PPT-Not FDIC Insured May Lose Value

No Bank Guarantee The Challenge Source The College Board 2015 College costs are rising Four years of tuition and fees 2016 Public college in state 40 861 Private college 140711. The Fund seeks capital appreciation as a secondary investment objective when consistent with its primary investment objective STRATEGY The Fund will invest at least 80 of its Managed Assets 1 in corporate bonds loans and other incomeproducing instru brPage 1br FACT SHEET 4Q brPage 2br Not FDIC Insured May Lose Value No Bank Guarantee PHILADELPHIA SURETY . CLAIMS ASSOCIATION . T. Scott Leo. LEO & WEBER, P.C.. Letters of Credit. Two Types. Conventional/Commercial . operates as a transaction's primary payment mechanism for goods or services. May Lose Value. No Bank Guarantee. Not FDIC Insured. May Lose Value. No Bank Guarantee. Presented by:. Peter Dan Sullivan, CFP®. Sullivan Financial Group. 111 N Last Chance Gulch St, STE3-C. Helena, MT 59601-4144. Not a deposit • Not insured by any federal agency. IMPORTANT DISCLOSURES . For an audience with a basic understanding of the financial industry. Not intended for use with the general public.. Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.. Franklin Templeton Investments. 2. As of . 12/31/15. .. 1. . Investment . professionals include portfolio managers, portfolio managers/analysts, research analysts and traders of Franklin, Templeton, Franklin Mutual Series, and subsidiary investment management groups.. PlainsCapital Bank. Making Cents of Savings. Emergency fund. Big purchase. Retirement. Education. Grow idle funds. 2. Why Save?. How often will you need access to funds?. How will you access funds?. What is your risk tolerance?. Health savings accounts (HSAs) are individual accounts offered by Optum Bank®, Member FDIC, and are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. Investments are not FDIC-insured, are not guaranteed and may lose value. State taxes may apply. Fees may reduce earnings on account. The information contained in this presentation is not intended as legal, investment, or tax advice. It is supplied for general educational purposes and with the understanding that Optum does not provide legal, investment, or tax advice. Please contact a competent legal, investment, or tax professional for personal advice on eligibility, investing, tax treatment and restrictions. State taxes may apply. Fees may reduce earnings on account. Federal and state laws and regulations are subject to change. . Franklin Templeton Investments. 2. As of . 12/31/15. .. 1. . Investment . professionals include portfolio managers, portfolio managers/analysts, research analysts and traders of Franklin, Templeton, Franklin Mutual Series, and subsidiary investment management groups.. INVESTMENT PRODUCTS: NOT FDIC INSURED • NOT BANK GUARANTEE • MAY LOSE VALUE LEARNING OBJECTIVES Covers the changing nature of retirement. Encourages investors to visualize their ideal retirement and consider the realities and roadblocks to retirement savings they may encounter. No Bank Guarantee. | . 1. EO028 290847 . 2/15. What is. a bond?. A loan to a corporation. or government. .. . Investors lend the money. Repaid in specified period of time (up to 30 years). Repaid with specified amount of interest income. Please advise he Boston Area Office in writing when the proposed transaon has been consummated If an extension of the time limit included in the Order is rqiiired a letter requesting a speciFc extensi A Webinar from the Federal Deposit Insurance Corporation (FDIC) and National Credit Union Administration (NCUA). FDIC.gov. An official . broadcast . of the United States government. NCUA.gov. 1. YOUR MONEY IS SAFE . PHAs. Luke W. Reynolds. Chief, Outreach and Program Development. Federal Deposit Insurance Corporation. Money Smart Curricula. Currently:. Elementary School students (ages 5-8). Young Adults (ages 12-20).