Case Study
Shell Point/ Alliance Obligated Group
CASE STUDY ZIEGLER INVESTMENT BANKING B.C. Ziegler and Company | Member SIPC & FINRA ZIEGLER One North Wacker Drive | Suite 2000 Chicago, IL 60606 CONTACT US 800 366 8899 askziegler@ziegler.com SHELL POINT/ ALLIANCE OBLIGATED GROUP JULY 2019 CLIENT PROFILE The obligated group consists of The Christian and Missionary Alliance Foundation, Inc., d/b/a Shell Point (“Shell Point”) and The Alliance Community for Retirement Living, Inc. (“Alliance”). Shell Point and Alliance are each Florida non-profit corporations incorporated in 1967 and 1954, respectively, and are regulated under Chapter 651, Florida Statutes. Both Shell Point and Alliance are sponsored by The Christian and Missionary Alliance, Inc. (“CMA”), an international protestant denomination headquartered in Colorado