written consent and PARTY will not represent to any third party that PARTY has any special expertise with SYSTEM(S). This Agreement shall be interpreted and construed under the laws of the State of South Carolina. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective successors and lawful assigns. No amendment to this Agreement shall be binding upon the parties unless it is in writing and is executed by both parties hereto. IN WITNESS WHEREOF, the parties have caused their signatures to be hereto affixed. ACCEPTED BY: SUBMITTED BY: POLICY MANAGEMENT SYSTEMS CORPORATION ------------------------------ BY: BY: ----------------------------- ----------------------------- (Authorized Signature) (Authorized Signature) Van E. Edwards, III ----------------------------- ----------------------------- (Name) (Name) Vice President ----------------------------- ----------------------------- (Title) (Title) ----------------------------- ----------------------------- (Date Accepted) (Date Submitted) Southwestern Life Corporation ("Customer Parent") acknowledges that PMSC has entered into this Non-Disclosure Agreement with PARTY upon the request of Customer and the assurance that PMSC's CONFIDENTIAL INFORMATION AND TRADE SECRETS will be adequately protected. Customer Parent therefore agrees to (i) obligate Customer to monitor the use of such CONFIDENTIAL INFORMATION AND TRADE SECRETS by PARTY and (ii) indemnify and hold PMSC harmless for any and all damages resulting from PARTY's violation of the terms of this Agreement. SOUTHWESTERN LIFE CORPORATION BY: ----------------------------- (Authorized Signature) ----------------------------- (Name) ----------------------------- (Title) ----------------------------- (Date Executed) SCHEDULE C - MONTHLY SERVICE CHARGE MONTHLY PROCESSING CHARGE: During the term of this Agreement, Customer shall pay PMSC a Monthly Processing Charge based on resource utilization and the table of charges set forth below:
Resource Rate ($) Per Unit ------------------- -------- ----------------- MVS CPU - Priority 55.60 minute* MVS CPU - Prime 11.12 minute* MVS CPU - Other 5.56 minute* TSO Connect .131 hour Tape Mount .32 each Tape EXCP .0106 thousand Tape Storage .0159 each per month Tape Removed 3.93 each Tape Returned 2.78 each DASD EXCP .028 thousand DASD 171.71 gigabyte per month Remote Page Print .0004 image Remote Print .007 thousand lines Remote Microfiche .007 thousand lines Remote Microfilm .007 thousand lines
"MVS CPU - Priority" is a job status that involves a single class initiator - these jobs are immediately initiated and they have access to and control over all necessary system resources until completed. "MVS CPU - Prime" Time is 0700 - 1800, PMSC Business days, Monday - Friday, Eastern time *CPU Usage for IBM - MVS mainframe: Actual CPU minutes shall be multiplied by a factor which will be designed to convert the CPU minutes of processing time on PMSC's initial MVS mainframe to an equivalent number of CPU minutes of processing time on an IBM model 9021 -982 mainframe. This calculated number of CPU minutes shall then be multiplied by the above per CPU minute rates to figure the monthly CPU minute charges. In the event that a different or upgraded mainframe with different capabilities is utilized, the time adjustment factor applicable for such usage shall be changed so that the resulting charges for processing on such mainframe would be reasonably equivalent to the charges which would have resulted from the use of PMSC's initial MVS mainframe. For example, if the CPU were replaced with one twice as fast, the time adjustment factor would be doubled to ensure that the result is a cost equivalent to that which would be paid if the initial CPU had been utilized. ANNUAL MINIMUM PROCESSING CHARGES: Notwithstanding the above, Customer acknowledges that the Annual Minimum Processing Charges set forth below shall be required if Customer's actual Monthly Processing Charges do not exceed the figures listed below. If any additional payment amount is required to achieve the Annual Minimum Processing Charges, PMSC shall add such amount to Customer's invoice for the 12th, 24th, etc. monthly invoices. ANNUAL MINIMUM PROCESSING CHARGES First 12 calendar months $2,100,000 Second 12 calendar months 2,100,000 Third 12 calendar months 1,778,000 Fourth 12 calendar months 1,778,000 or average of prior 12 months actual usage, whichever is less Fifth 12 calendar months 1,778,000 or average of prior 12 months actual usage, whichever is less Sixth 12 calendar months 1,778,000 or average of prior 12 months actual usage, whichever is less
VOLUME DISCOUNT: PMSC hereby agrees to discount Customer's MVS CPU/minute rate by the following percentages for any minutes of processing time that fall into the ranges set forth below in any of the 12 full calendar month periods that commence with Live Processing Date: PRIME TIME MVS CPU MINUTES IN A 12 MONTH PERIOD 125,001 through 160,000 10% 160,001 through 200,000 15% 200,001 and above 20% OTHER MVS CPU MINUTES IN A 12 MONTH PERIOD 170,001 through 225,000 10% 225,001 through 275,000 15% 275,001 and above 20%
Priority MVS CPU minutes shall not be discounted and shall not be counted in either Prime Time or Other Minutes. MISCELLANEOUS: Except for the two (2) T1 lines from Columbia to Dallas and the associated multiplexing equipment, which consists of 4 AT&T 731 MUX's, Customer shall reimburse PMSC for all other data communications charges incurred by PMSC, including charges in the Start-Up Period. Additionally, while PMSC will be responsible for Third-Party Software maintenance charges (except as specified below in the situation of an early termination), Customer shall be responsible for any separate Third Party Software license fees or charges associated with Customer elected version or CPU upgrades (this shall not apply to CPU upgrade fees if PMSC unilaterally upgrades its CPU). Customer also agrees to pay PMSC at PMSC's then current rates for any local printing at the Data Center. EARLY TERMINATION AT CUSTOMER'S ELECTION 1. PALICO. If Customer elects to terminate processing the business of Philadelphia American Life Insurance Company ("PALICO") as of the periods listed below after the Live Processing Date, Customer agrees to give PMSC six (6) months prior written notice and to pay PMSC the indicated early termination amounts set forth below with said notice. If Customer elects for a termination to be effective between the 24th and 36th months, 36th and 48th months, etc., Customer shall pay a prorated termination charge. prior to the end of the 24th month $721,000 as of the end of the 36th month 516,000 as of the end of the 48th month 359,000 as of the end of the 60th month 180,000 as of the end of the 72nd month 0
2. LINCOLN PLAZA. If Customer elects to terminate processing the business of itself and all Authorized Companies other than PALICO ("Lincoln Plaza) during the periods listed below after the Live Processing Date, Customer agrees to give PMSC six (6) months prior written notice and to pay PMSC the indicated early termination amounts set forth below with such notice. Customer agrees that it shall process all of the data of Lincoln Plaza with PMSC for at least a full 48 month period after the Live Processing Date. If Customer elects for a termination to be effective between the 48th and 60th months or 60th and 72nd months, Customer shall pay a prorated termination charge. Customer agrees that in the event Lincoln Plaza business is terminated under this subsection, PALICO business must have already been terminated or it must terminate at the same time as Lincoln Plaza business. Customer acknowledges and agrees that if it terminates both PALICO and Lincoln Plaza, Customer shall pay the applicable termination charges set forth in subsection 1 above and the termination charges set forth below in this subsection. as of the end of the 48th month $1,078,000 as of the end of the 60th month 541,000
3. Customer agrees that to the extent that an early termination described above is effective between the beginning and end dates for maintenance of one or more Third-Party Software systems which are to be transferred to Customer after such termination, Customer shall reimburse PMSC for a prorata share of the relevant maintenance charge based on the remainder of the maintenance period after the termination date. 4. Customer may avoid the above early termination charge set forth in Section 1 above if during the following periods Customer's data processing business with PMSC (expressed as a total annual dollar figure) equals or exceeds the figures set forth below: first 12 months $2,963,535 second 12 months 2,963,535 third 12 months 2,100,000
In the event that PALICO is sold to a new owner that is willing to enter into agreements with PMSC that are similar with these that Customer is entering into, PMSC agrees that such continuing PALICO business (measured in terms of revenue to PMSC) shall count toward the above numbers notwithstanding the sale. Additionally, the same will be true if the PALICO business is retained and the Lincoln Plaza business is sold and its new owner will enter into such similar agreements. For example, if PALICO is sold (and Customer is therefore deemed to have made the election set forth in 1. above) and the purchasing party agrees to enter into agreements with PMSC that are similar to the Enterprise License Agreement and the Agreement (no guarantee that the pricing will be exactly the same), then the early termination charge set forth in 1. above may be avoided if the above minimum annual data processing revenue amounts are met or exceeded by the combination of revenues under this Agreement and the purchaser's Processing Services Agreement. SMF DATA: In recognition of the role Customer's SMF data has played in PMSC's pricing set forth above, Customer hereby represents and warrants that the SMF data provided to PMSC was complete and accurate. Customer agrees that if incomplete or erroneous data was provided, inadvertently or otherwise, and PMSC relied on same to its detriment in setting the above pricing, Customer agrees to resolve such matter with PMSC in good faith. SCHEDULE D - CUSTOMER RESPONSIBILITIES Customer shall: a. At all times, be responsible for control over its business. Customer agrees to validate the accuracy of both input and output data. Customer will provide complete and accurate source data in a manner and format as may be mutually agreed upon by Customer and PMSC. In this regard, Customer represents and warrants that its current manner and format have been satisfactory for the performance of the data processing functions and technical support services prior to the date hereof. Customer agrees to be responsible for the accuracy and quality of data entered into the system through terminals and for the accuracy and quality of data entered onto input coding sheet forms, or the equivalent, for batch processing. Customer agrees to balance data input to system controls or to other controls as mutually agreed to and to immediately notify PMSC of any discrepancy. Customer further agrees to work with PMSC to determine the cause of any such discrepancy and to help determine the appropriate course for correcting the discrepancy. Customer will furnish data, balanced to controls, to PMSC at times mutually agreed to or at other times as mutually agreed to in advance. Data furnished to PMSC later than the times mutually agreed upon will not be included in the processing for that day's scheduled processing, but will be scheduled for processing in the following cycle. Unless otherwise agreed, input data supplied by Customer will be processed to the extent it is in balance with the edit programs at the times mutually agreed upon. Customer will monitor external controls to ensure that data was properly processed and that reports and information provided by PMSC to Customer and to Customer's agents, policy owners, other clients, and interested parties are accurate, correct and in balance to controls before such information and reports are released from Customer's control. b. Cooperate with PMSC by, among other things, making available, as reasonably requested by PMSC, management decisions, information, approvals, and acceptances in order that PMSC may render the Services as contemplated herein. c. Promptly notify PMSC of any problems with on-line availability at any of the end user locations. d. Make available and maintain in good working order such of Customer's owned or leased data processing assets as are reasonably necessary for PMSC to perform the Services, including remote modems associated with dial-up communication lines and remote control units and attached user devices, including, without limitation, printers, terminals, personal computers, and local area networks at Customer's facilities. e. Make available and/or develop all operations-related documentation reasonably deemed necessary by PMSC to operate Customer-Owned Software and Third Party Customer Software, including, without limitation, operations manuals, user guides, specifications, backup procedures, recovery guidelines, and restart guidelines. f. Maintain responsibility (financial or otherwise) for (i) acquiring all consents, licenses or sublicenses necessary for PMSC to use Third Party Customer Software in connection with rendering the Services, and (ii) all Third Party Customer Software maintenance. Customer will be responsible for all systems and programming support related to application programming, including, without limitation, the design, development, programming, testing, maintenance, modification, initial installation with related initial job control (JCL), and installation of maintenance updates unless contracted with PMSC under a separate agreement. g. Provide and maintain all hardware and Software associated with personal computers and local area networks. h. Provide temporary assignment to PMSC to process all Customer-Owned Software (Schedule F) in conjunction with Services. Ensure that any Customer-Owned Software or other Software provided by Customer to PMSC complies with all reasonable operational standards and guidelines established from time to time by PMSC. i. Cooperate with PMSC during disaster recovery testing and in establishing procedures to provide for disaster recovery. Customer agrees to be responsible for determining and publishing a file retention plan for existing and new applications added during the Term of this Agreement. SCHEDULE E - DISASTER RECOVERY SERVICES DATA SECURITY PMSC will provide for back-up and off-site storage of mainframe data files based on Customer's file retention plan. Currently PMSC utilizes its own facilities and the services of an off-premises storage facility for all backup requirements. As a first level, non-critical storage location, a private room is maintained to house tapes, documentation, and emergency equipment needs. The room is equipped with fire protection, secured access, and is directly linked to fire and police departments. Such storage room is in PMSC's separate corporate headquarters building adjacent to PMSC's Data Center. The off-site storage facility is utilized for critical back-up requirements and is located apart from PMSC's premises. All DASD volumes will be copied to tape and sent off-site on a weekly basis. Three cycle rotations will be maintained. Two cycles will be off-site at all times. Incremental back-ups will be sent off-site daily and the previous incremental files returned from the off-site location. Customer is responsible for determining and publishing a file retention plan for PMSC to use in managing the off-site storage process. BACKUP AND RECOVERY PROCEDURES The purpose of backup and recovery procedures is to permit file recovery in the event of an unforeseen disaster which would destroy normal processing files or the Data Center. PMSC shall retain the generations of files necessary to rerun the major production application systems. PMSC shall in accordance with Customer's file retention plan back up all on-line system files in such a manner that Customer shall not have to reenter more than one day's processing into the system in the event of system failure. DISASTER RECOVERY PLAN PMSC has a reasonable disaster recovery plan that provides for a recovery site and testing of the execution of the plan. In the event of a disaster, PMSC WILL provide disaster recovery services as defined in PMSC's disaster recovery plan. PMSC's disaster recovery plan is subject to change from time to time as PMSC deems necessary. The disaster recovery plan, as maintained by PMSC and audited from time to time by PMSC's independent auditors, was created and implemented in 1993. PMSC's independent auditors' opinion of the plan's compliance with FAS 70 shall be disclosed to Customer's independent auditors upon its availability (the first such opinion is currently anticipated by year-end 1994). The plan document contains the responsibilities, activities, and logistics for the recovery of PMSC's data processing operations on the occurrence of a major disaster or critical emergency condition. The document is divided into various sections and subsections, each of which relate specific responsibilities, activities, procedures, and documentation to personnel groups involved in the administration, notification, processing, support and/or facilities restoration phases of the recovery operation. DISASTER RECOVERY TESTING Disaster recovery procedures are tested at least once annually at the contracted recovery facility. This test is scheduled with at least 60 days prior written notice and includes reasonable Customer participation in order to update and verify procedures, reduce specific personnel dependency, provide cross training, reduce system and data restore time, test network connections, and verify data integrity. Customer may waive participation in a test by written notice, however, if an actual disaster occurs prior to a subsequent test in which Customer does participate, PMSC shall not be responsible for delays that might reasonably have been avoided if Customer had practiced disaster recovery with PMSC. Prior testing has provided for online availability within 24 hours from initiation. Planning sessions begin approximately 6 weeks before a scheduled test to assure test objectives are defined, documented, and agreed upon. Any other tests are unscheduled and unannounced and do not normally include customers, unless specifically requested by Customer. All tests include the participation of required vendors to assure their emergency procedures can be validated. DISASTER RECOVERY FACILITIES PMSC is contracted with a major disaster recovery service for the availability of facilities for the immediate recovery of data processing capability. Contract provisions provide for immediate occupancy in a hotsite facility and long-term occupancy, as needed, in a coldsite facility. SCHEDULE F - CUSTOMER-OWNED SOFTWARE Customer developed and owned Software that Customer shall provide to PMSC with any reasonable instructions necessary for processing of same. Customer shall retain a list of all Customer-Owned Software and shall make it available to PMSC upon reasonable request. Customer is responsible for Customer-Owned Software infringement to the same extent as CYBERTEK is responsible for its Software licensed under the Enterprise License Agreement. Customer-Owned Software does not include any PMSC Information and Customer-Owned Software must have been developed independent of any PMSC Information. SCHEDULE G1 - THIRD PARTY PMSC SOFTWARE PMSC licensed Software which PMSC may utilize for Customer without changes in PMSC's license agreements.
VENDOR PRODUCT ------ ------- CANDLE Omegamon CA CA-1 CA-7 CA-ll Easytrieve Plus ISPF option (included in latest Easytrieve Plus) Optimizer Panvalet Panexec DSSI Docutext/Jobscan Landmark Eyewitness (stabilized-no new maintenance) LRS VPS SAS Base SAS SEA PDSFAST SAVRS STERLING DYL280 PHASELINEAR/PL SORT SYNCSORT IBM All products in PMSC Data Center as of the Effective Date of the Agreement
SCHEDULE G2 - THIRD PARTY PMSC SOFTWARE Software which Customer has agreed is functionally equivalent to other Software Customer is currently using.
Old Customer Software PMSC Replacement Software G1 or G4 --------------------- ------------------------- -------- ALTARE/JCLPREP DSSI Docutext/Jobscan G1 CA/ACF2 RACF G1 CA/ACF2 CICS RACF (selected functions) G1 CA/INTERTEST XPEDITER G4 COMPUWARE/RADAR M-4 DUMPMASTER G1 STERLING/DMS OS HSM AND SMS FROM IBM G1 STERLING/EASINET Netview like functions G1 STERLING/NETMASTER CANDLE CL/Supersession G1
SCHEDULE G3 - THIRD PARTY PMSC SOFTWARE Software to be acquired by PMSC for use by Customer. PMSC will attempt to negotiate reasonable transfer rights so that PMSC may assign the licenses to these Software products to Customer, if and when Customer ceases to be a PMSC processing customer.
VENDOR PRODUCT ------ ------- BMC IMS SUPEROPT. CA OMNILINK TELON/OS TELON/COBOL TELON/CICS TELON/TSO Option COMPUWARE ABEND-AID MVS ABEND-AID SPF FILE-AID XE FILE-AID SPF FILE-AID IMS FILE-AID BATCH LEGENT/GOAL RMO EXPRESS DELIVERY NAPERSOFT NAPERWORD NAPERWORD/MERGE NAPERWORD/MERGE/BATCH SAS SAS GRAPH SAS SAS STAT SAS SAS TOOLKIT SERENA PDSE STERLING VAM DS VAM GEN VAM VSAM NETMAIL TSI KEYMASTER
SCHEDULE G4 - THIRD PARTY PMSC SOFTWARE PMSC licensed Software which PMSC shall upgrade so that PMSC may process Customer as an additional PMSC customer.
VENDOR PRODUCT ------ ------- COMPUWARE XPEDITER TSO COMPUWARE XPEDITER CICS
SCHEDULE H - THIRD PARTY CUSTOMER SOFTWARE
VENDOR PRODUCT ------ ------- A1 Lee Assoc MAGEC Computer Associates RAMIS Electronic Forms System Sprinter/Formscoder Goal Systems Faver Information Builders FOCUS Sterling Software VSAM Shrink XEROX HFS/HFDL Magnus Software Corp. Fast-Track Claims MIB Fastrack and Comm ISA ABC/CDS DISC, INC IRS-Interest Reporting System IBM CFO2 IBM/EDS ALIS
Customer acknowledges and agrees that PMSC shall not be obligated to receive Third Party Customer Software which is licensed to Customer by a competitor or potential competitor of PMSC prior to Customer obtaining written approval of such party acceptable to PMSC. Both parties shall diligently work to obtain a satisfactory working relationship with respect to each of the products listed above. Customer shall be responsible for any fee required by vendors in connection with obtaining permission for PMSC's use of the Third Party Customer Software for the benefit of Customer. Customer shall also be responsible for maintenance charges or other similar payments for such Third Party Customer Software. Prior to the effective date of this Agreement, Customer has entered into licenses with the above third parties for the above Third Party Customer Software and PMSC has not had access to such agreements. In the event that PMSC enters into an agreement with a third party vendor relative to PMSC's processing of the relevant Third Party Customer Software pursuant to this Agreement, PMSC shall be responsible solely for not breaching the terms of PMSC's agreement and Customer shall not be responsible under such agreement. Regardless whether PMSC does or does not have a separate agreement with a third party, Customer shall be responsible for complying with its agreements with such third parties and PMSC shall not be responsible under such agreements. In the event that PMSC does not enter into any agreement with an applicable third party vendor regarding the above Third Party Customer Software, Customer shall be responsible to direct the utilization of PMSC's services hereunder in a manner designed to minimize the possibility of Customer having a misunderstanding with the third party vendor, and in the event of any legal action by such third party vendor against PMSC, Customer shall be responsible for providing a "front line" legal defense for PMSC and for holding PMSC harmless from such third party vendor. In the event of such legal action, PMSC agrees to fully cooperate with Customer, however, Customer agrees that it shall also be responsible for all reasonable attorney's fees and costs which PMSC incurs in its sole judgement for its defense. PMSC shall utilize RACF security software (or other comparable security software) to deny any party other than Customer access to or use of Third Party Customer Software. PMSC agrees that it will not reverse engineer any object code copy of Third Party Customer Software nor violate a Third Party Customer Software copyright. Notwithstanding the above, PMSC agrees that Customer shall not be obligated to indemnify and hold PMSC harmless or to pay PMSC's attorney's fees and costs if it is ever proven that PMSC misappropriated all or a material portion of any Third Party Customer Software in violation of the Copyright Act, or breached its obligation to utilize RACF security software (or other comparable security software) to deny any party other than Customer access to or use of Third Party Customer Software. SCHEDULE I - MIGRATION SERVICES SCHEDULE PMSC shall provide reasonable amounts of the following services to migrate Customer's operation's to PMSC's Data Center: Initialization and labeling of tape cartridges Initialization of DASD volumes Installation, customization, and testing of systems Software Design, programming, and testing of customized systems Software exit programs with Customer input Migration-related administrative support Migration planning Migration-related travel Review meetings Disaster Recovery planning Security system analysis, definition, and testing Selection, negotiation, and ordering of hardware, Software, and network equipment and lines Automated scheduling analysis, definition, and testing Automated restart and recovery systems analysis, definition, and testing Development of standards and procedures Network design and configuration PMSC Data Center personnel orientation and training for Customer systems Consulting fees related to migration services Systems acceptance testing Parallel processing and testing SCHEDULE J - JOINT CUSTOMER AND PMSC RESPONSIBILITIES If issues set forth below in this Schedule J conflict with or are inconsistent with terms and conditions provided in earlier Schedules, the terms and conditions of the earlier Schedules shall control. The parties agrees that the provisions set forth below are general in nature and are subject to further refinement. CONTINGENCY PLANNING 1.1 RESPONSIBILITIES OF PMSC a. Review PMSC's Data Center contingency requirements at least once a year. b. Maintain reasonable contingency plans in the event of a disaster at PMSC's Data Center. c. Test contingency plans described above. d. Audit existing contingency plans for PMSC's Data Center. e. Appoint a contingency planning coordinator to serve as a focal point of activities with Customer with respect to PMSC's contingency plans. f. Execute PMSC's Data Center contingency plans as needed during disaster situations. g. Provide copies of PMSC's Data Center contingency plans to Customer on a timely basis. h. Maintain, in a secure environment, additional copies in a suitable medium, for reconstruction of lost or altered files. i. Perform updates to disaster recovery manual. Ensure required data center documents are distributed to the off-site storage facility. 1.2 RESPONSIBILITIES OF CUSTOMER a. Review application and network contingency plans on a regular basis. b. Maintain application and network contingency plans. c. Plan and schedule application and network contingency tests on a mutually agreeable schedule. d. Test application and network contingency plans. e. Appoint a contingency planning coordinator to serve as a focal point with PMSC. f. Execute application and network contingency plans as needed during disaster situations. ACCOUNT SUPPORT AND COORDINATION 2.1 RESPONSIBILITIES OF PMSC a. Develop and implement PMSC data center standards defining utilization procedures for Customer at PMSC's Data Center. b. Effectively communicate data center issues, projects, plans, and procedures to Customer for the implementation of Software, hardware, procedures, and similar items upon request by Customer. c. Coordinate special processing requirements with Customer and PMSC's Data Center. d. Coordinate change and problem management with Customer and PMSC's Data Center. e. Coordinate data center related projects, supporting Customer, and review for feasibility, standards, impact, and implementation schedules. f. Provide historical information in the form of reports or graphs that illustrate Customer's resource consumption and performance levels. g. Provide capacity requirements for PMSC's Data Center for the implementation of application Software based on business requirements determined by Customer. 2.2 RESPONSIBILITIES OF CUSTOMER a. Develop, maintain, and enforce application development and testing standards and procedures. b. Effectively communicate all issues, projects, plans, and procedures to PMSC to ensure quality implementations. c. Assist with the development of "application to data center" interface standards and procedures and adhere to them. d. Develop, implement, maintain, and enforce application change and problem management standards, tools and procedures. e. Describe and communicate to PMSC, Customer's business and functional requirements. DATA CENTER OPERATIONS 3.1 RESPONSIBILITIES OF PMSC a. Respond to system messages. Any system messages which indicate problems related to Customer's Equipment or any application Software may be referred to Customer. b. Monitor performance priorities in mainframe environment. c. Monitor system hardware status. d. Monitor systems Software status. e. Monitor throughput levels for the processing of Customer's data. f. Monitor building environmental system in PMSC's Data Center. g. Provide all console operations necessary to support systems Software. h. Provide data center problem management, tracking, and resolution for data center related issues. i. Mount tapes and respond to console messages as required. j. Resolve system Software Abend status where appropriate for PMSC. l. Apply overrides to processing cycles based on Customer requests. m. Monitor production cycle job completion n. Monitor production and test cycles. o. Perform job restarts based on restart instructions. 3.2 RESPONSIBILITIES OF CUSTOMER a. Supervise all remote site computer operations. b. Provide support for all printing operations. c. Maintain an accurate applications on-call list. d. Resolve problems and complete jobs in Abend status where appropriate for Customer. e. Provide application support. DATA SECURITY 4.1 RESPONSIBILITIES OF PMSC a. Install Updates to the system security Software that is part of the systems Software. b. Research system security problems. c. Maintain network access authority. d. Process Customer security requests and confirm completion with Customer. e. Perform security audits to ensure quality security procedures are in place. f. Audit daily violations report for unauthorized access. g. Create "ad hoc" reports as requested by Customer. h. Suspend and delete inactive logon ID's. 4.2 RESPONSIBILITIES OF CUSTOMER a. Assign and reset passwords. b. Provide sufficient detail to allow PMSC to create user ID's. c. Provide incident investigation support. d. Provide internal application security support and consulting. e. Respond to violation reports supplied by PMSC. TECHNICAL SUPPORT - STORAGE MANAGEMENT 5.1 RESPONSIBILITIES OF PMSC a. Restore and recover lost or altered files in a reasonable manner upon Customer request. b. Expand, compress, and allocate data sets in order to tune the DASD subsystem. c. Perform scheduled disaster backups. d. Ensure integrity of catalog structure/environment. e. Monitor and maintain data management parameters. f. Make adequate DASD space available to meet the needs described in business/application requirement forecasts developed jointly by the Account Executives. 5.2 RESPONSIBILITIES OF CUSTOMER a. Describe business requirements affecting incremental DASD needs. b. Communicate any special requirements for data center issues to PMSC in a timely manner. FACILITY ENGINEERING 6.1 RESPONSIBILITIES OF PMSC a. Manage all operations at PMSC's Data Center. b. Manage physical security at PMSC's Data Center. c. Monitor environmental controls at PMSC's Data Center. d. Maintain reasonable security procedures for visitors at PMSC's Data Center. e. Maintain reasonable emergency evacuation procedures at PMSC's Data Center. 6.2 RESPONSIBILITIES OF CUSTOMER a. Manage all Customer facility operations. b. Manage all physical security at Customer sites. c. Monitor all environmental controls at Customer sites. d. Maintain adequate guest procedures at all Customer sites. e. Maintain emergency evacuation procedures at all Customer facilities. HARDWARE 7.1 RESPONSIBILITIES OF PMSC a. Provide all CPU, DASD, and tape drives required to provide for the business requirements of Customer. b. Monitor and manage PMSC's equipment located at PMSC's Data Center. c. Manage any telecommunications hardware that is to be located at PMSC's Data Center. d. Implement, manage, and maintain the telecommunications network connecting PMSC's Data Center with Customer. Responsibilities extend to, but do not include, the communication controllers at Customer's site. PMSC will work with Customer to resolve problems as reasonably requested. 7.2 RESPONSIBILITIES OF CUSTOMER a. Implement, manage, and maintain the telecommunications network connecting Customer and Customer User Sites. Manage and maintain all Customer Equipment located at Customer User Sites. b. Provide adequate time for PMSC to order and install hardware equipment. HELP DESK SUPPORT 8.1 RESPONSIBILITIES OF PMSC a. Provide to Customer the names, responsibilities, and method of contact for the PMSC Help Desk. b. Provide support for Customer's Help Desk personnel to resolve issues with systems Software or PMSC's equipment in accordance with the schedule as detailed in Schedule A. c. Monitor system performance and response time and notify Customer of abnormal conditions. d. Open and close production online files as scheduled unless instructed to do otherwise by Customer. 8.2 RESPONSIBILITIES OF CUSTOMER a. Provide its own help desk and respond to all calls. b. Route all questions to the appropriate personnel, including referring appropriate systems Software or data center issues to the PMSC Help Desk. c. Cancel individual system logon ID's upon request by PMSC. d. Instruct PMSC to open and close production online files as required outside of normal schedules. e. Perform recovery actions for terminal problems. f. Provide schedules for online applications to PMSC's Scheduling department. g. Direct users to the appropriate technical resource. h. Perform initial network problem determination/isolation. i. Initiate the problem tracking process. j. Follow up on reported problems. k. Perform quality assurance on resolved problems. NETWORK SERVICES 9.1 RESPONSIBILITIES OF PMSC a. Perform logical data network changes in the VTAM, NCP, CICS, and IMS gens to support moves, adds, and changes. b. Provide network support. c. Provide SNA-connected device support. d. Design and configure Customer network in agreement with Customer. e. Resolve data network communication problems (leased lines, interactive, and batch). f. Perform data circuit administrative functions including ordering/disconnecting circuits, managing billing, and monitoring performance of vendors. 9.2 RESPONSIBILITIES OF CUSTOMER a. Perform physical equipment moves, adds, and changes at Customer User Sites. b. Provide all distributed network support including all PC/LAN support. c. Provide all voice services and PBX support. PRODUCTION MANAGEMENT 10.1 RESPONSIBILITIES OF PMSC a. Install and maintain a production scheduling and restart system as provided by the systems Software. b. Maintain the production change management database. c. Maintain production release procedures/controls. d. Maintain the scheduling system database. e. Produce and analyze scheduling reports such as: analyzer, simulation, forecasts and average run times. f. Communicate with Customer regarding schedule changes, requests, and special processing requests. g. Code, test, and override date cards for scheduling Software. h. Move/copy programs, parmlibs, and JCL. i. Verify production changes to ensure conformance to standards and procedures. j. Create and maintain production libraries. k. Develop prefix code assignment used in identifying jobs, datasets and customer locations. Provide job accounting documentation updates and distribution. l. Consult with data center personnel and Customer on standards's enforcement and interpretation. m. Prepare daily and monthly problem/change management reports. n. Review service requests and maintain a historical database for all PMSC Data Center projects. 10.2 RESPONSIBILITIES OF CUSTOMER a. Provide assistance and training for change management procedures. b. Provide management and support production scheduling procedures for application changes. TAPE LIBRARY OPERATIONS 11.1 RESPONSIBILITIES OF PMSC a. Process tape retention/expiration changes. b. Process off-site vault requests. c. Coordinate off-site cartridge storage/retrieval. d. Coordinate mailing/receiving of tapes. e. Maintain procedures for processing foreign tapes. f. Ensure availability of scratch tapes. g. Initialize new tapes as needed. h. File tapes as needed. 11.2 RESPONSIBILITIES OF CUSTOMER a. Communicate any special requests regarding tape handling in a timely manner to PMSC. TECHNICAL SUPPORT - SYSTEMS SOFTWARE 12.1 RESPONSIBILITIES OF PMSC a. Evaluate quality, cost benefit, and effectiveness of the systems Software and communicate this information as reasonably requested by Customer. b. Refer such systems Software performance errors to the appropriate Third Party Vendor. c. Code systems Software user exits as reasonably requested by Customer. d. Maintain available documentation of such systems Software and Updates. e. Install, customize, and test operating system and all systems Software products. f. Maintain systems Software at supported product levels. g. Coordinate implementation of upgrades to systems Software. h. Provide systems Software support for Customer requirements. i. Resolve abnormal system failures and lockouts. 12.2 RESPONSIBILITIES OF CUSTOMER a. Notify PMSC in a timely manner of any performance problems in the systems Software. b. Notify PMSC of any request to add systems Software not listed.
EX-10.14 4 EXHIBIT 10.14 EX-10.14 ENTERPRISE LICENSE AGREEMENT This Enterprise License Agreement ("Agreement") is effective September 20, 1994, by and between CYBERTEK CORPORATION, ("CYBERTEK"), a corporation with principal offices at 7800 Stemmons Freeway, Suite 800, Dallas, Texas 75247-3217, and FACILITIES MANAGEMENT INSTALLATION, INC. ("Customer"), a corporation having its principal place of business at 500 N. Akard Street, Dallas, Texas 75201. WHEREAS, Customer is a licensee of a number of CYBERTEK's computer software products ("Previously Licensed Systems"); and WHEREAS, Customer desires to license certain additional computer software products which belong to CYBERTEK or its parent corporation, Policy Management Systems Corporation ("PMSC") ("Newly Licensed Systems"); and WHEREAS, Customer and CYBERTEK have agreed upon certain terms and conditions which will be applicable to the Previously Licensed Systems and/or Newly Licensed Systems; NOW, THEREFORE, Customer and CYBERTEK agree to the following terms and conditions: 1. DEFINITIONS: The following terms shall have the following meanings in this Agreement for a System licensed hereunder. 1.1 Authorized Companies: Any company listed below for so long as it is (i) a Subsidiary or Affiliate of Customer or (ii) an insurance company which is in Customer's agent-owned reinsurance company program and fully administered by Customer (hereinafter an "AORC"); and any future Subsidiary, Affiliate or AORC so long as Customer provides CYBERTEK written notice of addition of such Subsidiary, Affiliate or AORC and executes a CYBERTEK prepared Addendum to specifically add the new Subsidiary, Affiliate or AORC to this Agreement. Bankers Life and Casualty Company of New York Bankers Multiple Line Insurance Company Constitution Life Insurance Company Integrity National Life Insurance Company Modern American Life Insurance Company Philadelphia American Life Insurance Company Southwestern Life Insurance Company Union Bankers Insurance Company Western Pioneer Life Insurance Company Marquette National Life Insurance Company AGENT-OWNED REINSURANCE COMPANIES ("AORC") Programmed Life Insurance Company North American National Life First Financial Life Insurance Company 1.2 Authorized Lines of Business: All lines of Life and Health insurance business which are supported by the System except the following. No Excluded Lines 1.3 Authorized Location: A data center owned and operated by Customer or an Authorized Company at which Customer uses the Systems and to which CYBERTEK provides MESA, or a PMSC data center. Notwithstanding the foregoing, the data center location upon execution of this Agreement is the Processing Site specified in the Previously Executed License Agreement set forth in Exhibit A hereto. CYBERTEK and Customer agree that from and after the "Live Processing Date", as defined in the contemporaneously executed Processing Services Agreement, the data center location shall be: Policy Management Systems Corporation One PMSC Center Blythewood, South Carolina 29016 In the event the Authorized Location becomes inoperable, Customer may run the System at Customer's disaster back-up facility pursuant to the terms of this Agreement. Such disaster back-up facility must be owned and operated by Customer or an Authorized Company or Customer must first obtain CYBERTEK's prior written approval for use of such facility. Such approval process shall involve obtaining an acceptable Non-Disclosure Agreement from the owner/operator of the facility if they are not a competitor of CYBERTEK. Notwithstanding the above, CYBERTEK acknowledges that contemporaneously herewith PMSC is agreeing to provide certain data processing services which include disaster back-up as more fully set forth in that agreement. 1.4 Enhancements: Any addition to, change in or modification of the System which CYBERTEK may make from time to time and which it makes generally available to licensees of the System. 1.5 Initial License Charge ("ILC"): The amount of money to be paid to CYBERTEK by Customer for the original grant of the right to use the Newly Licensed Systems licensed hereunder as available on the effective date hereof. 1.6 Maintenance: The correction of a Nonconformity in a System at CYBERTEK's expense. 1.7 MESA: The collective reference to Maintenance, Enhancements and Services Availability. 1.8 MESA Term: The period commencing on the effective date of this Agreement and continuing for 120 full calendar months during which CYBERTEK shall be obligated to provide MESA for the Systems licensed pursuant to this Agreement. 1.9 Nonconformity: A failure of the computer programs of a System to operate in accordance with the System's manuals designated by CYBERTEK and provided to Customer as documentation to such programs. 1.10 Services Availability: Services other than Maintenance and Enhancements which are available from CYBERTEK during the MESA Term. 1.11 System: An assembly of CYBERTEK's and/or PMSC's computer programs and subcomponents designated herein, and all materials related thereto supplied to Customer under this Agreement, which may include but not be limited to, flow charts, logic diagrams, documentation, source code, object code, specifications and materials of any type whatsoever (tangible or intangible and machine or human readable) which incorporate or reflect the design, specifications, or workings of such programs and any changes, additions or modifications provided by CYBERTEK through Maintenance or Enhancements. As used in this Agreement, System shall include both Previously Licensed Systems and New Licensed Systems, unless expressly provided otherwise. 1.12 Current Base System: The most current version of a System as maintained by CYBERTEK and as described in this Agreement. Current Base System does not include any Customer modifications or program changes to the Current Base System made by CYBERTEK under the terms of a Services Agreement, or under the terms of any other agreement providing program modifications or program changes to Current Base System by CYBERTEK at Customer's request, or modifications or program changes to Current Base System by Customer, or any modification or program change not explicitly made part of the Current Base System under the terms of this Agreement. 1.13 Maintenance Release: A new edition of the System with Maintenance and/or Enhancement program and documentation changes and associated installation instructions. Maintenance Releases are periodically made available to Customer during the MESA Term for the purpose of updating the Current Base System to produce a new Current Base System. 1.14 Program Temporary Fix ("PTF"): The program and/or documentation changes and associated installation instructions, which are made available as Maintenance under MESA to correct a specific problem reported by Customer. 1.15 System Problem Report ("SPR"): The reporting of a Nonconformity by Customer to CYBERTEK. For purposes of this definition, "reported" means communicated in writing on the SPR form made available by CYBERTEK to Customer's designated account executive. 1.16 Subsidiary: An entity in which Customer owns more than fifty percent (50%) of the voting interest or in which more than fifty percent of the voting interest is owned by an entity in which Customer owns more than fifty percent (50%) of the voting interest. 1.17 Affiliate: An entity which owns more than fifty percent (50%) of the voting capital stock of Customer or an entity in which more than fifty percent (50%) of the voting interest is owned by the corporation which owns more than fifty percent (50%) of the voting capital stock of Customer. 1.18 Unsupported Authorized Location: A place of business of Customer or an Authorized Company where object code copies of a workstation System (microcomputer based) may be used by employees of Customer or Authorized Companies. 2. PREVIOUSLY LICENSED SYSTEMS: The Previously Licensed Systems were licensed to Customer under the license agreement listed in Exhibit A hereto. The parties agree that this Agreement terminates and replaces the prior license and that henceforth the Previously Licensed Systems (other than Relationship Manger which is being replaced by the Client System) are deemed licensed under this Agreement. 3. NEWLY LICENSED SYSTEMS: The Systems listed in Exhibit B (including the Previously Licensed Systems) hereto are the computer software products licensed pursuant to the terms of this Agreement. 4. LICENSE AND TITLE: 4.1 CYBERTEK hereby grants to Customer and Customer hereby accepts, subject to the provisions herein, a personal, nonexclusive, nontransferable, and nonassignable license to use the Systems listed in Exhibit B hereto ("Systems") subject to the terms of this Agreement, which license shall continue until terminated pursuant to the terms of this Agreement. 4.2 This Agreement does not grant Customer any legal or equitable title or other right in the Systems or any modifications of the Systems. Neither this Agreement nor any of the Systems or related materials may be assigned, sublicensed, or otherwise transferred by Customer, voluntarily or involuntarily, without prior written consent by CYBERTEK. 5. POSSESSION AND USE: 5.1 Customer acknowledges that the Systems contain unique, confidential and secret information and are trade secrets and confidential proprietary products of CYBERTEK or PMSC. CYBERTEK acknowledges that every component of the Systems may not be a trade secret, however, Customer acknowledges that such is not a requirement for the System as a whole to be treated as a trade secret and confidential proprietary product. Customer shall not allow any person or entity to transmit or reproduce the Systems in whole or in part in any manner except as permitted in this Agreement. Customer shall not disclose or otherwise make the Systems available to any person or entity other than employees of Customer and employees of an Authorized Company required to have such knowledge for normal use of the Systems. Customer agrees to obligate each such employee and each Authorized Company to take all steps reasonably calculated to protect the Systems from unauthorized use or disclosure. These obligations are independent covenants and shall continue after the Agreement is terminated. Information regarding the Systems which Customer shall protect under the above paragraph shall not include any information or documentation which Customer can demonstrate: (i) was in the public domain on or prior to the date of this Agreement, (ii) was in the possession of Customer on or prior to the date of this Agreement and was not acquired or obtained from PMSC or CYBERTEK, (iii) became part of the public domain, by publication or otherwise, not due to any unauthorized act or omission on the part of Customer, (iv) is supplied to Customer by a third party as a matter of right and not in violation of any confidentiality agreement between such third party and PMSC or CYBERTEK, or (v) was independently developed by Customer. 5.2 Customer has sole responsibility for Customer's use and operation of the Systems, including monitoring and verifying input and output data, back-up of input and output data, providing data for any files or tables of the Systems, and for maintaining the required Systems operating environment. 5.3 Customer may modify the Systems or merge the Systems with other computer programs however any modified or merged version of the Systems shall remain subject to the LICENSE AND TITLE, POSSESSION AND USE and TERMINATION provisions of this Agreement. When modifications are made, upon discontinuance or termination of rights granted under this Agreement, the Systems shall be completely removed from the updated work, and all of the Systems, copies thereof (in whole or in part), and related materials shall be returned to CYBERTEK or disposed of in accordance with written instructions from CYBERTEK and subject to the provisions of this Agreement as to the protection of CYBERTEK's trade secrets and confidential information. 5.4 Customer and Authorized Companies may not reverse engineer, reverse assemble or reverse compile any System or part thereof. 5.5 The Systems and all materials related thereto shall not be printed or copied in whole or in part without prior written permission of CYBERTEK, provided, however, that Customer may make additional copies of the Systems for testing and backup purposes restricted to Customer's own internal use at the Authorized Location. Customer is entitled to use mainframe or host versions of said Systems solely at the Authorized Location to process data for its own use and for the Authorized Companies. Object code copies of microcomputer/workstation versions of the Systems may be used by employees of Customer or an Authorized Company at Unsupported Authorized Locations and Customer agrees to keep a list of all such offices and to provide same to CYBERTEK upon request. Customer shall use reasonable care to maintain all Systems and related materials in a secure location. Customer agrees that the original and all copies of the Systems shall remain the sole property of CYBERTEK or PMSC. Customer expressly agrees to include CYBERTEK's or PMSC's copyright notice and proprietary notice on all copies, in whole or in part, in any form, including machine language, made by Customer in accordance with this Agreement. 6. DELIVERY AND INSTALLATION: 6.1 CYBERTEK shall deliver to Customer one copy of the most current edition of each of the Systems licensed hereunder available for distribution to licensees on or before the effective date of this Agreement, provide however that CYBERTEK shall not be obligated to deliver Previously Licensed Systems. Installation of the Systems shall be Customer's responsibility, however, contemporaneously herewith PMSC is agreeing to provide certain installation services under a separate agreement. Initial delivery of the Systems shall constitute fulfillment of CYBERTEK's obligation under this paragraph. Additional copies of documentation may be licensed at CYBERTEK's then current price. 7. MESA: 7.1 CYBERTEK shall provide MESA to Customer at the Authorized Location for one copy of each of the Systems during the MESA Term subject to the conditions set forth below. 7.2 Maintenance is performed at CYBERTEK's cost and is available only for the most current Maintenance Release of the Systems and the immediately preceding Maintenance Release of the Systems for those parts of the Systems which have not been affected by any modification or merger with computer programs other than Systems. 7.3 If, during the MESA Term, Customer encounters a suspected Nonconformity in the usage of a System, Customer shall notify CYBERTEK in writing, utilizing a System Problem Report (SPR) form furnished by CYBERTEK. CYBERTEK shall then diagnose said Nonconformity. Customer agrees to assist CYBERTEK in diagnosing the Nonconformity either by telephone, correspondence, or in person. If it is determined that a Nonconformity exists in the System and it is not a Customer-created error, CYBERTEK, without charge, shall make such changes as are required to correct the Nonconformity, using the Current Base System and CYBERTEK test data, and shall use its best reasonable efforts to furnish the Nonconformity fix to Customer in the next regular Maintenance Release. Upon Customer's request, CYBERTEK will use its best reasonable efforts to furnish said changes to Customer as a Program Temporary Fix (PTF) prior to the next Maintenance Release. If the problem is determined to be a Customer-created error, Customer shall pay CYBERTEK for the services rendered in analyzing the problem. Customer may request the services of CYBERTEK to correct such problem, and if CYBERTEK provides such services, Customer shall pay CYBERTEK's rates then in effect for such services. 7.4 If the Nonconformity prevents Customer's processing of an Authorized Line of Business, CYBERTEK shall provide immediate Maintenance services at Customer's Authorized Location. All other Maintenance will be performed at CYBERTEK's offices and the materials and instructions necessary to correct the Nonconformity shall be delivered to Customer. The cost associated with installing Maintenance delivered to Customer is Customer's responsibility. 7.5 Enhancements are developed by CYBERTEK at CYBERTEK's offices for only the most current Maintenance Release of a System which CYBERTEK makes generally available to licensees of the System and will be provided to Customer. The costs associated with nonstandard shipping of Enhancements and any installation are Customer's responsibility. 7.6 Services Availability from CYBERTEK during the MESA Term may include the services of account representatives, field representatives, system engineers, programmers, instructors and consultants; classroom instruction as well as training aids; additional copies of technical and user documentation and processing services. Unless there is a separate written agreement for these services providing different terms, any services beyond Maintenance and Enhancements provided by CYBERTEK at Customer's prior written request, shall be provided at CYBERTEK's current rates in effect for such services on an "AS IS" BASIS WITHOUT EXPRESS OR IMPLIED WARRANTY and Customer agrees to pay all reasonable, pre-approved travel, living and out-of-pocket expenses incurred by personnel providing such services. Except in an emergency or when otherwise not possible, PMSC shall obtain Customer's approval in writing and in advance for such expenses. The parties anticipate that this shall most often be done by telefaxes to and from Customer's account executive. 8. TERM OF AGREEMENT: 8.1 The term of this Agreement shall begin upon its effective date and shall continue for the full period of the MESA Term, unless terminated earlier in accordance with its terms. 8.2 During the last 6 months of the MESA Term, Customer may elect to terminate this Agreement on expiration of the MESA Term and enter into a new agreement to extend the MESA provisions applicable to the Systems designated in this Agreement for a fixed term beginning upon the first day of the first month following expiration of the MESA Term at CYBERTEK's then current and standard rates, and the terms and conditions in effect for its new licensees as of the date of expiration of the MESA Term, however, Customer shall not be obligated to pay any additional Initial License Charges for such extension. 8.3 Upon the expiration of the MESA Term without renewal, Customer may elect to retain a continuing Right-To-Use license for use of the then current versions of the Systems by giving written notice to CYBERTEK. A Right-To-Use license is a right to use the Systems on an "AS IS" basis, without warranty and without MESA, but subject to Customer's obligations to protect CYBERTEK's and PMSC's trade secrets and proprietary information as provided herein. In the event Customer elects to add an Authorized Company and the System generated reports show more than 1,000,000 policies processed on the Systems, then notwithstanding that under the terms of this Section Customer may not be paying any further MLC after the expiration of the MESA Term, Customer and PMSC must enter into a mutually acceptable Addendum to this Agreement to (i) specify the name and other data regarding such company, (ii) provide for an additional ILC payment equal to $.65 times each policy of such company if and to the extent that the total of all policies of Customer and all Authorized Companies, including the newest addition, exceeds 1,000,000 policies and (iii) provide for the resumption of MLC payments equal to $0.018 times each policy of such company if and to the extent that the total of all policies of Customer and all Authorized Companies, including the newest addition, exceeds 1,000,000 policies. 8.4 CYBERTEK or Customer may terminate this Agreement under any of the following conditions: 8.4.1 Either party may terminate this Agreement upon a material breach by the other party of any one or more of the terms and conditions of this Agreement, provided the party in breach is notified in writing by the other party of the breach and such breach is not cured or a satisfactory resolution agreed upon in writing within 30 days of such notice. 8.4.2 In the event a party makes a general assignment for the benefit of creditors or files a voluntary petition in bankruptcy or petitions for reorganization or arrangement under the bankruptcy laws, or if a petition in bankruptcy in filed against a party, or if a receiver or trustee is appointed for all or any part of the property and assets of a party, the other party may terminate this Agreement. 8.5 Customer agrees that upon termination of this Agreement, Customer shall not use a System licensed hereunder and shall return to CYBERTEK, within 30 days after such termination, the original and all copies of such System. Due to the nature of the System and the need for its protection as a trade secret and confidential proprietary information, time is of the essence in its return, and in the event of Customer's failure to do so within the time provided herein, Customer agrees that CYBERTEK shall be entitled to obtain injunctive relief to require such return and reasonable attorneys fees and costs incurred in obtaining such injunctive relief and liquidated damages of $5,000.00 per day until the System is returned. If the System has been modified or merged with other computer programs and it is impractical to separate and return the System, Customer shall destroy the System and all copies thereof in its modified or merged state and within 30 days of termination of the Agreement an officer of Customer shall certify to CYBERTEK in writing that the System and all copies thereof have been destroyed. Timely certification of destruction shall fulfill Customer's obligation to return the System. Failure to so certify destruction shall constitute failure to return the System. 9. WARRANTIES: 9.1 CYBERTEK warrants that CYBERTEK has the full power and authority to license the Systems to Customer without the consent of any other party and agrees to defend Customer against all claims (including reasonable attorney's fees and reasonable costs incurred in investigating such claim) arising from the actual or alleged infringement by the Systems of the rights of third parties, provided that Customer notifies CYBERTEK in writing as promptly as possible, but in any event within twenty (20) business days of the receipt by Customer of any such claim or notice of any such claim and permits CYBERTEK upon request, and at CYBERTEK's cost and expense, to assume and control the defense or settlement thereof. Customer agrees to cooperate with CYBERTEK in every reasonable manner in the defense of such claim. In defending or settling any such claim CYBERTEK may elect to (i) obtain the right of continued use of such System or part thereof, which is alleged to be infringing or (ii) replace or modify such System, or part thereof, so as to avoid such claim of infringement and Customer will cease use of the release of the System, or part thereof, which was replaced or modified. CYBERTEK will not be obligated to defend or settle any claim of infringement (i) asserted by a parent, subsidiary or affiliate of Customer, (ii) resulting from Customer's additions to, changes in, or modification of a System, or (iii) resulting from Customer's use of the System in combination with non-CYBERTEK or non-PMSC Systems. 9.2 Customer acknowledges that the programs of a System may contain Nonconformities reasonably consistent with software systems of similar complexity. CYBERTEK warrants that it will correct, at CYBERTEK's sole cost and expense, the computer programs of the most current edition of a System if they fail to operate in accordance with their manuals designated as documentation to such programs so long as Customer is entitled to Maintenance for the System and has provided CYBERTEK with notice of the Nonconformity. CYBERTEK will use reasonable efforts to correct a Nonconformity within a reasonable time period dependent upon the severity of the Nonconformity. 10. DISCLAIMER OF OTHER WARRANTIES AND LIMITATION OF REMEDY: 10.1 THE WARRANTIES SET FORTH IN 9.1 AND 9.2 ARE IN LIEU OF ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS AND FITNESS FOR A PARTICULAR PURPOSE. 10.2 CUSTOMER'S REMEDIES AND CYBERTEK'S LIABILITY UNDER THIS AGREEMENT ARE LIMITED TO THE REMEDIES AND LIABILITIES SET FORTH IN PARAGRAPHS 9.1, 9.2 AND 8.4.1 OF THIS AGREEMENT. 10.3 UNDER NO CIRCUMSTANCES SHALL CYBERTEK BE LIABLE TO CUSTOMER OR OTHERS FOR ANY LOST PROFITS, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER SIMILAR DAMAGES ARISING OUT OF THIS AGREEMENT REGARDLESS OF THE FORM OF THE ACTION, WHETHER IN CONTRACT OR TORT, LAW OR EQUITY. The above shall not apply to any liability CYBERTEK may have to Customer for bodily injury and damage to real property and tangible personal property. 11. PRICE AND PAYMENT: 11.1 Customer shall pay all amounts set forth in this Agreement in the manner specified. All amounts are stated and payable in United States dollars. Customer shall pay a late charge on any amount which remains unpaid 30 days after its due date. The late charge shall be computed daily at the lesser of (i) 1.5% per month, or (ii) the highest rate permitted by law. 11.2 Customer shall pay all taxes assessed or levied by any governmental entity that are now or may become applicable to this Agreement or measured by payments made under it or are required to be collected by CYBERTEK or paid by CYBERTEK to tax authorities. This includes, but is not limited to, sales, use, excise and personal property taxes, but does not include taxes based upon CYBERTEK's net income or foreign withholding taxes. 11.3 For Customer's authorization to use the Systems licensed pursuant to this Agreement, Customer agrees to pay CYBERTEK an Initial License Charge ("ILC") of $549,600 which shall be due and payable as follows: (i) 25% upon execution; and (ii) the remaining 75% in eleven (11) equal monthly installments commencing the first day of the first full calendar month after the effective date hereof. In addition to the foregoing, Customer agrees to pay CYBERTEK an additional ILC payment equal to $.65 for each in force policy in excess of 1,000,000 policies ("base policy count"). Such additional ILC payments shall be calculated in January of each year during the term of this Agreement based upon the number of individual life, annuity, and accident and health inforce policies as specified in Customer's and all Authorized Companies' Statutory Annual Statement(s) for the previous calendar year. Upon payment of an Additional ILC payment hereunder, the base policy count of the subsequent calendar year shall be increased to the number of in force policies for which ILC payments have been made hereunder and Additional ILC payments shall only be due for those policies in force in excess of the adjusted base policy count. 11.4 In addition to the ILC for the Systems licensed hereunder, Customer agrees to pay CYBERTEK a Monthly License Charge ("MLC") for use of the Systems licensed hereunder (including the Previously Licensed Systems). This MLC shall be due and payable on the first day of the first month after the effective date of this Agreement and shall continue on the first day of each subsequent month during the MESA Term. All license charges provided in the license agreement set forth in Exhibit A (which this Agreement terminates and replaces) shall be discontinued as of the first day of the first month after the effective date of this Agreement and the MLC set forth below is payable in lieu of such license charges. 11.5 The MLC payments due hereunder shall be the sum of the following amounts: (A) A "Base Charge" as set forth below: Payments Base Charge -------- ----------- Year 1 $28,038 Year 2 29,861 Year 3 31,803 Year 4 33,870 Year 5 36,072 Year 6 38,416 Year 7 39,568 Year 8 40,756 Year 9 41,978 Year 10 43,238 (B) A "Size Charge" computed by multiplying the number of Customer's and Authorized Companies' policies in force in excess of 1,000,000 times $.018. The Size Charge shall be recomputed effective as of January 1st of each calendar year based upon the number of in force policies on December 31 of the immediately preceding calendar year. 11.6 Customer shall remain liable for all charges required under this Agreement which are unpaid as of the date of its termination. 12. GENERAL: 12.1 All notices which are required to be given pursuant to this Agreement shall be in writing to the address set forth herein or to such other address as a party may designate in writing. Notices shall be deemed to have given at the time delivered. All notices to CYBERTEK shall be addressed to its General Counsel, CYBERTEK Corporation, c/o PMSC Legal Dept., One PMSC Center, Blythewood, South Carolina 29016 with a copy to the Chief Operating Officer of CYBERTEK Corporation, 7800 N. Stemmons Freeway, Suite 800, Dallas, Texas 75247. All notices to Customer shall be to its General Counsel at the address above. 12.2 The parties promise not to disclose the terms and conditions of this Agreement to any third party, except as required in the normal conduct of their business or as agreed to by the other party. 12.3 This Agreement and its Exhibits: (i) constitute the entire agreement between the parties and supersede and merge any and all prior discussions, representations, demonstrations, negotiations, correspondence, writings and other agreements and together state the entire understanding and agreement upon which CYBERTEK and Customer rely respecting the subject matter of this Agreement; (ii) may be amended or modified only in a writing agreed to and signed by the authorized representatives of the parties and (iii) shall be deemed to have been entered into and executed in the State of Texas and shall be construed, performed and enforced in all respects in accordance with the laws of that State. 12.4 Neither CYBERTEK nor Customer will (i) attempt to induce an employee of the other to terminate his or her employment or (ii) offer employment to a former employee of the other during the 12 month period immediately following the former employee's termination. For purposes of this paragraph, "employee" shall mean only the personnel of either party (including PMSC) who are substantially involved in the development, marketing, servicing, distribution or use of the System. 12.5 Neither party hereto shall be deemed to have waived any rights or remedies hereunder unless such waiver is in writing and signed by the authorized representative of the party. No delay or omission by either party hereto in exercising any right shall operate as a waiver of such right. A waiver of a right on any one occasion shall not be construed as a waiver of such right on any future occasion. All rights and remedies hereunder shall be cumulative and may be exercised singularly or concurrently. 12.6 The descriptive headings of the Agreement are intended for reference only and shall not affect the construction or interpretation of the Agreement. 12.7 Wherever the singular of any term is used herein it shall be deemed to include the plural wherever the plural thereof is applicable. 12.8 If any provision of the Agreement or the application thereof to any party or circumstances shall, to any extent, now or hereafter be or become invalid or unenforceable, the remainder of the Agreement shall not be affected thereby and every other provision of the Agreement shall be valid and enforceable to the fullest extent permitted by law. CYBERTEK and Customer certify by their undersigned authorized representatives that they have read this Agreement and agree to be bound by its terms and conditions. CYBERTEK Customer FACILITIES MANAGEMENT CYBERTEK CORPORATION INSTALLATION, INC. BY: /s/ STEPHEN G. MORRISON BY: /s/ DAVID B. LITTLE ------------------------- -------------------------- (AUTHORIZED SIGNATURE) (AUTHORIZED SIGNATURE) (in non-black ink, please) (in non-black ink, please) Stephen G. Morrison David B. Little ---------------------------- ------------------------------ (NAME) (NAME) Secretary V.P. Information Systems ---------------------------- ------------------------------ (TITLE) (TITLE) 9/21/94 September 20, 1994 ---------------------------- ------------------------------ (EXECUTION DATE) (EXECUTION DATE) Policy Management Systems Corporation ("Parent Corp.") acknowledges that Customer has entered into the above Enterprise License Agreement (the "Agreement") with CYBERTEK based upon the assurance of PMSC that CYBERTEK will fully perform all of its obligations under the above Agreement. PMSC therefore agrees to (i) unconditionally guaranty the obligations of CYBERTEK under the Agreement, including without limitation the performance of all obligations under the Agreement, and (ii) indemnify and hold Customer harmless against any and all losses and damages resulting solely from a failure of CYBERTEK to fully perform its obligations in accordance with the terms of the Agreement. PMSC shall have the benefit of any defenses and limitations that CYBERTEK may have under the Agreement. PMSC hereby waives any and all notice requirements and agrees that its guaranty, indemnity and hold harmless commitments shall continue to apply to the Agreement if and as any amendments are made thereto. The essence of this understanding is that PMSC shall be responsible under the Agreement to the same extent as CYBERTEK and that Customer may demand payment or performance by PMSC any time such payment or performance is not provided in a timely manner by CYBERTEK. PMSC shall be responsible for and shall reimburse Customer for all costs and expenses incurred by Customer in connection with the enforcement of the above guaranty, indemnification and hold harmless, including without limitation reasonable attorneys fees. POLICY MANAGEMENT SYSTEMS CORPORATION BY: /s/ STEPHEN G. MORRISON ---------------------------- (Authorized Signature) Stephen G. Morrison -------------------------------- (Name) Secretary -------------------------------- (Title) 9/21/94 -------------------------------- (Date) EXHIBIT A TO THE ENTERPRISE LICENSE AGREEMENT Previously Executed License Agreement: 1. Agreement No. 91-S822B (1992) EXHIBIT B TO THE ENTERPRISE LICENSE AGREEMENT 1. CLIENT SYSTEM: A system consisting of CIS (Mainframe) and CIWS (Workstation) which supports a common repository for information relating to clients such as insureds, claimants and vendors and which shall replace the Relationship Manager deliverable. The Client System includes run-time IAP and other common function subcomponents. 2. The Previously Licensed Systems: CK4/VS Field Link CK4 Workstation Advisor 3. The following Personal Computer APPLICATIONWARE (Trademark) is licensed under this Agreement: SalesPro (Registered Trademark) Application Entry CK4 Information Expeditor (Trademark) CK4 Underwriting Advisor (Trademark) One Application - Life and Health Underwriting CK4 Plan Advisor (Trademark) Electronic Policy Issue (Trademark)/Electronic Application Generator (Trademark) CK4 Image and Document Manager (Trademark) CYBERSCRIBE (Trademark) V Wide Area Mail (Trademark) The following Personal Computer software has been licensed by CYBERTEK and is distributed in object form on a royalty free basis: Vitamin C from Creative Programming Consultants, Inc., Dallas, TX Blaise Async Lib and String Lib from Blaise Computing, Inc., Berkeley, CA Code Base from Sequiter Software, Inc., Edmonton, Alberta, Canada The following Personal Computer software must be licensed by Customer to operate the APPLICATIONWARE licensed under this Agreement. Additionally, during the MESA Term it may be necessary for Customer to license future upgrades of these products and/or other third party products to fully utilize future editions of the Systems. AES (AION Execution System) or ADS (AION Development System) from Trinzic Corporation, Palo Alto, CA Object Vision Version 2.1 from Borland International, Inc., Scotts Valley, CA Novell Btrieve Requester Version 6.0, Novell Btrieve Server Version 5.16, and Novell SQL Version V3.0 from Novell, Inc., Provo, UT ZIPKEY from Eric Isaacson Software, Bloomington, IN Applicable operating system software as described in the Systems documentation. ADDENDUM NO. 1 TO THE ENTERPRISE LICENSE AGREEMENT This Addendum, effective as of the 20th day of September, 1994, is hereby made a part of and incorporated into the Enterprise License Agreement (hereinafter referred to as "Agreement") by and between CYBERTEK CORPORATION (hereinafter "CYBERTEK") and FACILITIES MANAGEMENT INSTALLATION, INC. (hereinafter "Customer"), dated contemporaneously herewith. In the event that any provision of this Addendum and any provision of the Agreement are inconsistent or conflicting, the inconsistent or conflicting provision of this Addendum shall be and constitute an amendment of the Agreement and shall control, but only to the extent that such provision is inconsistent or conflicting with the Agreement. CYBERTEK and Customer hereby agree to amend the Agreement as follows: 1. In addition to processing its own data and the data of its Authorized Companies, Customer is hereby licensed to use the Systems to process the data of Customer Clients as defined below; provided, however, that such processing shall be subject to the terms and conditions set forth below. Customer may also distribute object code copies of personal computer/workstation versions or components of Systems to agencies, brokerages and Customer Clients so long as (i) such entities have an active written contractual relationship with Customer and (ii) such entities have entered into a standard CYBERTEK End User Agreement. Customer acknowledges that CYBERTEK shall only provide MESA for Customer and that Customer shall be responsible for transmitting Maintenance or Enhancements to the above entities as Customer deems appropriate. 2. In addition to the Monthly License Charges provided in the Agreement, Customer will pay CYBERTEK usage fees based on the number of Customer Client policies for which Customer provides data processing services using one or more Systems. These fees are payable by Customer at the end of each month and are calculated by multiplying the total number of Customer Client inforce policies as of the end of the month by the applicable usage fee(s) in the applicable range set forth below: Number of Inforce Customer Client Policies 0 1,000,001 2,000,001 3,000,001 to to to and 1,000,000 2,000,000 3,000,000 Over --------------------------------------------------------------------- $0.125 $0.115 $0.105 $0.095 3. A Customer Client is defined to be (i) any former Authorized Company for which Customer continues to provide data processing services under a written contract for those services and (ii) any other insurance company (which is not already an Authorized Company) for which Customer provides both data processing and full insurance administration services under a written contract. 4. Customer will notify CYBERTEK each month of the number and names of all Customer Client companies processed by Customer and the number of inforce policies for each such company as of the end of each month. In support of these numbers, Customer will provide annually, and periodically upon reasonable request, the following reports produced by the Systems at each month-end for each company processed: (i) CK4/VS Inforce Time-Driven File Control Register, (ii) Block Control Balance Register, and (iii) the company totals for each month-to-date Exhibit of Life Insurance or equivalent information from non-PMSC administration systems. 5. Customer will provide CYBERTEK annual written certification by Customer's independent auditors for the number of Customer Client companies and inforce policies processed during the prior calendar year using the licensed Systems. Such certification shall be sent to CYBERTEK no later than April 1 of each year. 6. Upon 30 days written notice CYBERTEK shall have the right to have its own independent auditors review the books and records of Customer to determine whether Customer has complied with the terms of this Agreement. 7. Customer agrees that it will require all Customer Clients to execute CYBERTEK Non-Disclosure Agreements prior to Customer processing their business under this Agreement. 8. A company ceases to be an Customer Client upon cancellation of the data processing and full administration services provided by Customer. In that event, former Customer Clients have the option to license Systems directly from CYBERTEK at CYBERTEK's then current ILC and MLC rates, charges, terms and conditions. The parties certify by their undersigned authorized agents that they have read this Addendum and the Agreement and agree to be bound by their terms and conditions. CYBERTEK CUSTOMER CYBERTEK CORPORATION FACILITIES MANAGEMENT INSTALLATION, INC. BY: /s/ STEPHEN G. MORRISON BY: /s/ DAVID B. LITTLE ------------------------- ------------------------ (AUTHORIZED SIGNATURE) (AUTHORIZED SIGNATURE) (in non-black ink, please) (in non-black ink, please) Stephen G. Morrison David B. Little -------------------------- --------------------------- (NAME) (NAME) Secretary V.P. - Information Systems -------------------------- --------------------------- (TITLE) (TITLE) 9/21/94 September 20, 1994 -------------------------- --------------------------- (EXECUTION DATE) (EXECUTION DATE) EX-10.31 5 EXHIBIT 10.31 PROMISSORY NOTE $40,318,754.00 Dallas, Texas Effective December 1, 1994 (executed December 20, 1994) FOR VALUE RECEIVED, the undersigned, JAMES M. FAIL ("Maker"), hereby promises to pay to the order of SOUTHWESTERN LIFE INSURANCE COMPANY, a Texas insurance corporation ("Payee"), at the location specified in the Loan Agreement identified below, in lawful money of the United States of America, the principal sum of Forty Million Three Hundred Eighteen Thousand Seven Hundred Fifty-Four and No/100 Dollars ($40,318,754.00), plus interest thereon as hereinafter provided, on the dates hereinafter provided. This Note is executed and delivered by Maker pursuant to that certain First Amended and Restated Loan Agreement of even date herewith between Maker and Payee (as the same may be amended, supplemented or modified from time to time, the "Loan Agreement") and modifies, renews, consolidates and replaces, but does not extinguish the indebtedness evidenced by (i) that certain Promissory Note dated as of January 25, 1993 executed by Maker and payable to the order of Payee in the original principal amount of $12,359,952.00, and (ii) that certain Promissory Note dated as of January 25, 1993 executed by Maker and originally payable to the order of Consolidated Fidelity Life Insurance Company ("CFLIC") in the original principal amount of $32,210,202.00 (the "CFLIC Note") such CFLIC Note being payable, as endorsed, to Payee. The Loan Agreement and all of the terms thereof are incorporated herein by reference, the same as if stated verbatim herein. All capitalized terms not otherwise defined herein shall have the same meanings as set forth in the Loan Agreement. The Loan Agreement, among other things, contains provisions for acceleration of the maturity of this Note upon the happening of certain stated events, and also for prepayments of this Note, upon the terms and conditions specified in the Loan Agreement. The outstanding principal of this Note shall bear interest prior to maturity at a rate per annum equal to the lesser of (a) the Maximum Rate or (b) the Contract Rate; PROVIDED, HOWEVER, that interest shall have begun to accrue hereon as of December 1, 1994. All past due principal and to the extent per- mitted by applicable law, past due interest of this Note shall bear interest at the Default Rate. The outstanding principal balance of this Note, plus accrued and unpaid interest hereon, shall be due and payable in twenty-one (21) payments of principal and interest as follows: (a) One (1) installment in the amount of One Million One Hundred Ninety- Two Thousand Nine Hundred Ninety-Two and No/100 Dollars ($1,192,992.00) shall be due and payable on March 1, 1995, from which accrued and unpaid interest on the entire unpaid principal balance of this Note shall first be deducted, and the remainder applied to the payment of principal; and thereafter PROMISSORY NOTE - PAGE 1 (b) Eleven (11) quarterly installments in the amount of Two Million Three Hundred Sixty-One Thousand Eight Hundred Ninety-Six and No/100 Dollars ($2,361,896.00) each shall be due and payable, the first such installment to be due and payable on June 1, 1995, with like successive installments to be due and payable on the first day of each succeeding September, December, March and June thereafter until and including December 1, 1997, from each of which installments accrued and unpaid interest on the entire unpaid principal balance of this Note shall first be deducted, and the remainder applied to the payment of principal; and thereafter (c) Eight (8) quarterly installments in the amount of One Million Seven Hundred Six Thousand Nine Hundred Eight and No/100 Dollars ($1,706,908.00) each shall be due and payable, the first such payment to be due and payable on March 1, 1998, with like successive installments to be due and payable on the first day of each succeeding June, September, December and March thereafter until and including December 1, 1999, from each of which installments accrued and unpaid interest on the entire unpaid principal balance of this Note shall first be deducted, and the remainder applied to the payment of principal; and thereafter (d) A final installment in the amount of all outstanding principal, plus accrued and unpaid interest, shall be due and payable on December 31, 1999. Notwithstanding anything to the contrary contained herein, no provision of this Note shall require the payment or permit the collection of interest in excess of the Maximum Rate. If any excess of interest in such respect is herein provided for, or shall be adjudicated to be so provided, in this Note or otherwise in connection with this loan transaction, the provisions of this paragraph shall govern and prevail, and neither Maker nor the sureties, guarantors, successors, or assigns of Maker shall be obligated to pay the excess amount of such interest, or any other excess sum paid for the use, forbearance or detention of sums loaned pursuant hereto. If for any reason interest in excess of the Maximum Rate shall be deemed charged, required or permitted by any court of competent jurisdiction, any such excess shall be applied as a payment and reduction of the principal of indebtedness evidenced by this Note; and, if the principal amount hereof has been paid in full, any remaining excess shall forthwith be paid to Maker. In determining whether or not the interest paid or payable exceeds the Maximum Rate, Maker and Payee shall, to the extent permitted by applicable law, (i) characterize any non-principal payment as an expense, fee, or premium rather than as interest, (ii) exclude voluntary prepayments and the effects thereof, and (iii) amortize, prorate, allocate, and spread in equal or unequal parts the total amount of interest throughout the entire contemplated term of the indebtedness evidenced by this Note so that the interest for the entire term does not exceed the Maximum Rate. This Note shall be governed by and construed in accordance with the laws of the State of Texas applicable to contracts made and wholly performable in Texas and the applicable laws of the United States of America. This Note is performable in Dallas County, Texas. Maker and each surety, guarantor, endorser, and other party ever liable for payment of any sums of money payable on this Note jointly and severally waive notice (except as otherwise provided in the Loan Agreement), presentment, demand for payment, protest, notice of protest PROMISSORY NOTE - PAGE 2 and non-payment or dishonor, notice of acceleration, notice of intent to accelerate, notice of intent to demand, diligence in collecting, grace, and all other formalities of any kind, and consent to all extensions without notice for any period or periods of time and partial payments, before or after maturity, and any impairment of any collateral securing this Note, all without prejudice to the holder. The holder shall similarly have the right to deal in any way, at any time, with one or more of the foregoing parties without notice to any other party, and to grant any such party any extensions of time for payment of any of said indebtedness, or to release or substitute part or all of the collateral securing this Note, or to grant any other indulgences or forbearances whatsoever, without notice to any other party and without in any way affecting the personal liability of any party hereunder. Maker hereby authorizes the holder hereof to endorse on the Schedule attached to this Note or any continuation thereof, or to record in its internal records, all advances made to Maker hereunder and all payments made on account of the principal thereof, which endorsements and recordings shall be prima facie evidence (absent manifest error) as to the outstanding principal amount of this Note; provided, however, any failure by the holder hereof to make any such endorsement or recording shall not limit or otherwise affect the obligations of Maker under the Loan Agreement or this Note. /s/ James M. Fail ----------------------------- James M. Fail PROMISSORY NOTE - Page 3 Schedule DATE ADVANCE PRINCIPAL PAYMENT BALANCE ---- ------- ----------------- ------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- --------- ------------------- --------------------- ------------- EX-10.32 6 EXHIBIT 10.32 SOUTHWESTERN LIFE INSURANCE COMPANY FIRST AMENDED AND RESTATED LOAN AGREEMENT Dated as of December 1, 1994 $40,318,754.00 JAMES M. FAIL TABLE OF CONTENTS PAGE ARTICLE I - DEFINITIONS. . . . . . . . . . . . . . . . . . . . . . . . . . 2 Section 1.1. DEFINITIONS. . . . . . . . . . . . . . . . . . . . . . 2 Section 1.2. OTHER DEFINITIONAL PROVISIONS. . . . . . . . . . . . . 12 ARTICLE II - LOAN . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Section 2.1. LOAN . . . . . . . . . . . . . . . . . . . . . . . . . 13 Section 2.2. NOTE . . . . . . . . . . . . . . . . . . . . . . . . . 13 Section 2.3. REPAYMENT OF LOAN. . . . . . . . . . . . . . . . . . . 13 Section 2.4. INTEREST . . . . . . . . . . . . . . . . . . . . . . . 13 Section 2.5. EXPENSES . . . . . . . . . . . . . . . . . . . . . . . 13 Section 2.6. USE OF LOAN. . . . . . . . . . . . . . . . . . . . . . 13 ARTICLE III - PAYMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Section 3.1. METHOD OF PAYMENT. . . . . . . . . . . . . . . . . . . 13 Section 3.2. COMPUTATION OF INTEREST. . . . . . . . . . . . . . . . 14 Section 3.3. VOLUNTARY PREPAYMENT . . . . . . . . . . . . . . . . . 14 ARTICLE IV - SECURITY. . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Section 4.1. COLLATERAL . . . . . . . . . . . . . . . . . . . . . . 14 Section 4.2. SETOFF . . . . . . . . . . . . . . . . . . . . . . . . 15 ARTICLE V - CONDITIONS PRECEDENT . . . . . . . . . . . . . . . . . . . . . 15 ARTICLE VI - REPRESENTATIONS AND WARRANTIES. . . . . . . . . . . . . . . . 17 Section 6.1. CORPORATE EXISTENCE. . . . . . . . . . . . . . . . . . 17 Section 6.2. FINANCIAL STATEMENTS . . . . . . . . . . . . . . . . . 17 Section 6.3. NO BREACH. . . . . . . . . . . . . . . . . . . . . . . 17 Section 6.4. OPERATION OF BUSINESS. . . . . . . . . . . . . . . . . 18 Section 6.5. LITIGATION AND JUDGMENTS . . . . . . . . . . . . . . . 18 Section 6.6. RIGHTS IN PROPERTIES; LIENS. . . . . . . . . . . . . . 18 Section 6.7. ENFORCEABILITY . . . . . . . . . . . . . . . . . . . . 18 Section 6.8. APPROVALS. . . . . . . . . . . . . . . . . . . . . . . 18 Section 6.9. DEBT . . . . . . . . . . . . . . . . . . . . . . . . . 19 Section 6.10. TAXES. . . . . . . . . . . . . . . . . . . . . . . . . 19 Section 6.11. USE OF PROCEEDS; MARGIN SECURITIES . . . . . . . . . . 19 Section 6.12. ERISA. . . . . . . . . . . . . . . . . . . . . . . . . 19 Section 6.13. DISCLOSURE . . . . . . . . . . . . . . . . . . . . . . 19 Section 6.14. OTHER AGREEMENTS . . . . . . . . . . . . . . . . . . . 20 Section 6.15. COMPLIANCE WITH LAWS . . . . . . . . . . . . . . . . . 20 Section 6.16. INVESTMENT COMPANY ACT . . . . . . . . . . . . . . . . 20 Section 6.17. PUBLIC UTILITY HOLDING COMPANY ACT . . . . . . . . . . 20 i TABLE OF CONTENTS (CONTINUTED) Section 6.18. MATERIAL CONTRACTS . . . . . . . . . . . . . . . . . . 20 Section 6.19. ENVIRONMENTAL MATTERS. . . . . . . . . . . . . . . . . 21 Section 6.20. CAPITALIZATION . . . . . . . . . . . . . . . . . . . . 21 Section 6.21. INSIDER DEBT . . . . . . . . . . . . . . . . . . . . . 22 Section 6.22. NO SENSITIVE TRANSACTIONS. . . . . . . . . . . . . . . 22 ARTICLE VII - POSITIVE COVENANTS . . . . . . . . . . . . . . . . . . . . . 22 Section 7.1. REPORTING REQUIREMENTS . . . . . . . . . . . . . . . . 22 Section 7.2 PAYMENT OF NOTE AND MAINTENANCE OF OFFICE. . . . . . . 24 Section 7.3. CONDUCT OF BUSINESS. . . . . . . . . . . . . . . . . . 24 Section 7.4. MAINTENANCE OF PROPERTIES. . . . . . . . . . . . . . . 25 Section 7.5. TAXES AND CLAIMS . . . . . . . . . . . . . . . . . . . 25 Section 7.6. INSURANCE. . . . . . . . . . . . . . . . . . . . . . . 25 Section 7.7. INSPECTION RIGHTS. . . . . . . . . . . . . . . . . . . 25 Section 7.8. KEEPING BOOKS AND RECORDS. . . . . . . . . . . . . . . 25 Section 7.9. COMPLIANCE WITH LAWS . . . . . . . . . . . . . . . . . 25 Section 7.10. COMPLIANCE WITH AGREEMENTS . . . . . . . . . . . . . . 25 Section 7.11. FURTHER ASSURANCES . . . . . . . . . . . . . . . . . . 26 Section 7.12. ERISA. . . . . . . . . . . . . . . . . . . . . . . . . 26 Section 7.13. DIVIDEND REQUEST . . . . . . . . . . . . . . . . . . . 26 ARTICLE VIII - NEGATIVE COVENANTS. . . . . . . . . . . . . . . . . . . . . 26 Section 8.1. DEBT . . . . . . . . . . . . . . . . . . . . . . . . . 26 Section 8.2. LIMITATION ON LIENS. . . . . . . . . . . . . . . . . . 26 Section 8.3. MERGERS, RECAPITALIZATIONS, AND DISSOLUTIONS . . . . . 27 Section 8.4. TRANSACTIONS WITH AFFILIATES . . . . . . . . . . . . . 27 Section 8.5. DISPOSITION OF PROPERTY. . . . . . . . . . . . . . . . 27 Section 8.6. PREPAYMENT OF DEBT . . . . . . . . . . . . . . . . . . 27 Section 8.7. MATERIAL CONTRACTS . . . . . . . . . . . . . . . . . . 27 Section 8.8. LIMITATION ON ISSUANCE OF CAPITAL STOCK. . . . . . . . 27 Section 8.9. MODIFICATION OF CORPORATE DOCUMENTS. . . . . . . . . . 27 Section 8.10. ACCOUNTING CHANGES . . . . . . . . . . . . . . . . . . 27 Section 8.11. GOLDEN PARACHUTES. . . . . . . . . . . . . . . . . . . 28 Section 8.12. ACQUISITION OF PROPERTY. . . . . . . . . . . . . . . . 28 ARTICLE IX - DEFAULT . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Section 9.1. EVENTS OF DEFAULT. . . . . . . . . . . . . . . . . . . 28 Section 9.2. REMEDIES UPON DEFAULT. . . . . . . . . . . . . . . . . 31 ii TABLE OF CONTENTS (CONTINUTED) Section 9.3. PERFORMANCE BY LENDER. . . . . . . . . . . . . . . . . 32 ARTICLE X - MISCELLANEOUS. . . . . . . . . . . . . . . . . . . . . . . . . 32 Section 10.1. EXPENSES OF LENDER . . . . . . . . . . . . . . . . . . 32 Section 10.2. LIMITATION OF LIABILITY. . . . . . . . . . . . . . . . 32 Section 10.3. NO DUTY. . . . . . . . . . . . . . . . . . . . . . . . 32 Section 10.4. LENDER NOT FIDUCIARY . . . . . . . . . . . . . . . . . 33 Section 10.5. EQUITABLE RELIEF . . . . . . . . . . . . . . . . . . . 33 Section 10.6. NO WAIVER; CUMULATIVE REMEDIES . . . . . . . . . . . . 33 Section 10.7. SUCCESSORS AND ASSIGNS . . . . . . . . . . . . . . . . 33 Section 10.8. SURVIVAL . . . . . . . . . . . . . . . . . . . . . . . 33 Section 10.9. AMENDMENT. . . . . . . . . . . . . . . . . . . . . . . 33 Section 10.10. MAXIMUM INTEREST RATE. . . . . . . . . . . . . . . . . 33 Section 10.11. NOTICES. . . . . . . . . . . . . . . . . . . . . . . . 34 Section 10.12. APPLICABLE LAW; VENUE; SERVICE OF PROCESS. . . . . . . 34 Section 10.13. COUNTERPARTS . . . . . . . . . . . . . . . . . . . . . 35 Section 10.14. SEVERABILITY . . . . . . . . . . . . . . . . . . . . . 35 Section 10.15. HEADINGS . . . . . . . . . . . . . . . . . . . . . . . 35 Section 10.16. PARTICIPATIONS . . . . . . . . . . . . . . . . . . . . 35 Section 10.17. CONSTRUCTION . . . . . . . . . . . . . . . . . . . . . 35 Section 10.18. LENDER NOT IN CONTROL. . . . . . . . . . . . . . . . . 35 Section 10.19. ASSUMPTION OF LOAN . . . . . . . . . . . . . . . . . . 35 Section 10.20. INDEMNIFICATION. . . . . . . . . . . . . . . . . . . . 36 Section 10.21. PRIOR AGREEMENTS . . . . . . . . . . . . . . . . . . . 38 iii FIRST AMENDED AND RESTATED LOAN AGREEMENT THIS FIRST AMENDED AND RESTATED LOAN AGREEMENT (the "Agreement"), dated as of December 1, 1994, is between JAMES M. FAIL, an individual resident of the State of Alabama ("Borrower"), and SOUTHWESTERN LIFE INSURANCE COMPANY, a Texas life insurance corporation ("Lender"). R E C I T A L S: A. Borrower and Lender have previously entered into that certain Loan Agreement (the "SWL Loan Agreement") dated as of January 25, 1993 pursuant to which Lender has made a loan to Borrower in the aggregate principal amount of Twelve Million Three Hundred Fifty-Nine Thousand Nine Hundred Fifty-Seven and No/100 Dollars ($12,359,957.00) (the "SWL Loan"). B. The SWL Loan is evidenced by that certain Promissory Note dated as of January 25, 1993 executed by Borrower and payable to the order of Lender in the original principal amount of the SWL Loan (the "SWL Note"). C. Borrower and Consolidated Fidelity Life Insurance Company, a Kentucky life insurance corporation ("CFLIC"), have previously entered into that certain Loan Agreement (the "CFLIC Loan Agreement") dated as of January 25, 1993 pursuant to which CFLIC has made a loan to Borrower in the original principal amount of Thirty-Two Million Two Hundred Ten Thousand Two Hundred Two and No/100 Dollars ($32,210,202.00) (the "CFLIC Loan"). D. The CFLIC Loan is evidenced by that certain Promissory Note dated as of January 25, 1993 executed by Borrower and payable to the order of CFLIC in the original principal amount of the CFLIC Loan (the "CFLIC Note"). E. Pursuant to that certain Assignment and Transfer of Notes, Liens, and Other Rights dated as of June 30, 1994 between Lender and CFLIC, Lender has purchased all of CFLIC's right, title and interest in and to the CFLIC Note, the CFLIC Loan Agreement and each of the other documents and agreements relating to or evidencing the CFLIC Loan, and all security interests and liens securing the CFLIC Note. F. Borrower and Lender now desire to (i) consolidate the SWL Note with the CFLIC Note, (ii) consolidate the CFLIC Loan Agreement with and into the SWL Loan Agreement, and (iii) make certain amendments to the SWL Loan Agreement as herein set forth. G. The parties hereto now desire to amend the SWL Loan Agreement as hereinafter provided and have agreed, for purposes of clarity and ease of administration, to carry out the FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 1 agreed upon amendments by amending the pertinent provisions of the SWL Loan Agreement and then restating the SWL Loan Agreement in its entirety by means of this Agreement. NOW THEREFORE, in consideration of the premises and the mutual covenants herein contained, the parties hereto hereby consolidate the CFLIC Loan Agreement with and into the SWL Loan Agreement, amend and restate the SWL Loan Agreement (as consolidated) and agree as follows: ARTICLE I DEFINITIONS Section 1. 1. DEFINITIONS. As used in this Agreement, the following terms have the following meanings: "ACQUISITION" means any purchase, lease or acquisition of any Property of any Person. "AFFILIATE" means, as to any Person, any other Person that directly or indirectly, through one or more intermediaries, controls or is controlled by, or is under common control with, such Person. The term "control" means the possession, directly or indirectly, of the power to direct or cause direction of the management and policies of a Person, whether through the ownership of voting securities, by contract, or otherwise; PROVIDED, however, in no event shall Lender or any of its Affiliates be deemed an Affiliate of Borrower or any of Borrower's Affiliates for purposes of this Agreement and the other Loan Documents. "AGGREGATE DEBT SERVICE" means the sum of all scheduled payments due during any twelve month period on (i) the Loan, and (ii) the loan evidenced by the CFSB Loan Documents. "AGREEMENT DATE" means as of December 1, 1994. "ASSISTANCE AGREEMENT" means that certain Assistance Agreement dated the Organization Date, among CFSB, BSB, and the FSLIC, as the same has been or may be amended, supplemented, or modified from time to time. "BSB" means Bluebonnet Savings Bank FSB, a federal savings bank. "BSB AGREEMENT" means that certain agreement between BSB and Lender, in substantially the form of Exhibit "E" hereto, as the same may be amended, supplemented, or modified. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 2 "BSB CAPITAL MINIMUM" means the minimum Capital required at any time to be maintained by BSB pursuant to 12 C.F.R. Part 567(1992), as amended from time to time, or any successor regulation or statute, plus $25,000,000.00 "BSB SERIES A PREFERRED STOCK" means shares of non-voting Capital Stock issued by BSB, designated at $12.00 Noncumulative Perpetual Preferred Stock, Series A, which has a liquidation value of $100.00 per share, and a noncumulative cash dividend of $12.00 per share payable quarterly in arrears. "BUSINESS DAY" means any day on which commercial banks are not authorized or required to close in Dallas, Texas. "CAPITAL" means "core capital" as such term is defined in 12 C.F.R. Section 567.5(a) (1992) or any successor regulation thereto. "CAPITAL LEASE OBLIGATIONS" means, as to any Person, the obligations of such Person to pay rent or other amounts under a lease of (or other agreement conveying the right to use) real and/or personal Property, which obligations are required to be classified and accounted for as a capital lease on a balance sheet of such Person under GAAP. For purposes of this Agreement, the amount of such obligations shall be the capitalized amount thereof, determined in accordance with GAAP. "CAPITAL MAINTENANCE AGREEMENT" means that certain Capital Maintenance Agreement dated the Organization Date, among Borrower, BSB, CFSB, and the FSLIC, as the same may be amended from time to time. "CAPITAL STOCK" means any and all shares of corporate stock. "CFSB" means CFSB Corporation, a Delaware corporation. "CFSB LOAN AGREEMENT" means, that certain First Amended and Restated Loan Agreement of even date herewith between Lender and CFSB, as the same may be amended, supplemented or modified from time to time. "CFSB LOAN BALANCE" means all amounts owed by the obligors pursuant to the CFSB Loan Documents. "CFSB LOAN DOCUMENTS" means the CFSB Loan Agreement and all promissory notes, pledge agreements, security agreements, assignments, and other instruments, documents, and agreements executed and delivered pursuant to or in connection with the CFSB Loan Agreement, as such instruments, documents and agreements may be amended, modified, renewed, extended, or supplemented from time to time. "CHANGE OF CONTROL" means any one or more of the following: (a) (i) Borrower shall at any time cease to own directly or indirectly, through one or more wholly-owned FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 3 Controlled Companies or a trust of which Borrower is the settlor, and which has no trustee which is not a Permitted Trustee, 100% of the issued and outstanding Capital Stock of CFSB, (ii) following the death of Borrower, any Person other than a trust of which Borrower is the settlor and which has no trustee which is not a Permitted Trustee shall acquire any of the Capital Stock of CFSB, or (iii) following the death of Borrower and the acquisition of the Capital Stock of CFSB by a trust of which Borrower is the settlor and which has no trustee which is not a Permitted Trustee, such trust shall at any time cease to own directly or indirectly, through one or more wholly-owned Controlled Companies, 100% of the issued and outstanding Capital Stock of CFSB, (b) CFSB shall at any time cease to own directly or indirectly through one or more wholly-owned Subsidiaries, 100% of the issued and outstanding Capital Stock of BSB (exclusive of the FSLIC Warrant), or (c) any event which results in an "Ownership Change" of CFSB as defined in Section 382(g) of the Code; PROVIDED that no Change of Control shall result from the exercise by the FSLIC of its rights with respect to the FSLIC Warrant. "CODE" means the Internal Revenue Code of 1986, as amended, and the regulations promulgated and rulings issued thereunder. "COLLATERAL" has the meaning specified in Section 4.1. "COLLATERAL ACCOUNT" has the meaning specified in the Collateral Account Agreement. "COLLATERAL ACCOUNT AGREEMENT" means the Collateral Account Agreement among CFSB, Lender and the Collateral Account Bank in substantially the form of Exhibit "F" hereto, as the same may be amended, modified, or supplemented. "COLLATERAL ACCOUNT BANK" means Mid-America Bank and Trust Company of Louisville. "COLLECTION AND PAYMENT AGREEMENT" means that certain First Amended and Restated Collection and Payment Agreement of even date herewith, in substantially the form of Exhibit "D" hereto, among Borrower, CFSB, BSB and Lender, as the same may be amended, supplemented, or modified from time to time. "CONTRACT RATE" means the rate of twelve percent (12%) per annum. "CONTROLLED COMPANY" means any corporation of which more than fifty percent (50%) of the issued and outstanding securities having ordinary voting power for the election of a majority of directors is owned or controlled, directly or indirectly, by Borrower, by Borrower and one or more other Controlled Companies of Borrower, or by one or more other Controlled Companies of Borrower, provided that a corporation, the stock of which is a Covered Asset, shall not be deemed to be a Controlled Company. "COVERED ASSETS" has the meaning specified in the Assistance Agreement. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 4 "CRITICIZED ASSETS" means, at any particular time, all assets of BSB classified as "Loss", "Doubtful", or "Substandard", or in any equivalent category under any similar classification system of the OTS. "DEBT" means as to any Person at any time (without duplication): (i) all obligations of such Person for borrowed money, (ii) all obligations of such Person evidenced by bonds, notes, debentures, or other similar instruments, (iii) all purchase-money indebtedness of such Person, (iv) all Capital Lease Obligations of such Person, (v) all Debt of others Guaranteed by such Person, (vi) all obligations secured by a Lien existing on Property owned by such Person, whether or not the obligations secured thereby have been assumed by such Person or are non-recourse to the credit of such Person, (vii) all reimbursement obligations of such Person (whether contingent or otherwise) in respect of letters of credit, bankers' acceptances, surety or other bonds and similar instruments, (viii) every payment obligation of such Person under interest rate swap or similar agreements or foreign currency hedge, exchange, or similar agreements, (ix) all liabilities of such Person in respect of unfunded vested benefits under any Plan, and (x) all other liabilities of such Person required to be reflected on the balance sheet of such Person under GAAP; PROVIDED that Debt shall not include deposits at BSB as deposits are defined in 12 U.S.C. Section 1813(1) and applicable regulations of the FDIC and the OTS. "DEBT DOCUMENTS" has the meaning specified in the Collection and Payment Agreement. "DEFAULT RATE" means the lesser of (a) the Maximum Rate, or (b) the rate of eighteen percent (18%) per annum. "DETERMINATION DATE" has the meaning specified in Section 7.13. "DIRECTORS' PACKAGE" means all reports and information regarding CFSB and its Subsidiaries furnished to BSB's Board of Directors, excluding any information the disclosure of which would result in waiver of the attorney client privilege or the disclosure of which is prohibited by the Thrift Laws. "DISPOSITION" means any sale, lease, assignment, transfer or disposition of any Property of Borrower or a Controlled Company. "DOLLARS" and "$" mean lawful money of the United States of America. "ENVIRONMENTAL LAWS" means any and all federal, state, and local laws, regulations, and requirements pertaining to health, safety, or the environment, including, without limitation, the Comprehensive Environmental Response, Compensation, and Liability Act of 1980, 42 U.S.C. Section 9601 ET SEQ., the Resource Conservation and Recovery Act of 1976, 42 U.S.C. Section 6901 ET SEQ., the Occupational Safety and Health Act of 1970, 29 U.S.C. Section 651 ET SEQ., the Clean Air Act, 42 U.S.C. Section 7401 ET SEQ., the Clean Water Act of 1977, FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 5 33 U.S.C. Section 1251 ET SEQ., and the Toxic Substances Control Act, 15 U.S.C. Section 2601 ET SEQ., as such laws, regulations, and requirements may be amended or supplemented from time to time. "ERISA" means the Employee Retirement Income Security Act of 1974, as amended from time to time, and the regulations and published interpretations thereunder. "ERISA AFFILIATE" means any corporation or trade or business which is a member of the same controlled group of corporations (within the meaning of Section 414(b) of the Code) as CFSB or is under common control (within the meaning of Section 414(c) of the Code) with CFSB. "EVENT OF DEFAULT" has the meaning specified in Section 9.1. "FAIL LOAN BALANCE" means the sum of all amounts owed by the obligors pursuant to the Loan Documents. "FDIC" means the Federal Deposit Insurance Corporation (or any successor). "FIRREA" means the Financial Institutions Reform, Recovery, and Enforcement Act of 1989, as amended from time to time. "FORBEARANCE LETTER" means that certain letter dated the Organization Date from the Federal Home Loan Bank Board to Borrower granting certain forbearances with respect to CFSB and BSB. "FSLIC" means the Federal Savings and Loan Insurance Corporation (or any successor). "FSLIC WARRANT" means the asserted right of the FSLIC to acquire an interest in BSB as agreed at the time it was acquired by CFSB, as evidenced by that certain Warrant No. W-1, dated December 22, 1988, issued by BSB to the FSLIC. CFSB is contesting FSLIC's assertion of rights and nothing in this Agreement or any documents or instruments delivered pursuant hereto shall constitute an admission that FSLIC has any rights under the FSLIC Warrant or the FSLIC Warrant Agreement. "FSLIC WARRANT AGREEMENT" means that certain Warrant Agreement dated the Organization Date, between BSB and the FSLIC. "GAAP" means generally accepted accounting principles, applied on a consistent basis, as set forth in Opinions of the Accounting Principles Board of the American Institute of Certified Public Accountants and/or in statements of the Financial Accounting Standards Board and/or their respective successors and which are applicable in the circumstances as of the date in question. Accounting principles are applied on a "consistent basis" when the accounting principles applied in a current period are FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 6 comparable in all material respects to those accounting principles applied in a preceding period. "GOVERNMENTAL AUTHORITY" means any nation or government, any state or other political subdivision thereof, and any entity or agency exercising executive, legislative, judicial, regulatory, supervisory, or other administrative functions of or pertaining to government. "GUARANTEE" by any Person means any obligation, contingent or otherwise, of such Person directly or indirectly guaranteeing any Debt or other obligation of any other Person and, without limiting the generality of the foregoing, any obligation, direct or indirect, contingent or otherwise, of such Person (i) to purchase or pay (or advance or supply funds for the purchase or payment of) such Debt or other obligation (whether arising by virtue of partnership arrangements, by agreement to keep-well, to purchase assets, goods, securities or services, to take-or- pay, or to maintain financial statement conditions or otherwise), or (ii) entered into for the purpose of assuring in any other manner the obligee of such Debt or other obligation of the payment thereof or to protect the obligee against loss in respect thereof (in whole or in part), provided that the term Guarantee shall not include endorsements for collection or deposit in the ordinary course of business. The term "Guarantee" used as a verb has a corresponding meaning. "IMMEDIATE FAMILY" means, with respect to any Person (whether by full or half-blood or by adoption): (i) the spouse, father, mother, children, brothers, and sisters of such Person; (ii) the father, mother, brothers and sisters of such Person's spouse; and (iii) the spouses and children of the children, brothers and sisters of such Person and such Person's spouse. "INSURED DEPOSITORY INSTITUTION" has the meaning specified in Section 3(c)(2) of the Federal Deposit Insurance Act, as amended. "LIEN" means any lien, mortgage, security interest, tax lien, financing statement, pledge, charge, hypothecation, assignment, or other encumbrance of any kind or nature whatsoever (including, without limitation, any conditional sale or title retention agreement), whether arising by contract, operation of law, or otherwise. "LOAN" means, collectively, the SWL Loan and the CFLIC Loan which, as of the date hereof, have an aggregate outstanding principal balance of Forty Million Three Hundred Eighteen Thousand Seven Hundred Fifty Four and no/100 Dollars ($40,318,754.00). FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 7 "LOAN BALANCE" means the sum of the CFSB Loan Balance and the Fail Loan Balance. "LOAN DOCUMENTS" means, as of any time, this Agreement and all promissory notes, pledge agreements, assignments, security agreements, guaranties, the BSB Agreement, and other instruments, documents, and agreements in effect at such time which have been executed and delivered pursuant to or in connection with this Agreement, as such instruments, documents, and agreements may be amended, modified, renewed, extended, or supplemented from time to time. "MATERIAL ACQUISITION" means an Acquisition by Borrower or any Controlled Company the consideration for which (i) equals or exceeds ten percent (10%) of Net Worth of CFSB, or (ii) when aggregated with all Acquisitions completed by Borrower and the Controlled Companies in the preceding twenty-four (24) months, would equal or exceed thirty percent (30%) of Net Worth of CFSB. Normal Investment Activity of BSB shall not be a Material Acquisition. "MATERIAL ADVERSE EFFECT" means any material and adverse effect on (i) the business, condition (financial or otherwise), operations, prospects, results of operations, capitalization, liquidity, or Properties of Borrower and the Controlled Companies taken as a whole, (ii) the value of the Collateral, (iii) the ability of Borrower to pay and perform the Obligations, or (iv) the validity, enforceability, or binding effect of any of the Loan Documents; PROVIDED, that no Material Adverse Effect shall be deemed to exist as a result of (a) restrictions imposed by the OTS, or by the Thrift Laws, or by the Capital Maintenance Agreement upon the declaration or payment of dividends by BSB, (b) any action taken by the FDIC or RTC on the basis of the Assistance Agreement other than as a result of a default thereunder by CFSB or BSB, or (c) the effects of any of the foregoing. "MATERIAL CONTRACTS" means, as to Borrower or any Material Subsidiary (and, for purposes of Section 10.19 hereof, the New Holding Company), any supply, purchase, service, employment, tax, indemnity, management, governmental assistance, employee benefit, or other agreement which by its terms provides for fixed payments by or to Borrower or any of the Material Subsidiaries (or, where applicable, the New Holding Company) during any fiscal year of CFSB (or, where applicable, the New Holding Company) in an amount in excess of $1,000,000, as the same shall be amended, modified, or supplemented from time to time. Contracts related solely to Normal Investment Activity of BSB shall not be Material Contracts. Without limiting the generality of the preceding sentence, the agreements and instruments identified on Schedule 5 hereto shall constitute Material Contracts of Borrower. "MATERIAL DISPOSITION" means a Disposition by Borrower or any Controlled Company (other than dispositions of covered Assets) with respect to which the net value of the Property subject to the Disposition (i) equals or exceeds ten percent (10%) of Net Worth of CFSB, or (ii) when aggregated with the value of all Property subject to all FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 8 Dispositions by Borrower or the Controlled Companies completed in the preceding twenty-four (24) months would equal or exceed thirty percent (30%) of Net Worth of CFSB. The disposition of Property of BSB acquired by BSB as part of Normal Investment Activity shall not be a Material Disposition. Material Disposition shall not include a dividend declared in respect of the Capital Stock of CFSB or its Subsidiaries, or any Disposition by CFSB or its Subsidiaries to Lender in connection with the Loan Documents or the CFSB Loan Documents. "MATERIAL SUBSIDIARY" means each of BSB and CFSB and, as at the date of determination (i) any direct or indirect Subsidiary of CFSB that has revenues or operating income in excess of five percent (5%) of the consolidated revenues or operating income of CFSB and its consolidated Subsidiaries in the most recent fiscal quarter of CFSB, or (ii) any other direct or indirect Subsidiary of CFSB that has assets in excess of five percent (5%) of the consolidated assets of CFSB and its consolidated Subsidiaries as of the end of the most recent fiscal quarter of CFSB. "MATURITY DATE" means December 31, 1999. "MAXIMUM RATE" means the maximum rate of nonusurious interest permitted from day to day by applicable law, including as to Article 5069 - 1.04, Vernon's Texas Civil Statutes (and as the same may be incorporated by reference in other Texas statutes), but otherwise without limitation, that rate based upon the "indicated rate ceiling" and calculated after taking into account any and all relevant fees, payments, and other charges in respect of the Loan Documents which are deemed to be interest under applicable law.. "MULTIEMPLOYER PLAN" means a multiemployer plan defined as such in Section 3(37) of ERISA to which contributions have been made by any Controlled Company or any ERISA Affiliate and which is covered by Title IV of ERISA. "NET WORTH" means the shareholder's equity of a Person determined in accordance with GAAP. "NORMAL INVESTMENT ACTIVITY" means any investments which can be made by BSB pursuant to the authority of Subsection (1), Subsection (2), subparts (A), (B), (D), and Subsection (3) of Section 5(c) of the Home Owners' Loan Act, as amended, 12 U.S.C. Section 1464(c), without approval of the OTS or FDIC. "NOTE" means the promissory note of Borrower payable to the order of Lender in substantially the form of Exhibit "A" hereto, and all extensions, renewals, and modifications thereof. "OBLIGATED PARTY" means any Person that assumes or is or becomes party to any agreement that Guarantees, assures, or secures payment and performance of the Obligations or any part thereof. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 9 "OBLIGATIONS" means all present and future obligations, indebtedness, and liabilities of Borrower to Lender pursuant to this Agreement, the Note, and the other Loan Documents, whether direct, indirect, related, unrelated, fixed, contingent, liquidated, unliquidated, joint, several, or joint and several. "ORGANIZATION DATE" means December 22, 1988. "OTS" means the Office of Thrift Supervision of the United States Department of the Treasury (or any successor), the director of the same and any of such director's authorized agents, as the context requires. "PAYMENT DATE" means (i) each March 1, June 1, September 1, and December 1 on or prior to the Maturity Date, commencing September 1, 1994, and (ii) the Maturity Date. "PERMITTED LIENS" means the following types of Liens: (a) Liens disclosed on Schedule 1 hereto; (b) Liens in favor of the Lender pursuant to the Debt Documents; (c) Encumbrances consisting of minor easements, zoning restrictions, and other restrictions on the use of real Property that do not (individually or in the aggregate) materially affect the value of the Property encumbered thereby or materially impair the ability of Borrower or the Controlled Companies of Borrower to use such Property in their respective businesses, and none of which is violated in any material respect by existing or proposed structures or land use; (d) Liens for taxes, assessments, or other governmental charges which are not delinquent or which are being contested in good faith and for which adequate reserves have been established as and to the extent required by GAAP; (e) Liens of mechanics, materialmen, warehousemen, carriers or other similar statutory Liens incurred in the ordinary course of business securing obligations that (x) are not yet due or (y) are being contested in good faith and for which adequate reserves have been established as and to the extent required by GAAP; (f) Liens resulting from good faith deposits to secure payments of workmen's compensation or other social security programs or to secure the performance of tenders, statutory obligations, surety and appeal bonds, bids, or contracts (other than for payment of Debt) in the ordinary course of business; (g) With respect to Capital Stock of BSB and CFSB, Permitted Stock Exceptions; FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 10 (h) Pledges of BSB assets by BSB in connection with Normal Investment Activity; and (i) Liens on real estate acquired by BSB by foreclosure or deed- in-lieu of foreclosure. "PERMITTED STOCK EXCEPTIONS" means the following: (i) the Capital Maintenance Agreement and the Proxy; (ii) the "change of control" requirements contained in the Thrift Laws; (iii) the Security Agreement; and (iv) the Pledge Agreement. "PERMITTED TRUSTEES" means Borrower, Emily Stone Fail, David R. Baker, and William Naylor Stone, or other trustees approved by Lender, such consent not to be unreasonably withheld. "PERSON" means any individual, corporation, business trust, association, company, partnership, joint venture, Governmental Authority, or other entity. "PLAN" means any employee benefit or other plan established or maintained by any Controlled Company or any ERISA Affiliate and which is covered by Title IV of ERISA. "PLEDGE AGREEMENT" means the First Amended and Restated Pledge Agreement executed by Borrower in favor of Lender in substantially the form of Exhibit "B" hereto, as the same may be amended, supplemented or otherwise modified from time to time. "POTENTIAL DEFAULT" means any condition or event which, after notice or lapse of time or both, would constitute an Event of Default. "PROHIBITED TRANSACTION" means any transaction set forth in Section 406 of ERISA or Section 4975 of the Code. "PROPERTY" means property of all kinds, real, personal or mixed, tangible or intangible (including, without limitation, all rights relating thereto). "PROXY" means that certain Irrevocable Proxy dated the Organization Date, granted by CFSB to the Executive Director of the FSLIC pursuant to the Capital Maintenance Agreement. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 11 "REGULATORY AUTHORITY" means the OTS, the FDIC, the Office of the Comptroller of the Currency, the Federal Reserve Bank, the Department of the Treasury or any other agency or authority charged with the regulation of financial institutions. "REPORTABLE EVENT" means any of the events set forth in Section 4043 of ERISA. "RICO" means the Racketeer Influenced and Corrupt Organization Act of 1970, as amended from time to time. "RTC" means the Resolution Trust Corporation (or any successor). "SECURITY AGREEMENT" means that certain First Amended and Restated Security Agreement executed by CFSB in favor of Lender in substantially the form of Exhibit "C" hereto, as the same may be amended, supplemented, or modified from time to time. "SUBSIDIARY" means, with respect to any Person, any corporation of which more than fifty percent (50%) of the issued and outstanding securities having ordinary voting power for the election of a majority of directors is owned or controlled, directly or indirectly, by such Person, by such Person and one or more other Subsidiaries of such Person, or by one or more other Subsidiaries of such Person. "THRIFT LAWS" means Title 12 of U.S.C. and the Code of Federal Regulations to the extent applicable and all other present and future regulations and official actions of the OTS, FDIC, Office of the Comptroller of the Currency, Federal Reserve Bank, and Department of the Treasury or any agency thereof that are applicable to CFSB, BSB, and their Affiliates. "UCC" means the Uniform Commercial Code as adopted by the State of Texas. Section 1.2. OTHER DEFINITIONAL PROVISIONS. All definitions contained in this Agreement are equally applicable to the singular and plural forms of the terms defined. The words "hereof", "herein", and "hereunder" and words of similar import referring to this Agreement refer to this Agreement as a whole and not to any particular provision of this Agreement. Unless otherwise specified, all Article and Section references pertain to this Agreement. All accounting terms not specifically defined herein shall be construed in accordance with GAAP. Terms used herein that are defined in the UCC, unless otherwise defined herein, shall have the meanings specified in the UCC. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 12 ARTICLE 11 LOAN Section 2.1. LOAN. The Loan has previously been fully advanced to Borrower. Borrower may not reborrow under the Loan. Lender has no obligation to make any further advances under the Loan. Section 2.2. NOTE. The obligation of Borrower to repay the Loan and interest thereon shall be evidenced by the Note executed by Borrower, payable to the order of Lender, in the principal amount of $40,318,754.00 and dated the Agreement Date. Upon execution and delivery of the Note, Lender shall deliver the original SWL Note and the original CFLIC Note to Borrower, each marked "cancelled." Section 2.3. REPAYMENT OF LOAN. The balance of the Loan shall be due and payable on the dates and in the amounts set forth in the Note. Lender shall have no obligation to and it is not the expectation or intention of Borrower that Lender will renew, extend, or restructure the Loan or interest thereon at the Maturity Date. Section 2.4. INTEREST. The outstanding principal of the Loan shall bear interest prior to maturity at a rate per annum equal to the lesser of (a) the Maximum Rate, or (b) the Contract Rate. All past due principal of the Loan and, to the extent permitted by law, accrued but unpaid interest, shall bear interest at the Default Rate. Section 2.5. EXPENSES. Contemporaneously with the execution of this Agreement, Borrower shall pay to Lender all reasonable closing costs and expenses of Lender in connection with the negotiation and preparation of this Agreement. Section 2.6. USE OF LOAN. The proceeds of the Loan have been and shall continue to be used by Borrower only for the following: (i) to repay indebtedness of Borrower to Lender; and (ii) such other uses as are approved by Lender. ARTICLE III PAYMENTS Section 3.1. METHOD OF PAYMENT. Subject to the terms of the Collection and Payment Agreement, all payments of principal, interest, and other amounts to be made by Borrower under this Agreement, the Note, and the other Loan Documents shall be made to Lender at the address of Lender set forth on the signature pages hereof, or in any bank account or in any other manner designated in writing by Lender, without setoff, FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 13 deduction, or counterclaim, in Dollars and in immediately available funds, not later than 2:00 p.m. Dallas, Texas time on the date on which such payment shall become due (each such payment made after such time on such due date to be deemed to have been made on the next succeeding Business Day). Subject to the terms of the Collection and Payment Agreement and the other Loan Documents, Borrower shall, at the time of making each such payment, specify to Lender the sums payable by Borrower under this Agreement, the Note, or any other Loan Document to which such payment is to be applied (and in the event that Borrower fails to so specify, Lender may apply such payment to the Obligations in such order and manner as it may elect in its sole discretion). Whenever any payment under this Agreement, the Note, or any other Loan Document shall be stated to be due on a day that is not a Business Day, such payment may be made on the next succeeding Business Day, and such extension of time shall in such case be included in the computation of the payment of interest. Section 3.2. COMPUTATION OF INTEREST. Interest on the outstanding principal of the Loan shall be calculated on the basis of a year of 365 or 366 days, as the case may be. Section 3.3. VOLUNTARY PREPAYMENT. Subject to the terms of the Collection and Payment Agreement, and provided that CFSB makes a prorata prepayment on the loan evidenced by the CFSB Loan Documents, Borrower may prepay the Loan in whole at any time or in part from time to time, without premium or penalty, but with accrued interest to the date of prepayment on the amount so prepaid. All prepayments shall be applied to payments due on the Loan in inverse order of maturity. In the event Borrower shall from time to time prepay more than $500,000 of the principal of the Loan, upon the request of Borrower, provided there is no outstanding Event of Default or Potential Default, Lender agrees to adjust the quarterly payments on the Loan to amortize the unpaid principal balance of the Loan over the remaining term of the Loan at the Contract Rate pursuant to amendments to the Loan Documents in form and substance satisfactory to Lender. ARTICLE IV SECURITY Section 4.1. COLLATERAL. Borrower shall execute and deliver or cause to be executed and delivered the documents described below covering the Property described in such documents (which, together with any other Property which may now or hereafter secure the Obligations or any part thereof, is sometimes herein called the "COLLATERAL"): (a) the Security Agreement; (b) the Pledge Agreement; and FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 14 (c) such further documents and instruments including, without limitation, UCC financing statements, as Lender in its sole discretion, deems necessary or desirable to evidence and perfect its Liens in the Collateral. Section 4.2. SETOFF. If any Event of Default shall have occurred and be continuing and the Obligations shall be due and payable in full (whether at stated maturity, by acceleration or otherwise), Lender shall have the right to set off and apply against the Obligations in such manner as Lender may determine, at any time and without notice to Borrower, any and all sums at any time credited by or owing from Lender to Borrower whether or not the Obligations are then due. As further security for the Obligations, Borrower hereby grants to Lender a security interest in all money, instruments, and other Property of Borrower now or hereafter in the possession or control of Lender. The rights and remedies of Lender hereunder are in addition to other rights and remedies (including, without limitation, other rights of setoff) which Lender may have. ARTICLE V CONDITIONS PRECEDENT The effectiveness of this Agreement is subject to the condition precedent that Lender shall have received on or before the date hereof all of the following, in form and substance satisfactory to Lender, and, in the case of any actions required to be taken, evidence satisfactory in form and substance to Lender that the following actions have been taken: (a) CERTIFICATE of BSB. A certificate of the Secretary or an Assistant Secretary of BSB certifying that neither the federal charter nor the bylaws of BSB have been amended, modified or revoked since January 25, 1993; (b) NOTE. The Note executed by Borrower; (c) PLEDGE AGREEMENT. The Pledge Agreement executed by Borrower; (d) COLLECTION AND PAYMENT AGREEMENT. The Collection and Payment Agreement executed by Borrower, CFSB and BSB; (e) SECURITY AGREEMENT. The Security Agreement executed by CFSB; (f) BSB AGREEMENT. The BSB Agreement executed by BSB; (g) CFSB LOAN DOCUMENTS. The CFSB Loan Documents and evidence that (i) the execution, delivery, and performance of the CFSB Loan Documents have been duly authorized and approved by CFSB, the CFSB Loan Documents shall have been duly executed and delivered by CFSB, and the CFSB Loan Documents shall be in full force and effect; (ii) there shall have been no amendment or other modification of the CFSB Loan Documents without the prior written consent of Lender; and (iii) all conditions FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 15 precedent to the obligations of Lender and CFSB under the CFSB Loan Agreements shall have been fulfilled; (h) COLLATERAL ACCOUNT AGREEMENT. The Collateral Account Agreement executed by CFSB and the Collateral Account Bank; (i) FINANCING STATEMENTS. Uniform Commercial Code financing statements executed by Borrower and CFSB covering the Collateral; (j) STOCK CERTIFICATES. Lender shall have in its possession the stock certificates evidencing all of the issued and outstanding Capital Stock of CFSB, together with stock powers duly executed in blank by Borrower; (k) CERTIFICATE OF NO ORAL AGREEMENTS. A certificate executed by Borrower, CFSB, and BSB stating that there are no oral agreements among Borrower, CFSB, BSB, and Lender with respect to the Debt Documents or the transactions contemplated thereby; (l) OPINION OF COUNSEL. A favorable opinion of Arnold & Porter, legal counsel to Borrower and CFSB, PROVIDED, however, Lender will accept the opinion of Kevin J. Funnell, Esq., as to certain matters governed by the laws of and/or performable in Texas, both such opinions to be in form as set forth in Exhibit "G" hereto, and such other matters as Lender may reasonably request; (m) BORROWER INSTRUCTION LETTER. A letter in form acceptable to Lender executed by Borrower directing CFSB to pay all dividends and make all distributions in respect of the Capital Stock of CFSB owned by Borrower directly to Lender; (n) CFSB INSTRUCTION LETTER. A letter in form acceptable to Lender directing BSB to pay directly into the Collateral Account all cash dividends and cash distributions on the Capital Stock of BSB owned by CFSB; (o) ADDITIONAL DOCUMENTATION. Lender shall have received such additional approvals or documents as Lender or its legal counsel. Winstead Sechrest & Minick P.C., may reasonably request. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 16 ARTICLE VI REPRESENTATIONS AND WARRANTIES To induce Lender to enter into this Agreement, Borrower represents and warrants to Lender as set forth below, PROVIDED, however, for the purposes of this Article VI, BSB shall not be considered a Controlled Company, a Material Subsidiary, or a Subsidiary. Section 6.1. CORPORATE EXISTENCE. (a) Each of the Material Subsidiaries is a corporation (or, in the case of BSB, a federal savings bank) duly incorporated or organized, validly existing, and in good standing under the laws of the jurisdiction of its incorporation; (b) each of the Material Subsidiaries has all requisite corporate power and authority to own its Property and carry on its business as now being or as proposed to be conducted; and (c) each of the Material Subsidiaries is qualified to do business in all jurisdictions in which the nature of its business makes such qualification necessary and where failure to so qualify would have a Material Adverse Effect. Borrower has the power and authority to execute, deliver, and perform his obligations under this Agreement and the other Loan Documents to which he is or may become a party. Section 6.2. FINANCIAL STATEMENTS. Borrower has delivered to Lender unaudited financial statements of CFSB dated October 31, 1994, audited consolidated financial statements of CFSB and its Subsidiaries as at and for the fiscal year ended September 30, 1993, and unaudited consolidated financial statements of BSB and its Subsidiaries for the one (1)-month period ended November 30, 1994. The financial statements of Borrower accurately reflect the financial condition of Borrower, and there has been no material change in the financial condition of Borrower since the date of such financial statements. In respect of the financial statements of CFSB dated as of September 30, 1993 and for the fiscal year then ended, matters reflected in the financial statements as of October 31, 1994 and for the twelve (12) months then ended, such financial statements fairly present on a consolidated basis the financial condition of CFSB and its Subsidiaries and BSB and its Subsidiaries, as applicable, as of the respective dates indicated therein and the results of their operations for the respective periods indicated therein in accordance with GAAP (except as may be noted in the notes thereto and, in respect of the unaudited financial statements, subject to normal year-end adjustments and the absence of footnotes). Neither Borrower nor any of the Controlled Companies has any contingent liabilities, liabilities for taxes, forward or long-term commitments, or anticipated losses from any unfavorable commitments that are not reflected in such financial statements or the notes thereto, are of a nature required under GAAP to be reflected in such financial statements or the notes thereto, or are material to Borrower and the Controlled Companies taken as a whole. Since January 25, 1993, no event has occurred that has had or could reasonably be expected to have a Material Adverse Effect except as may have been specifically disclosed in a Directors' Package delivered to Lender or publicly in the print and/or telecommunications media. Section 6.3. NO BREACH. The execution, delivery, and performance by Borrower of this Agreement and the other Loan Documents to which Borrower is or may become a party do not and will not violate or conflict any law, rule, or regulation or any order, writ, injunction, or FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 17 decree of any Governmental Authority or arbitrator binding on Borrower or any of his Properties, and do not and will not conflict with, result in a breach of, or constitute a default under, or result in the imposition of any Lien (except as provided in Article IV) upon any of the revenues or Property of Borrower or any Material Subsidiaries pursuant to the provisions of any Material Contract identified on Schedule 5 hereto. Section 6.4. OPERATION OF BUSINESS. Except as disclosed on Schedule 10 hereto, Borrower and, to the best of his knowledge, each of the Controlled Companies, possess all licenses, authorizations, governmental approvals, permits, franchises, patents, copyrights, trademarks, and tradenames, or rights thereto, that are necessary to conduct their respective businesses substantially as now conducted and as presently proposed to be conducted, and neither Borrower nor to the best of his knowledge, any of the Controlled Companies is in violation of any valid rights of others with respect to any of the foregoing, except where the failure to possess any of the foregoing or its conflict with the rights of others would not have a Material Adverse Effect. BSB is an Insured Depository Institution. Section 6.5. LITIGATION AND JUDGMENTS. Except as disclosed on Schedule 2 hereto, Borrower is not aware of any action, suit, investigation, or proceeding before or by any Governmental Authority or arbitrator pending or threatened against Borrower or any of the Controlled Companies or any of their respective Properties, that would, if adversely determined, have a Material Adverse Effect. There are no outstanding judgments against Borrower or any of the Controlled Companies the enforcement of which would have a Material Adverse Effect. Section 6.6. RIGHTS IN PROPERTIES; LIENS. Borrower has, and to the best of Borrower's knowledge each of the Controlled Companies has, good and indefeasible title to or valid leasehold interests in its respective Properties that are material to Borrower and the Controlled Companies taken as a whole, including all such Properties reflected in the financial statements as of October 31, 1994, described in Section 6.2 (other than any Properties disposed of in the ordinary course of business), and none of such Properties is subject to any Lien, except Permitted Liens; PROVIDED, however, that no representation or warranty is made in this Section with respect to any Covered Asset or any asset of BSB identified as "real estate owned". Section 6.7. ENFORCEABILITY. This Agreement constitutes, and the other Loan Documents to which Borrower is a party, when delivered, shall constitute the legal, valid, and binding obligations of Borrower, enforceable against Borrower in accordance with their respective terms, except as limited by (a) bankruptcy, insolvency, or other laws of general application relating to the enforcement of creditors' rights, including, without limitation, the rights of creditors of Insured Depository Institutions and their holding companies, (b) the application of general principles of equity (regardless of whether such enforceability is considered in a proceeding in equity or at law), and (c) the ability of the OTS or the FDIC under certain circumstances to issue cease and desist orders to preclude the taking of actions that are unsafe or unsound or to require the taking of action to correct conditions resulting from any unsafe or unsound action. Section 6.8. APPROVALS. Except for authorizations, approvals, and consents that were validly obtained and are in full force and effect, no authorization, approval, or consent of, and FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 18 no filing or registration with or notice to, any Governmental Authority or third party is or will be necessary for the execution, delivery, or performance by Borrower of this Agreement and the other Loan Documents to which Borrower is or may become a party or the validity or enforceability thereof. Section 6.9. DEBT. Borrower and the Controlled Companies have no Debt, except as disclosed in the financial statements referred to in Section 6.2 or on Schedule 3 hereto. Section 6.10. TAXES. To the best of Borrower's knowledge, Borrower and the Controlled Companies have filed all tax returns (federal, state, and local) required to be filed by them for all periods since the Organization Date, including all income, franchise, employment, Property, and sales tax returns, and have paid or fully reserved for all of their respective liabilities for taxes, assessments, governmental charges, and other levies shown as due on such returns, and Borrower knows of no pending investigation of Borrower or any of the Controlled Companies by any taxing authority or of any pending but unassessed tax liability of Borrower or any of the Controlled Companies; provided, however, no representation or warranty is made with respect to ad valorem taxes pertaining to any Covered Asset or the assets of any Controlled Company the investment in which is a Covered Asset. Section 6.11. USE OF PROCEEDS; MARGIN SECURITIES. Neither Borrower nor any Controlled Company is engaged principally, or as one of its important activities, in the business of extending credit for the purpose of purchasing or carrying margin stock (within the meaning of Regulations G, T, U, or X of the Board of Governors of the Federal Reserve System), and no part of the Loan has been or will be used to purchase or carry any such margin stock or to extend credit to others for the purpose of purchasing or carrying margin stock. Section 6.12. ERISA. Except as disclosed on Schedule 8 hereto, to the best of Borrower's knowledge, (a) Borrower and each Controlled Company are in compliance in all material respects with all applicable provisions of ERISA, (b) neither a Reportable Event nor a Prohibited Transaction has occurred and is continuing with respect to any Plan, (c) no notice of intent to terminate a Plan has been filed, nor has any Plan been terminated, (d) no circumstances exist which constitute grounds entitling the Pension Benefit Guaranty Corporation ("PBGC") to institute proceedings to terminate or appoint a trustee to administer a Plan, nor has the PBGC instituted any such proceedings, (e) neither CFSB nor any ERISA Affiliate is currently in or has completely or partially withdrawn from a Multiemployer Plan, (f) CFSB and each ERISA Affiliate have met their minimum funding requirements under ERISA with respect to all of their Plans, and the present value of all vested benefits under each Plan does not exceed the fair market value of all Plan assets allocable to such benefits, as determined on the most recent valuation date of the Plan and in accordance with the provisions of ERISA, and (g) neither CFSB nor any ERISA Affiliate has incurred any unsatisfied liability to the PBGC under ERISA. Section 6.13. DISCLOSURE. No statement, information, report, representation, or warranty made by Borrower in this Agreement or in any other Loan Document contains any untrue statement of a material fact. There is no fact known to Borrower which has a Material Adverse Effect, or which could reasonably be expected to have a Material Adverse Effect, that has not FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 19 been disclosed in writing to Lender, or publicly in the print and/or telecommunications media and except for the possible effect of change of control provisions contained in employment contracts of officers of BSB. Section 6.14. OTHER AGREEMENTS. Except as disclosed in Schedule 9 hereto, neither Borrower nor any Controlled Company is a party to any indenture, loan, note purchase, or credit agreement, or to any lease or other agreement or instrument, or subject to any charter or corporate restriction (other than the Capital Maintenance Agreement and the Thrift Laws) which could reasonably be expected to have a Material Adverse Effect. Except as disclosed in Schedule 9 hereto, neither Borrower nor any Controlled Company is in default in any respect in the performance, observance, or fulfillment of any of the obligations, covenants, or conditions contained in any agreement or instrument material to his or its business to which he or it is a party, except for defaults (if any) which, individually or in the aggregate, could not reasonably be expected to have a Material Adverse Effect. Section 6.15. COMPLIANCE WITH LAWS. Except as disclosed on Schedule 10 hereto, neither Borrower, nor to the best of his knowledge any of the Controlled Companies, is in violation of any law, rule, regulation, order, or decree of any Governmental Authority or arbitrator, except for instances of noncompliance (if any) which, individually or in the aggregate, could not reasonably be expected to have a Material Adverse Effect. Section 6.16. INVESTMENT COMPANY ACT. Neither CFSB nor any Controlled Company is an "investment company" within the meaning of the Investment Company Act of 1940, as amended. Section 6.17. PUBLIC UTILITY HOLDING COMPANY ACT. CFSB is not a "holding company" or a "subsidiary company" of a "holding company" or a "public utility" within the meaning of the Public Utility Holding Company Act of 1935, as amended. Section 6.18. MATERIAL CONTRACTS. Each of the Material Contracts identified on Schedule 5 hereto is in full force and effect and none of the provisions thereof have been amended, modified, or waived in any respect that could reasonably be expected to have a Material Adverse Effect; PROVIDED that Borrower makes no representation or warranty with respect to the Forbearance Letter. There is no breach or violation of or default by Borrower or any Controlled Companies or, to the knowledge of Borrower, by any other party under any Material Contract that could reasonably be expected to have a Material Adverse Effect. Borrower has no knowledge or reason to believe that any Material Contract identified on Schedule 5 hereto is not enforceable by CFSB or BSB in accordance with its terms; PROVIDED, that the enforceability of each Material Contract identified on Schedule 5 hereto may be limited by (a) bankruptcy, insolvency, or other laws of general application relating to the enforcement of creditors' rights; (b) the application of general principles of equity (regardless of whether such enforceability is considered in a proceeding at law or in equity); and (c) the ability of the OTS or the FDIC under certain circumstances to issue cease and desist orders to preclude the taking of actions that are unsafe or unsound or to require the taking of action to correct conditions resulting from any FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 20 unsafe or unsound action; PROVIDED, further, that Borrower makes no representation or warranty with respect to the Forbearance Letter. Section 6.19. ENVIRONMENTAL MATTERS. (a) Except as disclosed on Schedule 6 hereto and except where the matters referred to in clauses (i) through (iii) below in the aggregate could not reasonably be expected to have a Material Adverse Effect and without having undertaken any independent investigation: (i) Borrower is not aware of any failure by Borrower or any Controlled Company to comply with any Environmental Law or of any liability of Borrower or any Controlled Company under any Environmental Law. (ii) To the best of Borrower's knowledge, Borrower and each Controlled Company hold all permits, licenses, and authorizations which are required under Environmental Laws. (iii) To the best of Borrower's knowledge, there is no action, suit, proceeding or inquiry before any Governmental Authority pending or threatened against Borrower or any Controlled Company relating in any way to any Environmental Law. Since the Organization Date, neither Borrower nor any Controlled Company has (a) received any request for information from any Governmental Authority responsible for administering or evaluating compliance with Environmental Laws with respect to the condition, use, or operation of any of its Properties, or (b) received any notice from any Governmental Authority or other Person with respect to any violation of or liability under any Environmental Law. (b) To the best of Borrower's knowledge, no Lien arising under or in connection with any Environmental Law has attached to any of the Properties of Borrower or any Controlled Company. Section 6.20. CAPITALIZATION. (a) The authorized Capital Stock of CFSB consists of 80,000 shares of common stock, par value $0.01 per share, of which 2,400 shares are issued and outstanding. Borrower owns 100% of the issued and outstanding Capital Stock of CFSB. All of the outstanding Capital Stock of CFSB has been validly issued, is fully paid, and is nonassessable. (b) The authorized Capital Stock of BSB consists of (i) 10,000,000 shares of common stock, $0.01 par value per share, of which 480,000 shares are issued and outstanding as of the Agreement Date, and (ii) 10,000,000 shares of preferred stock, $0.01 par value per share, 600,000 of which are designated BSB FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 21 Series A Preferred Stock, all of which are issued and outstanding. CFSB owns 100% of the issued and outstanding common stock and 580,000 shares of the preferred stock of BSB. All of the outstanding Capital Stock of BSB has been validly issued, is fully paid, and is nonassessable. (c) There are no existing subscriptions, options, warrants, calls, or rights (including preemptive rights) issued by CFSB or BSB to acquire, and no existing Debt, securities, or other instruments convertible into or exchangeable for, Capital Stock of CFSB or BSB, except for the FSLIC Warrant, and as provided in the Capital Maintenance Agreement. (d) Borrower has no Controlled Companies other than those listed on Schedule 4 hereto, and Schedule 4 sets forth the jurisdiction of incorporation of each Controlled Company and the percentage of Borrower's ownership of the outstanding voting stock of each Controlled Company (on a fully diluted basis). Section 6.21. INSIDER DEBT. Except as set forth on Schedule 7, neither Borrower nor any member of his Immediate Family is indebted to CFSB or any of its Material Subsidiaries. Section 6.22. NO SENSITIVE TRANSACTIONS. Neither Borrower, the Material Subsidiaries, nor to the best of Borrower's knowledge any stockholder, director, officer, employee, or agent of any Material Subsidiary has directly or indirectly used funds or other Property of CFSB or any Material Subsidiary for (i) illegal contributions, gifts, entertainment, or other expenses relating to political activities; (ii) payments to or for the benefit of governmental officials or employees other than payments required or permitted by law; (iii) illegal payments to or for the benefit of any Person or any stockholder, director, officer, employee, agent, or representative thereof; (iv) the illegal establishment or maintenance of any secret or unrecorded fund; or (v) illegal payments to or for the benefit of Borrower or any member of his Immediate Family. ARTICLE VII POSITIVE COVENANTS Borrower covenants and agrees that, as long as the Obligations or any part thereof are outstanding, Borrower will perform and observe, and, where applicable, cause each Controlled Company to perform and observe, the following positive covenants, unless Lender shall otherwise consent in writing: Section 7.1. REPORTING REQUIREMENTS. Borrower will furnish to Lender: (a) ANNUAL FINANCIAL STATEMENTS. Within thirty (30) days after filing his personal income tax return each calendar year, a list of all material assets and material liabilities (including contingent liabilities) of Borrower as of December 31 of such calendar year and a statement of the sources of material income and material expenses of Borrower for the previous calendar year. Each such statement shall be certified by FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 22 Borrower as true, correct and complete in all respects. As soon as available after the end of each fiscal year of CFSB, beginning with the fiscal year ending September 30, 1994, (i) a copy of the annual audit report of CFSB and its Subsidiaries for such fiscal year containing, on a consolidated basis, balance sheets, statements of income, statements of stockholder's equity, and statements of cash flow as at the end of such fiscal year and for the 12-month period then ended, in each case prepared in accordance with GAAP and setting forth in comparative form the figures for the preceding fiscal year, all audited and certified by Deloitte & Touche or other independent certified public accountants of recognized standing, and (ii) a certificate of such independent certified public accountants to Lender (A) stating that to their knowledge no Event of Default or Potential Default has occurred and is continuing, or if in their opinion an Event of Default or Potential Default has occurred and is continuing, a statement as to the nature thereof, and (B) confirming the calculations set forth in the officer's certificate delivered simultaneously therewith; (b) QUARTERLY FINANCIAL STATEMENTS. Within thirty (30) days after the last day of each of the first three (3) calendar quarters of each year, a list of all material assets and material liabilities (including contingent liabilities) of Borrower as of the last day of each such calendar quarter and a statement of the sources of material income and material expenses of Borrower for such quarter. Each such statement shall be certified by Borrower as true, correct and complete in all respects. (c) MONTHLY FINANCIAL STATEMENTS. As soon as available, and in any event within forty-five (45) days after the end of each calendar month, a copy of an unaudited financial report of CFSB and BSB as of the end of such calendar month and for the portion of the fiscal year then ended, containing, on an unconsolidated equity accounting basis, balance sheets, statements of income, statements of stockholder's equity, and statements of cash flow, in each case setting forth in comparative form the figures for the corresponding period of the preceding fiscal year, certified by a duly authorized officer of CFSB or BSB, as appropriate, to have been prepared and to fairly present in accordance with GAAP (subject to year-end audit adjustments and the absence of footnotes) the financial condition and results of operations of CFSB or BSB, as appropriate, on an unconsolidated equity accounting basis. at the dates and for the periods indicated therein; (d) REGULATORY FILINGS. Promptly after the filing thereof, to the extent not prohibited by applicable law, copies of all Thrift Financial Reports, and requests for approvals or waivers filed by CFSB and its Subsidiaries with the FDIC or the OTS, except those relating to Covered Assets. (e) CERTIFICATE OF NO DEFAULT. Concurrently with the delivery of each of the financial statements referred to in subsections 7.1 (a) and 7.1 (b), a certificate of Borrower (i) stating that to the best of Borrower's knowledge, no Event of Default or Potential Default has occurred and is continuing, or if an Event of Default or Potential Default has occurred and is continuing, a statement as to the nature thereof and the action which is proposed to be taken with respect thereto, and (ii) showing in reasonable detail FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 23 calculations for the matters set forth in Sections 9.1 (o), 9.1 (q) (calculated quarterly), 9.1 (v), and 9.1 (w); (f) MANAGEMENT LETTERS. Promptly upon receipt thereof, a copy of each management letter submitted to Borrower or CFSB by independent certified public accountants with respect to the business, condition (financial or otherwise), operations, prospects, capitalization, liquidity, or Properties of CFSB or any of the Material Subsidiaries; (g) NOTICE OF LITIGATION. Promptly after the commencement thereof, notice of all actions, suits, and proceedings before any Governmental Authority or arbitrator of which Borrower has knowledge, commenced against Borrower, CFSB or any Controlled Company which, if determined adversely, could reasonably be expected to have a Material Adverse Effect; (h) NOTICE OF DEFAULT. As soon as possible and in any event within five (5) days after Borrower has obtained knowledge of the occurrence of any Event of Default or Potential Default, a written notice setting forth the details of such Event of Default or Potential Default and the action that Borrower has taken and proposes to take with respect thereto; (i) REPORTS TO OTHER CREDITORS. Promptly after the furnishing thereof, copies of any statement or report furnished to any other party pursuant to the terms of any indenture, loan, credit, or similar agreement and not otherwise required to be furnished to Lender pursuant to any other clause of this Section; (j) NOTICE OF ENVIRONMENTAL LAW VIOLATION. As soon as possible and in any event within five (5) days after obtaining knowledge of the occurrence thereof, written notice of any violation by Borrower or any Controlled Company of any Environmental Law that Borrower or any Controlled Company reports to, or is notified of by, any Governmental Authority; (k) NOTICE OF MATERIAL ADVERSE EFFECT. As soon as possible and in any event within five (5) days after obtaining knowledge of the occurrence thereof, written notice of any matter that could reasonably be expected to have a Material Adverse Effect; and (l) GENERAL INFORMATION. Promptly, and to the extent permitted by applicable law, such other information concerning the financial condition or business activities of Borrower as Lender may from time to time reasonably request. Section 7.2. PAYMENT OF NOTE AND MAINTENANCE OF OFFICE. Borrower shall punctually cause to be paid the principal and interest to become due in respect of the Note according to the terms thereof and hereof and shall maintain an office where notices, presentations, and demands in respect of this Agreement and the Note may be made upon him. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 24 Section 7.3. CONDUCT OF BUSINESS. Borrower will and will cause each Controlled Company to preserve and maintain all of their respective leases, privileges, licenses, permits, governmental authorizations, franchises, qualifications, and rights that are necessary or desirable in the ordinary conduct of their respective businesses, and conduct their respective businesses in an orderly and efficient manner in accordance with good business practices. Section 7.4. MAINTENANCE OF PROPERTIES. Borrower will maintain, keep, and preserve all of his material Properties necessary or useful in the proper conduct of his business in reasonable working order and condition (ordinary wear and tear excepted). Section 7.5. TAXES AND CLAIMS. Borrower and each Controlled Company will pay or discharge at or before maturity or before becoming delinquent (i) all taxes, levies, assessments, and governmental charges imposed on any of them or any of their respective incomes, profits or Properties, and (ii) all lawful claims for labor, material, and supplies, which, if unpaid, might become a Lien upon any of their respective Properties; PROVIDED, however, that neither Borrower nor any Controlled Company shall be required to pay or discharge any tax, levy, assessment, or governmental charge or claim that is being contested in good faith by appropriate proceedings diligently pursued, and for which adequate reserves have been established as and to the extent required by GAAP. Section 7.6. INSURANCE. Borrower and each Controlled Company will maintain with financially sound and reputable insurance companies workmen's compensation insurance, liability insurance, and insurance on their Properties and businesses or maintain a program of self insurance at least in such amounts and against such risks (with such deductibles) as are usually insured or self insured against by Persons engaged in similar businesses in similar locations. Section 7.7. INSPECTION RIGHTS. At any reasonable time and from time to time and to the extent permitted by applicable law, Borrower will permit representatives of Lender to examine and make copies of the books and records of, and visit and inspect the Properties of Borrower and the Controlled Companies, and to discuss the business, operations, and financial condition of Borrower with Borrower and the Controlled Companies and with Borrower's and the Controlled Companies' independent certified public accountants. Section 7.8. KEEPING BOOKS AND RECORDS. Borrower and the Controlled Companies will maintain proper books of record and account in reasonable detail that accurately and fairly reflect their transactions. Section 7.9. COMPLIANCE WITH LAWS. Borrower will comply in all material respects with all applicable laws, rules, regulations, and orders of any Governmental Authority or arbitrator, including, without limitation, all applicable Thrift Laws, except for instances of noncompliance which, individually or in the aggregate, could not reasonably be expected to have a Material Adverse Effect. Section 7.10. COMPLIANCE WITH AGREEMENTS. Borrower and the Controlled Companies will comply in all material respects with all agreements, contracts, and instruments binding on FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 25 any of them or affecting any of their respective Properties or businesses, including, without limitation, all Material Contracts to which any of them is a party, except for instances of noncompliance which, individually or in the aggregate, could not reasonably be expected to have a Material Adverse Effect. Section 7.11. FURTHER ASSURANCES. Borrower will execute and deliver such agreements and further instruments as may be deemed necessary or desirable by Lender to carry out the provisions and purposes of this Agreement and the other Loan Documents and to preserve and perfect Lender's Liens in the Collateral. Section 7.12. ERISA. Borrower shall cause the Controlled Companies to comply with all minimum funding requirements, and all other material requirements, of ERISA, if applicable, so as not to give rise to any liability thereunder. Section 7.13. DIVIDEND REQUEST. If on the date (the "Determination Date") which is forty-five (45) days prior to each Payment Date, Borrower does not have cash in an amount necessary to pay (i) the payment next due on the Loan, and (ii) all other obligations of Borrower which are due and payable in the period from the Determination Date to the Payment Date, then at least thirty (30) days prior to such Payment Date, Borrower shall, to the extent not prohibited by applicable law and consistent with the responsibilities of the directors of BSB as directors of an Insured Depository Institution, cause BSB to take such action as may be necessary and appropriate pursuant to 12 C.F.R. Section 563.134 to permit BSB to make a capital distribution (as therein defined) to CFSB in an amount necessary to make the payment next due on the Loan, and shall cause CFSB to distribute such amount to Borrower. ARTICLE VIII NEGATIVE COVENANTS Borrower covenants and agrees that, as long as the Obligations or any part thereof are outstanding, Borrower will perform and observe, and, where applicable, will cause each Controlled Company to perform and observe, the following negative covenants, unless Lender shall otherwise consent in writing: Section 8.1. DEBT. Borrower and the Controlled Companies will not incur, create, assume, or permit to exist any Debt except: (a) Debt to Lender, (b) Existing Debt described on Schedule 3 hereto, and (c) such Debt of BSB as is necessary and prudent in the ordinary course of business of BSB. Section 8.2. LIMITATION ON LIENS. Neither Borrower nor any Controlled Company will incur, create, assume, or permit to exist any Lien upon any of their respective Properties, except Permitted Liens. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 26 Section 8.3. MERGERS, RECAPITALIZATIONS, AND DISSOLUTIONS. No Controlled Company will become a party to a merger (except a merger of a Controlled Company effected in conjunction with an Acquisition which is not a Material Acquisition and where such Controlled Company is the surviving entity), consolidation, or recapitalization, or dissolve or liquidate. To the extent that any such approval or consent is required of CFSB as a shareholder of BSB, Borrower will not, and will not permit CFSB to, approve or give any consent to any merger, consolidation, or recapitalization of CFSB or BSB, respectively, or any sale of all or substantially all of the Property of CFSB or BSB, respectively, or the dissolution or liquidation of CFSB or BSB, respectively. Section 8.4. TRANSACTIONS WITH AFFILIATES. Borrower will not, and will not permit any Controlled Company to, enter into any transaction, including, without limitation, the purchase, sale, or exchange of Property or the rendering of any service, with any Affiliate of Borrower or any Controlled Company, except as not prohibited by the Thrift Laws and upon fair and reasonable terms no less favorable to Borrower than could generally be obtained in a comparable arm's-length transaction with a similarly situated Person not an Affiliate of Borrower or any Controlled Company. Section 8.5. DISPOSITION OF PROPERTY. Neither Borrower nor any Controlled Company shall make a Material Disposition. Section 8.6. PREPAYMENT OF DEBT. Borrower will not directly or indirectly prepay, repurchase, or redeem any Debt, except the Obligations. Section 8.7. MATERIAL CONTRACTS. Borrower will not permit any amendment, waiver, modification, termination, or cancellation of any provision of any Material Contract to which he is a party that would have a Material Adverse Effect (exclusive of any termination or cancellation that is not dependent on cause); PROVIDED, however, Borrower will not permit CFSB to agree to any amendment or modification of the Assistance Agreement without the prior written consent of Lender, which consent shall not be unreasonably withheld by Lender. Section 8.8. LIMITATION ON ISSUANCE OF CAPITAL STOCK. Except as permitted in accordance with Section 10.19 hereof, CFSB will not at any time issue, sell, assign, or otherwise dispose of (i) any of its Capital Stock, or any other interests, participations, rights or other equivalents (however designated), (ii) any securities exchangeable for or convertible into or carrying any rights to acquire any shares of any class of its Capital Stock, or (iii) any options, warrants, or other rights to acquire any shares of any class of its Capital Stock. Section 8.9. MODIFICATION OF CORPORATE DOCUMENTS. Borrower will not amend, modify, or change the certificate of incorporation or bylaws of CFSB, or consent to the amendment or modification of the charter or bylaws of BSB, if such amendment, modification, or change could have a Material Adverse Effect. Section 8.10. ACCOUNTING CHANGES. Borrower will not make, and will not permit any of the Material Subsidiaries to make, any change in accounting treatment or reporting practices used FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 27 in connection with the preparation of the financial statements provided hereunder, except as required or permitted by GAAP or applicable law and disclosed to Lender. Section 8.11. GOLDEN PARACHUTES. Neither CFSB nor any other Controlled Company will enter into any agreement with any of their respective employees providing for any payment in the nature of compensation to or for the benefit of any such employee that is a "parachute payment" as such term is defined in Section 280(G) of the Code. Section 8.12. ACQUISITION OF PROPERTY. Neither Borrower nor any Controlled Company shall make a Material Acquisition. ARTICLE IX DEFAULT Section 9.1. EVENTS OF DEFAULT. Each of the following shall be deemed an "Event of Default": (a) Borrower shall fail to pay when due any principal of or accrued and unpaid interest on the Loan and such failure shall continue unremedied for a period of five (5) calendar days; or Borrower shall fail to pay when due any other Obligation and such failure shall continue unremedied for a period of fifteen (15) calendar days after notice of such failure by Lender to Borrower. (b) Any representation or warranty made by Borrower or any Obligated Party (or any of their respective officers) in any Loan Document or in any certificate, report, notice, or financial statement furnished at any time in connection with this Agreement shall be false, misleading, or erroneous in any material respect when made. (c) Borrower, CFSB, BSB, or any Obligated Party shall fail to perform, observe, or comply in any material respect with any covenant, agreement, or term contained in this Agreement or any other of the Loan Documents (exclusive of covenants to pay the Obligations). (d) Borrower, any Material Subsidiary, or any Obligated Party shall commence a voluntary proceeding seeking liquidation, reorganization, or other relief with respect to itself or its debts under any bankruptcy, insolvency, or other similar law now or hereafter in effect or seeking the appointment of a trustee, receiver, liquidator, conservator, custodian, or other similar official of it or a substantial part of its Property or shall consent to any such relief or to the appointment of or taking possession by any such official in an involuntary case or other proceeding commenced against it or shall make a general assignment for the benefit of creditors or shall generally fail to pay its debts as they become due or shall take any corporate action to authorize any of the foregoing. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 28 (e) An involuntary proceeding shall be commenced against Borrower, any Material Subsidiary, or any Obligated Party seeking liquidation, reorganization, or other relief with respect to it or its debts under any bankruptcy, insolvency, or other similar law now or hereafter in effect or seeking the appointment of a trustee, receiver, liquidator, conservator, custodian, or other similar official for it or a substantial part of its Property, and such involuntary proceeding shall remain undismissed and unstayed for a period of sixty (60) days. (f) Borrower, any Material Subsidiary, or any Obligated Party shall fail to discharge or stay within a period of thirty (30) days after the commencement thereof any attachment, sequestration, or similar proceeding or proceedings (exclusive of any proceeding or proceedings to the extent covered by an indemnity of the FSLIC contained in the Assistance Agreement) involving an aggregate amount in excess of One Million Dollars ($1,000,000) against any of its Properties. (g) The final judgment or judgments (exclusive of any judgment in respect of any other judgment or judgments to the extent covered by an indemnity of the FSLIC contained in the Assistance Agreement) for the payment of money in excess of One Million Dollars ($1,000,000) in the aggregate shall be rendered by a court or courts against Borrower, any Material Subsidiary, or any Obligated Party and the same shall not be discharged (or provisions shall not be made for such discharge), or stay of execution thereof shall not be procured, within thirty (30) days from the date of entry thereof and Borrower, such Material Subsidiary, or Obligated Party shall not, within said period of thirty (30) days, or such longer period during which execution of the same shall have been stayed, appeal therefrom and cause the execution thereof to be stayed during such appeal. (h) Borrower, any Material Subsidiary, or any Obligated Party shall fail to pay when due any principal of or interest on any Debt (other than the Obligations) having an outstanding principal amount in excess of One Million Dollars ($1,000,000), or any event specified in any note. agreement, indenture or other document evidencing or relating to any such Debt shall occur if the effect of such event is to cause, or to permit the holder or holders of such Debt (or a trustee or agent on behalf of such holder or holders) to cause, such Debt to become due, or to be prepaid, redeemed or purchased in full (whether by acceleration, mandatory prepayment, redemption, purchase or otherwise) prior to its stated maturity. (i) This Agreement or any other Loan Document shall cease to be in full force and effect or shall be declared null and void or the validity or enforceability thereof shall be contested or challenged by Borrower, any Material Subsidiary, any Obligated Party or any of their respective shareholders, or Borrower, any Material Subsidiary, or any Obligated Party shall deny that it has any further liability or obligation under any of the Loan Documents, or any Lien created by the Loan Documents shall for any reason cease to be a valid, first priority Lien upon any of the Collateral purported to be covered thereby. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 29 (j) Any of the following events shall occur or exist with respect to Borrower or any ERISA Affiliate: (i) any Prohibited Transaction involving any Plan; (ii) any Reportable Event with respect to any Plan; (iii) the filing under Section 4041 of ERISA of a notice of intent to terminate any Plan or the termination of any Plan; (iv) any event or circumstance that might constitute grounds entitling the PBGC to institute proceedings under Section 4042 of ERISA for the termination of, or for the appointment of a trustee to administer, any Plan, or the institution by the PBGC of any such proceedings; (v) complete or partial withdrawal under Section 4201 or 4204 of ERISA from a Multiemployer Plan or the reorganization, insolvency, or termination of any Multiemployer Plan; and in each case above, such event or condition, together with all other events or conditions, if any, have subjected or could in the reasonable opinion of Lender subject Borrower to any tax, penalty, or other liability to a Plan, a Multiemployer Plan, the PBGC, or otherwise (or any combination thereof) which in the aggregate exceed or could reasonably be expected to exceed One Million Dollars ($1,000,000). (k) Borrower, any Material Subsidiary, or any Obligated Party, or any of their Properties shall become subject to an order of forfeiture, seizure, or divestiture, whether under RICO or otherwise, (excluding the forfeiture, seizure or divestiture of Properties of a Material Subsidiary which have an aggregate value of One Million Dollars ($1,000,000) or less or taking pursuant to an eminent domain proceeding) and the same shall not have been discharged or stayed within thirty (30) days from the date of entry thereof. (l) Any event shall have occurred that could reasonably be expected to have a Material Adverse Effect. (m) The occurrence of any Change of Control. (n) The occurrence of an "Event of Default," as that term is defined in the CFSB Loan Agreement. (o) BSB shall at any time fail to maintain the BSB Capital Minimum, or the Capital of BSB shall, at any time, be less than one hundred fifty percent (150%) of the Loan Balance. (p) The commencement of any enforcement action against CFSB or BSB by the OTS or the FDIC pursuant to any provisions of Section 8 of the Federal Deposit Insurance Act, 12 U.S.C. Section 1818, or the regulations promulgated thereunder, or the execution by CFSB or BSB of any agreement with the OTS or the FDIC a violation of which may be enforced under Section 8 of the Federal Deposit Insurance Act, 12 U.S.C. Section 1818, or the regulations promulgated thereunder. (q) BSB shall at any time fail to maintain proper reserves for Criticized Assets under GAAP, or, after such reserves have been established, the Criticized Assets FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 30 (exclusive of Covered Assets) in the "Loss" and "Doubtful" categories exceed twenty percent (20%) of Capital of BSB. (r) BSB shall at any time fail to be an Insured Depository Institution. (s) Any Controlled Company shall have entered into an agreement with any of its employees providing for any payment in the nature of compensation to or for the benefit of such employee that is a "parachute payment" as such term is defined in Section 280(G) of the Code. (t) Except as permitted hereunder, CFSB, any Controlled Company, or BSB or any of its subsidiaries shall have made on or after the Agreement Date a loan or other extension of credit to or for the benefit of Borrower, any member of the Immediate Family of Borrower, or any Affiliate of Borrower, other than a Controlled Company. (u) BSB shall, except pursuant to the FSLIC Warrant, at any time issue, sell, assign, or otherwise dispose of (i) any of its Capital Stock, or any other interests, participations, rights or other equivalents (however designated), (ii) any securities exchangeable for or convertible into or carrying any rights to acquire any shares of any class of its Capital Stock, or (iii) any options, warrants, or other rights to acquire any shares of any class of its Capital Stock. (v) If, at a time the Capital of BSB is equal to or less than two hundred percent (200%) of the Loan Balance, the net income of BSB determined pursuant to GAAP for the prior four quarters shall be less than one hundred forty percent (140%) of the Aggregate Debt Service for the forthcoming four quarters. (w) If, at any time the Capital of BSB is greater than two hundred percent (200%) of the Loan Balance, the net income of BSB determined pursuant to GAAP for the prior four quarters shall be less than one hundred thirty percent (130%) of the Aggregate Debt Service for the forthcoming four quarters. (x) If any dividend is paid on the BSB Series A Preferred Stock which is not paid into the Collateral Account, other than the dividend on 20,000 shares of the BSB Series A Preferred Stock. Section 9.2. REMEDIES UPON DEFAULT. If any Event of Default shall occur and be continuing, Lender may, with notice to Borrower, declare the Obligations or any part thereof to be immediately due and payable, and the same shall thereupon become immediately due and payable, without further notice, demand, presentment, notice of dishonor, notice of intent to accelerate, notice of intent to demand, protest, or other formalities of any kind, all of which are hereby expressly waived by Borrower; provided, however, that upon the occurrence of an Event of Default under Section 9.1(d) or Section 9.1(e), the commitment of Lender to lend hereunder, if any, shall automatically terminate, and the Obligations shall become immediately due and payable without notice, demand, presentment, notice of dishonor, notice of acceleration, notice FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 31 of intent to accelerate. notice of intent to demand, protest, or other formalities of any kind, all of which are hereby expressly waived by Borrower. If any Event of Default shall occur and be continuing, Lender may exercise all rights and remedies available to it in law or in equity, under the Loan Documents, or otherwise. Section 9.3. PERFORMANCE BY LENDER. If Borrower shall fail to perform any covenant, duty, or agreement contained in any of the Loan Documents, Lender may perform or attempt to perform such covenant, duty, or agreement on behalf of Borrower after notice to Borrower. In such event, Borrower shall, at the written request of Lender, promptly pay any amount reasonably expended by Lender in such performance or attempted performance to Lender, together with interest thereon at the Contract Rate from the payment date of such expenditure until paid. Notwithstanding the foregoing, it is expressly agreed that Lender shall not be required to perform any obligation of Borrower under this Agreement or any other Loan Document. ARTICLE X MISCELLANEOUS Section 10.1. EXPENSES OF LENDER. Borrower hereby agrees to pay Lender on demand: (i) all reasonable costs and expenses incurred by Lender in connection with the enforcement of its rights and remedies under this Agreement or any other Loan Document, including, without limitation, the reasonable fees and expenses of Lender's legal counsel, and (ii) all taxes, assessments, filing fees, and other charges levied by any Governmental Authority or otherwise payable in respect of this Agreement, the Note, or any other Loan Document or in obtaining any audit or appraisal in respect of the Collateral, but excluding any state or federal income tax owed by Lender or a tax based on gross or net receipts of Lender. Section 10.2. LIMITATION OF LIABILITY. Neither Lender nor any Affiliate, officer, director, employee, attorney, or agent of Lender shall have any liability with respect to, and Borrower hereby waives, releases, and agrees not to sue any of them upon, any claim for any special, indirect, incidental, or consequential damages suffered or incurred by Borrower in connection with, arising out of, or in any way related to, this Agreement or any of the other Loan Documents, or any of the transactions contemplated by this Agreement or any of the other Loan Documents. Borrower hereby waives, releases, and agrees not to sue Lender or any of Lender's Affiliates, officers, directors, employees, attorneys, or agents for punitive damages in respect of any claim in connection with, arising out of, or in any way related to, this Agreement or any of the other Loan Documents, or any of the transactions contemplated by this Agreement or any of the other Loan Documents. Section 10.3. NO DUTY. All attorneys, accountants, appraisers, and other professional Persons and consultants retained by Lender shall have the right to act exclusively in the interest of Lender in connection with the Loan Documents and the transactions contemplated thereby and shall have no duty of disclosure, duty of loyalty, duty of care, or other duty or obligation of any FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 32 type or nature whatsoever to Borrower, any Obligated Party, or any other Person in connection with the Loan Documents or the transactions contemplated thereby. Section 10.4. LENDER NOT FIDUCIARY. The relationship between Borrower and Lender in connection with the Loan Documents and the transactions contemplated thereby is solely that of debtor and creditor, and Lender has no fiduciary or other special relationship with Borrower in respect thereof. No term or condition of any of the Loan Documents shall be construed so as to deem the relationship between Borrower and Lender to be other than that of debtor and creditor. Section 10.5. EQUITABLE RELIEF. Borrower recognizes that in the event Borrower fails to pay, perform, observe, or discharge any or all of the Obligations, any remedy at law may prove to be inadequate relief to Lender. Borrower therefore agrees that Lender, if Lender so requests, shall be entitled to temporary and permanent injunctive relief in any such case without the necessity of proving actual damages. Section 10.6. NO WAIVER; CUMULATIVE REMEDIES. No failure on the part of Lender to exercise and no delay in exercising, and no course of dealing with respect to, any right, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right, power, or privilege under this Agreement preclude any other or further exercise thereof or the exercise of any other right, power, or privilege. The rights and remedies provided for in this Agreement and the other Loan Documents are cumulative and not exclusive of any rights and remedies provided by law. Section 10.7. SUCCESSORS AND ASSIGNS. This Agreement is binding upon and shall inure to the benefit of Lender and Borrower and their respective successors and assigns, except that Borrower may not assign or transfer any of its rights or obligations under this Agreement without the prior written consent of Lender. Lender shall notify Borrower of any assignment of Lender's rights hereunder. Section 10.8. SURVIVAL. All representations and warranties made in this Agreement or any other Loan Document or in any document, statement, or certificate furnished in connection with this Agreement shall survive the execution and delivery of this Agreement and the other Loan Documents, and no investigation by Lender or any closing shall affect the representations and warranties or the right of Lender to rely upon them. Without prejudice to the survival of any other obligation of Borrower hereunder, the obligations of Borrower under Section 10.1 shall survive repayment of the Note. Section 10.9. AMENDMENT. The provisions of this Agreement, the Note, and any other document executed in connection with the Loan may be amended or waived only by an instrument in writing signed by the parties hereto. Section 10.10. MAXIMUM INTEREST RATE. No provision of this Agreement or any other Loan Document shall require the payment or the collection of interest in excess of the maximum permitted by applicable law. If any excess of interest in such respect is hereby provided for, or FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 33 shall be adjudicated to be so provided, in any Loan Document or otherwise in connection with this loan transaction, the provisions of this Section shall govern and prevail and neither Borrower nor the sureties, guarantors, successors, or assigns of Borrower shall be obligated to pay the excess amount of such interest or any other excess sum paid for the use, forbearance, or detention of sums loaned pursuant hereto. In the event Lender ever receives, collects, or applies as interest any such sum, such amount which would be in excess of the maximum amount permitted by applicable law shall be applied as a payment and reduction of the principal of the indebtedness evidenced by the Note; and, if the principal of the Note has been paid in full, any remaining excess shall forthwith be paid to Borrower. In determining whether or not the interest paid or payable exceeds the maximum amount permitted by applicable law, Borrower and Lender shall, to the extent permitted by applicable law, (i) characterize any non-principal payment as an expense, fee, or premium rather than as interest, (ii) exclude voluntary prepayments and the effects thereof, and (iii) amortize, prorate, allocate, and spread in equal or unequal parts the total amount of interest throughout the entire contemplated term of the indebtedness evidenced by the Note so that interest for the entire term of such Note does not exceed the maximum rate permitted by applicable law. Section 10.11. NOTICES. All notices and other communications provided for in this Agreement and the other Loan Documents to which Borrower is a party shall be given or made by telecopy or in writing and telecopied, mailed by certified mail return receipt requested, or delivered to the intended recipient at the "Address for Notices" specified below its name on the signature pages hereof; or, as to any party at such other address as shall be designated by such party in a notice to the other party given in accordance with this Section. Except as otherwise provided in this Agreement, all such communications shall be deemed to have been duly given when transmitted by telecopy, subject to telephone confirmation of receipt, or when personally delivered or, in the case of a mailed notice, upon receipt, in each case given or addressed as aforesaid; PROVIDED, however, notices to Lender pursuant to Article II shall not be effective until received by Lender. Section 10.12. APPLICABLE LAW; VENUE; SERVICE OF PROCESS. This Agreement shall be governed by and construed in accordance with the laws of the State of Texas applicable to contracts made and wholly performable in the State of Texas and the applicable laws of the United States of America. Any action or proceeding against Borrower under or in connection with any of the Loan Documents may be brought in any state or federal court in Dallas County, Texas. Borrower hereby irrevocably (i) submits to the nonexclusive jurisdiction of such courts, and (ii) waives any objection it may now or hereafter have as to the venue of any such action or proceeding brought in any such court or that any such court is an inconvenient forum. Borrower agrees that service of process upon it may be made by certified or registered mail, return receipt requested, at its address specified or determined in accordance with the provisions of Section 10.11. Nothing herein or in any of the other Loan Documents shall affect the right of Lender to serve process in any other manner permitted by law or shall limit the right of Lender to bring any action or proceeding against Borrower or with respect to any of his Property in courts in other jurisdictions. Any action or proceeding by Borrower against Lender shall be brought only in a court located in Dallas County, Texas. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 34 Section 10.13. COUNTERPARTS. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. Section 10.14. SEVERABILITY. If any clause or provision of this Agreement is or should ever be held to be illegal, invalid, or unenforceable under any present or future law applicable to the terms hereof, then and in such event, it is the intention of the parties hereto that the remainder of this Agreement shall not be affected thereby, and that in lieu of each such clause or provision of this Agreement that is illegal, invalid, or unenforceable, there be added as a part of this Agreement a clause or provision as similar in terms to such illegal, invalid, or unenforceable clause or provision as may be possible and be legal, valid, and enforceable. Section 10.15. HEADINGS. The headings, captions, and arrangements used in this Agreement are for convenience only and shall not affect the interpretation of this Agreement. Section 10.16. PARTICIPATIONS. Lender shall have the right at any time and from time to time to grant participations in the Note and any other Loan Documents. Each actual or proposed participant shall be entitled to receive all information received by Lender regarding Borrower and the Controlled Companies, subject to the confidentiality requirements contained in the Collection and Payment Agreement. Section 10.17. CONSTRUCTION. Borrower and Lender acknowledge that each of them has had the benefit of legal counsel of his or its own choice and has been afforded an opportunity to review this Agreement and the other Loan Documents with his or its legal counsel and that this Agreement and the other Loan Documents shall be construed as if jointly drafted by Borrower and Lender. Section 10.18. LENDER NOT IN CONTROL. None of the covenants or other provisions of this Agreement shall, or shall be deemed to give, Lender the right or power to exercise control over the affairs and/or management of Borrower or any Controlled Company, the power of Lender being limited to the right to exercise the rights and remedies provided in this Agreement and the other Loan Documents. Borrower acknowledges and agrees that Lender and Borrower are not partners or joint venturers with each other. Section 10.19. ASSUMPTION OF LOAN. Borrower and CFSB have informed Lender that Borrower and CFSB contemplate the transfer of the Capital Stock of CFSB by Borrower to a corporation to be formed by Fail (the "New Holding Company"). Lender will consent to the transfer of the Capital Stock of CFSB to and the assumption of the Loan by the New Holding Company subject to the following conditions: (a) All of the Capital Stock of New Holding Company is owned by Borrower; (b) New Holding Company will assume all liabilities and obligations of Borrower in connection with the Loan or with respect to any other agreements of Borrower, with Lender provided that Borrower shall remain fully liable for the Obligations; FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 35 (c) Lender shall be furnished with articles of incorporation, bylaws, financial statements, Material Contracts, or any other information or agreements relating to New Holding Company, its organization, existence and operation as Lender shall request and Lender shall find all such matters acceptable to Lender, in Lender's sole discretion. (d) Lender will be furnished with evidence satisfactory to Lender that all approvals of such transfer required from FDIC, OTS or any other Governmental Authority have been obtained and are in full force and effect. (e) New Holding Company, Borrower, CFSB and BSB shall execute all documents reasonably requested by Lender with respect to the assumption of the Loan by New Holding Company. (f) Lender shall be furnished with all other documents, certificates, affidavits and opinions of counsel as Lender shall reasonably request. (g) The provisions of this Section 10.19 shall survive repayment of the Note. 10.20. INDEMNIFICATION. (a) BORROWER HEREBY INDEMNIFIES LENDER AND EACH AFFILIATE THEREOF AND THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, ATTORNEYS, AND AGENTS (INDIVIDUALLY AN "INDEMNIFIED PARTY" AND, COLLECTIVELY, THE "INDEMNIFIED PARTIES") FROM, AND HOLDS EACH INDEMNIFIED PARTY HARMLESS AGAINST, ANY AND ALL LOSSES, LIABILITIES, CLAIMS, DAMAGES, PENALTIES, JUDGMENTS, DISBURSEMENTS, COSTS, AND EXPENSES (INCLUDING REASONABLE ATTORNEYS' FEES) TO WHICH ANY SUCH INDEMNIFIED PARTY MAY BECOME SUBJECT WHICH DIRECTLY OR INDIRECTLY ARISE FROM OR RELATE TO (I) THE EXECUTION, DELIVERY, PERFORMANCE, ADMINISTRATION, OR ENFORCEMENT OF ANY OF THE DEBT DOCUMENTS, (II) ANY OF THE TRANSACTIONS CONTEMPLATED BY THE DEBT DOCUMENTS, (III) ANY BREACH BY BORROWER, CFSB OR BSB OF ANY REPRESENTATION, WARRANTY, COVENANT, OR OTHER AGREEMENT CONTAINED IN ANY OF THE DEBT DOCUMENTS, OR (IV) ANY INVESTIGATION, LITIGATION, OR OTHER PROCEEDING, INCLUDING, WITHOUT LIMITATION, ANY THREATENED INVESTIGATION, LITIGATION, OR OTHER PROCEEDING RELATING TO ANY OF THE FOREGOING, BUT EXCLUDING ANY SUCH LOSSES, LIABILITIES, CLAIMS, DAMAGES, PENALTIES, JUDGMENTS, DISBURSEMENTS, COSTS, AND EXPENSES TO THE EXTENT INCURRED BY REASON OF THE GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OF THE INDEMNIFIED PARTY CLAIMING INDEMNITY HEREUNDER; PROVIDED, THAT BORROWER SHALL BE RESPONSIBLE FOR COSTS AND EXPENSES INCURRED BY ANY INDEMNIFIED PARTY IN CONNECTION WITH THE NEGOTIATION, PREPARATION, EXECUTION, AND DELIVERY OF ANY OF THE DEBT DOCUMENTS FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 36 OR THE MAKING OF THE INITIAL ADVANCES UNDER THE DEBT DOCUMENTS EXCEPT TO THE EXTENT SPECIFIED IN SECTION 2.5. WITHOUT LIMITING ANY PROVISION OF THIS AGREEMENT OR OF ANY OTHER DEBT DOCUMENT, IT IS THE EXPRESS INTENTION OF THE PARTIES HERETO THAT EACH INDEMNIFIED PARTY SHALL BE INDEMNIFIED FROM AND HELD HARMLESS AGAINST ANY AND ALL LOSSES, LIABILITIES, CLAIMS, DAMAGES, PENALTIES, JUDGMENTS, DISBURSEMENTS, COSTS, AND EXPENSES (INCLUDING REASONABLE ATTORNEYS' FEES) ARISING OUT OF OR RESULTING FROM THE SOLE OR CONTRIBUTORY NEGLIGENCE OF SUCH INDEMNIFIED PARTY. (b) WHEN ANY CLAIM, ACTION, OR SUIT (COLLECTIVELY, A "CLAIM") THAT RESULTS FROM, RELATES TO, OR ARISES OUT OF THE DEBT DOCUMENTS OR THE TRANSACTIONS CONTEMPLATED THEREBY FOR WHICH INDEMNIFICATION MAY BE SOUGHT HEREUNDER SHALL BE FILED OR ASSERTED IN WRITING AGAINST ANY INDEMNIFIED PARTY, THE INDEMNIFIED PARTY SHALL PROMPTLY NOTIFY BORROWER OF THE SAME IN WRITING, SPECIFYING IN REASONABLE DETAIL THE BASIS OF SUCH CLAIM AND THE FACTS PERTAINING THERETO. BORROWER SHALL NOT BE OBLIGATED TO DEFEND ANY SUCH CLAIM OR INDEMNIFY ANY INDEMNIFIED PARTY IF THE INDEMNIFIED PARTY HAS FAILED TO USE ITS COMMERCIALLY REASONABLE EFFORTS TO NOTIFY BORROWER IN ACCORDANCE WITH THE PROVISIONS OF THIS AGREEMENT IN SUFFICIENT TIME TO PERMIT BORROWER AND HIS COUNSEL TO DEFEND AGAINST SUCH MATTER AND TO MAKE A TIMELY RESPONSE THERETO, INCLUDING WITHOUT LIMITATION, THE PREPARATION AND ASSERTION OF AN ANSWER OR OTHER RESPONSIVE MOTION TO A COMPLAINT, PETITION, NOTICE, OR OTHER LEGAL, EQUITABLE, OR ADMINISTRATIVE PROCESS RELATING TO ANY SUCH CLAIM WHICH MATERIALLY PREJUDICES THE RIGHTS OF BORROWER. (c) FOLLOWING RECEIPT FROM AN INDEMNIFIED PARTY OF A NOTICE DESCRIBED IN CLAUSE (b) ABOVE, BORROWER SHALL HAVE TEN (10) DAYS TO NOTIFY THE INDEMNIFIED PARTY THAT HE INTENDS TO ASSUME THE DEFENSE OF THE CLAIM THAT IS THE SUBJECT OF SUCH NOTICE, IN WHICH CASE BORROWER SHALL BE ENTITLED THEREAFTER TO ASSUME SUCH DEFENSE EXCEPT AS OTHERWISE PROVIDED IN CLAUSE (e) BELOW. IN CONNECTION WITH SUCH DEFENSE, BORROWER MAY EMPLOY HIS OWN LEGAL COUNSEL, WHICH COUNSEL SHALL BE REASONABLY SATISFACTORY TO THE INDEMNIFIED PARTY. IN THE EVENT THAT BORROWER SHALL ASSUME SUCH DEFENSE, BORROWER SHALL NOT COMPROMISE OR SETTLE ANY SUCH CLAIM UNLESS (I) THE INDEMNIFIED PARTY GIVES ITS PRIOR WRITTEN CONSENT TO SUCH COMPROMISE OR SETTLEMENT OR (II) THE TERMS OF THE COMPROMISE OR SETTLEMENT OF SUCH CLAIM DO NOT REQUIRE THAT THE INDEMNIFIED PARTY WILL HAVE RESPONSIBILITY FOR THE DISCHARGE OF ANY SETTLEMENT AMOUNT OR IMPOSE OTHER OBLIGATIONS OR DUTIES ON OR LIMIT THE RIGHTS OF THE INDEMNIFIED PARTY AND THE COMPROMISE OR SETTLEMENT DISCHARGES ALL RIGHTS AND CLAIMS AGAINST THE INDEMNIFIED PARTY WITH RESPECT TO SUCH CLAIM. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 37 (d) IN THE EVENT THAT BORROWER ASSUMES THE DEFENSE OF ANY CLAIM THAT RESULTS FROM, RELATES TO, OR ARISES OUT OF THE DEBT DOCUMENTS OR THE TRANSACTIONS CONTEMPLATED THEREBY, THE INDEMNIFIED PARTY SHALL HAVE THE RIGHT TO EMPLOY COUNSEL SEPARATE FROM THE COUNSEL EMPLOYED BY BORROWER IN ANY SUCH CLAIM AND TO PARTICIPATE IN THE DEFENSE THEREOF, AND THE FEES AND EXPENSES INCURRED BY THE INDEMNIFIED PARTY SUBSEQUENT TO THE TIME THAT BORROWER ASSUMES SUCH DEFENSE SHALL BE AT THE SOLE COST AND EXPENSE OF THE INDEMNIFIED PARTY, UNLESS THE EMPLOYMENT THEREOF HAS BEEN SPECIFICALLY AUTHORIZED BY BORROWER IN WRITING. (e) IN THE EVENT THAT BORROWER FAILS TO GIVE NOTICE OF THE ASSUMPTION OF THE DEFENSE OF ANY CLAIM WITHIN THE TIME PERIOD DESCRIBED IN CLAUSE (c) ABOVE, BORROWER SHALL NO LONGER BE ENTITLED TO ASSUME SUCH DEFENSE AND THE INDEMNIFIED PARTY SHALL HAVE THE RIGHT TO DEFEND SUCH CLAIM AND, IN SUCH EVENT, BORROWER SHALL JOINTLY AND SEVERALLY INDEMNIFY THE INDEMNIFIED PARTY FOR ALL REASONABLE FEES AND EXPENSES INCURRED IN CONNECTION THEREWITH OR AS A RESULT THEREOF. BORROWER SHALL BE ENTITLED TO PARTICIPATE AT HIS OWN EXPENSE AND WITH HIS COUNSEL IN THE DEFENSE OF ANY CLAIM, THE DEFENSE OF WHICH BORROWER DOES NOT ASSUME. PRIOR TO EFFECTUATING ANY COMPROMISE OR SETTLEMENT OF ANY SUCH CLAIM, THE INDEMNIFIED PARTY SHALL FURNISH BORROWER WITH WRITTEN NOTICE OF ANY PROPOSED COMPROMISE OR SETTLEMENT IN SUFFICIENT TIME TO ALLOW BORROWER TO ACT THEREON. FOLLOWING A REASONABLE TIME AFTER THE GIVING OF SUCH NOTICE, THE INDEMNIFIED PARTY SHALL BE PERMITTED TO EFFECT SUCH COMPROMISE OR SETTLEMENT UNLESS BORROWER (I) REIMBURSES THE INDEMNIFIED PARTY IN ACCORDANCE WITH THE TERMS OF THIS SECTION FOR ALL REASONABLE FEES AND EXPENSES INCURRED BY THE INDEMNIFIED PARTY IN CONNECTION WITH THE CLAIM, (II) ASSUMES THE DEFENSE OF THE CLAIM (IN WHICH EVENT THE INDEMNIFIED PARTY SHALL CONSENT TO A SUBSTITUTION OF COUNSEL REASONABLY SATISFACTORY TO IT), AND (III) TAKES SUCH OTHER ACTIONS AS THE INDEMNIFIED PARTY MAY REASONABLY REQUEST AS ASSURANCE OF BORROWER'S ABILITY TO FULFILL HIS OBLIGATIONS UNDER THIS SECTION. (f) THE PROVISIONS OF THIS SECTION 10.20 SHALL SURVIVE REPAYMENT OF THE NOTE. Section 10.21. PRIOR AGREEMENTS. This Agreement consolidates the CFLIC Loan Agreement with and into the SWL Loan Agreement and amends, restates and replaces the SWL Loan Agreement (as consolidated) in its entirety. This Agreement does not constitute a novation. IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement to be effective as of the day and year first written above. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 38 BORROWER: /s/ James M. Fail -------------------------------------------- JAMES M. FAIL Address for Notices: 1901 Sixth Avenue North Suite 1550 Birmingham, Alabama 35203 Fax No.: (205) 328-8572 Telephone No.: (205) 328-8570 with a copy to: Theodore G. Johnsen, Esq. Arnold & Porter 777 South Figueroa Los Angeles, California 90017 Fax No.: 213/243-4199 Telephone No.: 213/243-4060 FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 39 LENDER: SOUTHWESTERN LIFE INSURANCE COMPANY, a Texas insurance corporation By: /s/ John T. Hull ----------------------------------------- John T. Hull Executive Vice President, Chief Financial Officer and Treasurer Address for Notices: 500 North Akard Twelfth Floor Dallas, Texas 75201 Fax No.: (214) 954-7345 Telephone No.: (214) 954-7535 Attention: Daniel B. Gail, Esq. FIRST AMENDED AND RESTATED LOAN AGREEMENT - Page 40 INDEX TO SCHEDULES Schedule Description of Schedule Section -------- ----------------------- ------- 1 Permitted Liens 1.1 2 Existing Litigation 6.5 3 Existing Debt 6.9 4 List of Controlled Companies 6.20 5 Material Contracts 6.18 6 Environmental Matters 6.19 7 Insider Debt 6.21 8 ERISA 6.12 9 Other Agreements 6.14 10 Compliance with Law 6.15 SCHEDULE 1 [FAIL] PERMITTED LIENS 1. All interests created in favor of Consolidated National Corporation ("CNC") now existing or hereafter created pursuant to a certain agreement dated as of January 25, 1993, by and between CNC, Borrower and CFSB, and any related documents and any amendments thereto. While these items are listed as Permitted Liens herein for purposes of the Agreement, no admission is made that the interests constitute liens. 2. All interests created in favor of the FSLIC now existing or hereafter created pursuant to the Capital Maintenance Agreement dated December 22, 1988 and all documents related thereto, including without limitation, the irrevocable proxy in favor of the FSLIC. While these items are listed as Permitted Liens herein for purposes of the Agreement, no admission is made that the interests constitute liens. 3. It is anticipated that a settlement agreement will be reached between CFSB and The Receiver of Farm and Home Life Insurance Company ("Receiver"). All liens created pursuant to such settlement agreement and related documents shall be Permitted Liens. 4. Pledges of The Oklahoma Bank ("TOB") assets by TOB in connection with Normal Investment Activity. 5. Liens on real estate acquired by TOB by foreclosure or deed-in-lieu of foreclosure. 6. Liens on assets of Borrower and Controlled Companies pursuant to purchase money security interests. 7. Permitted Liens as described and or included in the BSB Agreement by and between SWLIC and BSB. 8. All Liens against any Property of Lifeshares Group, Inc. ("LGI") and its Subsidiaries. Due to problems with access to the books and records of LGI, complete records are not available to determine, with any certainty, all Liens on Property. Accordingly, no representation or warranty is made as to LGI Liens. 9. All Liens of $500,000.00 or less individually or $2,000,000.00 or less in the aggregate, against any Property of Borrower or Controlled Companies. 10. All Liens disclosed on any financial statements attached to the Agreement or any Schedule to the Agreement. 11. Certain Liens could exist or be created relating to Borrower's personal accounts at Merrill Lynch with regard to the purchase of stock on margin. 12. CFSB Financial's lien against 160,000 shares of preferred stock in First Sooner Bancshares, Inc. 13. With respect to Cause Number 49C01-9010-MI-3578B in the Marion Circuit Court, in Marion County Indiana, Indianapolis, described in Schedule 2 attached hereto, the Court could create an interest in favor of Mutual Security Life Insurance Company in the BSB or CFSB stock. While the above described potential interests are listed herein as Permitted Liens for purposes of the Agreement, no admission is made that the interests constitute liens. All capitalized terms used in this Schedule shall have the meaning set forth in the Agreement to which this Schedule is attached unless defined herein. SCHEDULE 2 [FAIL] EXISTING LITIGATION AND JUDGMENTS WITH AMOUNTS IN CONTROVERSY OVER $100,000 1. SUSAN GALLINGER, RECEIVER, AND MARK D. THARP, SPECIAL DEPUTY RECEIVER, OF FARM AND HOME LIFE INSURANCE COMPANY, AN ARIZONA INSURER, IN RECEIVERSHIP V. JAMES M. FAIL AND EMILY S. FAIL, HUSBAND AND WIFE; ALVIN RANDALL TOWNSEND, SR., AND JANICE T. TOWNSEND, HUSBAND AND WIFE; DENNY L. LETT AND WYNON L. LETT, HUSBAND AND WIFE; CHARLES D. CASPER; CLIFFORD G. SMITH AND KATHRYN F. SMITH, HUSBAND AND WIFE; HARRY T. CARNEAL; THORNTON E. COLE; FRED E. JONES; ROBERT I. BOYKIN AND MARCIA BOYKIN, HUSBAND AND WIFE; MICHAEL SHANNON; LIFESHARES GROUP, INC., A NEBRASKA CORPORATION; NPL CORPORATION, AN ARIZONA CORPORATION; THEODORE L. KESSNER; ROBERT C. GUENZEL; DONN E. DAVIS; WILLIAM D. KUESTER; STEVEN G. SEGLIN; MARK D. MCGUIRE; SCOTT J. NORBY; CORSBY, GUENZEL, DAVID, KESSNER & KUESTER, A NEBRASKA GENERAL PARTNERSHIP; DAVID R. BAKER AND MYRA M. BAKER, HUSBAND AND WIFE; JONES, DAY, REAVIS & POGUE, AN OHIO GENERAL PARTNERSHIP; CHADBOURNE & PARKE, A GENERAL PARTNERSHIP; R. DAVID MARTIN, JR., AND BONNIE MARTIN, HUSBAND AND WIFE; TODD BROWN AND JANE DOE BROWN, HUSBAND AND WIFE; DELOITTE & TOUCHE, A CONNECTICUT GENERAL PARTNERSHIP; TOUCHE ROSS & CO., A GENERAL PARTNERSHIP; MICHAEL SULLO; THEODORE DARLINE; JOHN DOES 1-25; WHITE PARTNERSHIPS 1-25. CAUSE NUMBER / COURT: CAUSE NO. CV-90-23436, SUPERIOR COURT OF THE STATE OF ARIZONA, MARICOPA COUNTY, AZ. Mr. Fail and certain others and the State of Arizona have reached a settlement in principal of this and related litigation in Arizona. The settlement agreement has been approved by the Court, though not yet in final executable form. The settlement agreement will be subject to all appropriate lender, regulatory and other approvals, and certain other conditions as enumerated in the settlement agreement itself. Lender is familiar with this settlement and the related draft documents. 2. MUTUAL SECURITY LIFE INSURANCE COMPANY, BY ITS LIQUIDATOR, JOHN F. MORTELL V. JAMES M. FAIL, JACK A. GOCHENAUR, ALVIN R. TOWNSEND, SR., CHARLES D. CASPER, CLIFFORD G. SMITH, HARRY T. CARNEAL, THOMAS K. PENNINGTON, MICHAEL BOEDEKER, MELVIN R. SCHOCK, LANG ASSOCIATES, INC., LIFESHARES GROUP, INC., LSC-MARKETING, INC., LIFESHARES SERVICES COMPANY, AND THE OKLAHOMA BANK. CAUSE NUMBER / COURT: CAUSE NO. IP94-0001-C, UNITED STATES DISTRICT COURT, SOUTHERN DISTRICT OF INDIANA, INDIANAPOLIS DIVISION, IN. On April 30, 1992, Mutual Security Life Insurance Company ("MSL"), by its Liquidator, filed suit against Fail defendants (James M. Fail, Townsend, Carneal, Smith, Casper, Schock, Lifeshares Group, Inc., LSC-Marketing, Inc. and Lifeshares Services Company) alleging breach of fiduciary duties of loyalty and due care to MSL, its policy holders, its shareholders and its creditors by allowing transactions with affiliated companies owned and controlled by Fail which were not reasonable to MSL, by failing to invest MSL's funds in a prudent manner, by causing MSL to invest in unreasonably risky and speculative ventures, by failing to require adequate diversification of MSL's investments, by failing to formulate or enforce policies to insure that MSL complied with all applicable laws, by failing to hire, retain and supervise adequate management to operate MSL, and by failing to formulate or implement adequate management plans to assure the liquidity and solvency of MSL. On or about December 3, 1993 plaintiff filed a second amended complaint which added defendants Emily S. Fail, Janice T. Townsend, Mary Carneal, Kathryn F. Smith, Michael S. Lang, Rhonda S. Lang, Beta Financial Corporation, Robert T. Shaw, Consolidated National Corporation ("CNC"), I.C.H. Corporation ("ICH"), Bankers Life and Casualty Company ("Bankers"), Marquette National Life Insurance Company ("Marquette"), Robert L. Beisenherz, Marilyn Beisenherz, Theodore L. Kessner, and Crosby, Guenzel, Davis, Kessner & Kuester. The Amended Complaint, in part, alleged that Defendants Fail, Shaw, CNC, ICH, Bankers and Marquette have, through a pattern of racketeering activity and by conspiracy acquired an interest in and/or control of Bluebonnet and that the acquisition of Bluebonnet was accomplished through various unlawful acts. Plaintiff further alleges that Fail, Carneal, Lang, Lang Associates, Inc., Beta Financial, Shaw, Bisenherz and Kessner (and his law firm) agreed and conspired to participate in or conduct the joint venture to acquire Bluebonnet through this pattern of racketeering activity. Defendants have filed answers denying any and all liability. On January 3, 1994, counsel for Bankers and ICH removed the action to the United States District Court, Southern District of Indiana, Indianapolis Division. The receiver has filed Motions to Remand which were denied. Motions to dismiss and motions for summary judgment have been filed by many of the defendants, including Mr. Fail and Mr. Carneal relating to RICO, conspiracy and joint venture claims. All of the "Fail Group" and the "Lender Group" have moved for protective orders precluding discovery until the court rules on the aforementioned dispositive motions. 3. MUTUAL SECURITY LIFE INSURANCE COMPANY, BY ITS REHABILITATOR, JOHN J. DILLON, III V. FIRST NATIONAL BANK OF OMAHA, LIFESHARES GROUP, INC., PACIFIC MUTUAL LIFE INSURANCE COMPANY, JAMES M. FAIL, DENNY L. LETT, CLIFFORD G. SMITH, HARRY T. CARNEAL, CHARLES D. CASPER, LEONARD G. HEIM, ROY E. GILL, MELVIN R. SCHOCK, JACK A. GOCHENAUR, MICHAEL BOEDECKER, THOMAS K. PENNINGTON, AND ROBERT R. MISHLER. CAUSE NUMBER / COURT: CAUSE N0. 49C01-9010-MI-3578B, MARION CIRCUIT COURT, MARION COUNTY INDIANA (INDIANAPOLIS). On April 30, 1992, Mutual Security Life Insurance Company ("MSL"), by its Liquidator, filed suit against former officers and directors of MSL, alleging breach of state law fiduciary duties owed to MSL when the MSL Pension Plan ("MSL Plan") was restated as the Lifeshares Group, Inc. Pension Plan ("The Plan"). All parties agreed to a preliminary injunction that prevented distribution from The Plan to eligible beneficiaries. The plaintiff argues that the breach of fiduciary duties by the defendants wasted excess MSL Plan assets that should have inured to the benefit of MSL. The former officers and directors of MSL have responded that their ERISA fiduciary obligations were to plan participants, rather than MSL, and that the restatement to designate Lifeshares Group Inc. as the plan sponsor and to cover employees of Lifeshares (including the former employees of MSL) was entirely consistent with the provisions of ERISA. The "Fail Group" has filed an Emergency Motion to Vacate Agreed Order of Preliminary Injunction to allow all eligible beneficiaries to receive distributions under The Plan. The case was removed to federal court and was remanded back to state court on 10/14/94. 4. BLUEBONNET SAVINGS BANK FSB, CFSB CORPORATION, AND JAMES M. FAIL V. FEDERAL DEPOSIT BANK INSURANCE CORPORATION (REFERRED TO COMMONLY AS, THE "FDIC LITIGATION"). CAUSE NUMBER / COURT: CAUSE NO. CA3-C-1066-T, UNITED STATES DISTRICT COURT, NORTHERN DISTRICT OF TEXAS, DALLAS DIVISION, TX. On June 5, 1991, Plaintiffs filed suit against the FDIC claiming breach of contract based upon the Assistance Agreement and certain other integrated agreements entered into in 1988 pursuant to which FSLIC agreed to provide financial assistance to Bluebonnet in connection with Bluebonnet's acquisition of certain assets and liabilities of fifteen insolvent savings and loan associations (the "Acquisition"). On May 24, 1993, the FDIC filed a Counterclaim seeking rescission of the Assistance Agreement and the related agreements (including the Acquisition Agreement) entered into with the FSLIC as part of the Acquisition. Such claim for recision, if successful, could result in the loss of Fail and CFSB's ownership interest in Bluebonnet. Basically, the FDIC alleges that Mr. Fail, the sole shareholder of CFSB, made false statements and failed to disclose information to the Federal Home Loan Bank Board and the FSLIC in connection with the Acquisition, thus constituting fraud in the inducement. Bluebonnet, CFSB and Mr. Fail have filed Motions to Dismiss the Counterclaim. No rulings have been made on these motions to date. There are numerous motions for summary judgment currently pending. The trial on the remaining issues is currently scheduled for May 1, 1995. On December 20, 1994 the Court issued a preliminary injunction against the FDIC preventing them from exercising any rights they may have to the FSLIC warrants. See the attached order for more detailed information. Note: The outcome of the FDIC litigation could, if decided unfavorably, substantially affect all the representations and warranties contained in the Agreement to which this Schedule is attached. 5. MUTUAL SECURITY LIFE INSURANCE COMPANY, BY ITS LIQUIDATOR, DONNA D. BENNETT, PLAINTIFF, V. JAMES M. FAIL, EMILY S. FAIL, HARRY T. CARNEAL, MARY CARNEAL, LIFESHARES GROUP, INC., CFSB CORPORATION, ROBERT T. SHAW, CONSOLIDATED NATIONAL CORPORATION, SOUTHWESTERN LIFE CORPORATION, MARQUETTE NATIONAL LIFE INSURANCE COMPANY, AND FARM AND HOME LIFE INSURANCE COMPANY, DEFENDANT. CAUSE NO. IP 94-1934-C. UNITED STATE DISTRICT COURT SOUTHERN DISTRICT OF INDIANA, INDIANAPOLIS DIVISION. The above styled Complaint was filed on November 23, 1994 along with a Motion For Preliminary Injunction and Temporary Restraining Order ("TRO"). The MSL Liquidator sought in the Complaint to make CFSB Corporation a constructive trustee for the benefit of MSL of the Bluebonnet common and preferred stock to the extent of any income paid by the Bluebonnet stock and to the extent any profit on such stock, such trust to be proportional to the amount of funds diverted from MSL bore in relation to the total purchase price of Bluebonnet. The basis for the constructive trust is that Fail caused MSL to lend $35 million dollars to Bluebonnet, causing a liquidity crisis. On December 13, 1994, the court issued an order denying the TRO. SCHEDULE 4 [FAIL] CONTROLLED COMPANIES* ALL COMMON STOCK OWNED 100% UNLESS OTHERWISE NOTED. CFSB Corporation (Delaware) CFSB Finance Company, Inc. (Delaware) Bluebonnet Savings Bank FSB (Federal Savings Association) Bluebonnet Insurance Services, Inc. (Texas) Royal Underwriters, Inc. (Texas) Bluebonnet Home Mortgage Corporation (Texas) Magnum Mortgage Corporation (Delaware) BSFC Corporation (Delaware) Prime Financial Corporation (Nebraska) First Sooner Bancshares (Oklahoma -98.5% The Oklahoma Bank (An Oklahoma State Bank) Lifeshares Group, Inc. (Nebraska) - There is insufficient information available to make any representations and warranties as to Lifeshares Group, Inc.("LGI") and its subsidiaries. Three of LGI's subsidiaries are in receivership or bankruptcy and are no longer controlled by Fail. Records for those companies are maintained by the receivers or the trustee in bankruptcy and are not immediately accessible to Borrower. LGI and those subsidiaries not in receivership or bankruptcy are all substantially inactive. * As defined in the Loan Agreement. SCHEDULE 5 [FAIL AND CFSB] MATERIAL CONTRACTS 1. Assistance Agreement. 2. Capital Maintenance agreement. 3. Forbearance Letter. 4. FSLIC Warrant. 5. FSLIC Warrant Agreement. 6. Agreement for Operating Policies dated December 22, 1988, among CFSB, BSB, and FSLIC. 7. An agreement dated as of January 25, 1993, by and between Consolidated National Corporation, Borrower and CFSB, and related documents and any amendments thereto. 8. Memoranda of Agreement between Fail and Borrower and Harry T. Carneal, John D. Kirchhofer, and Robert J. Thompson dated November 5, 1992, March 11, 1992, and April 22, 1992, respectively. 9. The Loan Documents, the Other Fail Loan Documents, the CFSB Loan Documents, and the Other CFSB Loan Documents, including but not limited to the Agreement and all related CFSB in the principal amount of $2,663,355.68, dated May 19, 1994, principal amount of $1,038,675.00 dated June 15, 1994. 10. The note to CFSB from Borrower in the principal amount of $2,663,355.68, dated May 19, 1994. 11. The note to CFSB from Borrower in the principal amount of $1,038,675.00 dated June 15, 1994. 12. Proposed note to CFSB from Borrower in the principal amount of $1,444,082.21, which includes prior advances to Borrower in the amount of $872,923.32. 13. Any contract referenced in any financial statement attached to any Schedule to the Agreement. All capitalized terms used in this Schedule shall HAVE the meaning set forth in the Agreement to which this Schedule is attached unless defined herein. SCHEDULE 6 [FAIL AND CFSB] ENVIRONMENTAL MATTERS None with a Material Adverse Effect. SCHEDULE 7 [FAIL AND CFSB] INSIDER DEBT 1. There is a note payable to CFSB made by James M. Fail in the amount of $2,663,355.68 effective May 19, 1994 at a rate per annum equal to the Prime Rate plus 1%. The note is due and payable on January 1, 1995. 2. There is a note payable to CFSB made by James M. Fail in the amount of $1,038,675.00 effective June 15, 1994 at a rate per annum equal to the Prime Rate plus 1%. The note is due and payable on June 15, 1995. 3. In addition to the notes listed above, CFSB has advanced to Fail $872,923.32 to allow him to pay for legal fees relating to the Mutual Security Life and Farm & Home litigation described on Schedule 2 and other litigation relating to Lifeshares Group, Inc. It is anticipated that such amount will be included in a note from Fail to CFSB in the anticipated amount of $1,444,082.21 which will be due and payable on December 1, 2001. SCHEDULE 8 [Fail] ERISA Although no representations and warranties are being made with respect to Mutual Security Life Insurance Company (currently in liquidation), the Borrower is involved in litigation relating to ERISA. See Schedule 2 for description of litigation. SCHEDULE 9 [FAIL AND CFSB] OTHER AGREEMENTS For the purposes of responding to this schedule the assumption is made that the term "...which could reasonably be expected to have a Material Adverse Effect..." (as contained in Section 6.14 of the Agreement) means an adverse effect that Borrower or any Controlled Company reasonably expects to actually occur based on present circumstances. With this assumption in mind, the response to this Schedule is "NONE" except for the FDIC litigation and its affect on the acquisition agreements as described in Schedule 2. SCHEDULE 10 [FAIL AND CFSB] COMPLIANCE WITH LAWS NONE EX-10.33 7 EXHIBIT 10.33 FIRST AMENDED AND RESTATED PLEDGE AGREEMENT THIS FIRST AMENDED AND RESTATED PLEDGE AGREEMENT (the "Agreement") dated as of December 1, 1994, is by and between JAMES M. FAIL, an individual resident of the State of Alabama ("Pledgor") and SOUTHWESTERN LIFE INSURANCE COMPANY a Texas insurance corporation ("Lender"). R E C I T A L S: A. Pledgor and Lender have previously entered into that certain Loan Agreement dated as of January 25, 1993 (the "Prior SWL-Fail Loan Agreement"), pursuant to which Lender made a loan to Pledgor in the original principal amount of $12,359,957.00. B. CFSB Corporation, a Delaware corporation ("CFSB"), and Lender have previously entered into that certain Loan Agreement dated as of January 25, 1993 (the "Prior SWL-CFSB Loan Agreement"), pursuant to which Lender made a loan to CFSB in the original principal amount of $17,753,820.00. C. Pursuant to the Prior SWL-Fail Loan Agreement and the Prior SWL-CFSB Loan Agreement, and as collateral security for the prompt payment in full when due of the Secured Obligations (as defined therein), Pledgor executed and delivered to Lender that certain Pledge Agreement dated as of January 25, 1993 (the "Existing SWL Pledge Agreement"), pursuant to which Pledgor assigned, pledged and granted a security interest to Lender in the Collateral (as defined therein). D. Pledgor and Consolidated Fidelity Life Insurance Company, a Kentucky life insurance corporation ("CFLIC") have previously entered into that certain Loan Agreement dated as of January 25, 1993 (the "CFLIC-Fail Loan Agreement"), pursuant to which CFLIC made a loan to Fail in the original principal amount of $32,210,202.00 (the "CFLIC-Fail Loan"). E. CFSB and CFLIC have previously entered into that certain Loan Agreement dated as of January 25, 1993 (the "CFLIC-CFSB Loan Agreement"), pursuant to which CFLIC made a loan to CFSB in the original principal amount of $46,266,675.00 (the "CFLIC-CFSB Loan") (the CFLIC-Fail Loan and the CFLIC-CFSB Loan being hereinafter referred to collectively as the "CFLIC Loans"). F. Pursuant to the CFLIC-Fail Loan Agreement and the CFLIC-CFSB Loan Agreement, and as collateral security for the prompt payment in full when due of the Secured Obligations (as defined therein), Debtor executed and delivered to CFLIC that certain Pledge Agreement dated as of January 25, 1993 (the "Existing CFLIC Pledge Agreement"), pursuant to which Debtor assigned, pledged and granted a security interest to Lender in the Collateral (as defined therein). FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 1 G. Pursuant to that certain Assignment and Transfer of Notes, Liens, and Other Rights dated as of June 30, 1994 between Lender and CFLIC. Lender purchased all of CFLIC's right, title and interest in and to the CFLIC Loans, all promissory notes, documents and agreements relating thereto, and all security interests and liens securing the same. H. Pledgor and Lender have contemporaneously herewith entered into that certain First Amended and Restated Loan Agreement of even date herewith (such First Amended and Restated Loan Agreement, as the same may be amended, supplemented or modified from time to time, the "Fail Loan Agreement"), pursuant to which the CFLIC-Fail Loan Agreement has been consolidated with and into the Prior SWL-Fail Loan Agreement and the Prior SWL-Fail Loan Agreement has been amended and restated in its entirety. I. CFSB and Lender have contemporaneously herewith entered into that certain First Amended and Restated Loan Agreement of even date herewith (such First Amended and Restated Loan Agreement, as the same may be amended, supplemented or modified from time to time, the "CFSB Loan Agreement"), pursuant to which the CFLIC-CFSB Loan Agreement has been consolidated with and into the Prior SWL-CFSB Loan Agreement and the Prior SWL-CFSB Loan Agreement has been amended and restated in its entirety. J. Debtor and Lender now desire to consolidate the Existing CFLIC Pledge Agreement with and into the Existing SWL Pledge Agreement and to make certain amendments to the Existing SWL Pledge Agreement as set forth herein. K. The parties hereto now desire to amend the Existing SWL Pledge Agreement as hereinafter provided and have agreed, for purposes of clarity and ease of administration, to carry out the agreed upon amendments by amending the pertinent provisions of the Existing SWL Pledge Agreement and then restating the Existing SWL Pledge Agreement in its entirety by means of this Agreement. NOW THEREFORE, in consideration of the premises and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto hereby consolidate the Existing CFLIC Pledge Agreement with and into the Existing SWL Pledge Agreement, amend and restate the Existing SWL Pledge Agreement (as consolidated) and agree as follows: ARTICLE I DEFINITIONS Section 1.1. DEFINITIONS. As used in this Agreement, the following terms have the following meanings: "CAPITAL STOCK" means any and all shares, interests, participations, rights, or other equivalents (however designated) of corporate stock. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 2 "COLLATERAL" has the meaning specified in Article II of this Agreement. "COLLECTION AND PAYMENT AGREEMENT" means that certain Amended and Restated Collection and Payment Agreement of even date herewith among CFSB, Pledgor and Lender, among others, as the same may be amended, supplemented or modified from time to time. "FAIL GUARANTY" means the Fail Guaranty, as defined in the CFSB Loan Agreement. "LOAN AGREEMENTS" means the Fail Loan Agreement and the CFSB Loan Agreement, collectively. "PROPERTY" means property of all kinds, real, personal or mixed, tangible or intangible (including without limitation, all rights relating thereto), whether owned or acquired on or after the date hereof. "SECURED OBLIGATIONS" means all present and future obligations, liabilities and indebtedness of Pledgor and CFSB, or either of them, under the Debt Documents, including but not limited to the Loan Agreements and the Fail Guaranty. "UCC" means the Uniform Commercial Code as adopted by the State of Texas. Any other term used in this Agreement with an initial capital letter and not expressly defined herein shall have the meaning ascribed to it in the Loan Agreements. ARTICLE II SECURITY INTEREST AND PLEDGE As collateral security for the prompt payment and performance in full when due of the Secured Obligations (whether at stated maturity, by acceleration, or otherwise), Pledgor hereby collaterally assigns, pledges and grants to Lender, and ratifies and confirms the prior collateral assignments, pledges and grants made pursuant to the Existing SWL Pledge Agreement and the Existing CFLIC Pledge Agreement (the Existing SWL Pledge Agreement and the Existing CFLIC Pledge Agreement being sometimes hereinafter referred to collectively as the "Existing Pledge Agreements") of, a security interest in all of Pledgor's right, title, and interest in and to the following Property, whether now owned or existing or hereafter arising or acquired and wherever arising or located (such Property being hereinafter sometimes called the "COLLATERAL"): (a) All shares of Capital Stock of CFSB now or hereafter issued and outstanding, including, without limitation, 666 shares of common stock of CFSB evidenced by stock certificate number 5 and 1734 shares of common stock of CFSB evidenced by stock certificate number 4; and FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 3 (b) All products, proceeds, revenues, distributions, subscription rights, contract rights, general intangibles, cash dividends, stock dividends, dividends in kind, securities, and other Property, rights, and interests that Pledgor owns, holds, receives, or is at any time entitled to receive on account of, or that in any way relate to or arise from, the Capital Stock identified in clause (a) above. ARTICLE III REPRESENTATIONS AND WARRANTIES Pledgor represents and warrants to Lender that: Section 3.1. TITLE. Pledgor owns, and with respect to Collateral acquired after the date hereof, Pledgor will own, legally and beneficially, the Collateral free and clear of any Lien, except Liens created by the Existing Pledge Agreements and ratified and confirmed by this Agreement, and Permitted Stock Exceptions. The Collateral is not subject to any restriction on transfer or assignment except for compliance with (a) applicable federal and state securities laws, (b) the "change of control" provisions of the Thrift Laws, (c) the Capital Maintenance Agreement and (d) Permitted Stock Exceptions. Pledgor has the unrestricted right to pledge the Collateral as contemplated hereby. All of the outstanding Collateral has been duly and validly issued and is fully paid and nonassessable. None of the Collateral constitutes community Property. Section 3.2. AUTHORITY. Pledgor has the power and authority, and legal right to execute, deliver, and perform this Agreement, and the execution, delivery, and performance of this Agreement by Pledgor do not and will not conflict with any law, rule, or regulation or any order, writ, injunction, or decree of any Governmental Authority or arbitrator and do not and will not conflict with, result in a breach of, or constitute a default under the provisions of any indenture, mortgage, deed of trust, security agreement, or other instrument or agreement binding on Pledgor or any of his Property. Section 3.3. PRINCIPAL PLACE OF BUSINESS. The address of Pledgor, and the office where Pledgor keeps his books and records, is located at the address of Pledgor shown at the end of this Agreement. Section 3.4. LITIGATION. Except as disclosed on Schedule 2 to the Fail Loan Agreement, Pledgor is not aware of any litigation, investigation, or governmental proceeding pending or threatened against Pledgor or any of his Properties which if adversely determined could reasonably be expected to have a Material Adverse Effect (as defined in the Fail Loan Agreement). Section 3.5. PERCENTAGE OF STOCK. 2400 shares of common stock of CFSB evidenced by stock certificates number 4 and 5 constitute one hundred percent (100%) of the issued and outstanding Capital Stock of CFSB. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 4 Section 3.6. PERFECTION OF SECURITY INTEREST. This Agreement creates, ratifies and confirms in favor of Lender a collateral assignment, common law pledge and security interest in the Collateral, and based upon the prior filings of Uniform Commercial Code financing statements filed in favor of Lender and CFLIC (as assigned to Lender) in the jurisdictions identified on Schedule 1 hereto (and compliance with the requirements of such jurisdictions with respect to the filing of continuation statements) and based upon Lender's possession of all stock certificates, cash, documents, instruments, and chattel paper of Pledgor constituting Collateral, such security interests constitute valid and perfected security interests in the Collateral subject to no other equal or prior Lien. There are no conditions precedent to the effectiveness of this Agreement that have not been fully and permanently satisfied. ARTICLE IV AFFIRMATIVE AND NEGATIVE COVENANTS Pledgor covenants and agrees with Lender that until the date on which the Secured Obligations have been paid in full and any commitments of Lender under the Debt Documents have terminated: Section 4.1. POSSESSION. Prior to or concurrently with the execution and delivery of this Agreement, Lender shall have in its possession all stock certificate(s) identified in Article II hereof, accompanied by undated stock powers duly executed in blank. Section 4.2. ENCUMBRANCES. Pledgor shall not create, permit, or suffer to exist, and shall defend the Collateral against, any and all Liens, except the Liens of Lender created, ratified and confirmed hereunder and Permitted Stock Exceptions, and shall defend Pledgor's rights in the Collateral and Lender's Lien in the Collateral against the claims of all Persons except for claims with respect to Permitted Stock Exceptions. Section 4.3. SALE OF COLLATERAL. Except as provided in Section 10.19 of the Fail Loan Agreement, Pledgor shall not, voluntarily or involuntarily, sell, assign, transfer, or otherwise dispose of the Collateral or any part thereof or interest therein without the prior written consent of Lender. Section 4.4. DISTRIBUTIONS. If Pledgor shall become entitled to receive or shall receive any stock certificate (including, without limitation, any certificate representing a stock dividend or a distribution in connection with any reclassification, increase, or reduction of capital or issued in connection with any reorganization), option or rights, as an addition to, in substitution of, or in exchange for any Collateral, Pledgor agrees to accept the same as Lender's agent and to hold the same in trust for Lender, and to deliver the same forthwith to Lender in the exact form received, with the appropriate endorsement of Pledgor when necessary and/or appropriate undated stock powers duly executed in blank, to be held by Lender as additional Collateral for the Secured Obligations, subject to the terms hereof. Any sums paid upon or in respect of the Collateral upon the liquidation or dissolution or any reorganization of the issuer thereof shall be paid over to Lender to be held by it as additional Collateral for the Secured Obligations subject FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 5 to the terms hereof; and in case any distribution of capital shall be made on or in respect of the Collateral or any Property shall be distributed upon or with respect to the Collateral pursuant to any recapitalization or reclassification of or any other change in the capital of the issuer thereof or pursuant to any reorganization of the issuer thereof, the Property so distributed shall be delivered to Lender to be held by it, as additional Collateral for the Secured Obligations, subject to the terms hereof. All money and Property so paid or distributed in respect of the Collateral that are received by Pledgor shall, until paid or delivered to Lender, be held by Pledgor in trust as additional security for the Secured Obligations. Section 4.5. FURTHER ASSURANCES. At any time and from time to time, upon the request of Lender, and at the sole expense of Pledgor, Pledgor shall promptly execute and deliver all such further instruments and documents and take such further action as Lender may reasonably request to preserve and perfect its Lien in the Collateral and carry out the provisions and purposes of this Agreement, including, without limitation, the execution and filing of such financing statements as Lender may require. A carbon, photographic, or other reproduction of this Agreement or of any financing statement covering the Collateral or any part thereof shall be sufficient as a financing statement and may be filed as a financing statement. In the event any Collateral is ever received by Pledgor, Pledgor shall promptly transfer and deliver to Lender such Collateral so received by Pledgor (together with any necessary endorsements in blank or undated stock powers duly executed in blank), which Collateral shall be applied against the Secured Obligations in accordance with the terms of the Collection and Payment Agreement if it is cash Collateral or held by Lender pursuant to this Agreement if it is not cash Collateral. Lender shall at all times have the right to exchange any certificates representing Collateral for certificates of smaller or larger denominations for any purpose consistent with this Agreement. Section 4.6. INSPECTION RIGHTS. Pledgor shall permit Lender and its representatives to examine, inspect, and copy Pledgor's books and records with respect to the Collateral at any reasonable time and as often as Lender may desire. Section 4.7. TAXES. Pledgor agrees to pay or discharge prior to delinquency all taxes, assessments, levies, and other governmental charges imposed on him or his Property, except Pledgor shall not be required to pay or discharge any tax, assessment, levy, or other governmental charge if the amount or validity thereof is being contested by Pledgor in good faith by appropriate proceedings diligently pursued. Section 4.8. NOTIFICATION. Pledgor shall promptly notify Lender of (i) any Lien upon the Collateral, (ii) the occurrence or existence of any Event of Default or Potential Default as soon as possible and in any event within five (5) days after Pledgor has obtained knowledge of such Event of Default or Potential Default, and (iii) any receipt by Pledgor of Collateral. Section 4.9. INFORMATION. Pledgor shall from time to time at the request of Lender deliver to Lender such information regarding the Collateral and Pledgor as Lender may reasonably request. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 6 Section 4.10. COMPLIANCE WITH AGREEMENTS. Pledgor shall comply in all material respects with all agreements, contracts, and instruments binding on him or affecting his Properties or business, except instances of noncompliance which, individually or in the aggregate, could not reasonably be expected to have a Material Adverse Effect (as defined in the Fail Loan Agreement). Section 4.11. COMPLIANCE WITH LAWS. Pledgor shall comply in all material respects with all applicable laws, rules, regulations, and orders of any Governmental Authority or arbitrator, except for instances of noncompliance which, individually or in the aggregate, could not reasonably be expected to have a Material Adverse Effect (as defined in the Fail Loan Agreement). Section 4.12. ADDITIONAL SECURITIES. Pledgor shall not consent to, approve, or permit the issuance of any additional Capital Stock of CFSB, or any securities convertible into, or exchangeable for, any Capital Stock of CFSB or any warrants, options, rights, or other commitments entitling any Person to purchase or otherwise acquire any interest in Capital Stock of CFSB. Section 4.13. PROVIDE INFORMATION. Pledgor shall fully cooperate, to the extent requested by Lender, in the completion of any notice, form, schedule, or other document filed by Lender on its own behalf or on behalf of Pledgor, including, without limitation, any required notice or statement of beneficial ownership or of the acquisition of beneficial ownership of equity securities constituting part of the Collateral and any notice of proposed sale of any such securities pursuant to Rule 144 as promulgated by the Securities and Exchange Commission ("SEC") under the Securities Act of 1933, as amended. Without limiting the generality of the foregoing, Pledgor shall furnish to Lender any and all information which Lender may reasonably request for purposes of any such filing, regarding Pledgor, the Collateral, and any issuer of any of the Collateral, and Pledgor shall disclose to Lender all material adverse information known by Pledgor with respect to the operations of the issuer of the Collateral for the purposes of any such proposed sale. ARTICLE V RIGHTS OF LENDER AND PLEDGOR Section 5.1. POWER OF ATTORNEY. Pledgor hereby irrevocably constitutes and appoints Lender and any officer or agent thereof, with full power of substitution, as his true and lawful attorney-in-fact with full irrevocable power and authority in the place and stead and in the name of Pledgor or in its own name, after the occurrence and during the continuance of an Event of Default and provided that the Secured Obligations are due and payable in full (whether by acceleration, at stated maturity or otherwise), to take any and all action and to execute any and all documents and instruments which may be necessary or desirable to accomplish the purposes of this Agreement and, without limiting the generality of the foregoing, hereby gives Lender the power and right on behalf of Pledgor and in its own name to do any of the following (subject to the rights of Pledgor under Section 5.2 hereof), without notice to or the consent of Pledgor FIRST AMENDED AND RESTATE PLEDGE AGREEMENT - Page 7 after the occurrence and during the continuance of an Event of Default and provided that the Secured Obligations are due and payable in full (whether by acceleration, at stated maturity, or otherwise): (i) to demand, sue for, collect, or receive in the name of Pledgor or in its own name, any money or property at any time payable or receivable on account of or in exchange for any of the Collateral and, in connection therewith, endorse checks, notes, drafts, acceptances, money orders, or any other instruments for the payment of money under the Collateral; (ii) to pay or discharge any and all taxes and Liens levied or placed on or threatened against the Collateral; (iii) (A) to direct account debtors and any other parties liable for any payment under any of the Collateral to make payment of any and all monies due and to become due thereunder directly to Lender or as Lender shall direct, such amounts to be applied by Lender as provided in the Collection and Payment Agreement; (B) to receive payment of and receipt for any and all monies, claims, and other amounts due and to become due at any time in respect of or arising out of any Collateral; (C) to sign and endorse any drafts, assignments, proxies, stock powers, verifications, notices, and other documents relating to the Collateral to the extent that doing so would not contravene any Thrift Laws; (D) to commence and prosecute any suit, actions or proceedings at law or in equity in any court of competent jurisdiction to collect the Collateral or any part thereof and to enforce any other right in respect of any Collateral; (E) to defend any suit, action, or proceeding brought against Pledgor with respect to any Collateral; (F) to settle, compromise, or adjust any suit, action, or proceeding described above and, in connection therewith, to give such discharges or releases as Lender may deem appropriate; (G) to exchange any of the Collateral for other Property upon any merger, consolidation, reorganization, recapitalization, or other readjustment of the issuer thereof and, in connection therewith, deposit any of the Collateral with any committee, depositary, transfer agent, registrar, or other designated agency upon such terms as Lender may determine; (H) to do, at Lender's option and Pledgor's expense, at any time, or from time to time, all acts and things which Lender deems necessary to protect, preserve, or realize upon the Collateral and Lender's Lien therein, and (I) to complete, execute and file with the SEC one or more notices of proposed sale of securities pursuant to Rule 144. This power of attorney is a power coupled with an interest and shall be irrevocable. Lender shall be under no duty to exercise or withhold the exercise of any of the rights, powers, privileges, and options expressly or implicitly granted to Lender in this Agreement, and shall not be liable for any failure to do so or any delay in doing so. Lender shall not be liable for any act or omission or for any error of judgment or any mistake of fact or law in its individual capacity or in its capacity as attorney-in-fact except acts or omissions resulting from its gross negligence or willful misconduct. This power of attorney is conferred on Lender solely to protect, preserve, and realize upon its collateral assignment, common law pledge and security interest in the FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 8 Collateral. Lender shall not be responsible for any decline in the value of the Collateral and shall not be obligated to take any steps to preserve rights against prior parties. Section 5.2. VOTING RIGHTS. Unless and until an Event of Default shall have occurred and be continuing and Lender shall have acquired, sold, or otherwise conveyed the Collateral through foreclosure following the receipt of all necessary approvals therefor under the Thrift Laws, Pledgor shall be entitled to exercise any and all voting rights pertaining to the Collateral or any part thereof for any purpose not inconsistent with the terms of the Debt Documents. Lender shall execute and deliver to the Pledgor all such proxies and other instruments as Pledgor may reasonably request for the purpose of enabling Pledgor to exercise the voting rights which he is entitled to exercise pursuant to this Section. Section 5.3. PAYMENT OF DIVIDENDS. Pledgor shall cause CFSB to pay or make all cash dividends and all cash distributions constituting the Collateral to the Collateral Account for application by Lender to the Secured Obligations pursuant to each Loan Agreement in accordance with the provisions of the Collection and Payment Agreement. Pledgor shall not be entitled to receive or retain any dividend or distribution constituting Collateral, except those disbursed by Lender to or for the benefit of Pledgor pursuant to the Collection and Payment Agreement until the Secured Obligations have been paid and performed in full. In the event that Pledgor receives any dividend or distribution constituting Collateral in violation of this Section 5.3, Pledgor shall promptly deliver such dividend or distribution to Lender in the exact form received with any necessary endorsements. Section 5.4. PERFORMANCE BY LENDER. If Pledgor fails to perform or comply with any of his agreements contained herein, Lender itself may, at its sole discretion, cause or attempt to cause performance or compliance with such agreement and the expenses of Lender, together with interest thereon at the Contract Rate (which interest shall begin to accrue ten (10) days after Lender makes demand for payment of such expenses), shall be payable by Pledgor to Lender on demand and shall constitute a portion of the Secured Obligations secured by this Agreement. Notwithstanding the foregoing, it is expressly agreed that Lender shall not be required to perform any obligation of Pledgor under this Agreement. Section 5.5. LENDER'S DUTY OF CARE. Other than the exercise of reasonable care in the physical custody of the Collateral while held by Lender hereunder, Lender shall have no responsibility for or obligation or duty with respect to all or any part of the Collateral or any matter or proceeding arising out of or relating thereto, including, without limitation, any obligation or duty to collect any sums due in respect thereof or to protect or preserve any rights against prior parties or any other rights pertaining thereto, it being understood and agreed that Pledgor shall be responsible for preservation of all rights in the Collateral. Without limiting the generality of the foregoing, Lender shall be conclusively deemed to have exercised reasonable care in the custody of the Collateral if Lender takes such action, for purposes of preserving rights in the Collateral, as Pledgor may reasonably request in writing, but no failure or omission or delay by Lender in complying with any such request by Pledgor, and no refusal by Lender to comply with any such request by Pledgor, shall be deemed to be a failure to exercise reasonable care. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 9 Section 5.6. ASSIGNMENT. Lender may at any time and from time to time assign the Secured Obligations or any portion thereof held by it and its interest in the Collateral to the assignee of the Secured Obligations, and the assignee shall be entitled to all of the rights and remedies of the assignor under this Agreement in relation thereto. ARTICLE VI DEFAULT Section 6.1. RIGHTS AND REMEDIES. If any Event of Default shall occur and be continuing, and the Secured Obligations are due and payable in full whether by acceleration or otherwise, Lender shall have the following rights and remedies: (i) In addition to all other rights and remedies granted to Lender in this Agreement and in any other Debt Document, Lender shall have all of the rights and remedies of a secured party under the UCC. Without limiting the generality of the foregoing, Lender may (A) without demand or notice to Pledgor, collect, receive, or take possession of the Collateral or any part thereof, and/or (B) sell or otherwise dispose of the Collateral, or any part thereof, in one or more parcels at public or private sale or sales, at Lender's offices or elsewhere, for cash, on credit, or for future delivery. Lender may bid and become a purchaser at any sale free of any right or equity of redemption in Pledgor, which right or equity of redemption is hereby expressly waived and released by Pledgor. Upon the request of Lender, Pledgor shall assemble the Collateral in his possession or control and make it available to Lender at any place designated by Lender that is reasonably convenient to Pledgor and Lender. Pledgor agrees that Lender shall not be obligated to give more than twenty (20) days written notice of the time and place of any public sale or of the time after which any private sale may take place and that such notice shall constitute reasonable notice of such matters. Lender shall not be obligated to make any sale of the Collateral regardless of notice of sale having been given. Lender may adjourn any public or private sale from time to time by announcement at the time and place fixed therefor, and such sale may, without further notice, be made at the time and place to which it was so adjourned. Pledgor shall be liable for all expenses of retaking, holding, preparing for sale, or the like, and all attorneys' fees and other expenses incurred by Lender in connection with the collection of the Secured Obligations and the enforcement of Lender's rights under this Agreement, all of which expenses and fees shall constitute additional Secured Obligations. Subject to the terms of the Collection and Payment Agreement, Lender may apply proceeds of the Collateral against the Secured Obligations in such order and manner as Lender may elect in its sole discretion. Pledgor shall remain liable for any deficiency in respect of the Secured Obligations if the proceeds of any sale or disposition of the Collateral are insufficient to pay such Obligations. Pledgor waives all rights of marshalling and appraisal in respect of the Collateral. (ii) Lender may collect or receive all money or Property at any time payable or receivable on account of or in exchange for any of the Collateral, but shall be under no obligation to do so. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 10 (iii) Pledgor hereby acknowledges and confirms that Lender may be unable to effect a public sale of any or all of the Collateral by reason of certain prohibitions contained in the Securities Act of 1933, as amended, and applicable state securities laws and may be compelled to resort to one or more private sales thereof to a restricted group of purchasers who will be obligated to agree, among other things, to acquire any shares of the Collateral for their own respective accounts for investment and not with a view to distribution or resale thereof. Pledgor further acknowledges and confirms that any such private sale may result in prices or other terms less favorable to the seller than if such sale were a public sale and, notwithstanding such circumstances, agrees that any such private sale shall not in and of itself be deemed to have been made in a manner that is not commercially reasonable, and Lender shall be under no obligation to take any steps in order to permit the Collateral to be sold at a public sale. Lender shall be under no obligation to delay a sale of any of the Collateral for any period of time necessary to permit any issuer thereof to register such Collateral for public sale under the Securities Act of 1933, as amended, or under applicable state securities laws. Pledgor will cooperate and will cause his Subsidiaries to cooperate with proposed purchasers of the Collateral in connection with their requests and applications to obtain any required regulatory approvals under the Thrift Laws. (iv) On any sale of the Collateral, Lender is hereby authorized to comply with any limitation or restriction with which compliance is necessary, in the view of Lender's counsel, in order to avoid any violation of applicable law or in order to obtain any required approval of the purchaser or purchasers by any applicable governmental authority. Section 6.2. APPLICATION OF PROCEEDS OF SALE. The proceeds of any sale of Collateral pursuant to Section 6.1 hereof, as well as any Collateral consisting of cash, shall be applied by Lender to the Secured Obligations in accordance with the terms of the Collection and Payment Agreement. ARTICLE VII MISCELLANEOUS Section 7.1. EXPENSES. Pledgor agrees to pay on demand all costs and expenses (including reasonable attorneys' fees) incurred by Lender in connection with the enforcement of this Agreement and the exercise of the rights and remedies hereunder. Section 7.2. NO WAIVER: CUMULATIVE REMEDIES. No failure on the part of Lender to exercise and no delay in exercising, and no course of dealing with respect to, any right, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right, power, or privilege under this Agreement preclude any other or further exercise thereof or the exercise of any other right, power, or privilege. The rights and remedies provided for in this Agreement are cumulative and not exclusive of any rights and remedies provided by law. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 11 Section 7.3. SUCCESSORS AND ASSIGNS. This Agreement shall be binding upon and inure to the benefit of Pledgor and Lender and their respective heirs, successors, and assigns, except that Pledgor may not assign any of his rights or obligations under this Agreement without the prior written consent of Lender. Lender will notify Pledgor of any assignment by Lender of its rights hereunder. Section 7.4. AMENDMENT. The provisions of this Agreement may be amended or waived only by an instrument in writing signed by the parties hereto. Section 7.5. NOTICES. All notices and other communications provided for in this Agreement shall be given or made by telecopy or in writing and telecopied, mailed by certified mail return receipt requested, or delivered to the intended recipient at the "Address for Notices" specified below its name on the signature pages hereof; or, as to any party at such other address as shall be designated by such party in a notice to the other party given in accordance with this Section. Except as otherwise provided in this Agreement, all such communications shall be deemed to have been duly given when transmitted by telecopy, subject to telephone confirmation of receipt, or when personally delivered or, in the case of a mailed notice, when received, in each case given or addressed as aforesaid. Section 7.6. APPLICABLE LAW: VENUE: SERVICE OF PROCESS. This Agreement shall be governed by and construed in accordance with the laws of the State of Texas applicable to contracts made and wholly performable in Texas and the applicable laws of the United States of America. This Agreement shall be performable for all purposes in Dallas County, Texas. Any action or proceeding against Pledgor under or in connection with this Agreement may be brought in any state or federal court in Dallas County, Texas. Pledgor hereby irrevocably (i) submits to the nonexclusive jurisdiction of such courts, and (ii) waives any objection he may now or hereafter have as to the venue of any such action or proceeding brought in such court or that such court is an inconvenient forum. Pledgor agrees that service of process upon him may be made by certified or registered mail, return receipt requested, at his address specified or determined in accordance with the provisions of Section 7.5 of this Agreement. Nothing in this Agreement or any other Debt Document shall affect the right of any secured party to serve process in any other manner permitted by law or shall limit the right of Lender to bring any action or proceeding against Pledgor or with respect to any of his Property in courts in other jurisdictions. Section 7.7. HEADINGS. The headings, captions, and arrangements used in this Agreement are for convenience only and shall not affect the interpretation of this Agreement. Section 7.8. SURVIVAL. All representations and warranties made in this Agreement shall survive the execution and delivery of this Agreement, and no investigation by Lender shall affect the representations and warranties of Pledgor herein or the right of Lender to rely upon them. Section 7.9. COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 12 Section 7.10. SEVERABILITY. If any clause or provision of this Agreement is or should ever be held to be illegal, invalid, or unenforceable under any present or future law applicable to the terms hereof, then and in such event, it is the intention of the parties hereto that the remainder of this Agreement shall not be affected thereby, and that in lieu of each such clause or provision of this Agreement that is illegal, invalid, or unenforceable, there be added as a part of this Agreement a clause or provision as similar in terms to such illegal, invalid, or unenforceable clause or provision as may be possible and be legal, valid, and enforceable. Section 7.11. CONSTRUCTION. Pledgor and Lender acknowledge that each of them has had the benefit of legal counsel of his or its own choice and has been afforded an opportunity to review this Agreement with his or its legal counsel and that this Agreement shall be construed as if jointly drafted by Pledgor and Lender. Section 7.12. SECURED OBLIGATIONS ABSOLUTE. The obligations of Pledgor under this Agreement shall be absolute and unconditional and shall not be released, discharged, reduced, diminished or in any way impaired by any circumstance whatsoever, including, without limitation, (a) any amendment, modification, extension, or renewal of the Secured Obligations or any Debt Document (exclusive of the effect thereof), (b) any release, subordination, or impairment of Collateral (exclusive of the effect thereof), (c) any waiver, consent, extension, indulgence, compromise, settlement, or other action or inaction in respect of the Secured Obligations or the Debt Documents (exclusive of the effect thereof), or (d) any exercise or failure by Lender to exercise any right, remedy, power, or privilege in respect of the Secured Obligations or the Debt Documents (exclusive of the effect thereof). Section 7.13. RELEASE OF SECURITY INTEREST. Upon the payment in full of the Secured Obligations and the termination of the commitments of Lender under the Debt Documents, Lender shall return all Collateral in its possession to Pledgor or whomsoever may be lawfully entitled to the same and shall execute and deliver all releases as may be reasonably necessary to release the Lien herein granted in the Collateral, subject to any prior disposition of Collateral pursuant to this Agreement or any other Debt Document. Section 7.14 PRIOR AGREEMENTS. This Agreement consolidates the Existing CFLIC Pledge Agreement with and into the Existing SWL Pledge Agreement and amends, restates and replaces the Existing SWL Pledge Agreement (as consolidated) in its entirety. This Agreement does not constitute a novation. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 13 IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement to be effective as of the day and year first written above. PLEDGOR: /s/ James M. Fail ---------------------------------------- JAMES M. FAIL, Individually Address for Notices: 1901 Sixth Avenue North, Suite 1550 Birmingham, Alabama 35203 Fax No.: (205) 328-8572 Telephone No.: (205) 328-8570 With a copy to: Theodore G. Johnsen, Esq. Arnold & Palmer 777 South Figueroa Los Angeles, California 90017 Fax No.: 213/243-4199 Telephone No.: 213/243-4060 LENDER: SOUTHWESTERN LIFE INSURANCE COMPANY By: /s/ John T. Hull ------------------------------------- Name: John T. Hull Title: Executive Vice President, Chief Financial Officer and Treasurer Address for Notices: 500 North Akard, Twelfth Floor Dallas, Texas 75201 Fax No.: (214)954-7345 Telephone No.: (214)954-7535 Attention: Daniel B. Gail, Esq. FIRST AMENDED AND RESTATED PLEDGE AGREEMENT - Page 14 SCHEDULE 1 (Section 3.6) JURISDICTIONS Alabama Arizona Kentucky Texas DA942020430 121994jed LOAN S5514-46000 SCHEDULE 1. JURISDICTIONS - Solo Page EX-10.34 8 EXHIBIT 10.34 FIRST AMENDED AND RESTATED GUARANTY AGREEMENT This FIRST AMENDED AND RESTATED GUARANTY AGREEMENT ("the Agreement") dated as of December 1, 1994, is by and between James M. Fail, an individual resident of the State of Alabama ("Guarantor") and Southwestern Life Insurance Company, a Texas insurance corporation ("Lender"). R E C I T A L S: A. CFSB Corporation, a Delaware corporation ("Borrower") and Lender have previously entered into that certain Loan Agreement dated as of January 25, 1993 (the "Prior SWL Loan Agreement"), pursuant to which Lender made a loan to Borrower in the original principal amount of $17,753,820.00. B. Pursuant to the Prior SWL Loan Agreement, Guarantor executed and delivered to Lender that certain Guaranty Agreement dated as of January 25, 1993, pursuant to which Guarantor guaranteed to Lender the full and complete payment and performance of the liabilities, obligations and indebtedness of Borrower to Lender under the Prior SWL Loan Agreement and related promissory note (the "Existing SWL Guaranty"). C. CFSB and Consolidated Fidelity Life Insurance Corporation, a Kentucky life insurance corporation ("CFLIC") have previously entered into that certain Loan Agreement dated as of January 25, 1993 (the "CFLIC Loan Agreement"), pursuant to which CFLIC made a loan to Borrower in the original principal amount of $46,266,675.00 (the "CFLIC Loan"). D. Pursuant to the CFLIC Loan Agreement, Guarantor executed and delivered to CFLIC that certain Guaranty Agreement dated as of January 25, 1993, pursuant to which Guarantor guaranteed to CFLIC the full and complete payment and performance of the liabilities, obligations and indebtedness of Borrower to CFLIC under the CFLIC Loan Agreement and related promissory note (the "Existing CFLIC Guaranty"). E. Pursuant to that certain Assignment and Transfer of Notes, Liens, and Other Rights dated as of June 30, 1994, between Lender and CFLIC. Lender purchased all of CFLIC's right, title and interest in and to the CFLIC Loan, all documents and agreements relating thereto, and all security interests and liens securing the same. F. Borrower and Lender have contemporaneously herewith entered into that certain First Amended and Restated Loan Agreement of even date herewith (such First Amended and Restated Loan Agreement, as the same may be amended, supplemented or modified from time to time, the "Loan Agreement"), pursuant to which the CFLIC Loan Agreement has been consolidated with and into the Prior SWL Loan Agreement and the Prior SWL Loan Agreement has been amended and restated in its entirety. FIRST AMENDED AND RESTATED GUARANTY AGREEMENT - Page 1 G. Lender has conditioned its obligations under the Loan Agreement upon the execution and delivery by Guarantor of this Agreement and Guarantor and Lender now desire to consolidate the Existing CFLIC Guaranty with and into the Existing SWL Guaranty and to make certain amendments to the Existing SWL Guaranty as herein set forth. H. The parties hereto now desire to amend the Existing SWL Guaranty as hereinafter provided and have agreed, for purposes of clarity and ease of administration, to carry out the agreed upon amendments by amending the pertinent provisions of the Existing SWL Guaranty and then restating the Existing SWL Guaranty in its entirety by means of this Agreement. NOW, THEREFORE, for valuable consideration, the receipt and adequacy of which are hereby acknowledged, Guarantor and Lender hereby consolidate the Existing CFLIC Guaranty with and into the Existing SWL Guaranty, amend and restate the Existing SWL Guaranty (as consolidated) and agree as follows: Guarantor, for valuable consideration, the receipt and adequacy of which are hereby acknowledged, hereby irrevocably and unconditionally guarantees to Lender the full and prompt payment and performance of the Guaranteed Indebtedness (hereinafter defined), this Guaranty Agreement being upon the following terms: 1. Capitalized terms used and not otherwise defined herein shall have the same meanings as set forth in the Loan Agreement. 2. The term "Guaranteed Indebtedness", as used herein means all of the "Obligations", including but not limited to (i) the indebtedness of Borrower to Lender evidenced by that certain Promissory Note of even date herewith executed by Borrower and payable to the order of Lender in the original principal amount of Forty Million Three Hundred Eighteen Thousand Seven Hundred Fifty-Four and No/100 Dollars ($40,318,754.00), and (ii) the liabilities, obligations, and indebtedness of Borrower to Lender under the Loan Agreement, the Security Agreement and any and all other instruments or documents executed by Borrower in connection with the Loan. The term "Guaranteed Indebtedness" shall include any and all post-petition interest and expenses (including reasonable attorneys' fees) included as part of the Obligations whether or not allowed under any bankruptcy, insolvency, or other similar law. 3. This instrument shall be an absolute, continuing, irrevocable, and unconditional guaranty of payment and performance, and not a guaranty of collection, and Guarantor shall remain liable on his obligations hereunder until the payment and performance in full of the Guaranteed Indebtedness. No set-off, counterclaim, recoupment, reduction, or diminution of any obligation, or any defense of any kind or nature which Borrower may have against Lender or any other party, or which Guarantor may have against Borrower, Lender, or any other party, shall be available to, or shall be asserted by, Guarantor against Lender or any subsequent holder of the Guaranteed Indebtedness or any part thereof or against payment of the Guaranteed Indebtedness or any part thereof. 4. If Guarantor becomes liable for any indebtedness owing by Borrower to Lender by endorsement or otherwise, other than under this Guaranty Agreement, such liability shall not FIRST AMENDED AND RESTATED GUARANTY AGREEMENT - Page 2 be in any manner impaired or affected hereby, and the rights of Lender hereunder shall be cumulative of any and all other rights that Lender may ever have against Guarantor. The exercise by Lender of any right or remedy hereunder or under any other instrument, or at law or in equity, shall not preclude the concurrent or subsequent exercise of any other right or remedy. 5. In the event of default by Borrower in payment or performance of the Guaranteed Indebtedness, when such Guaranteed Indebtedness becomes due, whether by its terms, by acceleration, or otherwise. Guarantor shall promptly pay as specified in Section 9 hereof the amount due thereon to Lender without notice or demand in lawful money of the United States of America and it shall not be necessary for Lender, in order to enforce such payment by Guarantor, first to institute suit or exhaust its remedies against Borrower or others liable on such Guaranteed Indebtedness, or to enforce any rights against any collateral other than the Collateral (as defined in the Pledge Agreement) which shall ever have been given to secure such Guaranteed Indebtedness. Notwithstanding anything to the contrary contained in this Guaranty Agreement, Guarantor hereby irrevocably waives any and all rights he may now or hereafter have under any agreement or at law or in equity (including, without limitation, any law subrogating the Guarantor to the rights of Lender) to assert any claim against or seek contribution, indemnification or any other form of reimbursement from Borrower or any other party liable for payment of any or all of the Guaranteed Indebtedness for any payment made by Guarantor under or in connection with this Guaranty Agreement or otherwise, until the Guaranteed Indebtedness is fully satisfied. 6. Subject to the provisions of Section 9 hereof, Guarantor hereby agrees that his obligations under this Guaranty Agreement shall not be released, discharged, diminished, impaired, reduced, or affected for any reason or by the occurrence of any event, including, without limitation, one or more of the following events, whether or not with notice to or the consent of Guarantor: (a) the taking or accepting of collateral as security for any or all of the Guaranteed Indebtedness or the release, surrender, exchange, or subordination of any collateral now or hereafter securing any or all of the Guaranteed Indebtedness; (b) any partial release of the liability of Guarantor hereunder (except to the extent specified in any such written release), or the full or partial release of any other guarantor or obligor from liability for any or all of the Guaranteed Indebtedness; (c) any disability of Borrower, or the dissolution, insolvency, or bankruptcy of Borrower, Guarantor, or any other party at any time liable for the payment of any or all of the Guaranteed Indebtedness; (d) any renewal, extension, modification, waiver, amendment, or rearrangement of any or all of the Guaranteed Indebtedness or any instrument, document, or agreement evidencing, securing, or otherwise relating to any or all of the Guaranteed Indebtedness; (e) any adjustment, indulgence, forbearance, waiver, or compromise that may be granted or given by Lender to Borrower, Guarantor, or any other party ever liable for any or all of the Guaranteed Indebtedness; (f) any neglect, delay, omission, failure, or refusal of Lender to take or prosecute any action for the collection of any of the Guaranteed Indebtedness or to foreclose or take or prosecute any action in connection with any instrument, document, or agreement evidencing, securing, or otherwise relating to any or all of the Guaranteed Indebtedness; (g) the unenforceability or invalidity of any or all of the Guaranteed Indebtedness or of any instrument, document, or agreement evidencing, securing, or otherwise relating to any or all of the Guaranteed Indebtedness; (h) any payment by Borrower or any other party to Lender is held to constitute a preference under applicable bankruptcy or insolvency law FIRST AMENDED AND RESTATED GUARANTY AGREEMENT - Page 3 or if for any other reason Lender is required to refund any payment or pay the amount thereof to someone else; (i) the settlement or compromise of any of the Guaranteed Indebtedness; (j) the non-perfection of any Lien securing any or all of the Guaranteed Indebtedness; (k) any impairment of any Collateral securing any or all of the Guaranteed Indebtedness; (l) the failure of Lender to sell any Collateral securing any or all of the Guaranteed Indebtedness in a commercially reasonable manner or as otherwise required by law; (m) any change in the corporate existence. structure, or ownership of Borrower; or (n) any other circumstance which might otherwise constitute a defense available to, or discharge of, Borrower or Guarantor. 7. Guarantor represents and warrants to Lender as follows: (a) Guarantor has the power and authority and legal right to execute, deliver, and perform his obligations under this Guaranty Agreement and this Guaranty Agreement constitutes the legal, valid, and binding obligation of Guarantor, enforceable against Guarantor in accordance with its terms, except as limited by (i) bankruptcy, insolvency, reorganization or other laws of general application relating to the enforcement of creditors' rights, and (b) the application of general principles of equity (regardless of whether enforceability is considered in a proceeding at law or in equity). (b) The execution, delivery, and performance by Guarantor of this Guaranty Agreement do not and will not violate or conflict with any law, rule, or regulation or any order, writ, injunction, or decree of any Governmental Authority or arbitrator and do not and will not conflict with, result in a breach of, or constitute a default under, or result in the imposition of any Lien upon any Property of Guarantor pursuant to the provisions of any indenture, mortgage, deed of trust, security agreement, franchise, permit, license, or other instrument or agreement by which Guarantor or his properties is bound. (c) No authorization, approval, or consent of, and no filing or registration with, any Governmental Authority or third party is necessary for the execution, delivery, or performance by Guarantor of this Guaranty Agreement or the validity or enforceability thereof. (d) The value of the consideration received and to be received by Guarantor as a result of Borrower and Lender entering into the Loan Agreement and Guarantor executing and delivering this Guaranty Agreement is reasonably worth at least as much as the liability and obligation of Guarantor hereunder, and such liability and obligation and the Loan Agreement have benefited and may reasonably be expected to benefit Guarantor directly and indirectly. (e) Guarantor has, independently and without reliance upon Lender and based upon such documents and information as Guarantor has deemed appropriate, made his own analysis and decision to enter into this Guaranty Agreement. 8. Guarantor covenants and agrees that, as long as the Guaranteed Indebtedness or any part thereof is outstanding: FIRST AMENDED AND RESTATED GUARANTY AGREEMENT - Page 4 (a) Guarantor will furnish to Lender within 3O days after filing of Guarantor's tax return for a calendar year, a list of all material assets and material liabilities (including contingent liabilities) as of December 31 of such calendar year and a statement of the sources of material income and material expenses of the Guarantor for the previous calendar year. Each such statement shall be certified by Guarantor as being true, correct, and complete in all material respects. (b) Guarantor will furnish to Lender within thirty (30) days after the end of each of the first three calendar quarters of each year, a list of all material assets and material liabilities, including contingent liabilities, of Guarantor as of the end of each such calendar quarter and a statement of the sources of material income and material expenses of Guarantor for such calendar quarter. Each such statement shall be certified by Guarantor as being true, correct and complete in all material respects. (c) Guarantor will furnish promptly to Lender written notice of the occurrence of any default under this Guaranty Agreement or an Event of Default under the Loan Agreement of which Guarantor has knowledge. (d) Guarantor will furnish promptly to Lender such additional information concerning Guarantor as Lender may reasonably request. (e) Guarantor will obtain at any time and from time to time all authorizations, licenses, consents or approvals as shall now or hereafter be necessary or desirable under all applicable laws or regulations or otherwise in connection with the execution, delivery and performance of this Guaranty Agreement and will promptly furnish copies thereof to Lender. (f) Guarantor will at all times own directly or indirectly and free and clear of any and all Liens whatsoever (except Liens created by the Loan Documents, Permitted Liens and Permitted Stock Exceptions) 100% of the voting stock of Borrower. 9. Notwithstanding anything contained herein to the contrary, no claim against Guarantor under or in respect of this Guaranty Agreement shall be payable from any source other than the Collateral (as defined in the Pledge Agreement) or in any manner other than as provided in the Pledge Agreement; PROVIDED, HOWEVER that nothing herein shall limit any of the rights of Lender under the Loan Documents (exclusive of this Guaranty Agreement) and the Fail Loan Documents, including, without limitation, the right to accelerate the maturity of the Guaranteed Indebtedness and the right to bring suit and obtain judgment against Guarantor under this Guaranty Agreement for the purpose of exercising its rights with respect to the Collateral. Guarantor shall have no personal liability for payment of the Guaranteed Indebtedness except as provided in the Pledge Agreement and the sole recourse of Lender against Guarantor under this Guaranty Agreement shall be against the Collateral (as defined in the Pledge Agreement). 10. No amendment or waiver of any provision of this Guaranty Agreement nor consent to any departure by the Guarantor therefrom shall in any event be effective unless the same shall be in writing and signed by Lender. No failure on the part of Lender to exercise, and no delay FIRST AMENDED AND RESTATED GUARANTY AGREEMENT - Page 5 in exercising, any right, power, or privilege hereunder shall operate as a waiver thereof; nor shall any single or partial exercise of any right, power, or privilege hereunder preclude any other or further exercise thereof or the exercise of any other right, power, or privilege. The remedies herein provided are cumulative and not exclusive of any remedies provided by law. 11. Any acknowledgment or new promise, whether by payment of principal or interest or otherwise and whether by Borrower or others (including Guarantor), with respect to any of the Guaranteed Indebtedness shall, if the statute of limitations in favor of Guarantor against Lender shall have commenced to run, toll the running of such statute of limitations and, if the period of such statute of limitations shall have expired, prevent the operation of such statute of limitations. 12. This Guaranty Agreement is for the benefit of Lender and its successors and assigns, and in the event of an assignment of the Guaranteed Indebtedness, or any part thereof, the rights and benefits hereunder, to the extent applicable to the indebtedness so assigned, may be transferred with such indebtedness. This Guaranty Agreement is binding not only on Guarantor, but on Guarantor's heirs and personal representatives. 13. Guarantor recognizes that Lender is relying upon this Guaranty Agreement and the undertakings of Guarantor hereunder in making extensions of credit to Borrower under the Loan Agreement and further recognizes that the execution and delivery of this Guaranty Agreement is a material inducement to Lender in entering into the Loan Agreement. Guarantor hereby acknowledges that there are no conditions to the full effectiveness of this Guaranty Agreement. 14. This Guaranty Agreement is executed and delivered as an incident to a lending transaction performable in Dallas County, Texas and shall be governed by and construed in accordance with the laws of the State of Texas applicable to contracts made and wholly performable in the State of Texas. Any action or proceeding against Guarantor under or in connection with this Guaranty Agreement may be brought in any state or federal court in Dallas County, Texas. Guarantor hereby irrevocably (i) submits to the nonexclusive jurisdiction of such courts, and (ii) waives any objection he may now or hereafter have as to the venue of any such action or proceeding brought in such court or that such court is an inconvenient forum. Guarantor agrees that service of process upon him may be made by certified or registered mail, return receipt requested, at his address specified below. Nothing herein shall affect the right of Lender to serve process in any other matter permitted by law or shall limit the right of Lender to bring any action or proceeding against Guarantor or with respect to any of Guarantor's Property in courts in other jurisdictions. Any action or proceeding by Guarantor against Lender shall be brought only in a court located in Dallas County, Texas. 15. Guarantor shall pay as specified in Section 9 hereof all reasonable attorneys' fees and all other reasonable costs and expenses incurred by Lender in connection with the enforcement or collection of this Guaranty Agreement. 16. Guarantor hereby waives promptness, diligence, notice of any default under the Guaranteed Indebtedness, demand for payment, notice of acceptance of this Guaranty Agreement, presentment, notice of protest, notice of dishonor, notice of the incurring by Borrower of FIRST AMENDED AND RESTATED GUARANTY AGREEMENT - Page 6 additional indebtedness, and all other notices and demands with respect to the Guaranteed Indebtedness and this Guaranty Agreement. 17. The Loan Agreement, and all of the terms thereof, are incorporated herein by reference, the same as if stated verbatim herein, and Guarantor agrees that Lender may exercise any and all rights granted to it under the Loan Agreement and the other Loan Documents (as defined in the Loan Agreement) without affecting the validity or enforceability of this Guaranty Agreement. 18. Guarantor hereby represents and warrants to Lender that Guarantor has adequate means to obtain from Borrower on a continuing basis information concerning the financial condition and assets of Borrower and that Guarantor is not relying upon Lender to provide (and Lender shall have no duty to provide) any such information to Guarantor either now or in the future. GUARANTOR: /s/ James M. Fail ---------------------------------------- JAMES M. FAIL, Individually Address: 1901 Sixth Avenue North Suite 1550 Birmingham, Alabama 35203 Fax No.: (205) 328-8572 Telephone No.: (205) 328-8570 FIRST AMENDED AND RESTATED GUARANTY AGREEMENT - Page 7 With a copy to: Theodore G. Johnsen, Esq. Arnold & Porter 777 South Figueroa Los Angeles, California 90017 Fax No.: (213) 243-4199 Telephone No.: (213) 243-4060 LENDER: SOUTHWESTERN LIFE INSURANCE COMPANY By: /s/ John T. Hull ----------------------------------- John T. Hull Executive Vice President, Chief Financial Officer and Treasurer DA942020447 121994LKMI LOAN S5514-46000 FIRST AMENDED AND RESTATED GUARANTY AGREEMENT - Page 8 EX-10.35 9 EXHIBIT 10.35 EX-10.35 SCHEDULE OF OMITTED DOCUMENTS In accordance with Instruction 2 to Item 601(a) of Regulation S-K, the following documents have been omitted from filing with the Registrant's Form 10-K since they are substantially identical in all material respects to documents that are being filed by the Registrant with its Form 10-K. Set forth below is the name of each such omitted document and the material details in which each such document differs from the previously filed document: 1. Promissory Note of CFSB Corporation effective December 1, 1994, payable to Southwestern Life Insurance Company is omitted from filing since it is substantially similar to Exhibit 10.31 to this Form 10-K, with the exception of the parties thereto and the principal amount ($29,305,734). 2. First Amended and Restated Loan Agreement, dated as of December 1, 1994, between CFSB Corporation and Southwestern Life Insurance Company, is omitted from filing herewith since it is substantially similar to Exhibit 10.32 to this Form 10-K, with the principal exception of the parties thereto and the principal amount ($29,305,734). 3. First Amended and Restated Security Agreement dated as of December 1, 1994, between CFSB Corporation and Southwestern Life Insurance Company is omitted from filing herewith since it is substantially similar to Exhibit 10.33 to this Form 10-K, with the principal exception of the parties thereto. EX-10.40 10 EXHIBIT 10.40 EX-10.40 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT, dated as of June 9, 1994 (the "Agreement"), between FACILITIES MANAGEMENT INSTALLATION, INC., a Delaware corporation (hereinafter referred to as the "FMI"), and H. DON RUTHERFORD (hereinafter referred to as the "Executive"). W I T N E S S E T H: WHEREAS, FMI is the administrative agent for an insurance holding company system of affiliated companies (individually and collectively, the "Company"); and WHEREAS, the Executive is desirous of serving the Company on the terms and conditions set forth herein. NOW THEREFORE, in consideration of the mutual covenants and agreements set forth herein, the parties hereto agree as follows: 1. DEFINED TERMS. As used herein, the following terms shall have the following meanings: "Affiliate" shall mean, with respect to any entity, any other entity which owns or controls, is owned or controlled by, or is under common ownership or control with, such entity. "Cause" shall mean (i) the willful and continued failure by the Executive to substantially perform his duties under this Agreement, (ii) the commission of an act of fraud, misappropriation or embezzlement by the Executive involving the Company or its subsidiaries, or (iii) a conviction of, or plea of NOLO CONTENDERE or a guilty plea or confession by, the Executive to an act of fraud, misappropriation or embezzlement or to a felony or to conduct prohibited by state or federal law. 2. TERM. The Company hereby employs the Executive, and the Executive hereby accepts such employment, for a term commencing as of June 1, 1994 (the "Effective Date") and ending on May 31, 1996, unless sooner terminated in accordance with the provisions of Section 5 (such period, as it may be extended from time to time in accordance with the terms hereof, being hereinafter referred to as the "Term"). 3. DUTIES. (a) The Company shall employ the Executive and the Executive shall serve as Executive Vice President - Marketing. (b) During the Term, except as otherwise contemplated herein, the Executive's services shall be rendered on a full time basis. The Executive may not serve as an officer or director of, make investments in, or otherwise participate in, any other entity without the prior written consent of the Company; provided, that so long as it does not interfere with the Executive's employment, the Executive may (i) with the prior written consent of the Company, serve as a director in a noncompeting company, (ii) serve as an officer, director or otherwise participate in a purely educational, welfare, social, religious and civic organizations, and (iii) manage personal and family investments. 4. COMPENSATION. 4.1 SALARY. The Company shall pay the Executive during the Term, a base salary per annum of Two Hundred Twenty-Five Thousand Dollars ($225,000.00) (the "Base Salary") payable in accordance with the Company's payroll procedure as presently in effect and amended from time to time. The Company, by action of its Board of Directors, may increase the Base Salary at any time and from time to time during the Term. 4.2 BENEFITS. The Executive shall be permitted during the Term to participate in any hospitalization or disability insurance plans, health programs, personnel plans, bonus plans or similar plans or benefits including vacation that may be available to other executive officers of the Company and its affiliates generally, in each case to the extent the Executive is eligible under any applicable terms of such plans or programs as amended from time to time. Upon retirement from the Company, Executive shall be entitled to continue to participate in the hospitalization and other medical insurance plans available to the Company's executive officers, subject to the terms and provisions of such plans and payment by Executive of the premiums due thereunder. 4.3 EXPENSES. The Company shall pay or reimburse the Executive for all reasonable out-of-pocket expenses actually incurred or paid by the Executive during the Term in the performance of the Executive's services under this Agreement, provided he properly accounts therefor in accordance with Company policy as in effect from time to time. 4.4 BONUS. The Company may pay the Executive bonuses at a time and in an amount at the Company's absolute discretion; provided, however, that for calendar year 1994, assuming reasonable performance by Executive and the Company's marketing efforts, Executive's bonus shall be not less than $100,000.00. 4.5 SEVERANCE PAY. Executive shall have the benefit of the I.C.H. Companies' Salaried Employees Severance Pay Plan (the "Severance Plan"), subject to all of the terms and provisions thereof. 5. TERMINATION. 5.1 TERMINATION UPON DEATH OR DISABILITY. If the Executive dies during the Term, the Executive's employment shall terminate as of the date of the Executive's death. If the Executive by virtue of physical or mental disability is unable to perform substantially and continuously his usual duties for a period in excess of 180 consecutive or non-consecutive days out of any consecutive 12-month period, the Company shall have the right to terminate the Term upon notice in writing to the Executive. If the Executive's employment is terminated because of death or disability, then the Company shall pay the Executive or, in the case of the death of the Executive, the Executive's estate, heirs, next of kin, distributes, executors or administrators (the "Executor's Estate") any salary, bonus and other benefits earned and accrued prior to the date of termination. No provision of this Agreement shall limit any of the Executive's rights under any insurance, pension or other benefit programs of the Company for which the Executive shall be eligible at the time of such death or disability. 5.2 TERMINATION FOR CAUSE. The Company may terminate the Executive's employment for Cause. Such termination shall be effected by the delivery of a Notice of Termination to the Executive and shall be effective as of the date of delivery of the Notice of Termination. The Executive shall have no right to receive any compensation on and after the effective date of such termination other than salary and other benefits earned and accrued prior to the date of termination and reimbursement for expenses incurred prior to the date of termination. 5.3 TERMINATION WITHOUT CAUSE. The Company may terminate the Executive's employment WITHOUT CAUSE effective upon the giving of notice thereof to the Executive. If the Executive's employment is terminated by the Company without Cause then the Company shall pay the Executive the greater of (i) his salary and any bonus and other benefits he would have earned from the date of termination up to and including May 31, 1996, or (ii) the compensation to which Executive is entitled under the Severance Plan, in each case without offset for compensation the Executive may thereafter receive from other sources. 5.4 RELEASE. In consideration of the Receipt by the Executive (or the Executive's Estate) of all benefits and amounts described in Section 5.1 or 5.3, as the case may be, and as a further condition to the Company's obligation to make payments as described in Section 5.1 or 5.3 (in addition to any other conditions of the Severance Plan), the Executive or the Executive's Estate, as the case may be, shall execute and deliver to the Company the Release in the form attached as Annex 1. The Release shall not be effective or enforceable against the Executive or the Executive's Estate, as the case may be, unless and until full payment of all amounts and benefits described in Section 5.1 or 5.3 hereof, as the case may be, is made by the Company and received by the Executive or the Executive's Estate, and (i) if any payment is not made on a timely basis as provided for in this Agreement or (ii) if for any reason any such amounts and benefits are required to be refunded to the Company, the Release shall be null and void and of no further effect. 6. RESTRICTIVE COVENANTS. 6.1 COVENANTS. The Executive acknowledges that (i) the principal business of the Company and its affiliates (the "Present Business") is life, accident and health insurance; (ii) the Company and its affiliates constitute one of a limited number of persons who have developed the Present Business; (iii) the Executive's work for the Company and its affiliates has given and will continue to give him access to the confidential affairs and proprietary information of the Company and its affiliates not readily available to the public; and (iv) the covenant of the Executive contained in this Section 6 is essential to preserve the business and goodwill of the Company. Accordingly, the Executive covenants and agrees that: (a) During the Term, and for a period of two (2) years following the date that the Executive shall cease to be an employee of the Company (the "Restricted Period"), the Executive shall keep secret and retain in strictest confidence, and shall not use for his benefit or the benefit of other, except in connection with the business and affairs of the Company and its affiliates, all material confidential matters relating to the Company Business and to the Company and its affiliates learned by the Executive heretofore or hereafter, directly from the Company and its affiliates, including any material information concerning the business, affairs, customers, clients, sources of supply and customer lists of the Company and its affiliates (the "Confidential Company Information") and shall not disclose them to anyone except with the Company's express prior written consent and except for Confidential Company Information which (1) is at the time of receipt or thereafter becomes publicly known through no wrongful act of the Executive, (2) is received from a third party not under an obligation to keep such information confidential and without breach of this Agreement, or (3) is required to be disclosed by the Executive pursuant to any law or regulation. In the event that the Executive shall be required to disclose Confidential Company Information pursuant to any such law or regulation, the Executive shall use his reasonable best efforts to promptly advise the Company of any request for such Confidential Company Information and to cooperate with the Company in conjunction with any efforts by the Company to avoid disclosure thereof, provided, however, that the Executive shall not be required to take any action to defend or avoid disclosure of same if any such request would result in a violation by the Executive of any such law or regulation. These rights of the Company are in addition to and without limitation of those rights and remedies available under common law for protection of the types of such confidential information which constitute "trade secrets" as construed under controlling law. (b) During the Restricted Period, the Executive shall not without the Company's prior written consent, directly and knowingly solicit or encourage to leave the employment of the Company and its affiliates, any employee of the Company or any of its affiliates. (c) During the Restricted Period, Executive shall not, without Company's express prior written consent, directly and knowingly solicit any customer of Company or any of its affiliates as of the date of termination of the Executive's employment. (d) All memoranda, notes, lists, records and other documents (and all copies thereof) constituting Confidential Company Information made or compiled by the Executive or made available to the Executive concerning the Company Business or the Company or any of its affiliates shall be the Company's property, shall be kept confidential in accordance with the provisions of this Section 6.1 and shall be delivered to the Company following termination of the Term at any time on request. 6.2 RIGHTS AND REMEDIES UPON BREACH. If the Executive breaches, or threatens to breach, any of the provisions of Section 6.1 (the "Restrictive Covenants"), the Company shall have without limitation the right and remedy to have the Restrictive Covenants specifically enforced by any court having equity jurisdiction, including, without limitation, the right to an entry against the Executive of restraining orders and injunctions (temporary, preliminary and permanent) against violations, threatened or actual, and whether or not then continuing, of such covenant, it being acknowledged and agreed that any such breach or threatened breach will cause irreparable injury to the Company and that money damages will not provide an adequate remedy to the Company. 6.3 NON-DISPARAGEMENT. Both parties agree that they will not make, or cause to be made, any statements, observations or opinions, or communicate any information (whether oral or written) that disparages or is likely in any way to harm the reputation of the Executive, on the one hand, or the Company or any Related Person, on the other hand. 6.4 RESIGNATION OF APPOINTMENTS. Upon the termination of the Executive's employment with the Company, the Executive shall immediately resign all appointments he holds as a director, officer, employee, member of any committee of the board of directors or trustee of any employee benefit plan within the Company, its parents, subsidiaries or affiliates. 7. OTHER PROVISIONS. 7.1 NO VIOLATION OF OTHER AGREEMENTS. The Executive hereby represents and warrants to the Company that neither his entering into this Agreement nor the performance of his duties and obligations hereunder shall constitute a breach or other violation of any agreement or understanding between the Executive and any other person, firm, corporation or other entity, including, without limitation, any former employer of the Executive. 7.2 SEVERABILITY. The Executive acknowledges and agrees that (i) he has had an opportunity to seek advice of counsel in connection with this Agreement, (ii) the Restrictive Covenants are reasonable in all respects, and (iii) the Company would not have entered into this Agreement but for the Restrictive Covenants contained herein. If it is determined that any of the provisions of this Agreement, including, without limitation, the Restrictive Covenants are invalid or unenforceable, the remainder of the provisions of this Agreement shall not thereby be affected and shall be given full effect, without regard to the invalid portions. 7.3 SEVERABILITY AND REFORMATION. If any court determines that any of the covenants contained in this Agreement, including, without limitation, the Restrictive Covenants, is unenforceable because of the duration or geographical scope of such provision, the duration or scope of such provision, as the case may be, shall be reduced so that such provision becomes enforceable and, in its reduced form, such provision shall then be enforceable and shall be enforced. 7.4 NOTICES. Any notice or other communication required or permitted hereunder shall be in writing and shall be delivered personally, telegraphed, telexed, sent by facsimile transmission or sent by certified, registered or express mail, postage prepaid. Any such notice shall be deemed given when so delivered personally telegraphed, telexed or sent by facsimile transmission or, if mailed, five days after the date of deposit in the United States mails as follows: (i) If to the Company, to: FACILITIES MANAGEMENT INSTALLATION, INC. 500 North Akard P.O. Box 2699 Dallas, Texas 75221 Attention: General Counsel (ii) If to the Executive, to: H. Don Rutherford 24 Canyon Great Court Frisco, Texas 75034 Any such person may by notice given in accordance with this Section to the other parties hereto designate another address or person for receipt by such person of notices hereunder. 7.5 ENTIRE AGREEMENT. This Agreement contains the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements, written or oral, with respect thereto. 7.6 WAIVERS AND AMENDMENTS. This Agreement may be amended, superseded, canceled, renewed or extended, and the terms hereof may be waived, only by a written instrument signed by the parties or, in the case of a waiver, by the party waiving compliance. No delay on the part of any party in exercising any right, power or privilege hereunder shall operate as a waiver thereof, nor shall any waiver on the part of any party of any such right, power or privilege nor any single or partial exercise of any such right, power or privilege, preclude any other or further exercise thereof or the exercise of any such right, power or privilege. 7.7 GOVERNING LAW. This Agreement shall be governed by and construed in accordance with the laws of the State of Texas applicable to agreements made and to be performed entirely within such State. 7.8 ASSIGNMENT. (a) Except as provided in subparagraph (b) below, this Agreement, and the Executive's and Company's rights and obligations hereunder, may not be assigned by the Executive or the Company and any purported assignment by the Executive or the Company in violation hereof shall be null and void. (b) The Company shall require any successor (whether direct or indirect, by purchase, merger, consolidation or otherwise) to all or substantially all of the assets or business of the Company, by agreement in form and substance reasonably satisfactory to the Executive, to expressly assume and agree to perform this Agreement in the same manner and to the same extent that the Company would be required to perform if no such succession had taken place. 7.9 COVERAGE. The provisions set forth in this Agreement with respect to the terms and conditions of the Executive's employment will not prevent the Executive from participating in any other employee compensation or benefit program adopted by the Company, or their direct and indirect subsidiaries for their key employees solely because such programs are not specifically mentioned in this Agreement. 7.10 BINDING EFFECT. This Agreement shall be binding upon and inure to the benefit of the parties and their respective successors, permitted assigns, heirs, distributes, devisees, legatees, executors and legal representatives. 7.11 COUNTERPARTS. This Agreement may be executed by the parties hereto in separate counterparts, each of which when so executed and delivered shall be an original but all such counterparts together shall constitute one and the same instruments. 7.12 HEADINGS. The headings in this Agreement are for reference only and shall not affect the interpretation of this Agreement. IN WITNESS WHEREOF, the parties hereto have signed their names as of the date and year first above written. FMI: FACILITIES MANAGEMENT INSTALLATION, INC. By: /s/ ROBERT L. BEISENHERZ ------------------------ Robert L. Beisenherz, Chairman of the Board, President and Chief Executive Officer EXECUTIVE: /s/ H. DON RUTHERFORD --------------------------- H. D. Rutherford Annex 1 RELEASE WHEREAS, _____________________ (the "Executive"), was a party to an Employment Agreement, dated as of ___________, 1994 (the "Employment Agreement"), between the Executive and _________________________________ (the "Company"), and the employment of the Executive with the Company, pursuant to the Employment Agreement, was terminated; and WHEREAS, it is a condition to the Company's obligation to make payment to the Executive of the payments and benefits described in Section 5.1 or 5.3 of the Employment Agreement, as the case may be, that the Executive shall first execute and deliver this Release. NOW THEREFORE, in consideration of the receipt by the Executive of all such payments and benefits, which constitutes a material inducement to enter into this Release, the Executive agrees as follows: The Executive irrevocably and unconditionally releases the Company and any Related Person (as defined below) from any and all causes of action, charges, complaints, liabilities, obligations, promises, agreements, controversies and claims arising out of (i) the Employment Agreement and (ii) the Executive's employment with the Company and the conclusion thereof, whether, known or unknown, suspected or unsuspected, foreseen or unforeseen, matured or unmatured, which, from the beginning of the world up to and including the date hereof, exists, have existed, or may arise, which the Executive, or any of his heirs, executors, administrators, successors and assigns ever had, now has or at any time hereafter may have, own or hold against the Company and any Related Person, except as provided below. By executing this Release, the Executive is waiving all claims against the Company and any Related Person arising under federal, state and local labor and anti-discrimination laws and any other restrictions on the right to terminate employment, including without limitation the Age Discrimination in Employment Act ("ADEA"), Title VII of the Civil Rights Act, the Americans with Disabilities Act, and the Texas Commission on Human Relations Act. Nothing herein shall (1) release the Executive, the Company or any Related Person from any obligation or liability under, or claim for breach of, Section 6.3 of the Employment Agreement, (2) release the Company from any obligations, liabilities or claims arising out of or in any way related to the Executive's ownership of capital stock of the Company or any Related Person or any option or other right to acquire capital stock of the Company or any Related Person or any agreement between the Executive and the Company or any Related Person which by its terms continues beyond the termination of the Executive's employment by the Company, (3) diminish the rights of Executive, or the obligations of the Company or any Related Person, under any indemnification provided pursuant to the charter or bylaws of the Company or any Related Person or any director and officer liability insurance policy maintained by the Company or any Related Person. As used herein, the following terms shall have the following meanings: "Affiliate" shall mean, with respect to any entity, any other entity which owns or controls, is owned or controlled by, or is under common ownership or control with, such entity. "Person" shall mean a corporation, association, partnership, joint venture, organization, business, individual, trust, or any other entity or organization, including a government or any subdivision or agency thereof. "Related Person" shall mean, (i) in respect of the Company, any affiliate, owner, parent, stockholder, predecessor, successor, assign, division or subsidiary, or (ii) any director or officer of any Person described above. The Company has advised the Executive to consult with an attorney of his choosing prior to the signing of this Release and the Executive hereby represents to the Company that he has in fact consulted with such an attorney prior to the execution of this Release. The Executive shall have twenty-one days to consider the waiver of his rights under the ADEA and once he has signed this release, the Executive shall have seven additional days from the date of execution to revoke his consent to the waiver of his rights under the ADEA. If no such revocation occurs, the Executive's waiver of rights under the ADEA shall become effective seven days from the date the Executive executes this Release. This Release shall not be effective or enforceable against the Executive unless and until full payment of all benefits and amounts described in Section 5.1 or 5.3 of the Employment Agreement, as the case may be, is made by the Company and received by the Executive and, if any such payment or benefit is not made on a timely basis as provided for in the Employment Agreement or if such payment or benefit is required to be returned to the Company, this Release shall be null and void and of no further effect. IN WITNESS WHEREOF, the undersigned has executed this Release on the _____ day of ________________, 1994. ___________________________________ EX-10.41 11 EXHIBIT 10.41 EX-10.41 COMPENSATION ARRANGEMENTS WITH JAMES R. KERBER AS APPROVED BY THE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS MARCH 2, 1995 ---------------------------------------- 1. TERM. The term of Mr. Kerber's employment shall commence as of October 10, 1994 and shall expire on September 30, 1997 (the "Term"), unless sooner terminated pursuant to the Company's or Mr. Kerber's right to do so. 2 SALARY. The Company shall pay Mr. Kerber during the Term a base salary per annum of Two Hundred Fifty Thousand Dollars ($250,000) through February 28, 1995 and Three Hundred Thousand Dollars ($300,000) commencing March 1, 1995 (the "Base Salary"), payable in accordance with the Company's payroll procedure as presently in effect and as may be amended from time to time. The Company, by action of its Board of Directors, may increase the Base Salary at any time and from time to time during the Term. 3. BENEFITS. Mr. Kerber shall be permitted during the Term to participate in any hospitalization or disability insurance plans, health programs, personnel plans, bonus plans or similar plans or benefits, including vacation, that may be available to other executive officers of the Company and its affiliates generally, in each case to the extent he is eligible under any applicable terms of such plans or programs as amended from time to time. 4. EXPENSES. The Company shall pay or reimburse Mr. Kerber for all reasonable out-of-pocket expenses actually incurred or paid by him during the Term in the performance of his services, provided he properly accounts therefor in accordance with Company policy as in effect from time to time. The Company does not expect Mr. Kerber to relocate to Dallas, Texas; therefore, during the Term, Mr. Kerber will be entitled to reimbursement for reasonable lodging expenses in Dallas and reasonable expenses for travel between Dallas, Texas and Denver, Colorado. 5. BONUS. The Company may pay Mr. Kerber bonuses at such times and in such amounts at the Board's sole and absolute discretion. 6. SEVERANCE PAY. Mr. Kerber shall have the benefit of the SLC Companies' Salaried Employees Severance Pay Plan (the "Severance Plan"), subject to all of the terms and provisions thereof and of this memorandum. In addition, at any time Mr. Kerber is entitled to a payment pursuant to the Severance Plan, the Company shall also pay to Mr. Kerber as additional severance an amount equal to the difference between the Base Salary and the amount Mr. Kerber is paid under the Severance Plan ("Additional Severance"). 7. AUTOMOBILES. During the Term, Mr. Kerber shall have the use in Denver, Colorado and Dallas, Texas of automobiles purchased or leased by the Company. 8. INDEMNIFICATION. To the full extent of the Company's Certificate of Incorporation and Bylaws and pursuant to the customary and standard indemnification agreement provided by the Company to its senior executive officers, Mr. Kerber shall be indemnified and held harmless against all losses, costs and expenses arising from his employment as a director and officer of the Company. 9. TERMINATION FOR CAUSE. The Company may terminate Mr. Kerber's employment at any time for Cause. Such termination shall be effected by the delivery of a written notice of termination to Mr. Kerber and shall be effective as of the date of delivery of such notice. Mr. Kerber shall have no right to receive any compensation on and after the effective date of such termination other than Base Salary and other benefits earned and accrued prior to the date of termination and reimbursement for expenses incurred prior to the date of termination. "Cause" shall mean (i) the willful and continued failure by Mr. Kerber to substantially perform his duties as determined by the Board in its sole discretion, (ii) the commission of an act of fraud, misappropriation or embezzlement by Mr. Kerber involving the Company or its subsidiaries, or (iii) a conviction of, or plea of NOLO CONTENDERE or a guilty plea or confession by, Mr. Kerber to an act of fraud, misappropriation or embezzlement or to a felony or to conduct prohibited by state or federal law. 10. TERMINATION WITHOUT CAUSE. The Company may terminate Mr. Kerber's employment WITHOUT CAUSE effective upon the giving of written notice thereof to Mr. Kerber. If Mr. Kerber's employment is terminated by the Company without Cause then the Company shall pay him the compensation to which Mr. Kerber is entitled under the Severance Plan and the Additional Severance, in each case without offset for compensation Mr. Kerber may thereafter receive from other sources. EX-10.42 12 EXHIBIT 10.42 EX-10.42 COMPENSATION ARRANGEMENTS WITH GLENN H. GETTIER, JR. AS APPROVED BY THE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS MARCH 2, 1995 -------------------------------- 1. TERM. The term of Mr. Gettier's employment shall commence January 18, 1995 and shall expire on December 31, 1995, (the "Term"), unless sooner terminated pursuant to the Company's or Mr. Gettier's right to do so. Notwithstanding the foregoing, the Term shall automatically be renewed for successive one calendar year periods commencing January 1, 1996, unless either the Company or Mr. Gettier by written notice to the other not later than September 30 of each year gives notice of the intent not to renew these employment arrangements. 2. SALARY. The Company shall pay Mr. Gettier during the Term a base salary per annum of Four Hundred Thousand Dollars ($400,000) (the "Base Salary"), payable in accordance with the company's payroll procedure as presently in effect and amended from time to time. The Company, by action of its Board of Directors, may increase the Base Salary at any time and from time to time during the Term. 3. BENEFITS. Mr. Gettier shall be permitted during the Term to participate in any hospitalization or disability insurance plans, health programs, personnel plans, bonus plans or similar plans or benefits including vacation that may be available to other executive officers of the Company and its affiliates generally, in each case to the extent he is eligible under any applicable terms of such plans or programs as amended from time to time. 4. EXPENSES. The Company shall pay or reimburse Mr. Gettier for all reasonable out-of-pocket expenses actually incurred or paid by him during the Term in the performance of his services, provided he properly accounts therefor in accordance with Company policy as in effect from time to time. 5. BONUS. The Company may pay Mr. Gettier bonuses at such times and in such amounts at the Board's absolute discretion; provided, however, that the Company shall pay Mr. Gettier a relocation bonus in the amount of $100,000 upon his relocation to a permanent address in the Dallas, Texas metropolitan area. 6. SEVERANCE PAY. Mr. Gettier shall have the benefit of the SLC Companies' Salaried Employees Severance Pay Plan, subject to all of the terms and provisions thereof. 7. RELOCATION EXPENSES. Mr. Gettier shall have the benefit of SLC's Corporate Relocation Policy, subject to all of the terms and provisions thereof. 8. INDEMNIFICATION. To the full extent of the Company's Articles of Incorporation and Bylaws and pursuant to the customary and standard indemnification agreement provided by the Company to senior executive officers, Mr. Gettier shall be indemnified and held harmless against all losses, costs and expenses arising from his employment as director and officer of the Company. 9. TERMINATION FOR CAUSE. The Company may terminate Mr. Gettier's employment for Cause. Such termination shall be effected by the delivery of a notice of termination to Mr. Gettier and shall be effective as of the date of delivery of such notice. Mr. Gettier shall have no right to receive any compensation on and after the effective date of such termination other than salary and other benefits earned and accrued prior to the date of termination and reimbursement for expenses incurred prior to the date of termination. "Cause" shall mean (i) the willful and continued failure by Mr. Gettier to substantially perform his duties, (ii) the commission of an act of fraud, misappropriation or embezzlement by Mr. Gettier involving the Company or its subsidiaries, or (iii) a conviction of, or plea of NOLO CONTENDERE or a guilty plea or confession by, Mr. Gettier to an act of fraud, misappropriation or embezzlement or to a felony or to conduct prohibited by state or federal law. 10. TERMINATION WITHOUT CAUSE. The Company may terminate Mr. Gettier's employment WITHOUT CAUSE effective upon the giving of notice thereof to Mr. Gettier. If Mr. Gettier's employment is terminated by the Company without Cause then the Company shall pay him the greater of (i) his salary and any bonus and other benefits he would have earned from the date of termination up to and including the end of the then current Term, or (ii) the compensation to which Mr. Gettier is entitled under the SLC Companies' Salaried Employees Severance Plan, in each case without offset for compensation Mr. Gettier may thereafter receive from other sources. 11. TERMINATION BY MR. GETTIER. During any Term, Mr. Gettier may terminate these employment arrangements if the Board of Directors makes or the Company's financial circumstances cause a material change in the terms or conditions of his employment, including, but not limited to, any change in job or job duties, compensation, benefits or workplace, and in such event and upon such termination, the Company shall pay Mr. Gettier the greater of (i) his salary and any bonus and other benefits he would have earned from the date of such termination up to and including the end of the then current Term, or (ii) the compensation to which Mr. Gettier is entitled under the SLC Companies' Salaried Employees Severance Plan, in each case without offset for compensation Mr. Gettier may thereafter receive from other sources. EX-10.43 13 EXHIBIT 10.43 EX-10.43 CONSOLIDATED TAX ALLOCATION AGREEMENT THIS CONSOLIDATED TAX ALLOCATION AGREEMENT ("Agreement") made and entered into by and among I.C.H. CORPORATION, a Delaware corporation ("ICH"), MODERN AMERICAN LIFE INSURANCE COMPANY, a Missouri corporation ("Modern"), in its own right and as corporate successor to I.C.H. LIFE INSURANCE COMPANY, a Missouri corporation ("ICH Life") as the result of a statutory merger ("Merger") effected on December 26, 1985, and the undersigned direct and indirect life insurance company subsidiaries ("Subsidiaries") of Modern (Modern and the Subsidiaries hereinafter sometimes being referred to individually as "Participant" and collectively as "Participants"). W-I-T-N-E-S-S-E-T-H: WHEREAS, from October 30, 1984 to September 26, 1985, ICH owned 100% of the capital stock of ICH Life, which owned, directly or indirectly through one or more Subsidiaries, 80% or more of the capital stock of Modern and of each of the Subsidiaries; and WHEREAS, as a result of the Merger, ICH owns 100% of the capital stock of Modern, which owns, directly or indirectly through one or more Subsidiaries, 80% or more of the capital stock of each of the Subsidiaries; and WHEREAS, as a result of such ownership, each Participant is a member of the same Affiliated Group (herein so-called) within the meaning of the Internal Revenue Code and the consolidated return regulations thereunder; and WHEREAS, Participants determined for the tax year ended December 31, 1984 and subsequent tax years to file consolidated federal income tax returns and desire to enter into a written agreement specifying how the consolidated federal income tax liability of the Affiliated Group is to be allocated among them. NOW, THEREFORE, in consideration of the premises and the mutual promises of the parties hereto, they hereby covenant and agree as follows: 1. Participants acknowledge that they filed a consolidated federal income tax return for 1984 and agree to file consolidated federal income tax returns for the tax year ended December 31, 1985 and subsequent tax years. 2. Each Participant's share of the consolidated federal income tax liability of the Affiliated Group for the tax year ended December 31, 1984 and for each subsequent tax year hereunder (sometimes referred to as "Consolidation Period") shall be computed as follows: a.) First, the Affiliated Group's tax liability shall be allocated among the Participants in the Affiliated Group in accordance with the ratio which that portion of the consolidated taxable income attributable to each Participant in the Affiliated Group having taxable income bears to the consolidated taxable income of the Affiliated Group. b.) Second, an additional amount shall be allocated to each Participant equal to 100% of the excess, if any, of (i) the separate return tax liability of such Participant for the taxable year (computed in the same manner as for the separate return liability allocation method) over (ii) the Affiliated Group tax liability allocated to the Participant under subparagraph (a) above. c.) Third, any additional amounts allocated pursuant to subparagraph (b) above (including amounts allocated as a result of carrybacks) shall be credited to the earnings and profits of those Participants which had income, deductions or credits to which such total additionally allocated amounts are attributable. Such credits shall be made by consistent method which fairly reflects such items of income, deductions or credits and which is substantiated by specific records maintained by the Affiliated Group for such purpose. 3. In the event of any adjustments of the consolidated federal income tax liability of the Affiliated Group by reason of the filing of an amended return or claim for refund or arising out of an audit by the Internal Revenue Service, the allocations pursuant to Paragraph 2 above shall be redetermined after giving effect to such adjustments. 4. Written reports shall be prepared by Modern on behalf of the Affiliated Group reflecting the allocations made pursuant to Paragraph 2 above (hereinafter called "Tax Allocation Report"). A Tax Allocation Report will be prepared and distributed to each Participant within fifteen (15) days following completion of the calculation of taxes for each calendar quarter ended March 31st, June 30th and September 30th and for each tax year ended December 31st. Written reports shall also be prepared by Modern on behalf of the Affiliated Group reflecting any adjustments to prior Tax Allocation Reports made pursuant to the provisions of Paragraphs 3 and 7 hereof (hereinafter called "Tax Allocation Adjustment Reports"). Tax Allocation Adjustment Reports will be prepared and distributed to each Participant within fifteen (15) days following the calculation of such adjustments. All intercompany accounts among the Participants resulting from such allocations shall be settled as soon as practicable and, commencing as of the date hereof, shall be settled not later than 30 days after the completion and distribution of the Tax Allocation Report for such period or the Tax Allocation Adjustment Report. However, where the Internal Revenue Service owes a refund to the Affiliated Group, settlements may be deferred until not later than 30 days after receipt of such refund. Notwithstanding the foregoing, the Participants may effect a preliminary settlement of accounts to the extent necessary to pay quarterly estimated consolidated federal income taxes calculated in accordance with Section 6655(d)(3)(A) of the Internal Revenue Code. All settlements shall be made when directed by Modern and shall be in cash or securities qualifying as admitted assets to the respective Participants, valued at current market value on the date of transfer. 5. Allocations made in accordance with Paragraph 2 above shall be treated as allocations of the Affiliated Group's federal income tax liability even though the sum of the amounts so allocated may exceed the Affiliated Group's consolidated federal income tax liability for the year. To the extent that any allocations exceed the actual federal income tax liability allocated, such excess allocations shall be reflected in the Participants earnings and profits as tax compensating payments and not as dividends or capital contributions. 6. Any election to utilize a financial or tax method of accounting, procedure, etc. which does not require consistent treatment by all of the Participants in the Affiliated Group may be made by any Participant in concert with Modern. Where the accounting methods, procedures, etc. require consistent treatment by all Participants, Modern, with the unanimous consent all of the other Participants, shall determine such method or treatment. 7. Notwithstanding any other provisions herein, within sixty (60) days after filing a consolidated federal income tax return or any amendment thereto, an additional review and adjustment shall be made to ensure that (i) the allocations made pursuant to Paragraphs 2 (a) and (b) above for any Participant is not greater or less than the amount of the federal income tax liability such Participant would have incurred if it had filed separate federal income tax returns for all years of the Consolidation Period, and (ii) that the allocations made pursuant to Paragraph 2(c) above for any Participant is not less or greater than the federal income tax refunds such Participant would have been entitled to receive if it had filed separate federal income tax returns for all years of the Consolidation Period. 8. ICH agrees to indemnify and to hold harmless any Participant to the extent, if any, that: (i) the allocations to such Participant under Paragraph 2 above exceeds the federal income tax liability such Participant would have incurred or is less than the federal income tax refunds such Participant would have been entitled to receive if such Participant had filed separate federal income tax returns for all years of the Consolidation Period; and (ii) any Participant is required, pursuant to Regulation 1.1502-6 under the Internal Revenue Code, to pay additional federal income taxes resulting from another Participant's inability to pay its allocated liability under this Agreement, in which event ICH shall be subrogated to the rights of all other Participants against the defaulting Participant with respect to such taxes. 9. This Agreement shall continue in effect as to any given Participant until such time as such Participant ceases to be a member of the Affiliated Group ("Terminated Participant"); provided, however, that this Agreement shall continue in effect as to the Terminated Participant with respect to any period of time during the taxable year in which such transaction occurs for which income of the Terminated Participant must be included in the consolidated federal income tax return of the Affiliated Group. 10. Life insurance companies which subsequently become members of the Affiliated Group shall, simultaneously with such affiliation, become Participants hereunder upon their written ratification of this Agreement, which writing shall be attached hereto and made a part hereof. 11. Notwithstanding the provisions of Paragraphs 9 and 10 above, this Agreement shall continue in effect as to all Participants who are then members of the Affiliated Group until such time as this Agreement is terminated in writing signed by all of the then Participants or until such time as the Participants are no longer eligible to file a consolidated federal income tax return, whichever occurs first. 12. All completed schedules, work papers and supporting documents, including, without limitation, applicable tax returns, relating to the allocations made pursuant to this Agreement will be furnished to any Participant upon request. 13. Any dispute between or among any of the parties hereto concerning the implementation of this Agreement which cannot be amicably resolved shall be referred to arbitration in accordance with the then existing rules of the American Arbitration Association. Any arbitration instituted pursuant to this paragraph will be conducted at the home office of Modern, and the laws of the State of Modern's domicile shall govern the interpretation and application of this Agreement. 14. This Agreement sets forth the entire understanding of the parties hereto and supersedes any prior agreement, understanding or promise, whether written or oral, with respect to the subject matter hereof; may not be assigned by any party hereto without the prior written consent of all of the then parties hereto; and may not be modified or amended except in writing signed by all of the then parties hereto. EXECUTED this 28th day of March, 1986. MODERN AMERICAN LIFE INSURANCE COMPANY 7887 E. Belleview Avenue Englewood, Colorado 80111 By: /S/C. FRED RICE ----------------------- C. Fred Rice, President GREAT SOUTHERN LIFE INSURANCE COMPANY 3121 Buffalo Speedway Houston, Texas 77098 By: /S/THOMAS J. BROPHY ----------------------- Thomas J. Brophy, Senior Executive Vice President and Chief Operating Officer BANKERS LIFE AND CASUALTY COMPANY OF NEW YORK 1399 Franklin Avenue Garden City, New York 11530 By: /S/ROBERT T. SHAW ----------------------- Robert T. Shaw, Chairman of the Board BANKERS LIFE AND CASUALTY COMPANY 4444 West Lawrence Avenue Chicago, Illinois 60630 By: /S/JOHN W. GARDINER ----------------------- John W. Gardiner, President BANKERS MULTIPLE LINE INSURANCE COMPANY Insurance Exchange Des Moines, Iowa 50319 By: /S/BARTH T. MURPHY ----------------------- Barth T. Murphy, President CERTIFIED LIFE INSURANCE COMPANY 14724 Ventura Boulevard Sherman Oaks, California 91403 By: /S/WEBSTER H. HURLEY ----------------------- Webster H. Hurley, President CONSTITUTION LIFE INSURANCE COMPANY 325 West Tuohy Avenue Park Ridge, Illinois 60068 By: /S/ROBERT T. SHAW ----------------------- Robert T. Shaw, Chairman of the Board UNION BANKERS INSURANCE COMPANY 2551 Elm Street Dallas, Texas 75226 By: /S/WEBSTER H. HURLEY ----------------------- Webster H. Hurley, President MARQUETTE NATIONAL LIFE INSURANCE COMPANY 4800 North Kenneth Avenue Chicago, Illinois 60630 By: /S/BARTH T. MURPHY ----------------------- Barth T. Murphy, President CHASE NATIONAL LIFE INSURANCE COMPANY 7887 East Belleview Avenue Englewood, Colorado 80111 By: /S/C. FRED RICE ----------------------- C. Fred Rice, President WABASH LIFE INSURANCE COMPANY 7887 East Belleview Avenue Englewood, Colorado 80111 By: /S/LEE G. BAKER ----------------------- Lee G. Baker, President ALL AMERICAN ASSURANCE COMPANY 7887 E. Belleview Avenue Englewood, Colorado 80111 By: /S/JOHN W. GARDINER ----------------------- John W. Gardiner, Chairman of the Board and President NATIONAL AMERICAN LIFE INSURANCE COMPANY 7887 E. Belleview Avenue Englewood, Colorado 80111 By: /S/ROBERT T. SHAW ----------------------- Robert T. Shaw, President BANKERS UNION LIFE INSURANCE COMPANY 7887 E. Belleview Avenue Englewood, Colorado 80111 By: /S/LEE G. BAKER ----------------------- Lee G. Baker, President MASSACHUSETTS GENERAL LIFE INSURANCE COMPANY 7887 E. Belleview Avenue Englewood, Colorado 80111 By: /S/JOHN W. GARDINER ----------------------- John W. Gardiner, Chairman of the Board and Chief Executive Officer SECURITY GUARANTY LIFE INSURANCE COMPANY 7887 E. Belleview Avenue Englewood, Colorado 80111 By: /S/JOHN W. GARDINER ----------------------- John W. Gardiner, President and Chief Executive Officer I.C.H. CORPORATION By: /S/ROBERT T. SHAW ----------------------- Robert T. Shaw, Chairman of the Board and Chief Executive Officer AMENDMENT NO. 1 CONSOLIDATED TAX ALLOCATION AGREEMENT This Agreement is made and entered into by and among I.C.H. Corporation ("ICH") and each of its undersigned direct and indirect subsidiaries (ICH and its Subsidiaries hereinafter sometimes referred to individually as "Participant" and collectively as "Participants"). RECITALS 1. WHEREAS, ICH has filed a consolidated federal income tax return with the includible members of its affiliated group as defined by the Internal Revenue Code of 1986, Section 1504 (herein all references to "Section" shall be references to the Internal Revenue Code of 1986, as amended); and 2. WHEREAS, Modern American Life Insurance Company ("Modern") has filed a consolidated federal income tax return with the includible members of its affiliated group as defined by Section 1504 ("Modern Group"); and 3. WHEREAS, Western Pioneer Life Insurance Company has filed a consolidated federal income tax return with the includible members of its affiliated group as defined by Section 1504; and 4. WHEREAS, certain other Participants were not eligible to join in the filing of the above-mentioned consolidated federal income tax returns and filed separate federal income tax returns; and 5. WHEREAS, the Modern Group entered into a consolidated tax allocation agreement dated March 28, 1986 (the "1986 Agreement"), pursuant to which members of the Modern Group have made payments to Modern during the tax year 1992; and 6. WHEREAS, it is the intent and desire of ICH to make an election under Section 1504(c)(2) and the regulations thereunder to treat companies taxed under Section 801 as includible corporations for purposes of Section 1504(a) and to file a consolidated federal income tax return with all of the includible members of its affiliated group as defined by Section 1504 for the taxable year 1992 and all subsequent taxable years; and 7. WHEREAS, it is the intent and desire of the parties hereto that a method be established for allocating the consolidated federal income tax liability of the Affiliated Group among the Participants, for reimbursing ICH for payment of such tax liability, for compensating any Participant for use of its losses or tax credits, and to provide for the allocation and payment of any refund arising from a carryback of losses or tax credits from subsequent taxable years. NOW, THEREFORE, in consideration of the mutual covenants, and promises contained herein, the parties hereto agree to amend the 1986 Agreement as follows: Effective beginning with the taxable year 1992: A. Paragraph 1 is hereby deleted and the following is hereby substituted therefor: 1. A U.S. consolidated federal income tax return shall be filed by ICH for the taxable year ended December 31, 1992, and for each subsequent taxable year in respect of which this Agreement is in effect and for which the Affiliated Group is required or permitted to file a consolidated federal income tax return. ICH and each Participant shall execute and file such consents, elections and other documents that may be required or appropriate for the proper filing of such returns. Payments made to Modern by members of the Modern Group during the taxable year 1992 shall be treated as if they had been paid to ICH. B. The first, third and final sentences of Paragraph 4 are amended by substituting ICH for Modern. C. The last sentence of Paragraph 6 is amended by substituting ICH for Modern. D. Paragraph 10 is amended by deleting the first two words (Life insurance) of the paragraph. E. The last sentence of Paragraph 13 is amended by substituting ICH for Modern. Executed this ----- day of ---------------------, 1993. I.C.H. CORPORATION 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/JOHN T. HULL ------------------ John T. Hull Title: Executive Vice President ------------------------ FACILITIES MANAGEMENT INSTALLATION, INC. 500 North Akard Street Dallas, Texas 75201 By: /S/ROBERT C. GREVING ----------------------------------- Robert C. Greving Title: Executive Vice President ------------------------------ WESTERN PIONEER LIFE INSURANCE COMPANY 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/W. SHERMAN LAY ----------------------------------- W. Sherman Lay Title: President ------------------------------ I.C.H. FINANCIAL SERVICES, INC. 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/EDWARD R. MEKEEL, JR. ----------------------------------- Edward R. Mekeel, Jr. Title: President ------------------------------ MODERN AMERICAN LIFE INSURANCE COMPANY 7887 East Belleview Avenue Englewood, Colorado 80111 By: /S/JOHN T. HULL ----------------------------------- John T. Hull Title: Executive Vice President ------------------------------ INTEGRITY NATIONAL LIFE INSURANCE COMPANY 140 Whittington Parkway Louisville, Kentucky 40222 By: /S/W. SHERMAN LAY ----------------------------------- W. Sherman Lay Title: President ----------------------- DALLAS INSURANCE SERVICES COMPANY 500 North Akard Street Dallas, Texas 75201 By: /S/ ROBERT L. BEISENHERZ ----------------------------------- Robert L. Beisenherz Title: Chief Executive Officer ----------------------------- WESTERN PIONEER CORPORATION 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/W. SHERMAN LAY ----------------------------------- W. Sherman Lay Title: Vice President ----------------------------- SOUTHWESTERN LIFE INSURANCE COMPANY 500 North Akard Street Dallas, Texas 75201 By: /S/ROBERT C. GREVING ----------------------------------- Robert C. Greving Title: Executive Vice President ----------------------------- PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY 500 North Akard Street Dallas, Texas 75201 By: /S/W. SHERMAN LAY ----------------------------------- W. Sherman Lay Title: Chief Executive Officer ----------------------------- BANKERS LIFE AND CASUALTY COMPANY OF NEW YORK 65 Froehlich Farm Boulevard Woodbury, New York 11797 By: /S/W. SHERMAN LAY ----------------------------------- W. Sherman Lay Title: Secretary ----------------------------- CONSTITUTION LIFE INSURANCE COMPANY 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/W. SHERMAN LAY ----------------------------------- W. Sherman Lay Title: President ----------------------------- UNION BANKERS INSURANCE COMPANY 2551 Elm Street Dallas, Texas 75226 By: /S/JOHN T. HULL ----------------------------------- John T. Hull Title: Executive Vice President ----------------------------- BANKERS MULTIPLE LINE INSURANCE COMPANY 4211 Norbourne Boulevard Louisville, Kentucky 40207 By: /S/JOHN T. HULL ----------------------------------- John T. Hull Title: Executive Vice President ----------------------------- SOUTHEAST TITLE AND INSURANCE COMPANY 151 N.E. Silver Springs Boulevard Suite W275 Ocala, Florida 32670 By: /S/EDWARD R. MEKEEL, JR. ----------------------------------- Edward R. Mekeel, Jr. Title: Executive Vice President and Chief Financial Officer ----------------------------- BML AGENCY, INC. 7887 East Belleview Avenue Englewood, Colorado 80111 By: /S/ROBERT L. BEISENHERZ ----------------------------------- Robert L. Beisenherz Title: Vice President ----------------------------- BML AGENCY OF OHIO, INC. 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/ROBERT L. BEISENHERZ ----------------------------------- Robert L. Beisenherz Title: Vice President ----------------------------- AMERICAN MEDCAP, INC. 1233 West Loop South Houston, Texas 77001 By: /S/W. SHERMAN LAY ----------------------------------- W. Sherman Lay Title: Chief Executive Officer ----------------------------- INDEPENDENCE NATIONAL, INC. 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/ROBERT L. BEISENHERZ ----------------------------------- Robert L. Beisenherz Title: President ----------------------------- SW HOTEL COMPANY 11620 East Skelly Drive Tulsa, Oklahoma 74128 By: /S/DAVID A. LEONARD ----------------------------------- David A. Leonard Title: Secretary ----------------------------- HEALTH INTERESTS CORPORATION 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/ROBERT L. BEISENHERZ ----------------------------------- Robert L. Beisenherz Title: President ----------------------------- LIFE INTERESTS CORPORATION 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/ROBERT L. BEISENHERZ ----------------------------------- Robert L. Beisenherz Title: President ----------------------------- I.C.H. FUNDING CORP. 100 Mallard Creek Road, Suite 400 Louisville, Kentucky 40207 By: /S/EDWARD R. MEKEEL, JR. ----------------------------------- Edward R. Mekeel, Jr. Title: Vice President ----------------------------- REO HOLDING CORPORATION 500 N. Akard Street Dallas, Texas 75201 By: /S/EDWARD R. MEKEEL, JR. ----------------------------------- Edward R. Mekeel, Jr. Title: Vice President ----------------------------- EX-10.44 14 EXHIBIT 10.44 EX-10.44 FORM OF EXECUTIVE SEVERANCE BENEFIT AGREEMENT This AGREEMENT is made and entered into as of the ___ day of ______, 1995, by and between SOUTHWESTERN LIFE CORPORATION, a Delaware corporation ("SLC"), SLC's wholly owned subsidiary, FACILITIES MANAGEMENT INSTALLATION, INC., a Delaware corporation ("FMI") and the EXECUTIVE named on the signature page hereof. Introductory Provisions The following provisions are true and correct and are part of and form the basis for this Agreement: A. Executive is employed by SLC or FMI as an executive officer and in such capacity provides services to SLC, FMI and one or more of the subsidiaries and affiliates of SLC and FMI. B. The Board of Directors of SLC has determined that it is in the best interests of the Companies (as hereinafter defined) to attract and retain highly qualified individuals to serve as executive officers and to take such actions as are reasonably necessary to allow all such executive officers to devote their best efforts to protecting and advancing the best interests of the Companies. C. The Board recognizes that, as is the case with many publicly-held corporations, the possibility of a Change of Control (as hereinafter defined) may arise and that such possibility, and the uncertainties and questions which it may raise among management, may result in the departure or distraction of key management personnel to the detriment of the Companies. D. In these circumstances, the Board believes that it is imperative that the Companies and the Board be able to rely upon the Executive to continue in his position, and that the Companies and the Board be able to continue to receive and rely upon the advice of the Executive as to the best interests of the Companies, without concern that the Executive might be distracted by the uncertainties and risks created by such circumstances. E. The Board has resolved that to enable and encourage the Executive to continue to serve without undue distraction by reason of such uncertainties and risks it wishes to assure that, if the Executive's employment with SLC or FMI is terminated in anticipation of or following a Change of Control, the Executive shall be provided with certain severance benefits, as more particularly described in this Agreement. NOW, THEREFORE, in consideration of the foregoing and other good and valuable consideration the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as follows: I. DEFINITIONS. A. BENEFITS shall mean the right of the Executive to remain as a participant in the Companies' life, health and disability plans as though the Executive continued to be an employee of SLC or FMI through either (1) the first day of the calendar month following the one year anniversary of the Termination Date or (2) the first day of the calendar month following three months of continuous employment by the Executive with a new employer which offers life, health and disability plans, whichever is less. The Executive at the end of the period provided in the preceding sentence shall then have such conversion and continuation rights as provided by law, contract and/or company policy and which are available to newly terminated employees. B. CAUSE shall mean (i) the willful failure or refusal of the Executive to substantially perform his duties, as such existed immediately preceding a Change of Control, after a demand for substantial performance is delivered to the Executive by the Board of Directors of SLC or its successor, if applicable, (the "Board") which demand specifically identifies the manner in which such Board believes the Executive has not substantially performed his duties, or (ii) the willful engaging by the Executive in misconduct, which materially injures the goodwill of any of the Companies, or (iii) the commission of an act of fraud, misappropriation or embezzlement by the Executive involving any of the Companies, or (iv) a conviction of, or plea of NOLO CONTENDERE or a guilty plea or confession by, the Executive to an act of fraud, misappropriation or embezzlement or to a felony or to conduct prohibited by state or federal law. For purposes of this Agreement, no act, or failure to act, on the part of the Executive shall be considered "willful" unless done, or omitted to be done, by the Executive not in good faith and without reasonable belief that the action or omission was in the best interest of the Companies. Notwithstanding the foregoing, the Executive shall not be deemed to have been terminated for Cause unless and until there shall have been delivered to the Executive a copy of a Notice of Termination from the Board. After receipt of a Notice of Termination which purports to be for Cause, the Executive shall have the opportunity, together with his counsel, to be heard before the Board and such termination shall not be deemed to be for Cause unless following such hearing at least two-thirds of the members of the Board present at such hearing are of the good faith opinion, which shall be specified in writing and signed by the consenting Board members, that the Executive was guilty of conduct set forth above in any of Clauses (i), (ii), (iii) or (iv) of this subsection, and such opinion shall specify the particulars thereof in detail. C. CHANGE OF CONTROL shall mean the occurrence of any one of the following: (i) the acquisition by any Person or group of Persons (as such terms are defined and used in Sections 3(a)(9) and 14(d)(2) of the Securities Exchange Act of 1934, as amended (the "Act")), other than SLC, any trustee or other fiduciary holding securities under any employee benefit plan of SLC, or any company owned, directly or indirectly, by the stockholders of SLC in substantially the same proportions as their ownership of stock of SLC, of beneficial ownership (as defined in Rule 13d-3 under the Act), directly or indirectly, of shares representing twenty percent (20%) or more of the combined voting power of SLC's then outstanding voting securities entitled to vote generally in the election of directors ("Voting Securities"); or (ii) individuals who as of March 2, 1995, constituted SLC's Board of Directors (the "Incumbent Board") cease for any reason to constitute at least a majority of the Board, provided that any person becoming a director of SLC subsequent to March 2, 1995, whose election was approved by a vote of at least a majority of the directors then comprising the Incumbent Board shall, for the purposes of this Agreement, be considered to be a member of the Incumbent Board; or (iii) approval by the Board of Directors of SLC and, if required, the stockholders of SLC, of: (a) a reorganization, merger, or consolidation with respect to which those Persons (as defined above) who were beneficial owners of SLC's Voting Securities immediately prior to such reorganization, merger or consolidation do not, following such reorganization, merger or consolidation, beneficially own, directly or indirectly, shares representing more than 50% of the combined voting power of the Voting Securities of the corporation resulting from such reorganization, merger or consolidation; (b) a complete liquidation or dissolution of SLC; or (c) the sale or other disposition by SLC within a twelve (12) month period of assets of SLC with a fair market value equal to at least one-half of the total fair market value of all of the assets of SLC immediately prior to such sale or sales; or (iv) SLC shall file a report or proxy statement with the Securities and Exchange Commission pursuant to the Securities Exchange Act of 1934, as amended, disclosing in response to Item 1 of Form 8-K thereunder or Item 5(f) of Schedule 14A thereunder (or any successor schedule, form or report or item therein) that a change in control of SLC has or may have occurred or will or may occur in the future pursuant to any then existing contract or transaction or series of transactions. D. COMPANIES shall mean SLC, FMI and all of their direct and indirect subsidiaries and affiliates. E. DISABILITY shall mean a mental or physical disability or incapacity which renders the Executive incapable of carrying out his services and duties, as determined by the Board of Directors of SLC in its reasonable judgment, for a period of ninety (90) consecutive days. F. EXECUTIVE shall mean the individual named on the signature page hereof. G. GOOD REASON shall mean the occurrence of any of the following, without the express written consent of the Executive: (i) a material reduction by SLC or FMI of the Executive's reporting responsibilities, duties, authority, status, titles or offices, as the same were in effect immediately preceding a Change of Control; (ii) a material reduction in the Executive's base compensation, bonuses or other benefits, as the same were in effect immediately preceding a Change of Control, or (iii) any of the Companies require the Executive to relocate outside of the Dallas-Fort Worth, Texas metropolitan area as a condition for Executive retaining his position with the Companies. H. SEVERANCE PAYMENT shall mean an amount equal to the total base compensation paid or payable to the Executive during the twelve (12)-month period ending on the day immediately preceding a Termination Date, exclusive of all bonuses and other benefits; provided, however, that if the period of the Executive's employment prior to his termination is less than twelve (12) months, his base pay during that period shall be annualized in determining his Severance Payment. I. NOTICE OF TERMINATION shall mean a notice which shall indicate in reasonable detail the facts and circumstances claimed to provide a basis for termination of the Executive's employment. J. TERMINATION DATE shall mean the date on which the Executive's employment is terminated by SLC or FMI, or the date of the Executive's resignation from all of the Companies for Good Reason. II. SCOPE OF AGREEMENT This Agreement shall cover the Executive and provide for the Severance Payment and Benefits described herein. III. TERMINATION FOLLOWING A CHANGE OF CONTROL A. TERMINATION FOLLOWING A CHANGE OF CONTROL Subject to the satisfaction of the conditions precedent described in Paragraph IV, SLC shall pay the Executive the Severance Payment and provide the Benefits if, within twenty four (24) months following the date of a Change of Control, (i) the Executive's employment with SLC or FMI is terminated for any reason other than as a result of the Executive's death or Disability, or for Cause; or (ii) the Executive resigns for Good Reason. B. TIMING OF SEVERANCE PAYMENT The Severance Payment, less applicable withholding, shall be made, at the option of the Executive, in either (i) a lump sum payment due on the first business day following expiration of the seven (7) day period referred to in Paragraph IV B , or (ii) in twelve equal monthly installments, with the first such payment due on the first business day following expiration of the seven (7) day period referred to in Paragraph IV B. The charge to the Executive for Benefits shall be deducted from the payment herein provided on a lump sum or monthly basis, corresponding to the settlement mode selected by Executive. A lump sum deduction shall be calculated assuming the Benefits are continued for the maximum period provided by this Agreement. A pro rata refund shall be provided in the event of early termination of the Benefits. The charge to the Executive shall be calculated at the charges in effect on the Termination Date. IV. RELEASE A. RELEASE BY EXECUTIVE In consideration for the Severance Payment to be made to the Executive and as a condition of the payment of the same to the Executive, and for the other good and valuable consideration referenced herein, the Executive, for himself and his heirs, personal representatives, successors and assigns, will irrevocably and unconditionally release all of the Companies and their respective successors, assigns, directors, officers, employees, agents and other representatives from any and all claims, demands, suits, damages, sums of money and/or judgements arising at any time prior to and through the Date of Termination which may be asserted against any of the Companies and/or its successors, assigns, directors, officers, employees, agents and other representatives by the Executive, his heirs, personal representatives, successors and assigns, whether past or present, known or unknown, including, but not limited to, any which have arise out of his past or existing relationships with any of the Companies, whether by virtue of employment, directorship, stock ownership or otherwise, or the termination of any such relationship; and the Executive will agree not to file a lawsuit to assert any such claims. This release of rights and claims and agreement not to sue shall include but not be limited to, any claim of breach of fiduciary duty and any claim of contractual restriction on the right of either the Executive or the Companies to terminate the Executive's employment without liability or any claim of wrongful discharge or violation of any right under federal, state or local law prohibiting race, sex, age, religion, national origin or other forms of discrimination, including, but not limited to, Title VII of the Civil Rights Act of 1964, as amended, the Age Discrimination in Employment Act of 1967, as amended, the Americans With Disabilities Act, as amended, the National Labor Relations Act, and/or the Texas Commission on Human Rights Act. B. RELEASE AGREEMENT This provisions of Paragraph IV A shall be evidenced by a written Release Agreement executed and delivered by the Executive to the Companies on or after the Termination Date. The Executive shall have the right to cancel the Release Agreement within seven (7) days from the date of execution, but in the event of such cancellation the Executive shall not be entitled to the Severance Payment or the Benefits. V. SUCCESSORS AND BINDING AGREEMENT A. ASSUMPTION BY SUCCESSOR SLC and FMI will require any successor (whether direct or indirect, by stock or asset purchase, merger, consolidation or otherwise) to all or substantially all of the business and/or assets of SLC or FMI to expressly assume and agree, by a written agreement, to perform the obligations to Executive under this Agreement. Failure of SLC or FMI to obtain such agreement prior to the effectiveness of any such succession shall entitle the Executive to a payment hereunder in the same amount and on the same terms as the Executive would be entitled hereunder if such Executive had terminated his employment for "Good Reason" within twenty-four (24) months following the date of a Change of Control. For purposes of implementing the foregoing, the date on which any such succession becomes effective shall be deemed the Termination Date, and the payment to be made to the Executive shall be made no later than the day immediately preceding the day on which such succession occurs. B. ENFORCEABILITY This Agreement shall inure to the benefit of and be enforceable by the Executive's personal or legal representatives, executors, administrators, successors, heirs, distributees, devisees and legatees. If the Executive should die subsequent to the termination of his employment while any amount would still be payable to the Executive hereunder if he had continued to live, all such amounts, unless otherwise provided herein, shall be paid to the Executive's devisee, legatee, or other designee or, if there be no such designee, to his estate, in accordance with the terms of this Agreement, in a lump sum within three (3) business days after the date of the Executive's death. C. JOINT AND SEVERAL LIABILITY SLC and FMI shall each be jointly and severally liable for the obligations to Executive under this Agreement. VI. EMPLOYMENT AFTER TERMINATION; NO DUTY TO MITIGATE A. NO EFFECT ON CERTAIN OTHER BENEFITS This Agreement has no effect upon the retirement benefits to which the Executive is or will be entitled under SLC's or FMI's retirement plans or under any other tax-qualified Executive benefit plans, as amended from time to time. This Agreement also has no effect upon the Executive's entitlement to any post-retirement life, accident, medical or similar benefits to which the Executive would have been entitled if he had separated from employment with SLC or FMI on his Termination Date hereunder and if this Agreement did not exist. B. OFFSET FOR OTHER SEVERANCE PAYMENTS The benefits payable to the Executive under this Agreement are intended to be in lieu of, and not in addition to, any severance pay that would otherwise be payable to the Executive under (i) the Southwestern Life Corporation Companies Salaried Severance Pay Plan or (ii) any employment or benefit agreement or arrangement between SLC or FMI or any of the other Companies and the Executive and, therefore, the Severance Payment payable hereunder shall be reduced on a dollar for dollar basis by any severance payments paid to the Executive under any other such severance plan, agreement or arrangement maintained by SLC, FMI or any of the other Companies for the benefit of the Executive. C. NO DUTY TO MITIGATE The Executive shall not be required to mitigate the amount of any payment provided for herein by seeking other employment or otherwise, nor shall the amount of any payment provided for herein by reduced by any compensation earned by the Executive as the result of employment by another employer after the Termination Date, or otherwise. This Agreement shall not in any way limit the Executive from accepting employment with any other employer following his Termination Date, including employment with an employer that is a competitor of any of the Companies. VII. IRC SEC. 280G LIMITATIONS If all or any portion of the payments provided under this Agreement, either alone or together with other payments and benefits which Executive receives or is entitled to receive from the Companies, would constitute an "excess parachute payment" within the meaning of Section 280G of the Internal Revenue Code of 1986, as amended, (the"Code"), the payments and benefits provided under this Agreement shall be reduced to the extent necessary so that no portion thereof shall fail to be tax-deductible under Section 280G of the Code. Any determinations required to be made under this Paragraph VII shall be made by the Companies' independent auditors, pursuant to the applicable principles of Section 280G of the Code. At the time of and in addition to any payments made pursuant to this Agreement, if payments or benefits are reduced under this Paragraph VII, the Companies shall provide Executive with a written statement setting forth the manner in which any such reduction was calculated and the basis for such calculations. VIII. LEGAL FEES. In the event SLC or FMI breaches this Agreement, or in the event that within twenty-four (24) months following the date of a Change of Control (i) the Executive is terminated other than for Cause, death, or Disability or (ii) the Executive resigns for Good Reason, SLC and FMI, jointly and severally, shall reimburse the Executive for all legal fees and expenses reasonably incurred by the Executive as a result of such termination, including all such fees and expenses, if any, incurred in contesting or disputing any such termination or in seeking to obtain or enforce any right or benefit provided by this Agreement. IX. GOVERNING LAW. This Agreement shall be governed by and construed in accordance with the laws of the State of Texas. X. NOTICE. For purposes of this Agreement, notices and all other communications provided for in this Agreement shall be in writing and shall be deemed to have been duly given when delivered or mailed by United States Mail, Return Receipt Requested, Postage Pre-Paid, addressed to the respective addresses last specified in writing by any party hereto, provided that all notices to SLC and FMI shall be directed to the attention of the Board of Directors of SLC and/or FMI, as the case may be, or to such other address as either party may have furnished to the other in writing in accordance herewith, except that notice of change of address shall be effective only upon receipt. XI. MISCELLANEOUS. A. NO WAIVER No provision of this Agreement may be modified, waived or discharged with respect to the Executive unless waiver, modification or discharge is agreed to in writing signed by such Executive and such officer as may be specifically designated by the SLC and FMI Boards of Directors. Moreover, this Agreement may not be amended, except by written amendment signed by the Executive and approved by the Boards of Directors of SLC and FMI and signed by an authorized officer of SLC and FMI. No waiver by any party hereto at any time of any breach by any other party hereto of, or compliance with, any condition or provision of this Agreement to be performed by such other party shall be deemed a waiver of similar or dissimilar provisions or conditions at the time or at any prior or subsequent time. B. NO GUARANTY OF EMPLOYMENT Except as may be otherwise provided under this Agreement or any written employment agreement between the Executive and SLC or FMI, the Executive's employment by SLC and FMI is "at will," and may be terminated at any time. Upon a lawful termination of the Executive prior to a Change of Control, the Executive shall have no further rights under this Agreement. Notwithstanding anything contained in this Agreement to the contrary, if the Executive's employment with SLC or FMI is terminated prior to the date of a Change of Control, and such termination of employment (i) occurred at the request of any Person (as hereinabove defined) who has taken steps intended, or which reasonably may be expected, to result in a Change of Control, or (ii) otherwise occurred in connection with, or in anticipation of, a Change of Control, then for all purposes of this Agreement, the Executive's employment shall be deemed to have been terminated following a Change of Control and, in any such case, the date of such termination shall be deemed to be the date of a Change of Control. XII. VALIDITY. The invalidity or unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any other provision of this Agreement, which shall remain in full force and effect. IN WITNESS WHERETO, SLC and FMI have each caused this Agreement to be duly executed in their name and behalf by their duly authorized officer, effective as of the date first above written. SOUTHWESTERN LIFE CORPORATION, a Delaware Corporation By: ------------------------------------ Glenn H. Gettier, Chief Executive Officer FACILITIES MANAGEMENT INSTALLATION, INC., a Delaware Corporation By: ------------------------------------ James R. Kerber, Chief Executive Officer EXECUTIVE ---------------------------------------- EX-10.45 15 EXHIBIT 10.45 EX-10.45 UNIVISION SI APPLICATION FROM BOB SHAW JANUARY 5, 1995 --------------------------------- I have reviewed the application dated January 5, 1995 from Bob Shaw regarding the issuance of an individually owned policy on plan Univision SI. I also discussed this with Bob Greving, Jim Kerber, Dan Gail, Don Rutherford, Hubert Mathis and Tom Hobbs. In the recent past, the Company offered certain of its executives the opportunity to exchange their group term life coverage that is provided by the Company for an individually owned policy issued by SWL. The Company agreed that it would pay the group term equivalent premium for the executive's age bracket as determined by PALICO and that the individual would pay any additional amounts required to carry the SWL policy. Pursuant to Exhibit No. 7 of Mr. Shaw's Independent Contractor and Services Agreement dated February 11, 1994, the Company agreed that for the ten-year term of the Agreement, it would provide him "those employee benefits available from time to time to the Company's senior executive officers (including life and health insurance)..." Under the group term life plan, Mr. Shaw's coverage amounts to $1,000,000, which under the Agreement would continue until February 10, 2004. Since the group carve-out opportunity was made available to the Company's senior executive officers, it should also be available to Mr. Shaw under the spirit of the Agreement. Additionally, the Company previously allowed Messrs. Rice and Allen to participate in the group carve-out. The premiums illustrated with Mr. Shaw's application were $20,760 for each of the first five years and $17,460 for the second five years. It is my understanding that these are based on the rates now charged by PALICO under the Company's group term life plan for the 61-65 and 66-70 age groups, respectively. It is also my understanding that these premium payments will carry the policy at the projected interest rates. Accordingly, if these rates remain the same over the next nine years, all of the illustrated premiums will be payable by the Company. Under this arrangement, the Company will pay the appropriate rate for group term life coverage as it is determined from time to time through February 10, 2004, and any other payments required under this policy will be the responsibility of the owner of the policy. cc: Dan Gail Bob Greving Jim Kerber Hubert Mathis Don Rutherford Bob Shaw EX-10.46 16 EXHIBIT 10.46 EX-10.46 DATE: March 8, 1994 MEMO TO: The Board of Directors of ICH FROM: Robert Beisenherz, Chairman RE: ICH Deferred Compensation Plan Since January 1988, ICH has provided a Deferred Compensation Plan for "a select group of management or highly compensated employees." The purpose of the Plan was to aid in attracting and retaining employees of exceptional ability by providing a tax deferred means to supplement their retirement income. The Plan provides two means of deferrals: 1. AWARD - The Compensation Committee at its discretion may make annual Awards to the Participants' Deferred Benefit Accounts. 2. VOLUNTARY SALARY DEFERRALS - A Participant may at his discretion defer all or a portion of his annual Salary to a Voluntary Salary Deferral Account. The timing and the amount of past Awards have been inconsistent and have not followed any set criteria. No new Participants have been added to the plan in the past three years and no Awards were made in 1993. Additionally, a number of individuals are participating who do not meet the general guidelines for this type of deferred compensation plan. Proposed changes and continued basic provisions are as follows: PROPOSED CHANGES 1. Eligibility - Determined by annual base Salary A. New Participants - $100,000 will be the minimum Salary requirement. Eligibility will occur upon the later of (a) Participant's completion of the waiting period following employment or (b) his attainment of a Salary of $100,000 if employed for more than two years. (1) Waiting Period - New employees will become eligible for participation at the end of the second calendar year following the date of employment. Memo to the ICH Board of Directors March 8, 1994 Page Two B. Current Participants - $85,000 will be the minimum Salary requirement for continuation in the Plan. Participation for employees with salaries of less than $85,000 will be discontinued effective March 31, 1994, and their accounts paid to them. 2. Annual Award - Awards will be made annually, effective December 31st of each year. 3. Award Amount - 4% of base annual Salary will be the annual Award for each Participant. 4. Vesting Period - A Participant will be vested in his Award account at the rate of 20% per year, beginning on the date of the first Award grant. The Voluntary Salary Deferral account will be 100% vested at all times. CONTINUED BASIC PROVISIONS 1. Death Benefit - Two times annual Salary (not to exceed $1 million) prior to termination of employment. To become a Participant in the Plan, an employee must submit Evidence of Insurability and be approved within Company underwriting guidelines. If a Participant is uninsurable, the Death Benefit will be equal to his award account. The insurance benefit is funded by a Southwestern Life group term contract issued to Facilities Management Installation Inc. 2. Disability - If the service of a Participant terminates because of a Disability, the Participant will be 100% vested in his Award account. 3. Unsecured General Creditors - This is not a tax-qualified or an ERISA plan and therefore the Plan assets or insurance are not held under any trust for the benefit of the Participants or their Beneficiaries. The Company's obligation under the Plan is that of an unfunded and unsecured promise of the Company to pay future benefits. Upon approval by the Board, the appropriate amendments to the Plan will be filed with the Department of Labor. EX-10.47 17 EXHIBIT 10.47 STOCK PURCHASE AGREEMENT THIS STOCK PURCHASE AGREEMENT ("AGREEMENT") is made and entered into as of the 24th day of March, 1995 by and between SOUTHWESTERN LIFE CORPORATION, a Delaware corporation with principal offices at 500 North Akard Street, Dallas, Texas 75201 ("Seller") and CITIZENS FINANCIAL CORPORATION, a Kentucky corporation with principal offices at Suite 300, 12910 Shelbyville Road, Louisville, Kentucky 40243 ("Purchaser"). RECITALS A. Integrity National Life Insurance Company ("Integrity"), a Pennsylvania corporation, is authorized to issue 110,000 shares of $14.00 par value common stock ("Integrity Common Stock"), of which 109,969 shares are issued and outstanding. B. Seller owns, of record and beneficially, 108,701 shares of Integrity Common Stock (the "Shares"). C. Seller desires to sell the Shares to Purchaser or to its Designated Subsidiary and Purchaser desires to buy or to cause its Designated Subsidiary to buy the Shares from Seller pursuant to the terms and subject to the conditions set forth in this Agreement. NOW, THEREFORE, in consideration of the premises and the mutual promises of the parties hereto, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as follows: ARTICLE I DEFINITIONS 1.1 DEFINITIONS. The capitalized terms used in this Agreement and not defined herein shall have the meanings specified in EXHIBIT A. Unless the context otherwise requires, such capitalized terms shall include the singular and plural and the conjunctive and disjunctive forms of the terms defined. 1 ARTICLE II SALE OF SHARES AND CLOSING 2.1 PURCHASE AND SALE. The Seller agrees to sell to the Purchaser and/or to the Purchaser's Designated Subsidiary, and Purchaser agrees to purchase, or to cause such Designated Subsidiary to purchase, from Seller the Shares at the Closing upon the terms and subject to the conditions set forth in this Agreement. 2.2 CONSIDERATION. Subject to adjustment pursuant to Section 2.3 hereof, the consideration for the Shares shall be $9,578,000 (the "Consideration"). Immediately prior to the Closing, Seller will cause Integrity to pay to Seller and to its other shareholders the maximum nonextraordinary cash dividend (the "Dividend") that Integrity can legally pay, 98.85% of which amount shall be credited against the Purchase Price. The balance of the Consideration shall be payable at the Closing by wire transfer of immediately available funds to such bank and account as the Seller may specify by written notice received by the Purchaser at least three Business Days prior to the Closing Date; provided, however, that $1,000,000 of the Purchase Price shall be placed in escrow and paid to Seller at such time as the Closing Adjusted Capital and Surplus of Integrity is finally determined pursuant to the applicable provisions of Section 2.3 hereof and paid in accordance with the terms of the Escrow Agreement. 2.3 ADJUSTMENT. (a) After the Closing, the Purchaser will deliver to the Seller within 60 days (i) a balance sheet of Integrity as of the date of the Closing together with the report thereon of Ernst & Young, LLP ("Ernst & Young"), stating that such balance sheet presents fairly the financial position of Integrity at the Closing Date in conformity with SAP, and (ii) written notice setting forth the Purchaser's determination of the Closing Adjusted Capital and Surplus of Integrity, together with true and complete copies of all Workpapers related thereto (collectively, the "Closing Adjusted Capital and Surplus"). All fees and expenses of Ernst & Young related to the report to be delivered as contemplated in clause (i) of the immediately preceding sentence shall be the responsibility of and paid for by the Purchaser. Within 15 Business Days after the receipt by the Seller 2 of such determination of the Closing Adjusted Capital and Surplus, the Seller shall deliver to the Purchaser written notice stating whether it agrees or disagrees with such determination. If the Seller agrees with such determination and so notifies the Purchaser, or does not notify the Purchaser that the Seller disagrees with such determination within such 15 Business Days, such determination shall be deemed to be the Closing Adjusted Capital and Surplus. If the Seller notifies the Purchaser within such 15 Business Days that the Seller does not agree with such determination of the Closing Adjusted Capital and Surplus, the Seller and Purchaser shall, for a period of 15 Business Days, in good faith, attempt to negotiate a determination of the Closing Adjusted Capital and Surplus. If the Seller and Purchaser fail to reach a determination of the Closing Adjusted Capital and Surplus within such 15 Business Days, the Closing Adjusted Capital and Surplus shall be determined by the accounting firm of KPMG Peat Marwick (the "Accounting Firm"). The Seller shall cause such determination by the Accounting Firm and a statement of fees and expenses incurred by the Accounting Firm in making such determination, together with true and complete copies of all Workpapers related thereto, to be delivered to the Purchaser as soon as practicable after the Seller's notice of disagreement. The parties hereto agree and acknowledge that the determination of the Closing Adjusted Capital and Surplus by the Accounting Firm in accordance with this Section 2.3(a) shall be final and binding on all parties. If the services of the Accounting Firm are used as provided herein, all fees and expenses of the Accounting Firm shall be paid one-half by the Seller and one-half by the Purchaser; provided, however, (i) if the Closing Adjusted Capital and Surplus, as determined by the Accounting Firm is over $50,000 less than the amount originally calculated by the Purchaser, all fees and expenses of the Accounting Firm shall be the responsibility of and paid by the Seller, and (ii) if the Closing Adjusted Capital and Surplus as determined by the Accounting Firm is more than $50,000 in excess of the amount originally calculated by the Purchaser, all fees and expenses of the Accounting Firm shall be the responsibility of and paid by the Purchaser. (b) If the Closing Adjusted Capital and Surplus is less than $6,042,506, the Seller hereby agrees that within ten Business Days of its acceptance of the Purchaser's determination of the Closing Adjusted Capital and Surplus (either by the Seller's notice of such 3 acceptance or the Seller's failure to notify the Purchaser of the Seller's disagreement within 15 Business Days as provided in Section 2.3(a) hereof) or its receipt of a notice from the Accounting Firm of the Closing Adjusted Capital and Surplus, as the case may be, the Seller will pay to the Purchaser, by wire transfer of immediately available funds to such bank and account as the Purchaser may specify by written notice delivered to the Seller, a sum equal to 98.85% of the difference (i) (the "Deficit Amount") between the $6,042,506 Closing Adjusted Capital and Surplus plus (ii) interest on the Deficit Amount at a rate per annum equal to the Prime Rate based on the actual number of days elapsed from and including the Closing Date to the date of payment and a 365-day year, PROVIDED, HOWEVER, that if any part of the Deficit Amount and interest thereon due the Purchaser from the Seller pursuant to this Section 2.3(b) remains unpaid past the 30th day after the day such amount was due, the interest rate on such part will be increased to the Prime Rate plus 5% for such period from the Closing Date to the payment date. (c) If the Closing Adjusted Capital and Surplus is greater than $6,042,506, the Purchaser hereby agrees that within ten Business Days of the Seller's acceptance of the Purchaser's determination of the Closing Adjusted Capital and Surplus (either by the Seller's notice of such acceptance or the Seller's failure to notify the Purchaser of the Seller's disagreement within 15 Business Days as provided in Section 2.3(a) hereof) or its receipt of a notice from the Accounting Firm of the Closing Adjusted Capital and Surplus, as the case may be, the Purchaser will pay to the Seller, by wire transfer of immediately available funds to such bank and account as the Seller may specify by written notice delivered to Purchaser, a sum equal to 98.85% (i) the difference between the Closing Adjusted Capital and Surplus and $6,042,506(the "Appreciated Amount") plus (ii) interest on the Appreciated Amount at a rate per annum equal to the Prime Rate based on the actual number of days elapsed from and including the Closing Date to the date of payment and a 365-day year, PROVIDED, HOWEVER, that if any part of the Appreciated Amount and interest thereon due the Seller from the Purchaser pursuant to this Section 2.3(c) remains unpaid past the 30th day after the day such amount was due, the interest rate on such part will be increased to the Prime Rate plus 5% for such period from the Closing Date to the payment date. 4 (d) The Purchaser shall cooperate fully with the Accounting Firm and provide all information and access to all personnel it reasonably requests in connection with its determination of Closing Adjusted Capital and Surplus. Both parties shall be provided with access to all books and records and Work Papers used by the Accounting Firm in making its determination hereunder. 2.4 CLOSING. Subject to the provisions of this Agreement, the Closing of the transactions contemplated by this Agreement, including, without limitation, the consummation of the sale and purchase of the Shares, as provided in Section 2.1 hereof and the execution and delivery of the documents and instruments specified in this Section 2.4, will take place in Louisville, Kentucky at 10:00 a.m., local time, on the Closing Date. At the Closing, the Seller will assign and transfer to Purchaser or its Designated Subsidiary, good and valid title, and all other rights and interests of Seller, in and to the Shares, free and clear of all Liens. To effect such assignment and transfer, the Seller will deliver certificates representing all the Shares, in genuine and unaltered form, accompanied by duly executed blank stock powers or (at the request of the Purchaser) endorsed in blank for transfer. The Seller will execute and deliver to the Purchaser or its Designated Subsidiary such documents and instruments as are required of the Seller under the terms and provisions of this Agreement. All such certificates, stock powers, documents, and instruments will be in form and content reasonably satisfactory to the Purchaser. The Purchaser will pay $1,000,000 of the Consideration to the Escrow Agent and will pay the balance of the Consideration and deliver such documents and instruments as are required of the Purchaser under the terms and provisions of this Agreement. All such documents and instruments will be in form and content reasonably satisfactory to the Seller. ARTICLE III REPRESENTATIONS AND WARRANTIES OF SELLER The Seller hereby represents and warrants to Purchaser and its Designated Subsidiary as follows: 3.1 ORGANIZATION OF SELLER. The Seller is a corporation duly organized, validly existing, and in good standing under the Laws of Delaware and has the requisite corporate power and authority to enter into this Agreement and to perform its obligations under this Agreement. The Seller is duly licensed, qualified, or admitted to do business and is in good standing in all jurisdictions in which 5 the failure to be so licensed, qualified, or admitted and in good standing, individually or in the aggregate with other such failures, has or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement or on the ability of the Seller to perform its obligations under this Agreement. 3.2 AUTHORITY OF SELLER. The Board of Directors of the Seller has duly and validly approved this Agreement and the transactions contemplated hereby. The execution and delivery of this Agreement by the Seller and the performance by the Seller of its obligations under this Agreement have been duly and validly authorized by all necessary corporate action on the part of the Seller. This Agreement constitutes a valid and binding obligation of the Seller and is enforceable against the Seller in accordance with its terms, except to the extent that (a) enforcement may be limited by or subject to any bankruptcy, insolvency, reorganization, moratorium, or similar Laws now or hereafter in effect relating to or limiting creditors' rights generally and (b) the remedy of specific performance and injunctive and other forms of equitable relief are subject to certain equitable defenses and to the discretion of the court or other similar Person before which any proceeding therefor may be brought; provided, however, that to the Knowledge of Seller no party has any equitable defenses that would affect the enforcement of this Agreement against the Seller. 3.3 ORGANIZATION OF INTEGRITY. Integrity is a life insurance corporation duly organized, validly existing, and in good standing under the Laws of the Commonwealth of Pennsylvania. Integrity is duly licensed, qualified, or admitted to do business and is in good standing in all jurisdictions listed in Section 3.3 of the Disclosure Schedule, which are the only jurisdictions in which the failure to be so licensed, qualified, or admitted and in good standing, individually or in the aggregate with all other such failures, has or would reasonably be expected to have a material adverse effect on the Business or Condition of Integrity. The Seller has furnished to the Purchaser true and complete copies of the articles of incorporation (as certified by the appropriate governmental or regulatory authorities) and the by-laws of Integrity, in each case including all amendments thereto. 3.4 CAPITAL STOCK. The only stock that Integrity is authorized to issue is 110,000 shares of $14.00 par value common stock, of which 109,969 shares are issued and outstanding. All such issued and outstanding shares of capital stock of Integrity are duly authorized, validly issued, fully paid, and, nonassessable and 108,701 of such shares are owned beneficially and of record by Seller, free and clear of all Liens, except for Liens disclosed in 6 Section 3.4 of the Disclosure Schedule. Except for the Shares, no securities issued by Integrity are held beneficially or of record by the Seller or any of its Affiliates. Except as to any issued and outstanding shares of Integrity beneficially owned by persons other than the Seller, there are no outstanding securities, obligations, rights, subscriptions, warrants, options, phantom stock rights, or (except for this Agreement) other Contracts of any kind that give any Person the right to (a) purchase or otherwise receive or be issued from Seller or Integrity any shares of capital stock of Integrity (or any interest therein) or any security or Liability of any kind convertible into or exchangeable for any shares of capital stock of Integrity (or any interest therein) or (b) receive any benefits or rights similar to any rights enjoyed by or accruing to a holder of the Shares or, to the Knowledge of Seller, any rights to participate in the equity, income, or election of directors or officers of Integrity. 3.5 NO SUBSIDIARIES. Integrity has no Subsidiaries and does not control (either directly or indirectly) any corporation, partnership, business organization, or other similar Person. For purposes of this Section, "control" shall mean the power to elect a majority of the Board of Directors or other governing body of any such entity or Person or otherwise manage, direct or govern the business operations or policies of such entity or Person. 3.6 NO CONFLICTS OR VIOLATIONS. The execution and delivery of this Agreement by the Seller does not, and the performance by the Seller of its obligations under this Agreement will not: (a) subject to obtaining the approvals contemplated by Sections 5.1 and 5.2 and Sections 6.1 and 6.2 hereof, violate any term or provision of any Law or any writ, judgment, decree, injunction, or similar order applicable to the Seller or Integrity except for such violations that individually or in the aggregate would not reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of Seller to perform its obligations under this Agreement, or on the Business or Condition of Integrity. (b) conflict with or result in a violation or breach of, or constitute (with or without notice or lapse of time or both) a default under, any of the terms, conditions or provisions of the articles or certificate of incorporation or by-laws of the Seller or Integrity. 7 (c) result in the creation or imposition of any Lien upon the Seller, or Integrity, or any of Integrity's Assets and Properties that individually or in the aggregate with any other Liens has or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of the Seller to perform its obligations under this Agreement, or on the Business or Condition of Integrity. (d) conflict with or result in a violation or breach of, or constitute (with or without notice or lapse of time or both) a default under, or give to any Person any right of termination, cancellation, acceleration, or modification in or with respect to, any Contract to which the Seller or Integrity is a party and by which any of their respective Assets or Properties may be bound and as to which any such conflicts, violations, breaches, defaults, or rights individually or in the aggregate have or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of the Seller to perform its obligations under this Agreement, or on the Business or Condition of Integrity. (e) require the Seller or Integrity to obtain any consent, approval, or action of, or make any filing with or give any notice to, any Person except as contemplated in Sections 5.1, 5.2 or 8.9 hereof other than those which the failure to obtain, make, or give individually or in the aggregate with any other such failures has not or would not reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of the Seller to perform its obligations under this Agreement, or on the Business or Condition of Integrity. 3.7 BOOKS AND RECORDS. The minute books and other similar records of Integrity contain a true and complete record, in all material respects, of all actions taken at all meetings and by all written consents in lieu of meetings of Integrity's stockholders, Boards of Directors, and each committee thereof. The Books and Records of Integrity accurately reflect in all material respects the Business or Condition of Integrity and have been maintained in all material respects in accordance with good business and bookkeeping practices. 8 3.8 SAP STATEMENTS. The Seller has previously delivered to the Purchaser true and complete copies of the following SAP Statements: (a) Annual Statements for Integrity for each of the years ended December 31, 1992, 1993, and 1994 (and the notes relating thereto); and (b) Quarterly Statements for Integrity for each of the first three quarters of each of 1992, 1993 and 1994 (and the notes relating thereto). Except as disclosed in Section 3.8 of the Disclosure Schedule, each such SAP Statement complied in all material respects with all applicable Laws when so filed, and all material deficiencies with respect to any such SAP Statement have been cured or corrected. Each such SAP Statement (and the notes relating thereto), including without limitation each balance sheet and each of the statements of operations, capital and surplus account, and cash flow contained in the respective SAP Statement, was prepared in accordance with SAP, is true and complete in all material respects, and will present fairly, in all material respects, the admitted assets, Liabilities, and capital and surplus of Integrity as of the respective dates thereof and its respective results of operations and cash flows for and during the respective periods covered thereby, all in accordance with SAP. 3.9 RESERVES (a) Except as disclosed in Section 3.9 of the Disclosure Schedule, all reserves and other Liabilities with respect to insurance and for claims and benefits incurred but not reported (collectively, the "Reserve Liabilities"), as established or reflected in the respective SAP Statements of Integrity (including without limitation the reserves and policy and Contract Liabilities to be reflected respectively on Lines 1 through 11, 15, 24.2, 24.3 and 24.6 of page 3 of the December 31, 1994 Annual Statement), were determined in accordance with generally accepted actuarial standards consistently applied, are fairly stated in accordance with sound actuarial principles, are based on actuarial assumptions that are in accordance with those called for by the provisions of the related insurance Contracts and in the related reinsurance, coinsurance and other similar Contracts of Integrity, and meet in all material respects the requirements of the insurance Laws of its state of domicile. Adequate provision for all such Reserve 9 Liabilities have been made (under generally accepted actuarial principles consistently applied) to cover the total amount of all reasonably anticipated matured and unmatured benefits, dividends, claims and other Liabilities of Integrity under all insurance Contracts under which Integrity has any Liability (including without limitation any Liability arising under or as a result of any reinsurance, coinsurance or other similar Contract) in Integrity's December 31, 1994 Annual Statement based on then current information regarding interest earnings, mortality and morbidity experience, persistency and expenses. No warranty is made as to the ultimate adequacy of the Reserve Liabilities to satisfy the liabilities and obligations reserved against. Integrity owns assets that qualify as legal reserve assets under applicable insurance Laws in an amount at least equal to all such Reserve Liabilities; and (b) Except as described in Section 3.9(b) of the Disclosure Schedule, all reserves and accrued Liabilities for contingencies such as, but not limited to, estimated losses, settlements, costs and expenses from pending suits, actions and proceedings included in the December 31, 1994 Annual Statement were determined in accordance with SAP. 3.10 ABSENCE OF CHANGES. Since December 31, 1994, except as disclosed in Section 3.10 of the Disclosure Schedule or in the December 31, 1994 Annual Statement (and the notes relating thereto), or except for changes or developments relating to the conduct of the business of Integrity after the date of this Agreement in conformity with this Agreement or the requests of the Purchaser, or resulting from events, conditions, or effects of changes or developments which are industry-wide and national in scope, (i) there has not been, occurred, or arisen any change in, or any event (including without limitation any damage, destruction, or loss whether or not covered by insurance), condition, or state of facts of any character that individually or in the aggregate has or would reasonably be expected to have a material adverse effect on the Business or Condition of Integrity, (ii) Integrity has operated only in the ordinary course of business and consistent with past practice, and (iii) (without limiting the generality of the foregoing) there has not been, occurred or arisen: (a) any declaration, setting aside, or payment of any dividend or other distribution in respect of the capital stock of Integrity or any direct or indirect redemption, purchase or other acquisition by Integrity of 10 any such stock or of any interest in or right to acquire any such stock; (b) any employment, deferred compensation, or other salary, wage or compensation Contract entered into between Integrity and any Person, except for normal and customary Contracts with agents and consultants in the ordinary course of business and consistent with past practice; (c) any issuance, sale or disposition by Integrity of any debenture, note, stock or other security issued by Integrity, or any modification or amendment of any right of the holder of any outstanding debenture, note, stock or other security issued by Integrity; (d) any Lien created on or in any of the Assets and Properties of Integrity or assumed by Integrity with respect to any of such Assets and Properties which Lien relates to Liabilities individually or in the aggregate exceeding $10,000; (e) any prepayment of any Liabilities (other than pursuant to any insurance or annuity Contract) individually or in the aggregate exceeding $10,000; (f) any Liability involving the borrowing of money by Integrity except in the ordinary course of business and consistent with past practice; (g) any damage, destruction or loss (whether or not covered by insurance) affecting any of the Assets and Properties of Integrity which damage, destruction or loss individually exceeds $10,000; (h) any work stoppage, strike, labor difficulty or (to the Knowledge of Seller) union organizational campaign (in process or threatened) at the offices of, or materially affecting, Integrity; (i) any material change in any underwriting, actuarial, investment, financial reporting, marketing or accounting practice or policy followed by Integrity, or in any assumption underlying such a practice or policy, or in any method of calculating any bad debt, contingency, or other reserve for financial reporting or any other accounting purposes; 11 (j) any payment, discharge, or satisfaction by Integrity of any Lien or Liability other than Liens or Liabilities that (i) were paid, discharged, or satisfied since December 31, 1994 in the ordinary course of business and consistent with past practice, or (ii) were paid, discharged, or satisfied as required under this Agreement; (k) except for fair value received, in the ordinary course of business and consistent with past practice, any cancellation of any Liability owed to Integrity by any other Person; (l) any sale, transfer, or conveyance of any investments, or any other Assets and Properties, of Integrity with an individual book value, or with an aggregate book value, in excess of $10,000 or except in the ordinary course of business and consistent with past practice; (m) any amendment, termination, waiver, disposal or lapse of, or other failure to preserve, any license, permit or other form of authorization of Integrity, the result of which individually or in the aggregate has or would reasonably be expected to have a material adverse effect on the Business or Condition of Integrity. (n) any transaction or arrangement under which Integrity paid, lent or advanced any amount to or in respect of, or sold, transferred, or leased any of its Assets and Properties or any services to, (i) the Seller, (ii) any officer or director of Integrity, of the Seller, or of any Affiliate of the Seller, (iii) any Affiliate of the Seller, or Integrity or of any such officer or director, or (iv) any business or other Person in which the Seller, Integrity, any such officer or director, or any such Affiliate has any material interest, except for advances made to, or reimbursements of, officers or directors of Integrity for travel and other business expenses in reasonable amounts in the ordinary course of business and consistent with past practice; (o) except for actions taken with respect to insurance Contracts in force, in the ordinary course of business and consistent with past practice, any material amendment of, or any failure to perform all of its obligations under, or any default under, or any waiver of any right under, or any termination (other than on the stated expiration date) of, any Contract that involves or 12 reasonably would involve the annual expenditure or receipt by Integrity of more than $10,000; (p) any material change in the amount or nature of the life insurance in force of Integrity or in the amount or nature of the Reserve Liabilities of Integrity with respect to insurance Contracts (including without limitation Reserve Liabilities of a type required to be reflected respectively on Lines 1 through 11, 15, 24.2 and 24.6 on Page 3 of an Annual Statement of Integrity); (q) any amendment to the articles or certificate of incorporation or by-laws of Integrity; (r) except as provided in Section 5.25, any termination, amendment or entering into by Integrity as ceding or assuming insurer of any reinsurance, coinsurance or other similar Contract or any trust agreement or security agreement related thereto; (s) any expenditure or commitment for additions to property, plant, equipment or other tangible or intangible capital assets of Integrity, in excess of the budgeted amounts set forth in Section 3.10(s) of the Disclosure Schedule, which expenditures or commitments do not exceed $25,000 in the aggregate; (t) any amendment or introduction by Integrity of any insurance Contract other than in the ordinary course of business consistent with past practices; (u) any sale of any investments of Integrity which resulted in the realization of capital gains exceeding $250,000 in the aggregate; or (v) any Contract to take any of the actions described in this Section 3.10 other than actions expressly permitted under this Section 3.10. 3.11 NO UNDISCLOSED LIABILITIES. Except to the extent reflected in the balance sheet included in the December 31, 1994 Annual Statement (and the notes relating thereto), or except as disclosed in Section 3.10 or 3.11 of the Disclosure Schedule, there were no Liabilities (other than policyholder benefits payable in the ordinary course of business and consistent with past practice for which appropriate reserves have been provided) against, relating to, or affecting Integrity as of December 31, 1994 exceeding $10,000 in the aggregate. Except to the extent 13 specifically reflected in the balance sheets included in the December 31, 1994 Annual Statement (and the notes relating thereto) or except as disclosed in Section 3.11 of the Disclosure Schedule, since December 31, 1994, Integrity has not incurred any Liabilities exceeding $10,000 in the aggregate (other than policyholder benefits and other obligations payable in the ordinary course of business and consistent with past practice for which appropriate reserves have been provided). 3.12 TAXES. Except as disclosed in Section 3.12 of the Disclosure Schedule (with paragraph references corresponding to those set forth below): (a) All federal and state Tax Returns required to be filed with respect to Integrity have been duly and timely filed, and all such Tax Returns are true and complete in all material respects. Integrity (i) has duly and timely paid all Taxes that are shown as due, or claimed or asserted by any taxing authority to be due, from Integrity for the periods covered by such Tax Returns and has made all required estimated payments of Taxes sufficient to avoid any penalties for underpayment, or (ii) has duly provided for all such Taxes in the SAP Statements. There are no Liens with respect to Taxes (except for Liens with respect to real property Taxes not yet due) upon any of the Assets and Properties of Integrity. (b) With respect to any period for which Tax Returns have not yet been filed, or for which Taxes are not yet due or owing, Integrity has made due and sufficient current accruals for such Taxes in accordance with SAP, and such current accruals are duly and fully provided for in the SAP Statements of Integrity. (c) The United States federal income Tax Returns of Integrity and of the affiliated group (within the meaning of the Code) of which Integrity has been a member since 1992, currently are under examination by the IRS for the years 1990, 1991 and 1992. The status of the statutes of limitation for all open years is specified in Section 3.12(c) of the Disclosure Schedule. The state, local and foreign income Tax Returns of Integrity and of the affiliated group of which it has been a member during and after 1992 have not been audited or examined, and all statutes of limitation for all applicable state, local and foreign taxable periods through the respective years specified in Section 3.12(c) of the Disclosure Statement 14 have expired. There are no outstanding agreements, waivers or arrangements extending the statutory period of limitation applicable to any claim for, or the period for the collection or assessment of, Taxes due from Integrity for any taxable period. The Seller has previously delivered to the Purchaser true and complete copies of each of (i) the most recent taxing authorities' audit reports relating to the United States federal, state, local and foreign income Taxes due from Integrity and (ii) the United States federal, state, local and foreign income Tax Returns, for each of the last three taxable years, filed by Integrity and Seller has made available to Purchaser for inspection true and correct copies of such returns (insofar as such returns relate to income, losses and premiums of Integrity) filed by any affiliated or consolidated group of which Integrity was then a member. (d) No audit or other proceeding by any court, governmental or regulatory authority, or similar Person is pending or, to the Knowledge of Seller, threatened with respect to any Taxes due from Integrity or any Tax Return filed by or relating to Integrity. To the Knowledge of Seller, no assessment of Tax is proposed or, based on existing facts and circumstances, is threatened against Integrity or any of its respective Assets and Properties. (e) No election under any of Section 108, 168, 441, 472, 1017, 1033, or 4977 of the Code (or any predecessor provisions) has been made or filed by or with respect to Integrity or any of its Assets and Properties. No consent to the application of Section 341(f)(2) of the Code (or any predecessor provision) has been made or filed by or with respect to Integrity or any of its Assets and Properties. None of the Assets and Properties of Integrity is an asset or property that the Purchaser or any of its Affiliates is or will be required to treat as being (i) owned by any other Person pursuant to the provisions of Section 168(f)(8) of the Internal Revenue Code of 1954, as amended and in effect immediately before the enactment of the Tax Reform Act of 1986 or (ii) tax- exempt use property within the meaning of Section 168(h)(1) of the Code. No closing agreement pursuant to Section 7121 of the Code (or any predecessor provision) or any similar provision of any state, local or foreign Law has been entered into by or with respect to Integrity or any of its Assets and Properties. 15 (f) Integrity has not agreed to and, to the Knowledge of Seller, is not required to make any material adjustment pursuant to Section 481(a) of the Code (or any predecessor provision) by reason of any change in any accounting method of Integrity and neither the Seller nor Integrity has any application pending with any taxing authority requesting permission for any changes in any accounting method of any of them. To the Knowledge of Seller, the IRS has not proposed any such adjustment or change in accounting method. (g) Integrity has not been and is not in material violation (or with notice or lapses of time or both, would be in violation) of any applicable Law relating to the payment or withholding of Taxes. (h) Integrity is a party to the Consolidated Tax Allocation Agreement (the "Allocation Agreement"), a copy of which will be delivered pursuant to Section 3.12 of the Disclosure Schedule. Except for the Allocation Agreement, Integrity is not a party to, is not bound by, and has no obligation under, any tax sharing contract or similar Contract. At the Closing, Integrity shall cease to be a party to the Allocation Agreement. The Seller is not a foreign person within the meaning of Section 1445 (b)(2) of the Code. (i) Except for the distribution of the balance of the Policy Holder's Surplus Account, on December 31, 1983, Integrity has not made any direct, indirect or deemed distributions that have been or to the Knowledge of Seller, could be taxed under Section 815 of the Code. (j) All or substantially all of ceding commission expenses paid or accrued by Integrity in connection with any reinsurance arrangement or Contract or transaction has been capitalized and amortized over the life or lives of such reinsurance arrangement or Contract in accordance with the decision of the United States Supreme Court in COLONIAL AMERICAN LIFE INSURANCE COMPANY V. COMMISSIONER OF INTERNAL REVENUE, 109 S.Ct. 240 (1989) or Section 848 of the Code. (k) To the Knowledge of Seller, no material Liabilities have been proposed in connection with any audit or other proceeding by any court, governmental or regulatory authority, or similar person with respect to any Taxes due from Integrity or any Tax Return filed by or relating to Integrity. 16 (l) Each reserve item with respect to Integrity set forth in the 1993 Federal income tax return was determined in all material respects in accordance with Section 807 of the Code or other applicable Code Sections, and has been consistently applied with respect to the filing of the Federal income tax returns for the years ended December 31, 1990 through December 31, 1993. (m) As of December 31, 1994, Integrity did not have and during the period from December 31, 1994 through the Closing Date will not have any tax liability to the Seller or any Affiliate of the Seller that resulted or will result from a transaction with an Affiliate prior to the Closing Date that would require payment after December 31, 1994. (n) Since January 1, 1990, neither Seller nor Integrity has changed Integrity's method of tax accounting for any item without receiving approval for such change from the IRS. 3.13 LITIGATION. Except as disclosed in Section 3.13 of the Disclosure Schedule (with paragraph references corresponding to those set forth below,): (a) There are no actions, suits, investigations or proceedings pending, or, to the Knowledge of Seller, threatened, against the Seller or its Assets and Properties, at law or in equity, in, before, or by any Person that individually or in the aggregate have or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of the Seller to perform its obligations under this Agreement, or on the Business or Condition of Integrity. (b) there are no actions, suits, investigations or proceedings pending or, to the Knowledge of Seller, threatened, and no event, fact or circumstance has arisen or occurred (other than claims for benefits under insurance Contracts and annuities in force) that may reasonably be expected to result in the commencement of any action, suit proceeding or investigation, against Integrity or any of its respective Assets and Properties, at law or in equity, in, before, or by any Person that individually involves a claim or claims for any 17 injunction or similar relief or for Damages exceeding $10,000 or an unspecified amount of Damages, or that individually or in the aggregate have or would reasonably be expected to have a material adverse effect on the Business or Condition of Integrity. (c) There are no writs, judgments, decrees or similar orders of any Person outstanding against Integrity that individually exceed $10,000 or that individually or in the aggregate have or would reasonably be expected to have a material adverse effect on the Business or Condition of Integrity and there are no injunctions or similar orders of any Person outstanding against Integrity. 3.14 COMPLIANCE WITH LAWS. Except as disclosed in Section 3.14 of the Disclosure Schedule, Integrity has not been and is not in violation (or with or without notice or lapse of time or both, would be in violation) of any term or provision of any Law or any writ, judgment, decree, injunction or similar order applicable to Integrity or any of its Assets and Properties, except for violations which have been cured, which have been resolved or settled through agreements with applicable governmental authorities or claims for which are barred by an applicable statute of limitations, or which have not and are not reasonably expected to have a material adverse effect on the Business or Condition of Integrity. Without limiting the generality of the foregoing, except as disclosed in Section 3.14 of the Disclosure Schedule: (a) Since January 1, 1990, Integrity has duly and validly filed or caused to be so filed all material reports, statements, documents, registrations, filings or submissions that were required by Law to be filed with any Person and as to which the failure to so file, individually or in the aggregate with other such failures, has or may reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of Seller to perform its obligations under this Agreement, or on the Business or Condition of Integrity; all such filings complied with applicable Laws in all material respects when filed, and to the Knowledge of Seller, no material deficiencies have been asserted by any Person with respect to any such filings. (b) The Seller has previously delivered to the Purchaser the reports reflecting the results of the most recent market conduct and financial examinations of 18 Integrity issued by any insurance regulatory authority. To the Knowledge of Seller, all material deficiencies or violations in such reports have been resolved to the satisfaction of all applicable insurance regulatory authorities. (c) All outstanding insurance Contracts issued, reinsured or underwritten by Integrity are, to the Knowledge of Seller, to the extent required under applicable Laws, on forms approved by the insurance regulatory authority of the jurisdiction where issued or have been filed with and not objected to by such authority within the period provided for objection. (d) (1) Section 3.14 of the Disclosure Schedule contains a list, true and complete, of (i) each master or prototype (as well as any individually designed) pension, profit sharing, defined benefit, Code Section 401(k), and other retirement or employee benefit plan or Contract (including, but not limited to, simplified employee pension plans, Code Section 403(a), (b) and (c) annuities, Keogh plans, and individual retirement accounts and annuities) offered or sold by Integrity to, or maintained or sponsored for the benefit of any employees of, any other Person, and (ii) each determination letter (or opinion or notification letter from the IRS with respect to those plans or Contracts for which such letters, rather than determination letters, are issued by the IRS) issued to Integrity relating to the creation or amendment of any such plan or Contract; provided, however, with respect to clause (ii) above, the Disclosure Schedule does not include any determination letters (or opinion or notification letters) that any Person that adopts or maintains any such plan or Contract has obtained. Each such plan or Contract in all material respects conforms with, and has been offered, sold, maintained and sponsored in accordance with, all applicable Laws. Notwithstanding the foregoing, neither Seller, FMI, nor Integrity makes any representation regarding any action of any Person that adopts or maintains any such plan or Contract for the benefit of its employees. To the Knowledge of Seller, Integrity is not a fiduciary with respect to any plan or Contract referenced in this Section 3.14(d). (2) Integrity does not provide administrative or other contractual services for any plan or Contract referenced in Section 3.14(d) (1), including, but not 19 limited to, any third party administrative services for an Employee Welfare Benefit Plan. (3) To the extent that Integrity maintains any collective or commingled funds or accounts which restrict the Persons who may invest therein to tax-exempt entities or qualified plans, each such fund or account (of which a true and complete list and description is disclosed in Section 3.14 of the Disclosure Schedule) has been established, maintained and operated in accordance with all applicable Laws, has maintained its tax-exempt status and has no non-qualified plans or trusts or other taxable entities investing within it. (4) In addition to the representations and warranties contained in Section 3.13 hereof, there are no claims pending, or (to the Knowledge of Seller) threatened against the Seller, FMI, Integrity, or any of their respective Assets or Properties, under any fiduciary liability insurance policy issued by or to any of them that individually or in the aggregate has or would reasonably be expected to have a material adverse effect on the Business or Condition of Integrity. 3.15 BENEFITS PLANS, ERISA. Integrity does not maintain and is not the sponsor of any Benefit Plans, and it has not maintained or sponsored such a plan during the last five years. Any Benefit Plans in which Integrity Employees participate are sponsored and maintained by Seller or an ERISA Affiliate (other than Integrity). None of such Benefit Plans is or has been a multi-employer plan, as that term is defined in Section 3(37) of ERISA, and neither the Seller nor Integrity, nor any ERISA Affiliate, has completely or partially withdrawn from a multi- employer plan. Seller has not sponsored any defined benefit pension plan within the last five years. 3.16 PROPERTIES. Except as disclosed in Section 3.16 of the Disclosure Schedule (with paragraph references corresponding to those set forth below): (a) Integrity has good and valid title to all debentures, notes, stocks, securities, and other assets that are of a type required to be disclosed in Schedules B through DB of its Annual Statement and that are purported to be owned by it, free and clear of all Liens. 20 (b) (i) None of the mortgage loans or other long term invested assets held by Integrity of the type required to be disclosed in Schedule B or BA of its Annual Statement, is or has been at any time since December 31, 1994, in default for more than 60 days as to any payment of interest or principal due thereon and, to the Knowledge of Seller the financial condition of any other party to such loan or asset is not so impaired as to cause a default thereunder, (ii) to the Knowledge of Seller, there is no existing circumstance or condition with respect to such loan or asset or any property mortgaged or pledged as collateral for the repayment thereof that would cause such loan to be subject to imminent default; and (iii) to the Knowledge of Seller, there is no valid right of offset, defense or counterclaim to such loan or asset. (c) Except with respect to Permitted Encumbrances, Integrity has a valid leasehold interest in the Office Lease free and clear of all Liens. Except for the Office Lease, Integrity does not own or otherwise have a leasehold interest in any Real Estate used in the conduct of its business, operations, or affairs of a type required to be disclosed in Schedule A of an Annual Statement. No improvement on any such Real Estate owned, leased, or held by Integrity encroaches upon any real property of any other Person. Integrity leases, or has a valid right under Contract or otherwise to use adequate means of ingress and egress to, from, and over all such real property. (d) Integrity owns good and indefeasible title to, or has a valid leasehold interest in or has a valid right under Contract to use, all tangible personal property that is used in the conduct of its business, operations, or affairs, and which is located at its office at 140 Whittington Parkway in Louisville, Kentucky, free and clear of all Liens. All such tangible personal property is, except for reasonable wear and tear, in good operating condition and repair and is suitable for its current uses. (e) Section 3.16(e) of the Disclosure Schedule contains a list, true and complete in all material respects, of: (i) all marks, names, trademarks, service marks, patents, patent rights, assumed names, logos, trade secrets, copyrights, tradenames, and 21 service marks that are used in the conduct of Integrity's business, operations or affairs (collectively, the "Intellectual Property"); (ii) all material computer software, programs and similar systems which are owned by or licensed to Integrity and used in the conduct of its business, operations, or affairs (collectively, the "Owned Computer Rights"); and (iii) all material computer software, programs, and similar systems used in the conduct of Integrity's business, operations, or affairs and owned by or licensed to an Affiliate of Integrity (collectively, the "Affiliate Computer Rights"). Except as otherwise disclosed in Section 3.16(e) of the Disclosure Schedule, Integrity has a nonexclusive right to use, free and clear of any royalty or other payment obligations, claims or infringement or alleged infringement, or other Liens, all Intellectual Property and Owned Computer Rights. Neither the Seller, Integrity, or any of their Affiliates has received any notice of any conflict with or a violation or infringement of or any claimed conflict with, nor, to the Knowledge of Seller, is in conflict with or violation or infringement of, any asserted rights of any other Person with respect to any Intellectual Property or any Owned Computer Rights or Affiliate Computer Rights material to the Business or Operations of Integrity. 3.17 CONTRACTS. Section 3.17 of the Disclosure Schedule (with paragraph references corresponding to those set forth below) contains a list, true and complete in all material respects, of each of the following contracts or other documents or arrangements (true and complete copies, or, if none, written descriptions, of which will be made available to the Purchaser, together with all amendments thereto), to which Integrity is a party, or to which FMI is a party with respect to Integrity, or by which any of the Assets and Properties of Integrity is bound, except for the FMI Service Agreement (copies of which are not required to be provided to Purchaser): (a) all employment, agency, consultation, contracts for services or other Contracts of any type (except insurance Contracts or Benefit Plans including, without 22 limitation, loans or advances) with any present Integrity/FMI Employee (or former Integrity/FMI Employee, if there exists any present or future liability with respect to such Contract, whether now existing or contingent) other than (i) Contracts terminable without penalty or other Liability upon 30 days or less notice, (ii) Contracts with consultants and similar representatives who do not receive compensation of $10,000 or more per year, (iii) employment or agency Contracts not containing terms which are unduly burdensome to Integrity with agents who do not receive compensation of $10,000 or more per year, and (iv) agency Contracts not on the standard form attached hereto as Exhibit I, and the name, position, and rate of compensation of each such Person and the expiration date of each such Contract, as well as all sick leave, vacation, holiday, and other similar practices, procedures, and policies of FMI or Integrity with respect to such Integrity/FMI Employees which are established or administered other than as Benefit Plan; (b) To the Knowledge of Seller, all Contracts with any Person containing any provision or covenant limiting the ability of Integrity to engage in any line of business or to compete with or to obtain products or services from any Person or, except as provided in Section 5.21 hereof, limiting the ability of any Person to compete with or to provide products or services to Integrity; (c) all material partnership, joint venture, profit-sharing, or similar Contracts with any Person except for any such arrangement disclosed in the December 31, 1994 Annual Statement (and the notes relating thereto) and Benefit Plans; (d) all Contracts relating to the borrowing of money by Integrity or to the direct or indirect guarantee by Integrity of any obligation for borrowed money in excess of $10,000 in the aggregate or any other Liability in respect of indebtedness of any other Person, including without limitation any Contract relating to (i) the maintenance of compensating balances that are not terminable by Integrity without penalty or other Liability upon not more than 60 calendar days' notice, (ii) any line of credit or similar facility, (iii) the payment for property, products, or services of any other Person, even if such property, products, or services have not been conveyed, delivered, or rendered, or (iv) the 23 obligation to take-or-pay, keep-well, make-whole, or maintain surplus or earnings levels or perform other financial ratios or requirements; and Section 3.17(d) of the Disclosure Schedule contains a true and complete list of any requirements for consents or approvals of creditors needed for the Seller to consummate the transactions contemplated hereby; (e) all leases or subleases of Real Estate used in the business, operations, or affairs of Integrity, and all other material leases, subleases, or rental or use Contracts for which Integrity is liable; (f) all Contracts relating to the future disposition or acquisition of any material Assets or Properties of any Person or of any interest in any business enterprise (other than the disposition or acquisition of material Assets or Properties, for fair market value in the ordinary course of business and consistent with past practice); (g) all Contracts or arrangements between Integrity and Seller or any other Affiliate of Integrity relating to allocations of expenses, personnel, services, or facilities; (h) all reinsurance, coinsurance, or other similar Contracts, and all trust agreements or other security agreements related thereto, indicating, with respect to each group of such Contracts (by reinsurer or coinsurer) or security agreement, the information required to be disclosed in Schedule S of an Annual Statement; (i) all outstanding proxies, powers of attorney, or similar delegations of authority, except for powers of attorney for the service of process pursuant to applicable insurance or corporate Laws; (j) all Contracts for the provision of administrative services by or to Integrity; (k) all material Contracts for any product, service, equipment, facility, or similar item (other than insurance and annuity Contracts and other than reinsurance, coinsurance, and other similar Contracts) that by their respective terms do not expire or terminate or are not terminable by Integrity, without penalty or other Liability, within ninety (90) days after December 31, 1994; and 24 (l) all other Contracts (other than insurance Contracts) that involve the payment or potential payment, pursuant to the terms of such Contracts, by or to Integrity of the Subsidiaries of more than $10,000 individually or in the aggregate or that are otherwise material to the Business or Condition of Integrity. Each Contract disclosed or required to be disclosed in the Disclosure Schedule pursuant to this Section 3.17 is in full force and effect and constitutes a valid, and binding obligation of Integrity and, to the Knowledge of Seller, of each other Person that is a party thereto in accordance with its terms, except to the extent that (a) enforcement may be limited by or is subject to any bankruptcy, insolvency, reorganization, moratorium, or similar Laws now or hereafter in effect relating to or limiting creditors' rights generally, and (b) the remedy of a specific performance and injunctive and other forms of equitable relief are subject to certain equitable defenses and to the discretion of the court or other similar Person before which any proceeding therefore may be brought; provided, however, that, to the Knowledge of Seller, no party has any equitable defenses that would affect the enforcement of this Agreement against Seller, and neither Integrity nor (to the Knowledge of Seller) any other party to such Contract has materially violated, breached or defaulted under any such Contract (or without notice or lapse of time or both, would be in material violation or breach of or default under any such Contract). Except as disclosed in Section 3.17 of the Disclosure Schedule, Integrity is not a party to or bound by any Contract that was not entered into in the ordinary course of business and consistent with past practice and the performance of which by Integrity or the failure to perform by the other party has or would reasonably be expected to have, individually or in the aggregate with the performance of or failure to perform pursuant to any other such Contracts, a material adverse effect on the Business or Condition of Integrity. None of Integrity or FMI with respect to Integrity/FMI Employees, is a party to or bound by any collective bargaining or similar labor Contract. 3.18 INSURANCE ISSUED BY INTEGRITY. Except as disclosed in Section 3.18 of the Disclosure Schedule (with paragraph references corresponding to those set forth below): (a) All insurance Contract benefits payable by Integrity and (to the Knowledge of Seller) by any other Person that is a party to or bound by any reinsurance, coinsurance, or other similar Contract with Integrity have in all material respects been paid in accordance with the terms of the insurance, annuity, and other 25 Contracts under which they arose, except for such benefits for which there is, in the opinion of Seller, a reasonable basis to contest payment. (b) Integrity has no outstanding annuity Contracts. No outstanding insurance Contract issued, reinsured, or underwritten by Integrity entitles the holder thereof or any other Person to receive dividends, distributions, or other benefits based on the revenues or earnings of Integrity or any other Person. (c) The underwriting standards utilized and ratings applied by Integrity and (to the Knowledge of Seller) by any other Person that is a party to or bound by any reinsurance, coinsurance, or other similar Contract with Integrity conform in all material respects to industry accepted practices and to the standards and ratings required pursuant to the terms of the respective reinsurance, coinsurance, or other similar Contracts. (d) Neither Seller nor Integrity has received any information which would cause it to believe that the financial condition of any other party to any reinsurance, coinsurance, or other similar Contracts with Integrity is so impaired as to result in a default thereunder. (e) (i) To the Knowledge of Seller, each insurance agent, at the time such agent wrote, sold, or produced business for Integrity at any time since January 1, 1990, was duly licensed as an insurance agent (for the type of business written, sold, or produced by such insurance agent) in the particular jurisdiction in which such agent wrote, sold, or produced such business and (ii) neither Seller nor Integrity has been notified that any such insurance agent violated (or with or without notice or lapse of time or both, would have violated) any term or provision of any Law or any writ, judgment, decree, injunction, or similar order applicable to the writing, sale, or production of business for Integrity, except for violations which have been cured, which have been resolved or settled through agreements with applicable governmental authorities or claims with respect to which are barred by an applicable statute of limitations. (f) To the Knowledge of Seller, the tax treatment under the Code of all insurance annuity or investment policies, plans, or contracts; all financial products, employee benefit plans, individual retirement accounts or 26 annuities; or any similar or related policy, contract, plan, or product, whether individual, group, or otherwise, issued or sold by Integrity is and at all times has been in all material respects the same or more favorable to the purchaser, policyholder or intended beneficiaries thereof as the tax treatment under the Code for which such contracts qualified or purported to qualify at the time of its issuance or purchase, except for changes resulting from changes to the Code effective after the date of such issuance or purchase. For purposes of this Section 3.18(f), the provisions of the Code relating to the tax treatment of such contracts shall include, but not be limited to, Sections 72, 79, 89, 101, 104, 105, 106, 125, 130, 401, 402, 403, 404, 408, 412, 415, 419, 419A, 457, 501, 505, 817, 818, 7702, and 7702A of the Code. 3.19 THREATS OF CANCELLATION. Except as disclosed in Section 3.19 of the Disclosure Schedule, since December 31, 1994, no policyholder, group of policyholder Affiliates, or Persons writing, selling, or producing, either directly or through reinsurance assumed, insurance business that individually or in the aggregate accounted for 5% or more of the premium or annuity income of Integrity for the year ended December 31, 1994, has terminated or (to the Knowledge of Seller) threatened to terminate its relationship with Integrity. 3.20 LICENSES AND PERMITS. Except as disclosed in Section 3.20 of the Disclosure Schedule (with paragraph references corresponding to those set forth below): (a) Integrity owns or validly holds, all licenses, franchises, permits, approvals, authorizations, exemptions, classifications, certificates, registrations, and similar documents or instruments that are required for its business, operation, and affairs and that the failure to so own or hold has or would, individually or in the aggregate, reasonably be expected to have a material adverse effect on the Business or Condition of Integrity; and (b) all such licenses, franchises, permits, approvals, authorizations, exemptions, classifications, certificates, registrations, and similar documents or instruments are valid, binding, and in full force and effect. 27 3.21 OPERATIONS INSURANCE. Section 3.21 of the Disclosure Schedule contains a true and complete list and description of all liability, property, workers compensation, directors and officers liability, and other similar insurance Contracts that insure the business, operations, or affairs of Integrity or affect or relate to the ownership, use, or operations of any of its Assets and Properties and (a) that have been issued to Integrity (including without limitation the names and addresses of the insurers, the expiration dates thereof, and the annual premiums and payment terms thereof) or (b) that are held by the Seller or by any affiliate of the Seller (other than Integrity) for the benefit of Integrity. All such insurance is in full force and effect and (to the Knowledge of Seller) is with financially sound and reputable insurers and, in light of the respective business, operations and affairs of Integrity, is in amounts and provides coverage that are reasonable and customary for Persons in similar businesses. 3.22 INTERCOMPANY LIABILITIES. Except as reflected in the December 31, 1994 Annual Statement, or except as disclosed in Section 3.22 of the Disclosure Schedule, (a) there are no Liabilities between Integrity and the Seller or any other Affiliate of Integrity and (b) neither the Seller nor any other Affiliate of Integrity provides or causes to be provided to Integrity any products, services, equipment, facilities, or similar items. Except as disclosed in Section 3.22 of the Disclosure Schedule, since December 31, 1994, no such intercompany liabilities in excess of an aggregate of $10,000 have been paid, and no settlements of such intercompany Liabilities have been made. 3.23 BANK ACCOUNTS. Section 3.23 of the Disclosure Schedule contains (a) a true and complete list of the names and locations of all banks, trust companies, securities brokers, and other financial institutions at which Integrity has an account or safe deposit box or maintains a banking, custodial, trading, or other similar relationship and (b) a true and complete list and description of each such account, box, and relationship, indicating in each case the account number and the names of the respective officers, employees, agents, or other similar representatives of Integrity transacting business with respect thereto. 3.24 BROKERS. All negotiations relative to this Agreement and the transactions contemplated hereby have been carried out by the Seller directly with the Purchaser, without the intervention of any Person on behalf of the Seller in such manner as to give rise to any valid claim by any Person against the Purchaser, a Designated Subsidiary, or Integrity for a finder's fee, brokerage commission, or similar payment. 28 3.25 EMPLOYEES. Integrity has no employees except those set forth in Section 3.26 of the Disclosure Schedule. All management, data processing and administrative services required to operate Integrity's business are provided by FMI, except those set forth in Section 3.26 of the Disclosure Schedule, and all of the personnel required to perform such services are employed by FMI. Purchaser or the Designated Subsidiary shall have the right, but not the obligation, to offer employment to any Integrity/FMI Employee. ARTICLE IV REPRESENTATIONS AND WARRANTIES OF PURCHASER Purchaser hereby represents and warrants to the Seller as follows: 4.1 ORGANIZATION OF PURCHASER AND THE DESIGNATED SUBSIDIARY. The Purchaser is a corporation duly organized, and validly existing, under the Laws of Kentucky and has the requisite power and authority to enter into this Agreement and to perform its obligations under this Agreement. The Purchaser is duly licensed, qualified, or admitted to do business in all jurisdictions in which the failure to be so licensed, qualified, or admitted, individually or in the aggregate with other such failures, has or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of the Purchaser to perform its obligations under this Agreement or on the Business or Condition of the Purchaser. On the Closing Date, the Designated Subsidiary will be a corporation duly organized, and validly existing under the Laws of its jurisdiction of incorporation and will have full corporate power and authority to purchase (pursuant to this Agreement) and own the Shares. 4.2 AUTHORITY OF PURCHASER AND THE DESIGNATED SUBSIDIARY. The Board of Directors of the Purchaser has duly and validly approved this Agreement and the transactions contemplated hereby. The execution and delivery of this Agreement by the Purchaser and the performance by the Purchaser of its obligations under this Agreement have been duly and validly authorized by all necessary action on the part of the Purchaser. This Agreement constitutes a valid, and binding obligation of the Purchaser and is enforceable against the Purchaser in accordance with its terms, except to the extent that (a) enforcement may be limited by or subject to any bankruptcy, insolvency, reorganization, moratorium, or similar Laws now or hereafter in effect relating to or limiting creditors' rights generally and (b) the remedy of specific performance and injunctive and other forms of equitable relief are subject to 29 certain equitable defenses and to the discretion of the court or other similar Person before which any proceeding therefor may be brought; provided, however, that to the Knowledge of Purchaser no party has any equitable defenses that would effect the enforcement of this Agreement against the Purchaser. On the Closing Date, the purchase of the Shares by the Designated Subsidiary will be duly and validly authorized by all necessary corporate action on the part of such Designated Subsidiary. 4.3 NO CONFLICTS OR VIOLATIONS. The execution and delivery of this Agreement by the Purchaser do not, and the performance by the Purchaser and the Designated Subsidiary of their respective obligations under this Agreement will not: (a) subject to obtaining the approvals contemplated by sections 6.1 and 6.2 hereof, violate any term or provision of any Law or any writ, judgment, decree, injunction, or similar order applicable to the Purchaser or the Designated Subsidiary; (b) conflict with or result in a violation or breach of, or constitute (with or without notice or lapse of time or both) a default under, any of the terms, conditions, or provisions of the Articles of Incorporation or by-laws of the Purchaser or the Articles of Incorporation or by-laws of the Designated Subsidiary; (c) result in the creation or imposition of any Lien upon the Purchaser or the Designated Subsidiary or any of their respective Assets and Properties that individually or in the aggregate with any other Liens has or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement or on the ability of the Purchaser or the Designated Subsidiary to perform their respective obligations under this Agreement; (d) conflict with or result in a violation or breach of, or constitute (with or without notice or lapse of time or both) a default under, or give to any Person any right of termination, cancellation, acceleration, or modification in or with respect to, any Contract to which the Purchaser or the Designated Subsidiary is a party or by which any of their respective Assets and Properties may be bound and as to which any such conflicts, violations, breaches, defaults, or rights individually or in the aggregate have or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement or on the 30 ability of the Purchaser or the Designated Subsidiary to perform their respective obligations under this Agreement. (e) require the Purchaser or the Designated Subsidiary to obtain any consent, approval, or action of, or make any filing with or give any notice to, any Person except (i) as contemplated in Section 6.1 or 6.2 hereof, or (ii) those which the failure to obtain, make, or give individually or in the aggregate with other such failures has not or would not reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement or on the ability of the Purchaser or the Designated Subsidiary to perform their respective obligations under this Agreement. 4.4 LITIGATION. There are no actions, suits, investigations, or proceedings pending or(to the Knowledge of the Purchaser) threatened against the Purchaser, or the Designated Subsidiary, and (to the Knowledge of Purchaser) no event, fact or circumstance has arisen or occurred that may reasonably be expected to result in any action, suit, investigation or proceeding against the Purchaser or the Designated Subsidiary at law or in equity, in, before, or by any Person, that individually or in the aggregate have or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement or on the ability of the Purchaser or the Designated Subsidiary to perform their respective obligations under this Agreement. 4.5 PURCHASE FOR INVESTMENT. The Shares to be acquired under the terms of this Agreement will be acquired by the Purchaser and/or the Designated Subsidiary for its own account for the purpose of investment and not for the purpose or with the intent of a distribution or other sale or disposition thereof. The Purchaser will, and will cause the Designated Subsidiary to, refrain from transferring or otherwise disposing of any of the Shares acquired by it, or any interest therein, in such manner as to violate any provision of the Securities Act of 1933, as amended, or of any securities Law of any state or other jurisdiction regulating the disposition thereof. The Purchaser agrees that the certificates representing the Shares may bear legends to the effect that the Shares have not been registered under the Securities Act of 1933, as amended, or such other state securities Laws and that no interest therein may be transferred or otherwise disposed of in violation of the provisions thereof. 4.6 BROKERS. All negotiations relative to this Agreement and the transactions contemplated hereby have been carried out by the Purchaser directly with the Seller, without the intervention of any Person on behalf of the Purchaser in such manner as to give rise to 31 any valid claim by any Person against the Seller for a finder's fee, brokerage commission, or similar payment. ARTICLE V COVENANTS OF SELLER The Seller covenants and agrees with the Purchaser that, at all times before the Closing (or, with respect to the covenants and provisions of Sections 5.19, 5.20 and 5.21 hereof, for the respective periods after the Closing Date therein specified), the Seller will comply with all covenants and provisions of this Article V, except to the extent the Purchaser may otherwise consent in writing, which consent shall not be unreasonably withheld or delayed, or to the extent otherwise required or permitted by this Agreement. 5.1 REGULATORY APPROVALS. Except as shown in Schedule 5.1 of the Disclosure Schedule, Seller does not require the approval, consent, authorization, exemption or clearance of any Person, other than governmental agencies, to the consummation of the transactions contemplated in this Agreement. The Seller will, and will cause Integrity to, (a) take all commercially reasonable steps necessary or desirable, and proceed diligently and in good faith and use all commercially reasonable efforts, to obtain, as promptly as practicable, all approvals required by any applicable Contract of the Seller or Integrity to consummate the transactions contemplated hereby, (b) take all commercially reasonable steps necessary or desirable, and proceed diligently and in good faith and use all commercially reasonable efforts to obtain, as promptly as practicable, all approvals, authorizations, and clearances of governmental and regulatory authorities required of the Seller or Integrity to permit the Seller to consummate the transactions contemplated hereby, (c) provide such other information and communications to such governmental and regulatory authorities as the Purchaser or such authorities may reasonably request in conjunction with obtaining such approvals, (d) cooperate with and provide to the Purchaser such financial information as it may reasonably request with which to prepare such pro forma financial statements as may reasonably be required to be filed with regulatory authorities, and (e) take all commercially reasonable steps to cooperate with the Purchaser and the Designated Subsidiary in obtaining, as promptly as practicable, all approvals, authorizations, and clearances of governmental or regulatory authorities and others required of the Purchaser or the Designated Subsidiary to consummate the transactions contemplated hereby, 32 including without limitation any required approvals of the insurance regulatory authorities in Pennsylvania and Kentucky. 5.2 HSR FILINGS. The Seller will, with respect to the transactions contemplated hereby, (a) take promptly all actions necessary to make the filings required of the Seller or its Affiliates under the HSR Act, (b) comply at the earliest practicable date with any request for additional information received by the Seller or its Affiliates from the Federal Trade Commission or Antitrust Division of the Department of Justice pursuant to the HSR Act, (c) cooperate with the Purchaser in connection with the Purchaser's filings under the HSR Act, and (d) request early termination of the applicable waiting period under the HSR Act. 5.3 INVESTIGATION BY THE PURCHASER. The Seller will provide, and will cause Integrity to provide, (a) the Purchaser, its lenders, and their respective counsel, accountants, actuaries, and other representatives with access, upon reasonable notice and during normal business hours, to all facilities, officers, employees, agents (except insurance agents), accountants, actuaries, Assets and Properties, and Books and Records of Integrity and will furnish the Purchaser and such other Persons during such period with all such information and data (including without limitation copies of Contracts, Benefit Plans, and other Books and Records) concerning the business, operations, and affairs of Integrity as the Purchaser or any of such other Persons reasonably may request and (b) the Purchaser with notice of and full access to all meetings (and all actions by written consent in lieu thereof) of the board of directors and stockholders of Integrity involving matters which are not in the ordinary course of business and consistent with past practice of Integrity, except such meetings as involve only matters related to the consummation of the transactions contemplated herein. 5.3(a) COOPERATION WITH PURCHASER. The Seller will cooperate with and will cause Integrity to cooperate with the Purchaser and its representatives with respect to their preparation and planning for the implementation of any changes in or conversions of any system or procedures which the Purchaser reasonably deems to be necessary or appropriate to the operation of Integrity following the Closing Date. Without limiting the generality of the foregoing, Seller will cooperate with and will cause Integrity to cooperate with Purchaser and the Designated Subsidiary to obtain assignments of such computer software and programs which Purchaser or the Designated Subsidiary reasonably deems necessary to the administration of Integrity's business following the Closing; 33 provided that Seller does not represent that any of such assignments may be approved or obtained. 5.4 NO NEGOTIATIONS, ETC. The Seller will not take, and will not permit Integrity or any other Affiliate of the Seller (or permit any other Person acting for or on behalf of any of them) to take, directly or indirectly, any action, except as required by Section 5.25 hereof or as otherwise permitted or required by this Agreement or, on the advice of counsel, as required under any duties that may be imposed upon the board of directors of Seller by applicable Law, (a) to seek or encourage any offer or proposal from any Person to acquire any shares of capital stock or any other securities of Integrity or any interests therein or Assets and Properties thereof or interests therein, (b) to merge, consolidate, or combine, or to permit any other Person to merge, consolidate or combine, with Integrity, (c) to liquidate, dissolve, or reorganize Integrity, (d) to acquire or transfer any Assets and Properties of Integrity or any interests therein, except as contemplated by the terms of this Agreement, (e) to reach any agreement or understanding (whether or not such agreement or understanding is absolute, revocable, contingent, or conditional) for, or otherwise to attempt to consummate, any such acquisition, transfer, merger, consolidation, combination, or reorganization, or (f) to furnish or cause to be furnished any information with respect to Integrity to any Person (other than the Purchaser or the Designated Subsidiary or as provided in Section 5.3) that the Seller or Integrity, or any other Affiliate of the Seller (or any Person acting for or on behalf of any of them), knows or has reason to believe is in the process of attempting or considering any such acquisition, transfer, merger, consolidation, combination, liquidation, dissolution, or reorganization. If the Seller, Integrity, or any other Affiliate of the Seller receives from any Person (other than the Purchaser or the Designated Subsidiary) any offer, proposal, or informational request that is subject to this Section 5.4, the Seller will promptly advise such Person, by written notice, of the terms of this Section 5.4 and will promptly deliver a copy of such notice to the Purchaser. 5.5 CONDUCT OF BUSINESS. The Seller will cause Integrity to conduct its business only in the ordinary course and consistent with past practice, except as otherwise provided in this Agreement or except as may be consented to by the Purchaser, which consent shall not be unreasonably withheld or delayed. Without limiting the generality of the foregoing: (a) The Seller will use, and will cause Integrity to use, all commercially reasonable efforts to (i) preserve intact Integrity's present business 34 organization, reputation, and policyholder or customer relations, (ii) keep available the services of Integrity's present key officers, directors, employees, agents, consultants, and other similar representatives, (iii) maintain all licenses, qualifications, and authorizations to do business in each jurisdiction in which Integrity is so licensed, qualified, or authorized, (iv) except as otherwise permitted by this Agreement, maintain in full force and effect all Contracts, documents, and arrangements set forth in Section 3.17 of the Disclosure Schedule hereof, (v) maintain all of Integrity's Assets and Properties in good working order and condition, ordinary wear and tear excepted and, (vi) continue all current marketing and selling activities relating to its business, operations, or affairs in accordance with its current marketing plan. (b) The Seller will cause the Books and Records of Integrity to be maintained in the usual manner and consistent with past practice and will not permit a material change in any applicable underwriting, investment, actuarial, financial reporting, or accounting practice or policy of Integrity or in any assumption underlying such a practice or policy, or in any method of calculating any bad debt, contingency, or other reserve for financial reporting purposes or for other accounting purposes (including without limitation any practice, policy, assumption, or method relating to or affecting the determination of insurance or annuities in force, premium or investment income, Reserve Liabilities, or operating ratios with respect to expenses, losses, or lapses). (c) The Seller will cause Integrity (i) to prepare properly and to file duly and validly all reports and all Tax Returns required to be filed with any governmental or regulatory authorities with respect to its business, operations, or affairs, and (ii) to pay in full and when due all Taxes indicated by such Tax Returns or otherwise levied or assessed upon it or any of its Assets and Properties, and to withhold or collect and pay to the proper taxing authorities or hold in separate bank accounts for such payment all Taxes that it is required to so withhold or collect and pay, based upon information provided to Seller, unless such Taxes are being contested in good faith and, if appropriate, reasonable reserves therefor have been established and reflected in its Books and Records. 35 (d) Except as disclosed in Section 3.9 of the Disclosure Schedule, the Seller will cause (i) all Reserve Liabilities with respect to insurance and annuity Contracts established or reflected in the Books and Records of Integrity to be (A) established and reflected on a basis consistent with those Reserve Liabilities and reserving methods followed by Integrity in the preparation of the December 31, 1994 Annual Statement and (B) adequate (under generally accepted actuarial principles consistently applied) to cover the total amount of all reasonably anticipated matured and unmatured benefits, dividends, losses, claims, expenses, and other liabilities of Integrity under all insurance Contracts pursuant to which Integrity has or will have any liability (including without limitation any liability arising under or as a result of any reinsurance, coinsurance, or other similar Contract); and (ii) Integrity to continue to own assets that qualify as legal reserve assets under all applicable insurance Laws in an amount at least equal to their required Reserve Liabilities. No warranty is made as to the ultimate adequacy of the Reserve Liabilities to satisfy the Liabilities and obligations reserved against. (e) The Seller will use, and will cause Integrity to use, all commercially reasonable efforts to maintain in full force and effect until the Closing substantially the same levels of coverage as the insurance afforded under the Contracts listed in Section 3.21 of the Disclosure Schedule. Any and all benefits under such Contracts paid or payable prior to the Closing with respect to the business, operations, affairs, or Assets and Properties of Integrity shall be paid or payable to it. (f) The Seller will cause Integrity to continue to comply, in all material respects, with all Laws applicable to Integrity's business, operations, or affairs. (g) From the date hereof through the Closing, the Seller will cause Integrity not to realize net capital gains or losses from the sale of bonds or other fixed maturity investments in an aggregate amount exceeding $250,000. 36 5.6 FINANCIAL STATEMENTS AND REPORTS. (a) As promptly as practicable after each calendar quarter ending between the date hereof and the Closing Date, the Seller will deliver to the Purchaser true and complete copies of the following: (i) the Quarterly Statement filed by Integrity for each quarter then ended; (ii) presentations for Integrity reflecting, as of the end of each such quarter, the information of the type required by the line items set forth on pages 2, 3, 4, 5, 6, 8, 9 and 12 and on Schedules A through DB of the December 31, 1994 Annual Statement, which presentations shall be prepared in accordance with SAP and will present fairly, in all material respects, the admitted assets, liabilities, and capital and surplus of Integrity as of the date thereof and the results of its operations and cash flows for and during the respective periods covered thereby; and (b) As promptly as practicable, the Seller will deliver to the Purchaser true and complete copies of such other material financial statements, reports, or analyses as may be prepared or received by the Seller, Integrity or any other Affiliate of the Seller and as relate to any of the business, operations, or affairs of Integrity including without limitation normal internal reports which Integrity prepares (such as those reflecting monthly premiums, claims, and cash flow) and special reports (such as those of financial consultants). 5.7 INVESTMENTS. Integrity will invest its future cash flow, any cash from matured and maturing investments, any cash proceeds from the sale of its Assets and Properties, and any cash funds currently held by it exclusively in cash equivalent assets or in short-term investments (consisting of United States government issued or guaranteed securities, commercial paper rated A-1 or P-1, or certificates of deposit issued by one or more of the banks or financial institutions listed in Section 5.7 of the Disclosure Schedule), except (i) as otherwise required by Law, (ii) as required to provide cash (in the ordinary course of business and consistent with past practice) to meet its reasonably anticipated 37 current obligations (iii) in accordance with the investment policy set forth in Section 5.7 of the Disclosure Schedule or (iv) as consented to by the Purchaser. The Seller will not, and will cause Integrity not to, take any actions other than as otherwise permitted by this Agreement or in the ordinary course of business and consistent with past practice (including, without limitation, normal amortization and depreciation of any depreciable asset) designed to cause the assets of Integrity that are classified as nonadmitted under SAP or by the applicable insurance regulatory authorities, to be less than their respective dollar amounts as of December 31, 1994. 5.8 EMPLOYEE MATTERS. (a) Except as may be required by Law or by this Agreement or as disclosed in Section 5.8 of the Disclosure Schedule, or except for such Contract representations, promises, changes, alterations, or amendments that do not and will not result in any Liability to any of Integrity, the Purchaser, or the Designated Subsidiary, or except for the actions required by Section 5.9 hereof, the Seller will refrain, and will cause Integrity to refrain, from directly or indirectly, without the consent of Purchaser, which consent shall not be unreasonably withheld or delayed: (i) making any representation or promise, oral or written, to any Integrity/FMI Employee which is inconsistent with the terms of any Benefit Plan in which such Employee is eligible to participate; (ii) except for bonus payments disclosed in Section 5.8(ii) of the Disclosure Schedule (which are to be paid by Integrity or the Seller at the Closing), making any change to, or amending in any way, the Contracts, salaries, wages, or other compensation of any Integrity/FMI Employee whose annual compensation exceeds $25,000 other than routine changes or amendments that (a) are made in the ordinary course of business and consistent with past practice, (b) do not and will not result in increases of more than 5% in the salary, wages, or other compensation of any such Person, and (c) do not and will not exceed, in the aggregate, 5% of the total 38 salaries, wages, and other compensation of all Integrity/FMI Employees; (iii) adopting, entering into, amending, altering, or terminating partially or completely, any employment, agency, consultation, or representation Contract that is, or had it been in existence on the effective date of this Agreement would have been, required to be disclosed in Section 3.17(a) of the Disclosure Schedule; (iv) approving any general or company- wide pay increases for Integrity/FMI Employees; or (v) entering into any Contract with any Integrity/FMI Employee that is not terminable at will by FMI. 5.9 EMPLOYEES. The Seller will cause Integrity to refrain from hiring any employees except in the ordinary course of business to replace existing employees. 5.10 NO CHARTER AMENDMENTS. The Seller will cause Integrity to refrain from amending its articles or certificate of incorporation or by-laws and from taking any action with respect to any such amendment. 5.11 NO ISSUANCE OF SECURITIES. The Seller will cause Integrity to refrain from authorizing or issuing any shares of its capital stock or other equity securities or entering into any Contract or granting any option, warrant, or right calling for the authorization or issuance of any such shares or other equity securities, or creating or issuing any securities directly or indirectly convertible into or exchangeable for any such shares or other equity securities, or issuing any options, warrants, or rights to purchase any such convertible securities. 5.12 NO DIVIDENDS. Except as otherwise expressly provided herein, the Seller will cause Integrity to refrain from declaring, setting aside, or paying any dividend or other distribution in respect of its capital stock and from directly or indirectly redeeming, purchasing, or otherwise acquiring any of its capital stock or any interest in or right to acquire any such stock. 5.13 NO DISPOSAL OF PROPERTY. Except as set forth in Section 5.13 of the Disclosure Schedule and as otherwise expressly provided 39 in this Agreement, the Seller will cause Integrity to refrain from (a) disposing of any of its Assets and Properties and from permitting any of its Assets and Properties to be subjected to any Liens, except to the extent any such disposition or on any such Lien is made or incurred in the ordinary course of the business and consistent with past practice, (b) selling any material part of its insurance products, operations, or business to any third party (other than sales of insurance products in the ordinary course of business consistent with past practice), (c) entering into any contracts obligating it to administer the insurance operations of any other Person and (d) entering into any Contracts permitting any other Person to administer its insurance operations. 5.14 NO BREACH OR DEFAULT. The Seller will cause Integrity to refrain from violating, breaching, or defaulting, and from taking or failing to take any action that (with or without notice or lapse of time or both) would constitute a material violation, breach, or default, in any way under any term or provision of any Contract to which it is a party or by which any of its Assets and Properties is or may be bound. 5.15 NO INDEBTEDNESS. Except in the ordinary course of business and consistent with past practice and except for existing contractual obligations, the Seller will cause Integrity to refrain from creating, incurring, assuming, guaranteeing, or otherwise becoming liable for, and from cancelling, paying, agreeing to cancel or pay, or otherwise providing for a complete or partial discharge in advance of a scheduled payment date with respect to, any Liability, and from waiving any right to receive any direct or indirect payment or other benefit under any Liability owing to it. 5.16 NO ACQUISITIONS. The Seller will cause Integrity to refrain from (a) merging, consolidating, or otherwise combining or agreeing to merge, consolidate, or otherwise combine with any other Person, (b) acquiring or agreeing to acquire blocks of business of all or substantially all the Assets and Properties or capital stock or other equity securities of any other Person, or (c) otherwise acquiring or agreeing to acquire control of any other Person. 5.17 INTERCOMPANY LIABILITIES. At least five Business Days before the Closing, the Seller will deliver to the Purchaser a true and complete list and description of all Liabilities between Integrity and the Seller or any other Affiliate of Integrity to be outstanding on the Closing Date. At or prior to the Closing, all such liabilities shall be paid, except as otherwise specifically provided herein. Integrity shall not enter into any Contract or, except as required by any Contract disclosed in Section 3.17(g) of the Disclosure Schedule, engage in any transaction with the Seller 40 or any other Affiliate of Integrity. Except as otherwise specifically provided herein or as otherwise agreed to by Purchaser and Seller prior to the Closing Date, on the Closing Date the Seller will terminate and will cause its Affiliates to terminate each Contract between Integrity and the Seller or any other Affiliate of Integrity, including without limitation each Contract disclosed in Section 3.17(g) of the Disclosure Schedule and any Contract or other obligation with or to FMI. 5.18 RESIGNATIONS OF DIRECTORS. The Seller will cause such members of the Boards of Directors and officers of Integrity as are designated by the Purchaser in writing at least 5 days prior to the Closing Date to tender, effective at the Closing, their resignations from such Boards of Directors or from such offices. 5.19 TAX MATTERS. (a) Except as required by Section 5.23 hereof, the Seller will refrain and will cause Integrity to refrain from making, filing, or entering into (whether before or after the Closing) any election, consent, or agreement described in Section 3.12(e) or Section 3.12(f) hereof with respect to Integrity or any of its Assets and Properties. (b) Seller will cause Integrity to establish a reserve in Integrity's balance sheet at the Closing Date, to the extent required by SAP, to reflect the Tax effect of any adjustments (relating to income, losses or premiums of Integrity) by the IRS which have not been settled by the Closing Date. (c) Each reserve item with respect to Integrity set forth in the 1993 Federal income tax return will be consistently applied with respect to Integrity in the 1994 and short period 1995 Federal income tax returns when such returns are filed; a specific tax reserve calculation will be made as of the Closing Date, the short period 1995 Federal income tax return will be prepared within 60 days after the Closing Date, and such short period return will be subject to review by the non-preparing party. (d) Seller will not make an election to reattribute losses of Integrity as provided by Section 1.1502-20(g) of the Regulations to the Code. (e) Seller will make available to Purchaser or its representatives, for review but not copying, documentation (including without limitation the workpapers of Coopers & 41 Lybrand and the Seller, if any), to the extent such documentation is not privileged, of any and all Tax exposures in the Seller's consolidated Tax Return which includes Integrity, related to Tax years not examined and settled by the IRS or closed by statute. 5.20 BOOKS AND RECORDS. On the Closing Date, the Seller will deliver to the Purchaser or will make available to the Purchaser all Books and Records of Integrity at its offices, and, if (at any time after the Closing) the Seller discovers in its possession or under its control any other Books and Records of Integrity will forthwith deliver such Books and Records to the Purchaser. 5.21 NON-COMPETITION. (a) The Seller will refrain and will cause its present and future Affiliates (other than Integrity) to refrain from directly or indirectly utilizing or attempting to utilize any information regarding the policyholders or any of the officers, directors, employees, agents, consultants, or other similar representatives of Integrity for the purposes of causing or attempting to cause (i) any policyholder to replace or terminate any insurance Contract issued, reinsured, or underwritten by Integrity, in whole or in part, with products of any other Person at any time, (ii) any reinsurer to terminate any reinsurance, coinsurance, or other similar Contract, or sever a relationship, with Integrity at any time, or (iii) any agent (including without limitation any insurance agent), consultant, or other similar representative of Integrity to resign or sever a relationship with Integrity at any time. (b) The Seller agrees with the Purchaser that for a period of five (5) years following the Closing, neither Seller nor any of its present Affiliates (but only for so long as they remain Affiliates of Seller) will, directly or indirectly (except through a future Affiliate), conduct or otherwise engage in the business of offering, selling, issuing or servicing Industrial Life Insurance in any state or other jurisdiction in which Integrity is licensed to underwrite (and is underwriting) Industrial Life Insurance as of the Closing, or interfere or attempt to interfere with Integrity (or any person into which Integrity is merged or otherwise consolidated) relating, directly or indirectly, to the conduct of the business of Industrial Life Insurance or interfere or attempt to interfere with any officers, employees, representatives or agents of Integrity (or any Person into which Integrity is merged or otherwise consolidated) or induce 42 or attempt to induce them to leave the employ of Integrity (or any Person into which Integrity is merged or otherwise consolidated) or violate the terms of their Contracts or any of their employment arrangements with Integrity (or any Person into which Integrity is merged or otherwise consolidated). (c) The Seller acknowledges that the covenants of the Seller set forth in this Section 5.21 are an essential element of this Agreement and that, but for the agreement of the Seller to comply with these covenants, the Purchaser would not have entered into this Agreement. The Seller acknowledges that this Section 5.21 constitutes an independent covenant and shall not be affected by performance or nonperformance of any other provision of this Agreement by the Purchaser. The Seller has independently consulted with its counsel and after such consultation agrees that the covenants set forth in this Section 5.21 are reasonable and proper as to time, geographic scope and business scope. 5.22 DISCLOSURE SCHEDULE. The Seller shall deliver the Disclosure Schedule to the Purchaser no later than fifteen (15) Business Days after the date of this Agreement. Any matter disclosed under one Section of the Disclosure Schedule shall be considered to be disclosed under all other applicable Sections of the Disclosure Schedule from which it is inadvertently omitted. 5.23 NOTICE AND CURE. The Seller will notify the Purchaser promptly in writing of, and contemporaneously will provide the Purchaser with true and complete copies of any and all information or documents relating to, and will use all commercially reasonable efforts to cure before the Closing, any event, transaction, or circumstance occurring after the date of this Agreement that causes or will cause any covenant or agreement of the Seller under this Agreement to be breached, or that renders or will render untrue any representation or warranty of the Seller contained in this Agreement as if the same were made on or as of the date of such event, transaction, or circumstance. The Seller also will use all commercially reasonable efforts to cure, before the Closing, any violation or breach of any representation, warranty, covenant, or agreement made by it in this Agreement, whether occurring or arising before or after the date of this Agreement. 5.24 SUPPLEMENTS TO SCHEDULES. The Seller shall at any time or from time to time after the date hereof and prior to the Closing Date, supplement or amend the Disclosure Schedule with respect to any matter arising after the date hereof which, if existing or occurring at the date hereof, would have been required to be set 43 forth or described therein. No supplement or amendment to the Disclosure Schedule shall have any effect for the purpose of determining the satisfaction of the conditions set forth in Article VII; PROVIDED, HOWEVER, that no matter arising after the date hereof and disclosed in an amendment or supplement to the Disclosure Schedule pursuant to this Section shall form the basis for a claim for indemnification by the Purchaser under Article X hereof if the transactions contemplated hereby are consummated and any Damages incurred or reasonably anticipated to result from such matter are accrued as Liabilities in accordance with SAP in calculating the Adjusted Capital and Surplus of Integrity pursuant to Section 2.3 hereof. 5.25 REINSURANCE AGREEMENT. As of the Closing, Seller will cause Integrity to cede to an assuming insurer on an assumption reinsurance basis or on a 100% coinsurance basis, at Seller's election, the Reinsured Business and Integrity will simultaneously cease issuing any new medicare supplement insurance contracts and long term care insurance contracts. The assuming insurer, the form of the Reinsurance Agreement and the assets to be transferred to support the reserves on the Reinsured Business will be subject to the approval of Purchaser, which approval will not be unreasonably withheld or delayed. Given, however, that, to the extent practical, the bonds selected for transfer to the reinsurer to support the reserves will, as to unrealized appreciation or depreciation, maturity distribution and quality distribution (as determined by NAIC rating), be proportionately the same as the bond portfolio as a whole, so that the transfer of such bonds will produce a result which is no more or less favorable to Seller or Purchaser. Subject to Section 8.9 hereof, the Net After-Tax Ceding Commission, if any, received by Integrity on the Reinsured Business will be paid by Integrity, as an extraordinary dividend (which shall not be deemed a part of the nonextraordinary dividend to be paid pursuant to Section 2.2 hereof), to Seller and Integrity's other shareholders on the date of the Closing. The receipt by Integrity of the ceding commission and its payment to the Seller and Integrity's other shareholders shall not affect the Purchase Price. 5.26 REMOVAL OF ASSETS. At or prior to the Closing, and in any event prior to the determination of the proportionate effect of allocations of bond transfers contemplated in Section 5.25 hereof, Seller will cause Integrity to sell the following assets for aggregate cash consideration in an amount not less than the aggregate statutory statement value of such assets at December 31, 1994: 44 (i) Fund America Investors Corp. listed on page 59.3, of Integrity's 1994 Annual Statement, CUSIP # 36076RAL7; (ii) Condominiums situated in Houston, Texas listed on page 32, line 1 of Integrity's 1994 Annual Statement; and (iii) Mortgage secured by an apartment complex in Joplin, Missouri listed on page 37, line 3 of Integrity's 1994 Annual Statement. 5.27 INTEGRITY/FMI EMPLOYEE BENEFITS. Seller will pay or will cause its Affiliates, other than Integrity, to pay all benefits which any Integrity/FMI Employee is entitled to receive under any Benefit Plan through the Closing Date, except as otherwise provided in Section 6.8 hereof. Furthermore, Seller will continue to administer after the Closing the Benefit Plans in which the Integrity/FMI Employees named in Section 6.8(a)(i) and (ii) of the Disclosure Schedule participates to the extent necessary to provide the benefits to those Integrity/FMI Employees that are the liability of Purchaser as provided in Section 6.8(a)(i) and (ii) hereof, provided that this covenant is conditioned upon, and subject to Seller receiving from Purchaser payment of all amounts for which Purchaser is liable pursuant to Section 6.8(a)(i) and (ii) hereof prior to the time such benefits are payable to those Integrity/FMI Employees set forth in Section 6.8(a)(i) and (ii) of the Disclosure Schedule and Seller shall have no liability for such benefits to the extent those amounts related thereto are not so paid to Seller. 5.28 ESCROW AGREEMENT. At the Closing, Seller will enter into the Escrow Agreement with an escrow agent and the Purchaser or the Designated Subsidiary in a form mutually acceptable to both the Seller and the Purchaser. 5.29 MAINTENANCE OF LICENSES. Seller will cause Integrity to maintain in good standing all licenses to do business in the jurisdictions listed in Section 3.3 of the Disclosure Schedule. 5.30 EMPLOYEE CLAIMS. Except as otherwise provided in Section 5.27, Seller assumes responsibility or will cause FMI to assume responsibility for any and all liabilities, claims and/or causes of action asserted or which may be asserted by any Person claiming to be an employee of Integrity or by any Integrity/FMI Employee arising out of or based upon any state of facts existing prior to the Closing. 5.31 GAAP FINANCIAL STATEMENTS. Seller will use its commercially reasonable efforts to make available to Purchaser, to 45 the extent available, such financial records and related information as necessary to enable Purchaser to prepare financial statements in accordance with the GAAP purchase method of accounting as of the date Integrity was purchased by Seller, and for any periods thereafter, that are required to be filed by Purchaser with the Securities and Exchange Commission. ARTICLE VI COVENANTS OF PURCHASER The Purchaser covenants and agrees with the Seller that, at all times before the Closing, the Purchaser will comply with all covenants and provisions of this Article VI, except to the extent the Seller may otherwise consent in writing or to the extent otherwise required or permitted by this Agreement. 6.1 REGULATORY APPROVALS. The Purchaser will, or will cause the Designated Subsidiary to, (a) take all commercially reasonable steps necessary or desirable, and proceed diligently and in good faith and use all commercially reasonable efforts to obtain, as promptly as practicable, all approvals, authorizations, and clearances of governmental and regulatory authorities required of the Purchaser or the Designated Subsidiary to consummate the transactions contemplated hereby, including without limitation any required approvals of the insurance regulatory authorities in Kentucky and Pennsylvania, (b) provide such other information and communications to such governmental and regulatory authorities as the Seller or such authorities may reasonably request, and (c) cooperate with the Seller and Integrity in obtaining, as promptly as practicable, all approvals, authorizations, and clearances of governmental or regulatory authorities required of the Seller or Integrity to consummate the transactions contemplated hereby. 6.2 HSR FILINGS. The Purchaser will, with respect to the transactions contemplated hereby, (a) take promptly all actions necessary to make the filings required of the Purchaser or its Affiliates under the HSR Act, (b) comply at the earliest practicable date with any request for additional information received by the Purchaser or its Affiliates from the Federal Trade Commission or Antitrust Division of the Department of Justice pursuant to the HSR Act, (c) cooperate with the Seller in connection with the Seller's filings under the HSR Act, and (d) request early termination of the applicable waiting period under the HSR Act. 46 6.3 NON-COMPETITION. The Purchaser will refrain and will cause its present and future Affiliates to refrain from directly or indirectly utilizing or attempting to utilize any information regarding the Seller's or any of its Affiliates' (other than Integrity's) policyholders or any of the officers, directors, employees, agents, consultants, or other similar representatives of the Seller or any of its Affiliates (other than Integrity) for the purposes of causing or attempting to cause (i) any policyholder to replace or terminate any insurance Contract issued, reinsured, or underwritten by the Seller or any of its Affiliates (other than Integrity), in whole or in part, with products of any other Person at any time, (ii) any reinsurer to terminate any reinsurance, coinsurance, or other similar Contract, or sever a relationship, with the Seller or any of its Affiliates (other than Integrity) at any time, or (iii) any agent (including without limitation any insurance agent), consultant, or other similar representative of the Seller of any of its Affiliates (other than Integrity) to resign or sever a relationship with the Seller or any of its Affiliates (other than Integrity) at any time. 6.4 NOTICE AND CURE. The Purchaser will notify the Seller promptly in writing of, and contemporaneously will provide the Seller with true and complete copies of any and all information or documents relating to, and will use all commercially reasonable efforts to cure before the Closing, any event, transaction, or circumstance occurring after the date of this Agreement that causes or will cause any covenant or agreement of the Purchaser or the Designated Subsidiary under this Agreement to be breached, or that renders or will render untrue any representation or warranty of the Purchaser or the Designated Subsidiary contained in this Agreement as if the same were made on or as of the date of such event, transaction, or circumstance. The Purchaser also will use all commercially reasonable efforts to cure, before the Closing, any violation or breach of any representation, warranty, covenant, or agreement made by the Purchaser or the Designated Subsidiary in this Agreement, whether occurring or arising before or after the date of this Agreement. 6.5 ESCROW AGREEMENT. At the Closing, Purchaser or the Designated Subsidiary will enter into the Escrow Agreement with an escrow agent and the Seller in a form mutually acceptable to both Seller and Purchaser, and the Purchaser will pay $1,000,000 of the Purchase Price to an escrow agent, mutually acceptable to both the Seller and the Purchaser, to be held by it in accordance with and subject to the terms and conditions of the Escrow Agreement. 6.6 OFFER TO OTHER SHAREHOLDERS. Purchaser will offer, or will cause the Designated Subsidiary to offer to purchase the 1,268 47 shares of Integrity Common Stock not owned by the Seller for not less than the adjusted price per share which is paid by the Purchaser to the Seller pursuant to this Agreement; provided, however, that such offer is not a condition precedent to the Closing. 6.7 ASSIGNMENT OF AGREEMENT. Purchaser shall not assign its rights under this Agreement; provided, however, that Purchaser may assign all of its rights under this Agreement to the Designated Subsidiary prior to the Closing and, if Purchaser elects to do so, will simultaneously cause the Designated Subsidiary to assume all of the Purchaser's liabilities and obligations under this Agreement and execute and deliver to Seller an agreement in the form attached hereto as EXHIBIT B. Notwithstanding any such assignment and assumption by Purchaser to the Designated Subsidiary, Purchaser shall remain fully liable for all, and shall not be relieved of any, of the duties, liabilities and obligations of Purchaser under this Agreement. 6.8 INTEGRITY/FMI EMPLOYEE BENEFITS. Purchaser shall be liable for: (a) the following payments to Seller (as the administrator of such benefits) as provided in Section 5.27 hereof: (i) the payment of all post-retirement benefits described in Section 6.8(a)(i) of the Disclosure Schedule which any Integrity/FMI Employee named therein is entitled to receive from the Seller or any Affiliate of the Seller; provided, however, the present value (calculated at an 8% discount) of such benefits shall be determined, as of the Closing Date, and paid in cash to Seller by Purchaser at the Closing and Seller shall thereafter be liable for all of such benefits. (ii) the payment of all severance benefits described in Section 6.8(a)(ii) of the Disclosure Schedule which any Integrity/FMI Employee named therein is entitled to receive from the Seller or any Affiliate of the Seller; and (b) all accrued vacation benefits described in Section 6.8(b) of the Disclosure Schedule which any Integrity/FMI Employee named therein is entitled to 48 receive from the Seller or any Affiliate of the Seller, but only if the Integrity/FMI Employee is employed by the Purchaser, the Designated Subsidiary or Integrity following the Closing. ARTICLE VII CONDITIONS TO OBLIGATIONS OF PURCHASER The obligations of the Purchaser hereunder are subject to the fulfillment, at or before the Closing, of each of the following conditions (all or any of which may be waived in whole or in part by the Purchaser). 7.1 REPRESENTATIONS AND WARRANTIES. On and as of the Closing Date there shall not exist any breaches of representations and warranties made by the Seller in this Agreement, assuming such representations and warranties were made on and as of the Closing Date, which breaches individually or in the aggregate have or would reasonably be expected to have a material adverse effect on the Business and Condition of Integrity. 7.2 PERFORMANCE. The Seller shall have performed and complied in all material respects with all agreements, covenants, obligations, and conditions required by this Agreement to be so performed or complied with by the Seller at or before the Closing including, without limitation, those set forth in Sections 5.1, 5.2, 5.25, 5.26 and 5.28. 7.3 OFFICER'S CERTIFICATES. The Seller shall have delivered to the Purchaser a certificate, dated the Closing Date in form reasonably acceptable to Purchaser and executed by the respective chief executive officer or chief financial officer of the Seller, certifying (with respect to the Seller and, as appropriate, Integrity) as to the fulfillment of the conditions set forth in Sections 7.1, 7.2, 7.4, 7.5, 7.6, 7.8, 8.6, and 8.7 hereof. In addition, the Seller shall have delivered to the Purchaser a certificate, dated the Closing Date and executed by the secretary or any assistant secretary of the Seller, certifying that the Seller has duly and validly taken all corporate action necessary to authorize its execution and delivery of this Agreement and its performance of its obligations under this Agreement, and that the resolutions (true and complete copies of which shall be attached to the certificate) of the Board of Directors of the Seller with respect to this Agreement and the transactions contemplated hereby 49 have been duly and validly adopted and are in full force and effect. 7.4 HSR ACT APPROVAL. All waiting periods applicable to this Agreement and the transactions contemplated hereby under the HSR Act shall have expired or been waived. 7.5 NO INJUNCTION. There shall not be in effect on the Closing Date any writ, judgment, injunction, decree, or similar order of any court or similar Person restraining, enjoining, or otherwise preventing consummation of any of the transactions contemplated by this Agreement. 7.6 NO PROCEEDING OR LITIGATION. There shall not be instituted, pending, or (to the Knowledge of Purchaser or Knowledge of Seller) threatened any action, suit, investigation, or other proceeding in, before, or by any court, governmental or regulatory authority, or other Person to restrain, enjoin, or otherwise prevent consummation of any of the transactions contemplated by this Agreement or to recover any Damages or obtain other relief as a result of this Agreement or any of the transactions contemplated hereby or as a result of any Contract entered into in connection with or as a condition precedent to the consummation hereof, which action, suit, investigation, or other proceeding would, in the reasonable opinion of the Purchaser, result in a decision, ruling, or finding that individually or in the aggregate has or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of the Seller or the Purchaser to perform its obligations under this Agreement, or on the Business or Condition of the Purchaser or Integrity. There shall not be in effect on the Closing Date any voluntary or involuntary bankruptcy, receivership, conservatorship, or similar proceeding with respect to Integrity or the Seller. 7.7 CONSENTS, AUTHORIZATION, ETC. All orders, consents, permits, authorizations, approvals, and waivers of every Person necessary to permit the Purchaser to perform its obligations under this Agreement and to consummate the transactions contemplated hereby and to permit the Purchaser and/or the Designated Subsidiary to acquire the Shares pursuant to this Agreement (including without limitation any requisite action of the insurance regulatory authorities in Kentucky and Pennsylvania, in each case without the abrogation or diminishment of the authority or license of Integrity or the imposition of significant restrictions upon the transactions contemplated hereby) shall have been obtained and shall be in full force and effect. 50 7.8 NO ADVERSE CHANGE. Except (i) as disclosed in Section 3.10 of the Disclosure Schedule or in the notes to the December 31, 1994 SAP Statements, (ii) for changes or developments relating to the conduct of the business of Integrity after the date of this Agreement in conformity with the requests of the Purchaser or as otherwise permitted by this Agreement, or (iii) for changes affecting life insurance companies in general which do not have a material adverse effect on the Business or Condition of Integrity since December 31, 1994, there shall not have been, occurred, or arisen any change, event (including without limitation any damage, destruction, or loss whether or not covered by insurance), condition, or state of facts of any character that individually or in the aggregate has or would reasonably be expected to have a material adverse effect on the Business or Condition of Integrity. 7.9 OPINIONS OF COUNSEL. The Seller shall have delivered to the Purchaser the opinions, in form and substance reasonably acceptable to the Purchaser's counsel, dated the Closing Date, of Winstead Sechrest & Minick P.C. confirming and opining as to the representations set forth in Sections 3.1 through 3.7 hereof and the satisfaction of the conditions set forth in Sections 8.4 and 8.7 hereof. 7.10 OTHER CONDITIONS. The Pennsylvania Insurance Commissioner shall have granted, to the extent required, Purchaser and/or its Affiliate an exemption from the provisions of 40 P.S. Section 281 or the Pennsylvania Insurance Commissioner and the Kentucky Insurance Commissioner shall have approved a change of Integrity's domicile from Pennsylvania to Kentucky. ARTICLE VIII CONDITIONS TO OBLIGATIONS OF SELLER The obligations of the Seller hereunder are subject to the fulfillment, at or before the Closing, of each of the following conditions (all or any of which may be waived in whole or in part by the Seller. 8.1 REPRESENTATIONS AND WARRANTIES. On and as of the Closing Date there shall not exist any breaches of representations and warranties made by the Purchaser in this Agreement, assuming such representations and warranties were made on and as of the Closing Date, which breaches individually or in the aggregate have or would reasonably be expected to have a material adverse effect on the Business and Condition of Integrity. 51 8.2 PERFORMANCE. The Purchaser shall have performed and complied in all material respects with all agreements, covenants, obligations, and conditions required by this Agreement to be so performed or complied with by the Purchaser at or before the Closing. 8.3 OFFICER'S CERTIFICATES. The Purchaser shall have delivered to the Seller a certificate, dated the Closing Date in form reasonably acceptable to Seller and executed by the chief executive officer or the chief financial officer of the Purchaser certifying (with respect to the Purchaser and, the Designated Subsidiary) as to the fulfillment of the conditions set forth in Sections 7.6, 7.7, 8.1, 8.2, 8.4, 8.5 and 8.6 hereof. In addition, the Purchaser shall have delivered to the Seller a certificate, dated the Closing Date and executed by the secretary or any assistant secretary of the Purchaser or the Designated Subsidiary, respectively certifying (as appropriate) that the Purchaser has duly and validly taken all action necessary to authorize its execution and delivery of this Agreement and its performance of its obligations under this Agreement, that the Designated Subsidiary has duly and validly taken all corporate action necessary to authorize the acquisition of the Shares, and that the resolutions (true and complete copies of which shall be attached to the certificate) of the Board of Directors of the Purchaser or the Designated Subsidiary with respect to this Agreement and the transactions contemplated hereby have been duly and validly adopted and are in full force and effect. 8.4 HSR ACT APPROVAL. All waiting periods applicable to this Agreement and the transactions contemplated hereby under the HSR Act shall have expired or been waived. 8.5 NO INJUNCTION. There shall not be in effect on the Closing Date any writ, judgment, injunction, decree, or similar order of any court or similar Person restraining, enjoining, or otherwise preventing consummation of any of the transactions contemplated by this Agreement. 8.6 NO PROCEEDING OR LITIGATION. There shall not be instituted, pending, or (to the Knowledge of Purchaser or Knowledge of Seller) threatened any action, suit, investigation, or other proceeding in, before, or by any court, governmental or regulatory authority, or other Person to restrain, enjoin, or otherwise prevent consummation of any of the transactions contemplated by this Agreement or to recover any Damages or obtain other relief as a result of this Agreement, or any of the transactions contemplated hereby or as a result of any Contract entered into in connection with or as a condition precedent to the consummation hereof, which 52 action, suit, investigation, or other proceeding may, in the reasonable opinion of the Seller, result in a decision, ruling, or finding that individually or in the aggregate has or would reasonably be expected to have a material adverse effect on the validity or enforceability of this Agreement, on the ability of the Purchaser or the Seller to perform its obligations under this Agreement, or on the Business or Condition of the Seller. There shall not be in effect on the Closing Date any voluntary or involuntary bankruptcy, receivership, conservatorship, or similar proceeding with respect to the Purchaser or the Designated Subsidiary. 8.7 CONSENTS, AUTHORIZATIONS, ETC. All orders, consents, permits, authorizations, approvals, and waivers of every Person disclosed pursuant to Section 5.1 and necessary to permit the Seller to perform its obligations under this Agreement and to consummate the transactions contemplated hereby shall have been obtained and shall be in full force and effect. 8.8 OPINION OF COUNSEL. The Purchaser shall have delivered to the Seller the opinions, in form and substance reasonably acceptable to the Seller's counsel, dated the Closing Date, of Wyatt, Tarrant & Combs confirming and opining as to the satisfaction of the covenants set forth in Section 6.1 hereof and, confirming and opining as to the representations set forth in Sections 4.1 through 4.4 hereof and the satisfaction of the conditions set forth in Sections 7.4 through 7.7 hereof. 8.9 PAYMENT OF DIVIDEND. Integrity shall have paid to Seller and to Integrity's other shareholders (i) pursuant to Section 2.2 hereof, the maximum nonextraordinary cash dividend that it can legally pay and (ii) the Net After-Tax Ceding Commission as provided in Section 5.25 hereof and, in each case, all required approvals thereto of insurance regulatory authorities in the Commonwealth of Pennsylvania and, if applicable, the Commonwealth of Kentucky shall have been obtained. The payment of such nonextraordinary cash dividend and the Net After-Tax Ceding Commission as provided in Sections 2.2 and 5.25 hereof, respectively, are conditions precedent to the Closing. ARTICLE IX SURVIVAL OF PROVISIONS; REMEDIES 9.1 SURVIVAL. 53 (a) The representations and warranties respectively made by Seller, Purchaser, and the Designated Subsidiary in this Agreement and in any certificate delivered by Seller or Purchaser pursuant to Section 7.3 or 8.3 hereof, respectively, will survive the Closing, and will remain in full force and effect, until December 31, 1996; provided, however, that the representations and warranties of Seller set forth in Sections 3.4 and 3.12 hereof shall survive the Closing, and will remain in full force and effect until the expiration of all applicable statutes of limitations (including without limitation all periods of extension, whether automatic or permissive) affecting any such representations or warranties. (b) The covenants and agreements respectively made by the Seller, Purchaser, or the Designated Subsidiary in this Agreement, to the extent that, by their terms, they are to be performed or complied with at or before the Closing shall not survive the Closing. (c) The covenants and agreements respectively made by Seller, Purchaser, or the Designated Subsidiary in this Agreement, to the extent that, by their terms, they are to be performed or complied with after the Closing, including without limitation the indemnification agreements set forth in Sections 10.1, 10.2 and 10.3 hereof and the other provisions of Article X related thereto, shall survive the Closing, and shall remain in full force and effect, until the expiration of all applicable statutes of limitations (including without limitation all periods of extension, whether automatic or permissive) affecting any such covenant or agreement; provided, however, that any such covenant or agreement that specifies a term or period expiring before the expiration of all applicable statutes of limitations will survive, and shall remain in full force and effect, for a period of 180 calendar days following the expiration of such specified term or period. Notwithstanding anything in this Section 9.1 to the contrary, if a Claim Notice or an Indemnity Notice is given in accordance with Section 10.4 hereof before the expiration of the applicable time period referenced above, then (notwithstanding such time period) the representation, warranty, covenant, or agreement applicable to such claim shall survive until, but only for the purposes of, resolution of such claim by final, nonappealable judgment or by settlement. 9.2 AVAILABLE REMEDIES. Each party expressly agrees that, consistent with its intention and agreement to be bound by the terms of this Agreement and to consummate the transactions contemplated hereby, subject only to the performance or 54 satisfaction of precedent conditions or of precedent requirements imposed upon another party hereto, the remedy of specific performance shall be available to a non-breaching and non- defaulting party to enforce performance of this Agreement by a breaching or defaulting party, including, without limitation, to require the consummation of the Closing on the Closing Date. The rights and remedies provided for in this Agreement are cumulative and are not exclusive of any rights or remedies that any party may otherwise have at law or in equity; PROVIDED, HOWEVER, the sole and exclusive remedies of any party hereto with respect to all claims for Damages arising out of any claimed breach or this Agreement shall be as provided in Article X hereof. The rights and remedies of any party based upon, arising out of or otherwise in respect of any breach of any representation, warranty, covenant or agreement contained in this Agreement shall in no way be limited by the fact that the act, omission, occurrence or other state of facts upon which any claim of any such breach is based may also be the subject matter of any other representation, warranty, covenant or agreement contained in this Agreement (or in any other agreement between the parties) as to which there is no breach. ARTICLE X INDEMNIFICATION 10.1 TAX INDEMNIFICATION. (a) Subject to the provisions of Article IX hereof and this Section 10.1, the Seller agrees to pay, and to indemnify the Purchaser, Integrity and the Designated Subsidiary in respect of, and hold each of them harmless against any and all Damages for or in respect of: (i) Taxes actually incurred by, imposed upon, or assessed against Integrity as a result of or relating to any Tax period ending on or before the Closing Date; and (ii) Taxes for any period ending after, and including, the Closing Date as to which the liability of Integrity arises under Treasury Regulation Section 1.1502-6 as a result of inclusion in a consolidated federal income tax return for a period prior to the Closing Date; 55 (iii) Taxes for any period ending after, and including, the Closing Date with respect to the business, affairs, operations and transactions of Integrity prior to the close of business on the Closing Date; (b) Subject to the provisions of Article IX hereof and this Section 10.1, Purchaser agrees to pay, and to indemnify Seller in respect of, and hold the Seller harmless against any and all Damages for or in respect of Taxes actually incurred by, imposed upon or assessed against the Seller as a result of or relating to any period ending after the Closing Date for Integrity. Notwithstanding any other provision in this Agreement, the Seller shall not be required to pay or indemnify Purchaser, Integrity or the Designated Subsidiary in respect of, nor to hold any of them harmless against, any damages for or in respect of Taxes incurred by, imposed upon, or assessed against the Purchaser, Integrity or the Designated Subsidiary as a result of or relating to: (i) any Taxes to the extent that such Taxes or any portion thereof is reflected as a liability in determining the Closing Adjusted Capital and Surplus pursuant to Section 2.3 hereof; (ii) the business, affairs, operations, transactions or actions or inactions of Integrity which occur after the close of business on the Closing Date; or (iii) any actions or inactions of the Purchaser or any Affiliate of the Purchaser at any time. (c) Integrity, the Purchaser, or the Designated Subsidiary will notify the Seller promptly of the commencement of any claim, audit, examination, or other proposed change or adjustment by any taxing authority concerning the Tax or other Damages covered by Section 10.1(a) hereof ("Tax Claim"). (d) The Purchaser, Integrity or the Designated Subsidiary will furnish the Seller promptly with copies of all correspondence (including without limitation notices, requests, explanations, determinations, schedules, charts, and lists) received from any taxing authority in connection with any Tax Claim. The Seller 56 will have the right to approve in advance any correspondence sent to any taxing authority by or on behalf of Integrity with respect to any Tax Claim to the extent such correspondence would affect the Seller's obligations under Section 10.1(a) hereof; PROVIDED, HOWEVER, that the Seller will be deemed to have approved any such correspondence to the extent notice of its disapproval thereof is not delivered or mailed to the Purchaser in accordance with Article XII hereof with reasonable promptness, but in all events at least 14 calendar days before the date on which payment of the Tax is due or, if earlier, at least 14 calendar days before the date on which the ability of Integrity or the Purchaser, to defend against the Tax Claim is irrevocably prejudiced. (e) At its option (following reasonable notice to and consultation with the Purchaser), the Seller may, at its expense, contest any Tax Claim in any legally permissible manner until such time as any payment for Taxes or other Damages with respect to such Tax Claim is due or, upon the Seller's payment of such Taxes and other Damages, may sue for a refund thereof where permitted by applicable Law. Except as provided in the last sentence of this subsection, the Seller will control all proceedings taken in connection with any such contest or refund suit, and may pursue or forego any and all administrative appeals, proceedings, hearings, and conferences with the taxing authority in respect of such Tax Claim. Integrity or the Purchaser, will take such lawful action in connection with the contest or refund suit as the Seller may reasonably request in writing from time to time, including without limitation the prosecution of the contest or refund suit to a final determination, provided that (i) the Seller requests such action with reasonable promptness, but in all events at least 14 calendar days before the date on which payment of the Taxes or other Damages are due or become final, or if earlier, at least 14 calendar days before the date on which the Seller's ability to defend against the Tax Claim is irrevocably prejudiced, (ii) a reasonable basis exists for such contest or refund suit, and (iii) the Seller acknowledges (without reservation of rights) its obligations under this Section 10.1. Notwithstanding the foregoing provisions of this Section 10.1(d), if such contest or refund suit has or would reasonably be expected to have a material effect on the Liability of Integrity or the Purchaser for taxes with respect to any period ending after the Closing Date, then the Purchaser 57 may, at its expense, participate in any such contest or refund suit and neither party shall compromise or settle such contest or refund suit without the consent of the other. 10.2 BENEFIT PLAN INDEMNIFICATION. Subject to the provisions of Article IX and Section 10.5 hereof, the Seller agrees to indemnify Integrity, the Purchaser or the Designated Subsidiary in respect of, and hold each of them harmless against, any and all Damages resulting from or relating to (a) any failure by the Seller or any ERISA Affiliate of Seller at any time or any Benefit Plan fiduciary appointed by Seller or any ERISA Affiliate of Seller, to fund or perform its respective obligations under any Benefit Plan or to comply with any provisions of ERISA, the Code, or any other applicable Law in connection with the operation or administration of any Benefit Plan, (b) any prohibited transaction (as defined in Section 4975(c) (l) of the Code or Section 406 of ERISA), for which no exemption applies, occurring before the Closing and involving any Benefit Plan, (c) any prohibited transaction, for which no exemption applies, occurring after the Closing and involving any Benefit Plan, (d) any reportable event (as defined in Section 4043(b) of ERISA and regulations promulgated by the PBGC thereunder) occurring before the Closing and involving any Benefit Plan, or (e) any complete or partial termination of any Benefit Plan at or before the Closing. 10.3 OTHER INDEMNIFICATION. (a) Subject to the provisions of Article IX and Section 10.5 hereof, the Seller agrees to indemnify Integrity, the Purchaser, and the Designated Subsidiary in respect of, and hold each of them harmless against: (i) any and all Damages (other than Damages that the Seller has paid or is unequivocally liable to pay to any of Integrity, the Purchaser, or the Designated Subsidiary pursuant to Section 10.1 or 10.2 hereof) resulting from or relating to any misrepresentation, breach of warranty, or failure to perform any covenant or agreement on the part of the Seller made as a part of or contained in this Agreement, or any certificate delivered by or for the Seller pursuant to Section 7.3 hereof; and (ii) any and all Damages resulting from or relating to any use before the Closing of 58 any Real Estate for the storage, treatment, generation, transportation, manufacture, processing, handling, production, distribution, deposit, burial, use, or disposal of any Hazardous Substance; any Release before the Closing of any Hazardous Substance on any Real Estate; any failure before the Closing of Integrity to comply with all Environmental Laws relating to any Real Estate or the business, activities, or processing respectively conducted thereon; any failure whether before or after the Closing to undertake and pursue any investigative, containment, removal, clean up, and other remedial actions ordered by a governmental entity or court of competent jurisdiction in accordance with applicable Laws with respect to any Release, before the Closing, of any Hazardous Substance on or from any Real Estate; or any human exposure whether before or after the Closing to any Hazardous Substance existing on any Real Estate at or before the Closing; PROVIDED, HOWEVER, no indemnification shall be available under clause (i) above with respect to any breaches of any representations or warranties of Seller, if such breaches and the materiality thereof were within the Knowledge of Purchaser prior to the Closing as a result of information provided to the Purchaser pursuant hereto and the Purchaser nonetheless proceeded with the closing and did not establish any Liability for Damages arising from such breaches in calculating the Closing Adjusted Capital and Surplus. (b) Subject to the provisions of Article IX and Section 10.5 hereof, the Purchaser agrees to indemnify the Seller in respect of, and hold the Seller harmless against, any and all Damages resulting from or relating to any misrepresentation, breach of warranty, or nonfulfillment of or failure to perform any covenant or agreement on the part of the Purchaser made as a part of or contained in this Agreement or any certificate delivered by or for the Purchaser pursuant to Section 8.3 hereof. (c) In the event the Purchaser or the Designated Subsidiary asserts any claim for Damages under Section 10.3(a)(ii) hereof, then the Purchaser and the Designated Subsidiary shall use all commercially reasonable efforts to obtain, or cooperate with 59 the Seller in obtaining, recovery of all alleged Damages under any insurance policies under which such Damages may be recoverable ("Available Policies"); provided, however, that the provisions of this Section 10.3(c) shall not limit or otherwise affect Sellers' obligations to indemnify Purchaser or the Designated Subsidiary pursuant to Section 10.3(a)(ii), except as provided in the immediately following sentence. If any amounts are recovered under the Available Policies as contemplated in the preceding sentence, then (a) to the extent the Damages recovered under the Available Policies have been indemnified by the Seller, the amounts recovered shall be paid by the provider of the Available Policy (the "Provider") directly to Seller or, if such recovery is required to be paid to Purchaser, the Designated Subsidiary or another third party to whom the liability giving rise to such Damages is owed, the Indemnified Party shall reimburse Seller the amount actually paid by the Provider under the Available Policies and (b) to the extent the Damages received under the Available Policy have not been indemnified by the Seller, the amounts received shall be paid by the Provider of the Available Policy directly to the Purchaser, the Designated Subsidiary or the third party to whom liability giving rise to the Damages is owed, as appropriate, and the amount of Damages shall be reduced by the amount so paid by the Provider. To the extent amounts that are recovered (or recoverable) under Available Policies with respect to Damages subject to a claim for indemnification under Section 10.3(a)(ii) hereof cannot be paid or distributed as provided above in this Section 10.3(c), then Purchaser, the Designated Subsidiary and the Seller agree to use their good faith best efforts to reach agreement as to the allocation of, and take such commercially reasonable best efforts as necessary to effect payment in accordance with such allocation of amounts so recovered (or recoverable). 10.4 METHOD OF ASSERTING CLAIMS. All claims for indemnification by any Indemnified Party under Section 10.2 or 10.3 hereof will be asserted and resolved as follows: (a) In the event any claim or demand for which an Indemnifying Party would be liable for Damages to an Indemnified Party under Section 10.2 or 10.3 hereof is asserted against or sought to be collected from such Indemnified Party by a Person other than the Seller, Integrity, the Purchaser, the Designated Subsidiary, or any Affiliate of the Seller or the Purchaser ("Third Party Claim"), the Indemnified Party will deliver a Claim Notice with reasonable promptness to the Indemnifying Party; PROVIDED, HOWEVER, that except as set forth in Section 10.4(d) hereof, no Claim Notice will be required with respect to any action, suit, investigation, or 60 proceeding that is in existence on the Closing Date. If the Indemnified Party fails to provide the Indemnifying Party with the Claim Notice required by the preceding sentence at least 14 calendar days before the date on which the Indemnifying Party's ability to defend against the Third Party Claim is irrevocably prejudiced by the Indemnified Party's failure to provide such Claim Notice, the Indemnifying Party will not be obligated to indemnify the Indemnified Party with respect to such portion of the Third Party Claim as to which the Indemnifying Party's ability to defend has been prejudiced by such failure of the Indemnified Party. The Indemnifying Party will notify the Indemnified party with reasonable promptness after the Indemnifying Party's receipt of a Claim Notice, but in all events within 7 calendar days after receipt thereof ("Notice Period"), of whether the Indemnifying Party disputes the liability of the Indemnifying Party to the Indemnified Party hereunder with respect to such Third Party Claim and whether the Indemnifying Party desires, at the sole cost and expense of the Indemnifying Party, to defend the Indemnified Party against such Third Party Claim. (b) If the Indemnifying Party notifies the Indemnified Party within the Notice Period or at any time thereafter that the Indemnifying Party (without any reservation of rights) does not dispute its Liability to the Indemnified Party and that the Indemnifying Party desires to defend the Indemnified Party with respect to the Third Party Claim pursuant to this Article X, then the Indemnifying Party will have the right to defend, at its sole cost and expense, such Third Party Claim by all appropriate proceedings, which proceedings, will be diligently prosecuted by the Indemnifying Party to a final conclusion or will be settled at the discretion of the Indemnifying Party (with the consent of the Indemnified Party, which consent will not be withheld or delayed unreasonably). From the date of such notice, the Indemnifying Party will have full control of such defense and proceedings, including any compromise or settlement thereof; PROVIDED, HOWEVER, that the Indemnified Party may, at any time prior to its receipt of such notice from the Indemnifying Party, file any motion, answer, or other pleadings that the Indemnified Party may deem necessary or appropriate to protect its interests or those of the Indemnifying Party and not irrevocably prejudicial to the Indemnifying Party (it being understood and agreed that, except as provided in Section 10.4(c) hereof, if an Indemnified Party takes any such action that is 61 irrevocably prejudicial and conclusively causes a final adjudication that is materially adverse to the Indemnifying Party, the Indemnifying Party will be relieved of its obligations hereunder with respect to the portion of such Third Party Claim prejudiced by the Indemnified Party's action); and provided further, that if requested by the Indemnifying Party, the Indemnified Party agrees, at the sole cost and expense of the Indemnifying Party (except that the Indemnifying Party shall not be responsible for any attorneys fees of the Indemnified Party unless the retention of such attorneys is required by the Indemnifying Party), to cooperate with the Indemnifying Party and its counsel in contesting any Third Party Claim that the Indemnifying Party elects to contest, or, if appropriate and related to the Third Party Claim in question, in making any counterclaim against the Person asserting the Third Party Claim, or any cross-complaint against any Person (other than the Indemnified Party or any of its Affiliates). The Indemnified Party may participate in, but not control, any defense or settlement of any Third Party Claim controlled by the Indemnifying Party pursuant to this Section 10.4(b), and except as provided in the preceding sentence, the Indemnified Party will bear its own costs and expenses with respect to such participation. (c) If the Indemnifying Party fails to notify the Indemnified Party that the Indemnifying Party (without any reservation of rights) does not dispute its Liability to the Indemnified Party and that the Indemnifying Party desires to defend the Indemnified Party with respect to the Third Party Claim pursuant to this Article X, or if the Indemnifying Party gives such notice but fails diligently and promptly to prosecute or settle the Third Party Claim, then the Indemnified Party will have the right to defend, at the sole cost and expense of the Indemnifying Party, the Third Party Claim by all appropriate proceedings, which Proceedings will be promptly and vigorously prosecuted by the Indemnified Party to a final conclusion or will be settled at the discretion of the Indemnified party (with the consent of the Indemnifying Party, which consent will not be withheld or delayed unreasonably). The Indemnified Party will have full control of such defense and proceedings, including any compromise or settlement thereof; PROVIDED, HOWEVER, that if requested by the Indemnified Party, the Indemnifying Party agrees, at the sole cost and expense of the Indemnifying Party, to cooperate with the Indemnified party and its counsel in contesting any Third 62 Party Claim which the Indemnified Party is contesting, or, if appropriate and related to the Third Party Claim in question, in making any counterclaim against the Person asserting the Third party Claim, or any cross- complaint against any Person (other than the Indemnifying Party or any of its Affiliates). Notwithstanding the foregoing provisions of this Section 10.4(c), if the Indemnifying Party has timely notified the Indemnified Party that the Indemnifying Party disputes its Liability to the Indemnified Party and if such dispute is resolved in favor of the Indemnifying Party by final, nonappealable order of a court of competent jurisdiction, the Indemnifying Party will not be required to bear the costs and expenses of the Indemnified Party's defense pursuant to this Section 10.4(c) or of the Indemnifying Party's participation therein at the Indemnified Party's request, and the Indemnified Party will reimburse the Indemnifying Party in full for all costs and expenses incurred by the Indemnifying Party in connection with such litigating. The Indemnifying Party may participate in, but not control, any defense or settlement controlled by the Indemnified party pursuant to this Section 10.4(c), and the Indemnifying Party will bear its own costs and expenses with respect to such participation. (d) In the event any Indemnified Party should have a claim against any Indemnifying Party hereunder that does not involve a Third Party Claim being asserted against or sought to be collected from the Indemnified Party, the Indemnified Party will notify the Indemnifying Party with reasonable promptness of such claim by the Indemnified Party, specifying the nature of and specific basis for such claim and the amount or the estimated amount of such claim (the "Indemnity Notice"). If the Indemnifying Party disputes such claim, the Indemnifying Party and the Indemnified Party agree to proceed in good faith to attempt to negotiate a resolution of such dispute,and if not resolved through negotiations, either party may pursue whatever remedies it may have under applicable law. 10.5 AFTER-TAX DAMAGES; REFUNDS. With respect to the indemnification agreements set forth in this Article X, the Seller and the Purchaser agree that: (a) all Damages will be adjusted downward by the tax benefit obtained by the party to be indemnified in the same manner as specified by Section 10.1(b); 63 (b) the amount of any refund, as adjusted by (a) above, if appropriate, will be promptly paid to the Seller or Purchaser or offset against indemnification payments then owed to the other party to this Agreement; and (c) all Damages indemnifiable under Section 10.1 will be payable by either party 30 days after the "final determination" within the meaning of Section 1313 of the Code or the execution of Form 870 or Form 870AD. 10.6 CLAIMS LIMITATION. Notwithstanding the foregoing provisions of this Article X, the Seller shall not have any liability for any Damages under Section 10.3 hereof, except for Damages under Section 10.3(a)(ii) and Damages resulting from or relating to any misrepresentation or breach of warranty contained in Section 3.6, 3.14, 3.16(e) or 3.17 or any nonfulfillment of or failure to perform any covenant or agreement on the Part of the Seller contained in Article V of this Agreement or any certificate delivered by or for Seller pursuant to Section 7.3 hereof, until and unless the cumulative total of such Damages exceeds in the aggregate $200,000, it being understood that after such Damages exceed in the aggregate $200,000, the Seller shall be liable to the Purchaser only for Damages in excess of such $200,000, PROVIDED, HOWEVER, that the limitations of this Section 10.6 shall not apply to any Damages resulting from the Seller's intentional, willful or reckless misrepresentations or, breaches of covenants or agreements made as a part of or contained in this Agreement. Notwithstanding any other provision herein, the aggregate amount which Seller may be required to pay to the Purchaser and/or the Designated Subsidiary pursuant to this Article X shall not exceed $3,000,000. ARTICLE XI TERMINATION 11.1 TERMINATION. This Agreement may be terminated, and the transactions contemplated hereby may be abandoned, upon notice by the terminating party to the other party: (a) at any time before the Closing, by mutual written agreement of the Seller and the Purchaser; or (b) at any time by the Seller if any of the covenants set forth in Article VI shall have been breached or any of the conditions set forth in Article VIII hereof shall not have been satisfied, performed, or 64 complied with, in any material respect, at or before the Closing Date and such breach, non-satisfaction, non- performance, or non-compliance has not been cured or eliminated within 30 calendar days after notice thereof has been given to the Purchaser, provided that at the time of such termination the Seller has neither breached any of the covenants set forth in Article V nor failed to satisfy, perform, or comply with any of the conditions set forth in Article VII hereof, in any material respect; (c) by the Purchaser if the Disclosure Schedule is not delivered to the Purchaser on or before 15 Business Days after the date of this Agreement, until such time as the Disclosure Schedule is delivered; (d) at any time by the Purchaser if any of the covenants set forth in Article V shall have been breached or any of the conditions set forth in Article VII hereof shall not have been satisfied, performed, or complied with, in any material respect, before the Closing Date and such breach, non-satisfaction, non-performance, or non-compliance has not been cured or eliminated within 30 days after notice thereof has been given to the Seller, PROVIDED that at the time of such termination the Purchaser has neither breached any of the covenants set forth in Article VI nor failed to satisfy, perform, or comply with any of the conditions set forth in Article VIII hereof, in any material respect; (e) by the Purchaser if the Disclosure Schedule discloses any event, trend, condition, Contract, Liability, action, suit, proceeding, claim, circumstance or fact or other matter of any character that is not acceptable to the Purchaser, in its sole discretion, and the Purchaser gives notice thereof to the Seller within 15 Business Days after receipt by the Purchaser of the Disclosure Schedule, and such non-acceptable, event, trend, condition contract, Liability, action, suit, proceeding, claim, circumstance or fact or matter has not been cured or eliminated to Purchaser's satisfaction in its sole discretion within 15 Business Days after notice thereof has been given to the Seller; or (f) at any time after July 31, 1995, by the Seller or the Purchaser, if the transactions contemplated by this Agreement have not been consummated on or before such date and such failure to consummate is not caused by a breach of this Agreement (or any representation, warranty, covenant, or agreement included herein) by the 65 party electing to terminate pursuant to this clause (f); PROVIDED, HOWEVER, that either party may by notice to the other extend such date to August 31, 1995, if the only conditions to Closing not satisfied as of July 31, 1995 are those set forth in Section 7.4, 7.7, 8.4, 8.7, or 8.9 hereof. 11.2 EFFECT OF TERMINATION. If this Agreement is validly terminated pursuant to Section 11.1 hereof, this Agreement will forthwith become null and void, and there will be no Liability on the part of the Seller or the Purchaser (or any of their respective officers, directors, employees, agents, consultants, or other representatives), except that (a) the provisions relating to confidentiality in Section 13.4 hereof will continue to apply following any such termination and (b) any such termination shall be without prejudice to any claim which either party may have against the other for breach of this Agreement (or any representation, warranty, covenant, or agreement included herein). All reasonable out-of-pocket expenses incurred in connection with this Agreement and the transactions contemplated hereby by a non- breaching party who terminates this Agreement pursuant to Section 11.1 hereof will be reimbursed promptly by the breaching party. ARTICLE XII NOTICES 12.1 NOTICES. All notices and other communications under this Agreement must be in writing and will be deemed to have been duly given if delivered, telecopied or mailed, by certified mail, return receipt requested, first class postage prepaid, to the parties at the following addresses: If to the Seller, to: Southwestern Life Corporation 500 North Akard Street Dallas, Texas 75201 Attn: Daniel B. Gail, Esq. Telecopy: (214)954-7717 66 If to the Purchaser, to: Citizens Financial Corporation The Marketplace, Suite 300 12910 Shelbyville Road Louisville, Kentucky 40243 Attn: Theodore Rich Telecopy: (502)244-2439 All notices and other communications required or permitted under this Agreement that are addressed as provided in this Article XII will, if delivered personally, be deemed given upon delivery, will, if delivered by telecopy, be deemed delivered when confirmed and will, if delivered by mail in the manner described above, be deemed given on the third Business Day after the day it is deposited in a regular depository of the United States mail. Any party from time to time may change its address for the purpose of notices to that party by giving a similar notice specifying a new address, but no such notice will be deemed to have been given until it is actually received by the party sought to be charged with the contents thereof. ARTICLE XIII MISCELLANEOUS 13.1 ENTIRE AGREEMENT. Except for documents executed by the Seller and the Purchaser pursuant hereto, this Agreement supersedes all prior discussions and agreements between the parties with respect to the subject matter of this Agreement, and this Agreement (including the exhibits hereto, the Disclosure Schedule, and other Contracts and documents delivered in connection herewith) contains the sole and entire agreement between the parties hereto with respect to the subject matter hereof. 13.2 EXPENSES. Except as otherwise expressly provided in this Agreement (including without limitation as provided in Article X and Section 11.2 hereof), each of the Seller and the Purchaser will pay its own costs and expenses in connection with this Agreement and the transactions contemplated hereby.. 13.3 PUBLIC ANNOUNCEMENTS. At all times at or before the Closing, the Seller and the Purchaser will each consult with the other before issuing or making any reports, statements, or releases to the public with respect to this Agreement or the transactions contemplated hereby and will use good faith efforts to agree on the text of a joint public report, statement, or release or will use 67 good faith efforts to obtain the other party's approval of the text of any public report, statement, or release to be made solely on behalf of a party. If the Seller and the Purchaser are unable to agree on or approve any such public report, statement, or release and such report, statement, or release is, in the opinion of legal counsel to a party, required by Law or may be appropriate in order to discharge such party's disclosure obligations, then such party may make or issue the legally required report, statement, or release. Any such report, statement, or release approved or permitted to be made pursuant to this Section 13.3 may be disclosed or otherwise provided by the Seller or the Purchaser to any Person, including without limitation to any employee or customer of either party hereto and to any governmental or regulatory authority. 13.4 CONFIDENTIALITY. The Seller and the Purchaser will hold, and will cause its respective Affiliates and their respective officers, directors, employees, agents, consultants, and other representatives to hold, in strict confidence, unless compelled to disclose by judicial or administrative process (including without limitation in connection with obtaining the necessary approval of insurance regulatory authorities) or by other requirements of Law, all confidential documents and confidential or proprietary information concerning the other party furnished to it by the other party or such other party's officers, directors, employees, agents, consultants, or representatives in connection with this Agreement or the transactions contemplated hereby, except to the extent that such documents or information can be shown to have been (a) previously lawfully known by the party receiving such documents or information, (b) in the public domain through no fault of such receiving party, or (c) later acquired by the receiving party from other sources not themselves bound by, and in breach of, a confidentiality agreement. Except as provided in Sections 5.1, 5.2, 6.1 and 6.2 hereof, no party hereto will disclose or otherwise provide any such confidential or proprietary documents or information to any other Person, except to the Purchaser's lenders and investors and to either party's respective auditors, actuaries, attorneys, financial advisors, and other consultants and advisors who need such documents or information in connection with this Agreement, and the parties hereto agree to cause each of the foregoing to the subject to and bound by the confidentiality provisions hereof. 13.5 FURTHER ASSURANCES. The Seller and the Purchaser agree that, from time to time after the Closing, upon the reasonable request of the other, they will cooperate and will cause their respective Affiliates to cooperate with each other to effect the orderly transition of the business, operations, and affairs of Integrity. Without limiting the generality of the foregoing, (a) 68 the Seller will give and will cause its Affiliates to give representatives of the Purchaser reasonable access to all Books and Records of the Seller and its Affiliates reasonably requested by the Purchaser in the preparation of any post-Closing financial statements, reports, or Tax Returns of Integrity; and (b) the Purchaser will give and will cause the Designated Subsidiary to give representatives of the Seller reasonable access to all pre- Closing Books and Records of Integrity reasonably requested by the Seller in the preparation of any post-Closing financial statements, reports, or Tax Returns of the Seller. 13.6 WAIVER. Any term or condition of this Agreement may be waived at any time by the party that is entitled to the benefit thereof; such waiver must be in writing and must be executed by the Chairman of the Board, chief executive officer, chief financial officer, general counsel, or chief operating officer of such party. A waiver on one occasion will not be deemed to be a waiver of the same or any other breach on a future occasion. All remedies, either under this Agreement, or by Law or otherwise afforded, will be cumulative and not alternative. 13.7 AMENDMENT. This Agreement may be modified or amended only by a writing duly executed by or on behalf of all parties hereto. 13.8 COUNTERPARTS. This Agreement may be executed simultaneously in any number of counterparts, each of which will be deemed an original, but all of which will constitute one and the same instrument. 13.9 NO THIRD PARTY BENEFICIARY. The terms and provisions of this Agreement are intended solely for the benefit of the parties hereto, and their respective successors or assigns, and it is not the intention of the parties to confer third-party beneficiary rights upon any other Person. 13.10 GOVERNING LAW. This Agreement shall be governed by and construed in accordance with the Laws of the State of Delaware applicable to a Contract executed and performable in such state; provided, however, that any legal proceedings brought by the Seller against the Purchaser or the Designated Subsidiary or their assignees pursuant to or in connection with this Agreement shall be brought only in Jefferson County, Kentucky. 13.11 BINDING EFFECT. This Agreement is binding upon and will inure to the benefit of the parties and their respective successors and assignees. 69 13.12. ASSIGNMENT LIMITED. Except as otherwise provided herein (including without limitation as provided in Section 6.7 hereof), this Agreement or any right hereunder or part hereof may not be assigned by any party hereto without the prior written consent of the other party hereto. 13.13 HEADINGS, GENDER, ETC. The headings used in this Agreement have been inserted for convenience and do not constitute matter to be construed or interpreted in connection with this Agreement. Unless the context of this Agreement otherwise requires, (a) words of any gender are deemed to include each other gender; (b) words using the singular or plural number also include the plural or singular number, respectively; (c) the terms "hereof," "herein," "hereby," hereto," and derivative or similar words refer to this entire Agreement (d) the terms "Article" or "Section" refer to the specified Article or Section of this Agreement; and (e) all references to "dollars" or "$" refer to currency of the United States of America. 13.14 INVALID PROVISIONS. If any provision of this Agreement is held to be illegal, invalid, or unenforceable under any present or future Law, and if the rights or obligations of the Seller or the Purchaser under this Agreement will not be materially and adversely affected thereby, (a) such provision will be fully severable; (b) this Agreement will be construed and enforced as if such illegal, invalid, or unenforceable provision had never comprised a part hereof; (c) the remaining provisions of this Agreement will remain in full force and effect and will not be affected by the illegal, invalid, or unenforceable provision or by its severance herefrom; and (d) in lieu of such illegal, invalid, or unenforceable provision, there will be added automatically as a part of this Agreement a legal, valid, and enforceable provision as similar in terms to such illegal, invalid, or unenforceable provision as may be possible. 70 IN WITNESS WHEREOF, this Agreement has been duly executed and delivered by the duly authorized officers of the Seller and Purchaser, effective as of the date first written above. Southwestern Life Corporation By: s/Glenn H. Gettier, Jr. _______________________________________ Glenn H. Gettier, Jr. Chairman and Chief Executive Officer Citizens Financial Corporation By: s/Theodore Rich _______________________________________ Theodore Rich President and Chief Executive Officer EXHIBIT A DEFINITIONS OF TERMS "Adjusted Capital and Surplus of Integrity shall mean (i) its statutory capital and surplus as of the close of business on the Closing Date computed in a manner consistent with the computation of such amount for inclusion in Page 3, Line 38, of its December 31, 1994 Annual Statement, plus (ii) its AVR and statement value IMR as of the Closing Date, computed in a manner consistent with the computation of such amounts for inclusion on Page 3, Lines 11.4 and 24.1 of its December 31, 1994 Annual Statement, plus (iii) 50% of its net agents' debit balances as of the Closing Date computed in a manner consistent with the computation of such amounts for inclusion on Page 20, Exhibit 13, Line 20.1 of its December 31, 1994 Annual Statement, plus (iv) its non deduction reserve as of the Closing Date, computed in a manner consistent with the computation of such amount for inclusion on Page 14, Line 0700002 of its December 31, 1994 Annual Statement, plus (v) the amount, if any, deducted in the calculation of its statutory capital and surplus as of the Closing Date in respect of the dividend contemplated by Section 2.2 hereof, minus (vi) an amount equal to the Net After-Tax Ceding Commission, but only if such amount has not been deducted from Integrity's statutory capital and surplus on or prior to the Closing Date, plus (vii) the amount, if any, by which the market value of the assets backing Integrity's adjusted capital and surplus as calculated in accordance with Items (i) through (vi) of this paragraph exceeds the statement value of such assets on the Closing Date, and minus (viii) the amount, if any, by which the market value of the assets backing Integrity's adjusted capital and surplus as calculated in accordance with Item (i) through (vi) of this paragraph is less than the statement value of such assets on the Closing Date. "Affiliate" shall mean any Person that directly, or indirectly through one or more intermediaries, controls, is controlled by, or is under common control with the Person specified. "Agreement" shall mean this Stock Purchase Agreement, together with the exhibits attached hereto, the Disclosure Schedule, and the Contracts and other documents to be executed and delivered respectively by Seller pursuant hereto. "Annual Statement" shall mean any annual statement of Integrity filed with or submitted to the insurance regulatory authority in the state in which it is domiciled on forms prescribed or permitted by such authority. A-1 "Appreciated Amount" shall have the meaning ascribed to it in Section 2.3(c) hereof. "Assets and Properties" shall mean all assets or properties of every kind, nature, character, and description (whether real, personal, or mixed, whether tangible or intangible, whether absolute, accrued, contingent, fixed, or otherwise, and wherever situated) as now operated, owned, or leased by a specified Person, including without limitation cash, cash equivalents, securities, accounts and notes receivable, real estate, equipment, furniture, fixtures, insurance or annuities in force, goodwill, and going- concern value. "AVR" shall mean as to any Person at a particular date, the mandatory security valuation reserve, computed in accordance with SAP. "Benefit Plans" shall mean all Employee Pension Benefit Plans, all Employee Welfare Benefit Plans, all stock bonus, stock ownership, stock option, stock purchase, stock appreciation rights, phantom stock, and other stock plans (whether qualified or non- qualified), and all other pension, welfare, severance, retirement, bonus, deferred compensation, incentive compensation, insurance (whether life, accident and health or other and whether key man, group, workers compensation, or other), profit sharing, disability, thrift, fringe benefits (as defined in Code Section 6039D), leave of absence, layoff, and supplemental or excess benefit plans, and all other benefit Contracts, arrangements, or procedures having the effect of a plan, in each case existing on or before the Closing Date under which Integrity is or may hereafter become obligated in any manner (including without limitation obligations to make contributions or other payments) and which cover some or all of the Integrity/FMI Employees; PROVIDED, HOWEVER, that such term shall include severance benefit programs but shall not include (a) routine employment policies and procedures developed and applied in the ordinary course of business and consistent with past practice, including without limitation sick leave or vacation, or (b) directors' and officers' liability insurance policies. "Books and Records" shall mean all accounting, financial reporting, Tax, business, marketing, corporate, and other files, documents, instruments, papers, books, and records of a specified Person, including without limitation financial statements, budgets, projections, ledgers, journals, deeds, titles, policies, manuals, minute books, stock certificates and books, stock transfer ledgers, Contracts, franchises, permits, agency lists, policyholder lists, supplier lists, reports, computer files, retrieval programs, operating data or plans, and environmental studies or plans. A-2 "Business Day" shall mean a day other than Saturday, Sunday, or any day on which the principal commercial banks located in Kentucky and Texas are authorized or obligated to close under the Laws of Kentucky and Texas. "Business or Condition" shall mean the organization, existence, authority, capitalization, business, licenses, condition (financial or otherwise), cash flow, management, sales force, solvency, prospects, SAP results of operations, insurance or annuities in force, SAP capital and surplus, AVR, IMR, Liabilities, or Assets and Properties of a specified Person. "CERCLA" shall mean the Comprehensive Environmental Response, Compensation and Liability Act. "Claim Notice" shall mean written notification of a Third Party Claim by an Indemnified Party to an Indemnifying Party pursuant to Section 10.4 hereof, enclosing a copy of all papers served, if any. "Closing" shall mean the closing of the transactions contemplated by this Agreement as provided in Section 2.4 hereof. "Closing Adjusted Capital and Surplus" shall mean the Adjusted Capital and Surplus of Integrity determined in accordance with Section 2.3 hereof. "Closing Date" shall mean (a) the later of (i) the fifth Business Day next following or (ii) the last Business Day of the month which includes, the date upon which the last of the orders or approvals described in Sections 5.1, 5.2, 6.1, and 6.2 hereof has been obtained, including without limitation the approvals under all applicable insurance holding company Laws, or (b) such other date as the Purchaser and Seller may mutually agree upon in writing. "Code" shall mean the Internal Revenue Code of 1986, as amended (including without limitation any successor code), and the rules and regulations promulgated thereunder. "Consideration" shall have the meaning ascribed to it in Section 2.2. "Contract" shall mean any agreement, lease, sublease, license, sublicense, promissory note, evidence of indebtedness, insurance policy, annuity, or other contract or commitment (whether written or oral). "Damages" shall mean any and all monetary damages, Liabilities, fines, fees, penalties, interest obligations, A-3 deficiencies, losses, and expenses (including without limitation punitive, treble, or other exemplary or extra contractual damages, amounts paid in settlement, interest, court costs, costs of investigation, fees and expenses of attorneys, accountants, actuaries, and other experts, and other expenses of litigation or of any claim, default, or assessment). "Deficient Amount" shall have the meaning ascribed to it in Section 2.3 (b) hereof. "Designated Subsidiary" shall mean any direct or indirect Subsidiary owned and designated by the Purchaser, in writing delivered to Seller at or before the Closing, to purchase all or any portion of the Shares pursuant to this Agreement. "Disclosure Schedule" shall mean the bound record dated as of the date of this Agreement, as amended, supplemented and revised in accordance with this Agreement, furnished by Seller to the Purchaser, and containing all lists, descriptions, exceptions, and other information and materials as are required to be included therein pursuant to this Agreement. "Employee Pension Benefit Plan" shall mean each employee pension benefit plan (whether or not insured), as defined in Section 3(2) of ERISA, which is or was in existence on or before the Closing Date and to which Integrity is or would hereafter become obligated in any manner, or, to which FMI is or would hereafter become obligated in any manner as an employer on behalf of any Integrity/FMI Employee. "Employee Welfare Benefit Plan" shall mean each employee welfare benefit plan (whether or not insured), as defined in Section 3(1) of ERISA, which is or was in existence on or before the Closing Date and to which Integrity is or would hereafter become obligated in any manner, or to which FMI is or would hereafter become obligated in any manner as an employer on behalf of any Integrity/FMI Employee. "Environmental Laws" shall mean any Federal, state or local law, statute, ordinance or regulation regulating, prohibiting, or otherwise restricting the placement, discharge, release, threatened release, generation, treatment, or disposal upon or into any environmental medium of any substance, pollutant, or waste which is now or as of the Closing classified or considered to be hazardous or toxic to human health or the environment, including, without limitation, CERCLA and the Toxic Substance Control Act, and the rules and regulations thereunder. A-4 "ERISA" shall mean the Employee Retirement Income Security Act of 1974, as amended (including without limitation any successor act), and the rules and regulations promulgated thereunder. "ERISA Affiliate" shall mean any Person under common control (as defined in Section 414 of the Code) with the Seller or Integrity. "Escrow Agreement" shall mean the agreement among the Purchaser or the Designated Subsidiary, the Seller and the Escrow Agent under which $1,000,000 of the Purchase Price will be held in escrow pursuant to Section 2.2. "FMI" shall mean Facilities Management Installation, Inc., a Delaware corporation and an affiliate of the Seller. "FMI Service Agreement" shall mean the Amended and Substituted Management and Service Agreement, effective July 1, 1987, by and between I.C.H. Corporation (now named Southwestern Life Corporation) and FMI. "GAAP" shall mean generally accepted accounting principles, consistently applied throughout the specified period and in the immediately prior comparable period. "Hazardous Substance" shall mean (i) any and all hazardous, toxic or dangerous waste, substance, pollutant, contaminant, radiation or material defined as such in (or deemed as such for purposes of) CERCLA, at the Closing Date, or any other Environmental Law and (ii) any petroleum or petroleum-based products. "HSR Act" shall mean the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. "IMR" shall mean as to any Person at a particular date, the interest maintenance reserve, computed in accordance with SAP. "Indemnified Party" shall mean a Person claiming indemnification under Section 10.2 or 10.3 hereof. "Indemnifying Party" shall mean a Person against whom claims of indemnification are being asserted under Section 10.2 or 10.3 hereof. "Indemnity Notice" shall have the meaning ascribed to it in Section 10.4(e) hereof. A-5 "Integrity" shall have the meaning ascribed to it in the Preamble. "Integrity/FMI Employee" shall mean any FMI Employee whose principal place of employment is the same as Integrity's administrative offices situated in Louisville, Kentucky. "Industrial Life Insurance" shall mean life insurance Contracts issued in small amounts on which premiums are payable on a weekly or monthly basis and are generally collected at the home by an agent of representative of the insurer. "IRS" shall mean the United States Internal Revenue Service or any successor agency. "Knowledge of Purchaser" means the actual knowledge of or knowledge which would have been obtained in a reasonable investigation by any officer of Purchaser. "Knowledge of Seller" means the actual knowledge of or knowledge which would have been obtained in a reasonable investigation by any one or more of (i) any officer of the Seller and/or Integrity and/or FMI. "Laws" shall mean all laws, statutes, ordinances, regulations, and other pronouncements having the effect of law of the United States of America, any foreign country, or any domestic or foreign state, province, commonwealth, city, country, municipality, territory, protectorate, possession, court, tribunal, agency, government, department, commission, arbitrator, board, bureau, or instrumentality thereof. "Liabilities" shall mean all debts, obligations, and other liabilities of a Person (whether absolute, accrued, contingent, fixed, or otherwise, or whether due or to become due) which are recognized as liabilities in accordance with SAP. "Lien" shall mean any mortgage, pledge, assessment, security interest, lease, sublease, lien, adverse claim levy, charge, or other encumbrance of any kind, or any conditional sale Contract, title retention Contract, or other Contract to give or to refrain from giving any of the foregoing other than Permitted Encumbrances. "Medicare Supp Business" shall mean all in-force insurance contracts issued by Integrity which provide benefits which supplement the benefits received by Persons who participate in a medicare insurance program sponsored by a governmental agency. A-6 "Net After-Tax Ceding Commission" shall mean the ceding commission, net of all Taxes owed thereon, received by Integrity as consideration for ceding the Reinsurance Business. "Notice Period" shall have the meaning ascribed to it in Section 10.5(a) hereof. "Office Lease" shall mean that certain Office Lease dated April 4, 1984, by and between Meridian Mutual Insurance Company, as landlord, and Integrity National Life Insurance Company, as tenant, as renewed. "PBGC" shall mean the Pension Benefit Guaranty Corporation established under ERISA. "Permitted Encumbrances" shall mean the following encumbrances: (i) Liens for Taxes or assessments or other governmental charges or levies, either not yet due and payable or to the extent that nonpayment thereof is permitted by the terms of this Agreement, except for Liens arising as the result of Taxes being contested in good faith and for which an appropriate reserve as been accrued on the balance sheet; (ii) pledges or deposits securing obligations under worker's compensation, unemployment insurance, social security or public liability laws or similar legislation; (iii) pledges or deposits securing bids, tenders, contracts (other than contracts for the payment of money) or leases to which Seller or any of its Affiliates is a party as lessee made in the ordinary course of business; (iv) deposits securing public or statutory obligations of Seller or any of its Affiliates; (v) workers', mechanics', suppliers', carriers', warehousemen's or other similar liens arising in the ordinary course of business and securing indebtedness aggregating not in excess of $10,000 at any time outstanding, not yet due and payable; (vi) deposits securing or in lieu of surety, appeal or customs bonds in proceedings to which Seller or any of its Affiliates is a party; (vii) pledges or deposits effected by Seller or any of its Affiliates as a condition to obtaining or maintaining any License of such Person; (viii) any attachment or judgment lien, unless the judgment it secures shall not, within 60 days after the entry thereof, have been discharged or execution thereof stayed pending appeal, or shall not have been discharged within 60 days after the expiration of any such stay; (ix) zoning restrictions, easements, licenses, or other restrictions on the use of real property or other minor irregularities in title (including leasehold title) thereto, so long as the same do not materially impair the use, value, or marketability of such real property, leases or leasehold estates; (x) Liens under the provisions of insurance policies and annuities in force and reinsurance and coinsurance contracts in force; (xi) Liens on Assets in Integrity's investment portfolio that arise or A-7 have been incurred in the ordinary course of Integrity's investing activities; and (xii) other imperfections of title or other Liens that do not have a material adverse effect on the Business or Condition of Integrity. "Person" shall mean any natural person, corporation, general partnership, limited partnership, proprietorship, trust, union, association, court, tribunal, agency, government. department, commission, self-regulatory organization, arbitrator, board, bureau, instrumentality, or other entity, enterprise, authority, or business organization. "Prime Rate" shall mean the highest prime or base rate of interest publicly announced by any of National City Bank, Kentucky and Banc One, Texas. "Purchase Price" shall have the same meaning as Consideration. "Purchaser" shall have the meaning ascribed to it in the preamble of this Agreement. "Quarterly Statement" shall mean any quarterly statement of Integrity filed with or submitted to the insurance regulatory authority in the state in which it is domiciled on forms prescribed or permitted by such authority. "Real Estate" means all real property and interests therein, including without limitation leasehold interest, owned or held at any time since December 31, 1982 by Integrity or nominee thereof. "Reinsurance Agreement" shall mean the reinsurance agreement under which Integrity cedes the Reinsured Business on either an assumption reinsurance basis or a 100% coinsurance basis. "Reinsured Business" shall mean all of Integrity's in-force medicare supplement insurance contracts and long term care insurance contracts. "Release" shall mean any spilling, leaking, pumping, pouring, emitting, emptying, discharging, injecting, escaping, leaching, migrating, dumping or other disposal in any amount into or onto the air, ground or surface water, land, or other parts of the environment, however caused, not permitted by or in compliance with Environmental Laws. "Reserve Liabilities" shall have the meaning ascribed to it in Section 3. hereof. A-8 "SAP" shall mean the accounting practices required or permitted by the National Association of Insurance Commissioners and the insurance regulatory authority in the state in which Integrity is domiciled, consistently applied throughout the specified period and in the immediately prior comparable period. "SAP Statements" shall mean the Annual Statements, Quarterly Statements, and other financial statements and presentations of Integrity prepared in accordance with SAP and delivered to the Purchaser pursuant to either or both of Sections 3.8 and 5.6 hereof. "Seller" shall have the meaning ascribed to it in the first paragraph of this Agreement. "Subsidiary" shall mean each of those Persons, regardless of jurisdiction of organization, of which another Person, directly or indirectly through one or more subsidiaries, owns beneficially securities having more than 50% of the voting power in the election of directors (or persons fulfilling similar functions or duties) of the owned Person (without giving effect to any contingent voting rights). "Taxes" shall mean all taxes, charges, fees, levies, or other similar assessments or Liabilities, including without limitation income, gross receipts, ad valorem, premium, excise, real property, personal property, windfall profit, sales, use, transfer, licensing, withholding, employment, payroll, Phase III, and franchise taxes imposed by the United States of America or any state, local, or foreign government, or any subdivision, agency, or other similar Person of the United States or any such government; and such term shall include any interest, fines, penalties, assessments, or additions to tax resulting from,, attributable to, or incurred in connection with any such tax or any contest or dispute thereof. "Tax Claim" shall have the meaning ascribed to it in Section 10.1(b) hereof. "Tax Returns" shall mean any report, return, or other information required to be supplied by Integrity and of each consolidated or affiliated group of which Integrity has been a part to a taxing authority in connection with Taxes. "Third Party Claim" shall have the meaning ascribed to it in Section 10.4(a) hereof. "Workpapers" shall mean all summaries, calculations compilations and similar written documentation derived from the A-9 accounts of Integrity and used or prepared by accountants in the process of computing Adjusted Capital and Surplus. A-10 EXHIBIT B ASSIGNMENT AND ASSUMPTION AGREEMENT THIS ASSIGNMENT AND ASSUMPTION AGREEMENT ("Agreement") is made and entered into by and among CITIZENS FINANCIAL CORPORATION, a Kentucky corporation ("Assignor"), and _______________________________ , a __________________ corporation ("Assignee"). WHEREAS, Assignor and Southwestern Life Corporation, a Delaware corporation ("Seller"), are parties to a Stock Purchase Agreement (herein so called) dated March __, 1995, pursuant to which Seller has agreed to sell, and Assignor has agreed to purchase or to cause its Designated Subsidiary to purchase, 108,701 Shares of Common Stock (the "Shares") of Integrity National Life Insurance Company, a Pennsylvania life insurance corporation ("Integrity"), for $9,578,000.00, with such Purchase Price to be adjusted at the Closing as provided in Section 2.3 of the Stock Purchase Agreement; and WHEREAS, Assignor desires to assign its right to purchase the Shares to Assignee as contemplated pursuant to Section 6.7 of the Stock Purchase Agreement; NOW, THEREFORE, in consideration of the premises and the mutual promises of the parties hereto and the parties to the Stock Purchase Agreement as set forth therein, Assignor and Assignee hereby covenant and agree as follows: 1. DEFINITIONS. Unless the context otherwise requires, all capitalized terms used but not defined herein and defined in the Stock Purchase Agreement shall have the meanings ascribed to them in the Stock Purchase Agreement. 2. ASSIGNMENT. Assignor hereby assigns to Assignee all of Assignor's rights, duties, liabilities and obligations (collectively, the "Rights and Duties") of Assignor under and pursuant to the Stock Purchase Agreement, with such Rights and Duties to be exercised, fulfilled and performed by Assignee to the same extent as Assignor. 3. ASSUMPTION. Assignee hereby assumes, in accordance with Section 6.7 of the Stock Purchase Agreement, all of Assignor's Rights and Duties under the Stock Purchase Agreement and agrees to exercise, fulfill and perform all of such Rights and Duties to the same extent as Assignor in accordance with the terms of the Stock Purchase Agreement. Assignee hereby further agrees that Assignee shall be bound by the terms and provisions of the Stock Purchase Agreement, and shall be deemed to have made the same representations and warranties to Seller as made by Assignor in the Stock Purchase Agreement, to the extent applicable, to the same extent as if Assignee were a party to the Stock Purchase Agreement. Without limiting the generality of the foregoing, Assignee acknowledges and agrees that it shall be obligated to provide indemnification to Seller in accordance with the terms of Article X of the Stock Purchase Agreement to the same extent as Assignor and, with respect to any claim for Damages made by Assignee under or pursuant to Article X of the Stock Purchase Agreement, Assignee acknowledges that it will be subject to any defenses that Seller may have with respect to such claim as if such claim were brought or alleged by Assignor. 4. NO MODIFICATION OF ASSIGNOR'S OBLIGATIONS. Assignor and Assignee each acknowledge and agree that the execution and delivery of this Agreement does not modify or otherwise affect Assignor's duties, liabilities and obligations under the Stock Purchase Agreement and that Assignor shall remain fully liable for all, and shall not be relieved of any, of the duties, liabilities and obligations of Assignor under the Stock Purchase Agreement to the extent such duties, liabilities and obligations are not fully performed by Assignee. 5. NO FURTHER ASSIGNMENT. Assignee acknowledges and agrees that it may not assign any of its Rights and Duties under the Stock Purchase Agreement, as assigned to Assignee hereunder or otherwise, to any other Person without the prior written consent of Seller, which consent may be withheld in Seller's sole discretion. 6. INCORPORATION BY REFERENCE. Subject to, and except as otherwise modified by, the express provisions of this Agreement, the provisions of Sections 13.8, 13.9, 13.10, 13.13 and 13.14 of the Stock Purchase Agreement hereby are incorporated herein by reference. 7. AMENDMENT. This Agreement may be modified or amended only by a writing duly executed by or on behalf of each of Assignor, Assignee and Seller. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed this _____ day of __________, 1995. ASSIGNOR: CITIZENS FINANCIAL CORPORATION By:_______________________________ Theodore Rich, President and Chief Executive Officer ASSIGNEE: _______________________________ By:________________________________ Name:___________________________ Title:__________________________ EX-11.1 18 EXHIBIT 11.1 EXHIBIT 11.1 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES COMPUTATION OF EARNINGS (LOSS) PER SHARE OF COMMON STOCK ON AVERAGE SHARES OUTSTANDING AND FULLY DILUTED BASES (Dollars in Thousands, Except Per Share Data)
YEAR ENDED DECEMBER 31, ------------------------------ 1994 1993 1992 ---- ---- ---- (IN THOUSANDS) Computation for statements of earnings: Operating earnings (loss)........................... $ (337,440) $ 211,924 $ 50,855 Less dividends on preferred stock................... (13,658) (28,784) (30,800) ---------- ---------- ----------- Operating earnings (loss) applicable to common stock.............................................. (351,098) 183,140 20,055 Cumulative effect of changes in accounting methods.. (6,734) Extraordinary losses................................ (1,919) (4,342) ---------- ---------- ----------- Net earnings (loss) applicable to common stock...... $ (351,098) $ 174,487 $ 15,713 ========== ========== =========== Weighted average common shares outstanding.......... 47,556,187 47,915,551 48,139,870 ========== ========== =========== Primary earnings (loss) per common share: Operating earnings................................ $(7.38) $3.82 $.42 Cumulative effect of changes in accounting methods (.14) Extraordinary losses.............................. (.04) (.09) ------ ----- ---- Net earnings.................................... $(7.38) $3.64 $.33 ====== ===== ==== Additional computations (A): Weighted average common shares outstanding.......... 47,556,187 47,915,551 48,139,870 Incremental common shares applicable to common stock options based on the common stock daily average market price during the year...................... 540,933 762,500 315,504 ---------- ---------- ----------- Weighted average common shares, as adjusted......... 48,097,120 48,678,051 48,455,374 ========== ========== =========== Weighted average common shares outstanding.......... 47,556,187 47,915,551 48,139,870 Incremental common shares applicable to common stock options based on the more dilutive of the common stock ending or daily average market price during the year.......................................... 540,841 767,975 315,504 Assumed conversion of convertible preferred shares 6,153,755 7,867,451 7,867,527 ---------- ---------- ----------- Weighted average common shares, assuming full dilution.......................................... 54,250,783 56,550,977 56,322,901 ========= ========== =========== Net earnings (loss) applicable to common stock assuming conversion of convertible preferred stock. $(337,440) $ 191,157 $ 32,383 ========== ========== =========== Earnings (loss) per common share: Primary, including common stock equivalents: Operating earnings (loss)....................... $(7.30) $3.77 $.41 Cumulative effect of changes in accounting methods....................................... (.14) Extraordinary losses............................ (.04) (.09) ------ ----- ---- Net earnings (loss)........................... $(7.30) $3.59 $.32 ====== ===== ==== Fully diluted assuming conversion of all applicable securities: Operating earnings.............................. $(6.22) $3.53 $.65 Cumulative effect of changes in accounting methods....................................... (.12) Extraordinary losses............................ (.03) (.08) ------ ----- ---- Net earnings.................................. $(6.22) $3.38 $.57 ====== ===== ==== -------------- (A) These calculations are submitted in accordance with Securities Exchange Act of 1934 Release No. 9083, although not required in certain periods by footnote 2 to paragraph 14 of Accounting Principles Board Opinion No. 15 because they result in dilution of less than 3%. Fully diluted earnings in 1994 and 1992 are considered "antidilutive" because they result in per share earnings that exceed per share earnings as determined on the primary basis. Fully diluted earnings per share in 1994 and 1992 as reflected in the consolidated statement of earnings were determined based on primary earnings per share calculations as a result of such antidilution.
EX-12.1 19 EXHIBIT 12.1 EXHIBIT 12.1 SOUTHWESTERN LIFE CORPORATION AND SUBSIDIARIES COMPUTATION OF RATIOS OF CONSOLIDATED EARNINGS TO FIXED CHARGES AND PREFERRED DIVIDENDS (Dollars in Thousands) (Unaudited)
YEAR ENDED DECEMBER 31, -------------------------------- 1994 1993 1992 --------- -------- -------- (IN THOUSANDS) Operating earnings (loss) . . . . . . . . . . . . . . . . . . $(337,440) $211,924 $ 50,855 Extraordinary losses, excluding equity in extraordinary losses of less than 50%-owned equity investees and limited partnerships . . . . . . . . . . . . . . . . . . . (549) (3,260) Equity in undistributed operating (earnings) losses of less than 50%-owned equity investees and limited partnerships . . . . . . . . . . . . . . . . . . . . . . . (4,042) (32,906) 3,293 Income tax expense (credit): Operations . . . . . . . . . . . . . . . . . . . . . . . . (1,140) 93,706 (69,256) Extraordinary losses . . . . . . . . . . . . . . . . . . . (1,033) (2,237) Fixed charges deducted from net earnings: Interest expense . . . . . . . . . . . . . . . . . . . . . 48,251 66,153 78,961 Interest portion of lease obligations (A) . . . . . . . . . 2,100 2,200 3,800 --------- -------- -------- Total fixed charges deducted from operating earnings . . 50,351 68,353 82,761 --------- -------- -------- Operating earnings (loss) available for fixed charges and preferred dividends . . . . . . . . . . . . . . . . . . . . $(292,271) $341,077 $ 67,653 ========= ======== ======== Earnings (loss) available for fixed charges and preferred dividends (B) . . . . . . . . . . . . . . . . . . . . . . . $(292,271) $339,495 $ 62,156 ========= ======== ======== Fixed charges deducted from operating earnings per above . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 50,351 $ 68,353 $ 82,761 Dividends on preferred stock (C) . . . . . . . . . . . . . . 21,012 44,283 46,667 --------- -------- -------- Total fixed charges and preferred dividends . . . . . . . $ 71,363 $112,636 $129,428 ========= ======== ======== Ratio of operating earnings to fixed charges . . . . . . . . - (D) 5.0 - (D) ======= ======== ====== Ratio of operating earnings to fixed charges and preferred dividends . . . . . . . . . . . . . . . . . . . . - (D) 3.0 - (D) ======= ======== ====== Ratio of earnings to fixed charges (B) . . . . . . . . . . . - (D) 5.0 - (D) ======= ======== ====== Ratio of earnings to fixed charges and preferred dividends (B) . . . . . . . . . . . . . . . . . . . . . . . - (D) 3.0 - (D) ======= ======== ====== ---------------- (A) Represents one-third of rentals on real and personal property. (B) Earnings include extraordinary losses and excludes the cumulative effect of changes in accounting methods. (C) Adjusted to an amount equal to the pre-tax necessary to provide the required dividends using the marginal tax rate of SLC and its consolidated non-insurance subsidiaries. (D) Operating earnings and earnings for the years ended December 31, 1994 and 1992 were insufficient to cover fixed charges and preferred dividends by the following amounts (in thousands):
1994 1992 -------- ------- Operating earnings to fixed charges . . . . . . . . $342,622 $15,108 Operating earnings to fixed charges and preferred dividends . . . . . . . . . . . . . . . . . . . . 363,634 61,775 Earnings to fixed charges . . . . . . . . . . . . . 342,622 20,605 Earnings to fixed charges and preferred dividends . 363,634 67,272
EX-18.1 20 COOPERS LETTER PURSUANT TO ITEM 601 EXHIBIT 18.1 Southwestern Life Corporation 500 North Akard Street Dallas, Texas 75201 We are providing this letter to you for inclusion as an exhibit to your Form 10-K filing pursuant to Item 601 of Regulation S-K. We have read management's justification for the change in accounting method for assessing the recoverability of excess cost of investments in subsidiaries over net assets acquired from an actuarial projection of undiscounted future earnings of the applicable insurance subsidiaries (excluding excess cost amortization) over the remaining useful life, to an actuarial projection of the same future earnings discounted using an economic rate of return (13%), contained in the Company's Form 10-K for the year ended December 31, 1994. Based on our reading of the data and discussions with Company officials of the business judgment and business planning factors relating to the change, we believe management's justification to be reasonable. Accordingly, in reliance on management's determination as regards elements of business judgment and business planning, we concur that the newly adopted accounting method described above is preferable in the Company's circumstances to the method previously applied. Coopers & Lybrand L.L.P. March 30, 1995 Dallas, Texas EX-21.1 21 EXHIBIT 21.1 EX-21.1 SUBSIDIARIES OF REGISTRANT* AS OF MARCH 15, 1995
STATE OF COMPANY INCORPORATION ------- ------------- Bankers Life Insurance Company of New York . . . . . . . . . New York Bankers Multiple Line Insurance Company . . . . . . . . . . . Illinois BML Agency, Inc. . . . . . . . . . . . . . . . . . . . . . . Illinois Care Financial Corporation . . . . . . . . . . . . . . . . . Delaware Constitution Life Insurance Company . . . . . . . . . . . . . Kentucky Facilities Management Installation, Inc. . . . . . . . . . . Delaware SLC Financial Services, Inc. . . . . . . . . . . . . . . . . Delaware Integrity National Life Insurance Company . . . . . . . . . . Pennsylvania Modern American Life Insurance Company . . . . . . . . . . . Missouri Philadelphia American Life Insurance Company . . . . . . . . Pennsylvania Philadelphia American Property Corporation . . . . . . . . . Texas REO Holding Corporation . . . . . . . . . . . . . . . . . . . Illinois Southwestern Life Insurance Company . . . . . . . . . . . . . Texas SWL Holding Corporation . . . . . . . . . . . . . . . . . . . Delaware Union Bankers Insurance Company . . . . . . . . . . . . . . . Texas Western Pioneer Life Insurance Company . . . . . . . . . . . Kentucky ____________ * Some of the names of the direct or indirect subsidiaries of Registrant may be omitted, provided, when considered in the aggregate, all omitted subsidiaries do not constitute a significant subsidiary.
EX-23.1 22 EXHIBIT 23.1 EXHIBIT 23.1 CONSENT OF INDEPENDENT ACCOUNTANTS We consent to the incorporation by reference in the registration statement of Southwestern Life Corporation on Form S-8 number 33-61766 of our report, which includes explanatory paragraphs relating to adoption of, and changes in, certain accounting principles and an emphasis paragraph relating to the effects of a potential restructuring or recapitalization of the Company, dated March 30, 1995, on our audits of the consolidated financial statements and financial statement schedules of Southwestern Life Corporation as of December 31, 1994 and 1993, and for the years ended December 31, 1994, 1993 and 1992, which report is included in this Annual Report on Form 10-K. COOPERS & LYBRAND L.L.P. Dallas, Texas March 30, 1995 EX-27 23 EXHIBIT 27
7 1,000 US YEAR DEC-31-1994 JAN-01-1994 DEC-31-1994 1 1,638,867 15,915 13,912 10,812 127,047 57,068 2,358,498 229,522 0 277,757 3,146,724 2,586,113 0 0 0 369,394 48,983 0 199,997 (213,642) 3,146,724 418,020 182,044 (96,928) 26,320 377,984 62,099 152,598 (338,580) (1,140) (337,440) 0 0 0 (337,440) (7.38) (7.38) 0 0 0 0 0 0 0