STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

(NO NARRATION)

(NO NARRATION)

WHAT’S IN A NUMBER?

WHEN YOU INVEST EVERYTHING YOU’VE EARNED

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

INTO EVERYTHING YOU OWN

THERE’S A PIECE OF YOU IN EVERY NUMBER,

IN EVERY DIGIT.

HERE’S A QUESTION:

DO YOU KNOW WHERE EVERYTHING ISAND WHAT EVERYTHING IS WORTH?

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

NOW YOU CAN SEE EVERYTHING YOU OWN, ALL IN ONE PLACE…

A PRIVATE AND SECURE LOCATION

WHERE YOUR DATA IS CONSOLIDATED INTO ONE CLEAR PICTURE OF YOU.

YOUR PERSONAL WEBSITE MAKES GETTING ORGANIZED SIMPLE.

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

IT’S EASY TO CONNECT WITH ALL YOUR FINANCIAL ACCOUNTS.

AS THE MARKETS CHANGE THROUGHOUT THE DAY,

YOUR BALANCES RECALCULATE TO KEEP YOU UP TO DATE.

TO STAY ON TRACK, YOU CAN CREATE A BUDGET AND VIEW YOUR SPENDING

HABITS

MONITOR CASHFLOW AND SEE YOUR BOTTOM LINE, AT ANY TIME.

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

AUTOMATIC ALERTS TRACK CHANGES IN YOUR ACCOUNTS.

IF THERE’S A PROBLEM, OR AN OPPORTUNITY, WE’LL KNOW ABOUT IT.

INTERACTIVE WORKSHOPS SHOW HOW YOUR INVESTMENT

AND SPENDING DECISIONS TODAYCAN IMPACT LIFETIME CASHFLOW,

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

AFFECT RETIREMENT AND INFLUENCE YOUR ESTATE OPTIONS.

YOU CAN COLLABORATE WITH US ONLINE, IN REAL TIME.

WE USE AN INNOVATIVE SIMULATION ENGINE TO VISUALIZE MULTIPLE

“WHAT IF” SCENARIOS.

YOU CAN SEE THE POTENTIAL EFFECTS OF YOUR DECISIONS…NOT JUST

TODAY,

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

BUT THROUGHOUT YOUR ENTIRE LIFETIME.

THERE’S A DIGITAL VAULT WHERE YOUR IMPORTANT DOCUMENTS CAN BE

STORED FOR SAFEKEEPING…AND ACCESSED BY YOU FROM ANYWHERE.

YOU CAN EVEN RECEIVE YOUR MONTHLY BILLS AND STATEMENTS IN

A DIGITAL POSTAL MAILBOX,

DELIVERED ONLINE RIGHT TO YOUR PERSONAL FINANCIAL WEBSITE.

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

WE PROVIDE YOU WITH UP-TO-DATE DATA SO YOU CAN EVALUATE YOUR

OPTIONS.

AND WITH A CLICK, PRINT OUT REPORTS TO SEE YOUR COMPLETE

FINANCIAL PICTURE.

WE GIVE YOU THE TOOLS TO CONNECT WITH EVERYTHING YOU OWN…

SO YOU KNOW WHAT EVERYTHING IS WORTH. ONE NUMBER AT A TIME.

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

FROM WALL STREET

TO MAIN STREET

THOSE WHO KNOW WHAT THEY HAVEFARE BETTER THAN THOSE WHO

DON’T.

IF YOU WANT TO KNOW… WE CAN SHOW YOU HOW.

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STORYBOARD – WHAT’S IN A NUMBER. SEPTEMBER 2013

[FINRA DISCLAIMER ON END SCENE]Investing in securities is subject to a number of risks and is not suitable for all investors. Investors should carefully consider their investment objectives, risk tolerance, financial situation, and other information before investing.

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