MARKETING SOLUTIONS. Digital, integrated, automated content to help you regularly communicate with clients and prospects and grow your business.

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1 MARKETING SOLUTIONS Digitl, integrted, utomted content to help you regulrly communicte with clients nd prospects nd grow your business.

2 DIGITAL, INTEGRATED, AUTOMATED MARKETING Joe Rep Presents: WEEKLYECONOMIC UPDATE Jnury 1, 2017 EXISTING HOME SALES ACCELERATE WEEKLY QUOTE The Ntionl Assocition of Reltors mesured 4.7% gin in residentil resles for Rules too soft re September, nd the nnulized sles pce of 5.55 million units ws the second best seldomly followed; seen since Februry Over the pst 12 months, existing home sles re up 8.8% rules too hrsh re with the verge sle price up 6.1% (September s medin sle price ws $221,900). 1 seldomly executed. - Ben Frnklin MORE HOUSING STARTS IN SEPTEMBER Lst month sw 6.5% increse in groundbreking ccording to the Census Bureu. Tht brought the 12-month increse in housing strts to 17.5%. The rte of building WEEKLY TIP permits issued fell by 5.0% in September, but tht still left 4.7% yerly gin. 2 In retirement, one of OIL & GOLD RETREAT your gols should be On the COMEX, gold settled t $1, Fridy, mrking 1.7% weekly loss. WTI to grow your ssets crude dropped 5.6% lst week, settling Fridy t $44.60 on the NYMEX. fster thn infltion 3 devlues them. You S&P TURNS POSITIVE YTD; NASDAQ BACK ABOVE 5,000 must sustin your More esing by Chin s centrl bnk nd strong ernings from tech gints helped purchsing power. equities. The Nsdq rose 2.97% for the week to Fridy close of 5, The Dow rose 2.50% on the week to 17,646.70, the S&P % to 2, ,4 WEEKLY RIDDLE THIS WEEK: September new home sles figures rrive Mondy, plus ernings Robert will pint unit from Cheesecke Fctory, MGM Resorts nd Xerox. Tuesdy brings September s numbers on 100 durble goods report, August s Cse-Shiller home price index, the ltest Conference storge units tody. Bord consumer confidence index nd ernings from Airgs, Andrko Petroleum, In the course of Alibb, Apple, Big 5, Bristol-Myers Squibb, Coch, Comcst, Corning, Cummins, pinting number Express Scripts, Ford Motor Co., Edison Interntionl, JetBlue, Lexmrk, Mcerich, from 1 to 100 on the Mgelln Helth, Merck, NCR, Pner, Pfizer, Revlon, Spirit Airlines, T-Mobile, door of ech unit, Twitter nd Wste Mngement. A new Federl Reserve policy sttement ppers how mny times will Wednesdy plus ernings from Amgen, Anthem, AutoNtion, Bufflo Wild Wings, he hve to pint the Ferrri, Generl Dynmics, Grmin, GoPro, IMAX, Hnesbrnds, HelthSouth, numerl 3 tody? Hershey, Hilton Worldwide, LifeLock, Mrriott, PG&E, Norfolk Southern, O Reilly, Public Storge, Strwood Hotels & Resorts, Tesoro, Vlero, Western Digitl nd Yelp. Thursdy offers the first estimte of Q3 GDP, new initil clims report, nd Lst week s riddle: ernings from Aetn, Altri, Bidu, Coc-Col, ConocoPhillips, Electronic Arts, Until it is mesured it is not ccurtely known, Expedi, Fluor, LinkedIn, Live Ntion, MsterCrd, Strbucks, Sherwin-Willims, yet you my miss it Time Wrner Cble, Virgin Americ nd Western Union. Fridy, new personl when it hs flown. Wht spending figures nd October s finl University of Michign consumer sentiment is it? index re out, plus ernings from Chevron, Colgte-Plmolive, CVS Helth, ExxonMobil, Phillips 66, Segte nd Weyerheuser. Lst week s nswer: Time. % CHANGE Y-T-D 1-YR CHG 5-YR AVG 10-YR AVG DJIA NASDAQ S&P REAL YIELD 10/23 RATE 1 YR AGO 5 YRS AGO 10 YRS AGO 10 YR TIPS 0.58% 0.38% 0.50% 1.93% Sources: wsj.com, bigchrts.com, tresury.gov - 10/23/15 5,6,7,8 Indices re unmnged, do not incur fees or expenses, nd cnnot be invested into directly. These returns do not include dividends. 10-yer TIPS rel yield = projected return t mturity given expected infltion. Plese feel free to forwrd this rticle to fmily, friends or collegues. If you would like us to dd them to our distribution list, plese reply with their ddress. We will contct them first nd request their permission to dd them to our list JANUARY 2017 Our imgintion is the only limit to wht we cn hope to hve in the future. - Chrles F. Kettering GOLF TIP Figure out where to bil out On pproch shots, think bout where you wnt to be if you miss. Most greens slope bck to front, so finishing short of the flg usully mens n uphill chip or putt with t lest decent shot t pr. On older courses with reltively flt greens, it my py to be long on the pproch, s the trps nd wter on these lyouts tend to be situted southest or southwest of the pin. BRAIN TEASER O Brothers, Where Art Thou? Mr. nd Mrs. Kelso hve six dughters. Ech dughter hs brother. So wht is the minimum mount of people in the Kelso fmily? * DID YOU KNOW? Election Dy ws mde for frmers Ever wonder why elections re held on Tuesdys? Congress mde tht decision in 1845, when the ntion ws lrgely grrin. Frmers commonly went to church on Sundy nd to mrket on Wednesdy; they needed trvel dy to get to the polling plce in town in between, so Tuesdy ws chosen s Election Dy. 4 R E T I R E M E N T I N S I G H T Presented by Joe Rep MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES DOES MORE MONEY MEAN A BETTER RETIREMENT? Is there correltion between welth nd retirement well-being? Some recent reserch indictes tht greter income does promote greter hppiness but only up to point, with other fctors just s vitl. CivicScience, mrket reserch nd opinion-gthering firm, hs been polling Americns on their level of hppiness for the pst two yers. It finds tht retirees re mong the hppiest Americns, nd tht ffluence is but one element in tht hppiness. It notes tht stisfction with life seems to pek when people hve incomes of between $100,000-$125,000; people t tht income level re 12 times more likely to sy they re hppy thn unhppy, but people erning more don t report being ny hppier. CivicScience notes tht Americns ged 65 nd up re 14 times s likely to sy they re hppy bout their lives compred to those in younger ge groups. Those describing themselves s helthy re 11 times s likely to sy they re hppy thn those who feel they re unhelthy. Those who sy they re very hppy in their job re 21 times s likely to report being hppy s those who dislike their job, perhps n encourgement for pre-retirees who re considering working for few more yers. 1 BRACE YOURSELF FOR A POSSIBLE MEDICARE PREMIUM INCREASE Medicre Prt B premiums my rise 52% next yer for new Medicre enrollees, upper-income Medicre beneficiries nd those who receive Medicre without collecting Socil Security benefits. Why? With infltion being so miniml, Socil Security is unlikely to receive cost-of-living djustment (COLA) for In yers without Socil Security COLA, bout 70% of Medicre beneficiries re protected ginst Prt B premiums rising. Tht leves the other 30% to shoulder the burden of ny rise in premiums. Those signing up for Medicre in 2016 nd current Medicre recipients with modified djusted gross income (MAGI) of more thn $85,000 (or more thn $170,000, in the cse of couples filing jointly) should prepre for 2016 premium hike, under which monthly Prt B premiums will rise to $ from the present $ Medicre recipients with very high MAGIs my end up mking even lrger Prt B pyments. 2 ON THE BRIGHT SIDE The Census Bureu s Current Popultion Survey does not count Required Minimum Distributions (RMDs) from retirement plns s retiree income. As Forbes notes, U.S. retirees my receive up to $266 billion more in income per yer thn previously thought. 3 Michel Cost my be reched t or Michel.cost@investfinncil.com Registered Representtive of INVEST Finncil Corportion, member FINRA/SIPC. INVEST nd its ffilited insurnce gencies offer securities, dvisory services nd certin insurnce products nd is not ffilited with T Squred Finncil INVEST hs tem of mrketing professionls nd Reltionship Mngers who support our dvisor nd progrm mrketing. Working in tndem with MrketingPro, new mterils re developed nd deployed on regulr bsis. MrketingPro offers n extensive mrketing librry of over 3,000 professionlly written pieces, designed to ssist you in retining nd growing your business. These pieces re redy to personlize or privte-lbel. MrketingPro is much more powerful thn sttic librry. This innovtive, fully-utomted mrketing suite provides Redtil integrtion, dvnced contct mngement fetures, nd utomted mrketing cmpigns. Customize nd send emils, crds, postcrds, letters nd more, directly from the system. Leverge emil open dt to mke informed decisions so you send the communictions tht drive the best results. There s even n dd-on feture to utomte your socil medi posts to Fcebook, LinkedIn, nd Twitter. With MrketingPro, you will mximize your efficiency so tht you cn focus more of your vluble time on your clients. 2

3 MARKETING SOLUTIONS THE THREE LEVELS OF INVEST MARKETING SUPPORT 1 Mrketing Bsics Mrketing Bsics is librry of fillble PDF nd Word templtes, locted on the Mrketing tb of the INVEST website. The pieces re free for ny INVEST rep to personlize. Reps cn drop in their logo nd enter their info into fillble form fields. They cn then sve the PDF to their computer, send to complince for review, nd print on their own or use electroniclly. FREE! Business crd Letterhed Envelope Account review postcrd Invittion postcrds nd flyers Bio brochure Rollover flyer Finncil plnning brochure 4 nd 8 pge finncil frofiles About INVEST flyer Required signge nd more 2 MrketingLibrry provides round-the-clock ccess to thousnds of professionlly pre-written pieces rticles, economic updtes, letters, invittions, socil medi content nd more. The system integrtes semlessly with INVEST complince, mking submission nd pprovls esy. Weekly, monthly, qurterly economic updtes Librry of emils nd letters Retirement newsletters Finncil rticles nd much more! 3 MrketingPro mkes building reltionships nd stying in front of clients nd prospects fst nd simple. The system includes everything in MrketingLibrry, plus integrtion with RedTil or Slesforce, pre-built, utomted direct mil nd emil cmpigns (with nlytics,) contct mngement fetures, custom templtes, hndwriting fonts, nd much more. You cn even utomte your socil medi posts. By offering you the ltest in mrketing tools nd resources, we continue to meet our gol of mking your life esier, your mrketing efforts more successful nd your business more profitble. 3

4 MARKETING SOLUTIONS MAP: MARKETING ACTION PLAN We don t just give you ccess to librry full of mrketing mteril we show you how to use it. INVEST s exclusive Mrketing Action Pln (MAP) delivers comprehensive, online mrketing pln interfce tht detils how to put ll tht high-impct content to good use. Updted monthly, MAP includes tips, ides, nd strtegies, ll linked directly to the mterils you need for fst, esy ccess. Client communictions from MrketingPro like economic updtes, newsletters, nd emils Prospecting ctivities Business wreness/promotion Mrketing cmpigns Client pprecition resources Mrketing tips Referrl suggestions MAP MARKETING ACTION PLAN The MAP is locted right on the INVEST website for esy ccess. We ve done ll the preprtion for you just red the suggested ctivities for the week, click on the links to get further detil, nd follow the steps provided. Think of MAP nd MrketingPro s your ll-in-one utomted mrketing system! Clicking the links on the smple MAP to the right will tke the viewer directly to the mrketing pieces or provide further instruction for how to implement the suggested mrketing inititive. 4

5 MARKETING SOLUTIONS This Month s MAP How to Use MAP & FAQs MAPfor Jnury 2017 WEEK 1 CLIENT & PROSPECT COMMUNICATION: ECONOMIC UPDATE Send out MrketingPro s weekly Economic Updte to your A & B clients nd top prospects. If you subscribe to MrketingLibrry, downlod the communiction nd send through Redtil. If you hve MrketingPro, you cn set it to utomticlly deploy! REFERRAL TIPS Red this list of ides nd tips to help spur converstion with clients on getting referrls. How mny on the list re you ctively trying to weve into your client meetings? WEEK 2 CLIENT & PROSPECT COMMUNICATION: INVESTMENT NEWSLETTER Send out MrketingPro s monthly Investment Newsletter to your entire client nd prospect list. If you subscribe to MrketingLibrry, downlod the communiction nd send through Redtil. If you hve MrketingPro, you cn set it to utomticlly deploy! PROSPECTING Wnt to be t the top of the serch results when someone Googles you or your business? Lern how here. WEEK 3 CLIENT & PROSPECT COMMUNICATION: ECONOMIC UPDATE Send out MrketingPro s weekly Economic Updte to your A & B clients nd top prospects. If you subscribe to MrketingLibrry, downlod the communiction nd send through Redtil. If you hve MrketingPro, you cn set it to utomticlly deploy! COMMUNITY INVOLVEMENT Spek t school for Americn Eduction Week this week, nd click here if you didn t see our informtion lst month. Don t forget to send the press relese to your locl pper nnouncing your prticiption! WEEK 4 CLIENT & PROSPECT COMMUNICATION: TARGETED MAIL/ BLAST Send out MrketingPro s (rticle/emil/letter) on (Eduction Funding nd 529s) to the segment of your clients nd prospects (with kids 12 or under). Segment this group using (Advisor Dshbord/Redtil) YOUR ONLINE PRESENCE When it comes to socil medi friends nd followers, qulity is much more importnt thn quntity. Lern why it s more importnt nd red tips on gining qulity followers. 5

6 MARKETING SOLUTIONS YOUR ONLINE PRESENCE WEBSITES In tody s electronic world, 97% of people serch for locl business on the Internet to lern more before contcting them. Do you hve professionl nd robust website? INVEST hs reltionships with thirdprty services specilizing in web solutions for finncil dvisors. We cn help you estblish n online presence tht will enhnce your business nd dd vlue for clients nd prospects. SOCIAL MEDIA Implementing socil medi in your prctice cn help build wreness of your brnd, deliver your vlue proposition to more potentil clients, nd exponentilly expnd your referrl bse. Through AdvisorPth our prctice mngement progrm we give you the tools you need to successfully lunch nd execute your socil medi mrketing. Through MrketingLibrry, you will hve ccess to pre-pproved socil medi posts tht re updted weekly. MrketingPro even offers the bility to utomte socil medi cmpigns nd pre-schedule your socil medi posts, tking the mnul lbor out of keeping your pges continuously up to dte! MrketingPro s utomted socil medi posts, including imge posts, will tke the mnul lbor out of mintining fresh, updted socil medi presence. 6

7 MARKETING SOLUTIONS MAP MARKETING ACTION PLAN & Achieve your client retention nd business growth inititives with MAP nd MrketingPro. 7

8 CITRUS PARK LANE, SUITE 300 TAMPA, FLORIDA MEMBER FINRA, SIPC FOR REPRESENTATIVE USE ONLY 12/