Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for...
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Transcript of Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for...
![Page 1: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/1.jpg)
Member FINRA/SIPC
Click icon to add pictureName
Title
Business Company Name
Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review)
Phone #Alt. Phone #E-mail addressWebsiteInsert Compliance-approved disclosure
Click icon to add picture
![Page 2: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/2.jpg)
![Page 3: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/3.jpg)
![Page 4: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/4.jpg)
Tax Increase Prevention and
Reconciliation Act of 2005(TIPRA)
![Page 5: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/5.jpg)
Roth IRA
![Page 6: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/6.jpg)
Wait 5 calendar years
![Page 7: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/7.jpg)
Wait 5 calendar years
Withdrawals viewed as tax exempt
![Page 8: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/8.jpg)
Retirement Income
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Retirement Income
Tax-Exempt Income
+
![Page 10: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/10.jpg)
Flexibility & Control
![Page 11: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/11.jpg)
Flexibility & Control
Reduced tax exposure
![Page 12: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/12.jpg)
Innovative Retirement Products
![Page 13: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/13.jpg)
Innovative Retirement Products
Market Participation
![Page 14: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/14.jpg)
Innovative Retirement Products
Market Participation
Sustainable Income
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Innovative Retirement Products
Competitively Priced
![Page 16: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/16.jpg)
Innovative Retirement Products
Competitively Priced
Understandable Income
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![Page 18: Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.](https://reader031.fdocuments.in/reader031/viewer/2022013004/56649eac5503460f94bb33e4/html5/thumbnails/18.jpg)
Member FINRA/SIPC
Click icon to add pictureName
Title
Business Company Name
Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review)
Phone #Alt. Phone #E-mail addressWebsiteInsert Compliance-approved disclosure
Click icon to add picture