BusinessCards

Yourofficemanagerwillprocessyourbusinesscardorders.Pleaseworkwithher/himtoobtainonlineorderinformation.

Costdependsontheformatyouchoose,howeverthefirst250businesscardsareprovidedbythecompanytonewadvisors.IfyouareregisteredwitheitherProEquities orRedhawk,youwillhavea2-sidedcard.Ifnot,yourbusinesscardwillbe1-sided.

Designationsornodesignations(thelistofoptionsfollows)

FuturityFirstwebaddress

Photoornophoto

BackofBusinessCardoptions:blank,ProEquities IAR,

ProEquities orRedhawk.Thedisclaimerisrequiredifyouarearegisteredrepresentativewith

eitherorganizationandvariesbyyourlicensing.

Insurance Advisor

AdvisoryServicesofferedthroughInvestmentAdvisors,adivisionofProEquities,Inc.,aRegisteredInvestmentAdvisor.SecuritiesofferedthroughProEquities,Inc.,aRegisteredBroker/Dealer,andmemberFINRAandSIPC.FuturityFirstInsuranceGroupisIndependentofProEquities,Inc.

SecuritiesofferedthroughProEquities,Inc.,aRegisteredBroker/Dealer,andmemberFINRAandSIPC. FuturityFirstInsuranceGroupisIndependentofProEquities,Inc.

UpdatedAugust3,2016

CLTC

PresidentsCircle

Title,CertificationsandDesignations

TitleOptions:InsuranceAdvisorFinancialAdvisor(RRORIARwithProEquities/IARwithRedHawk)

InsuranceLicensedOnly:InsuranceAdvisorRetirementandInsuranceAdvisorEstatePlanningAdvisorBusinessInsuranceAdvisor

IAR– Series65/66InvestmentPlannerFinancialAdvisorFinancialPlanner

Securities– Series6or7:FinancialAdvisorInvestmentConsultantWealthConsultantWealthManager

“Senior”mayonlybeusedinfrontofLeadersConferenceQualifiersorTopGunRecruits.

Certifications:Pleaseuseonlycurrentandactivecertificationsrepresentingadvancededucation.

Insurance Advisor

UpdatedAugust3,2016

APP(AssetProtectionPlanner) CAP®(ChartedAdvisorinPhilanthropy)CASL(ChartedAdvisorforSeniorLiving) CFA(ChartedFinancialAnalyst)CFP®(CertifiedFinancialPlanner) ChFC®(ChartedFinancialConsultant)ChFEBC (ChartedFederalEmployeeBenefitsConsultant)ChHC (CharteredHealthcareConsultant) ChSNC (CharteredSpecialNeedsConsultant)CLF®(CharteredLeadershipFellow) CLTC(CertifiedinLongTermCare)CLU®(CharteredLifeUnderwriter) CMFC®(ChartedMutualFundCounselor)CRC®(CertifiedRetirementCounselor) CRPS®(CharteredRetirementPlansSpecialist)DHP(DisabilityHealthcareProfessional) DIA(DisabilityIncomeAssociate)FSCP(FinancialServicesCertifiedProfessional) FSS(FinancialServicesSpecialist)LTCP(LongTermCareProfessional) LUTCF(LifeUnderwriterTrainingCouncilFellow)REBC®(RegisteredEmployeeBenefitsConsultant)RHU®(RegisteredHealthUnderwriter) RICP(RetirementIncomeCertifiedProfessional)

CLTC

Designations:MDRT&LeadersCirclecrestsareallowed.Youmayalsoadd“Specializingin(listspecialty).Youmaynotadd“(listspecialty)Specialist”becauseitimpliesadvancededucationand/orcertification.

BusinessCards:OptionsUpdatedAugust3,2016

ForOfficeManagers:

Ourgoalistomakesureallbusinesscardsarecompliantwithallguidelines.Todothat,pleasedouble-checkinformationsuppliedbytheadvisoragainsttheparameterslisted.

1. Title:Theadvisormustchoosefromthepre-approvedoptionsandhavethecredentialstomatch.Forexample,touseanytitlereferringtofinancialadvice,thepersonmustholdaseries67,65or66license.

• Ifthetitleisn’tlistedontheseguideline– don’tuseit.

2. Disclaimers:IfanadvisorisregisteredwithProEquities orRedhawk,theymustuseoneofthe3disclaimersofferedinourtemplates.Series6&7holdersareRegisteredRepswithProEquities andusethedisclaimerProEquities Reg Rep.Series65and66holdersareIARswitheitherProEquities orRedhawk.ProEquities IAR isforadvisorsholdingaseries65or66license.AllRedhawk advisorsusethesameRedhawk disclaimer.

3. Approval:ALLadvisorsregisteredwithProEquities MUSThavetheirbusinesscardsapprovedbytheProEquities complianceofficer,JeffMiller.PleaseemailhimthecardlayoutpriortoplacingtheorderwithAlphagraphics.HisemailisJeff.Miller@proequities.com.

1. AllguidelinesapplytobusinesscardsproducedbyvendorsotherthanAlphagraphics.Ifyouareusingadifferentvendor– youmustincludetheappropriateanduptodatedisclaimers.Thesecardsalsoneedtocomplywiththecurrentdesign,colorsandcontentrules.