The Broker-Dealer That s Built

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1 The Broker-Dealer That s Built a Distinctive Reputation

2 Heritage of strength and stability While independent, Woodbury Financial is a member of The Hartford Financial Services Group, one of the most recognized names in the industry. Founded in 1810, The Hartford has a rich history of protecting Americans financial interest, going back to the Civil War era, when President-Elect Abraham Lincoln chose Hartford Fire to insure his Illinois home and possessions and, later, General Robert E. Lee chose the predecessor of The Hartford to insure his Virginia residence. The Hartford is a leading provider of insurance and wealth management services for millions of consumers and businesses worldwide. A Fortune 500 company, The Hartford is consistently recognized for its superior service and as one of the world s most ethical companies by the Ethisphere Institute. Over 750,000 Americans currently trust their life insurance needs to The Hartford s life subsidiaries, in part because they are getting more than the promise of a death benefit. They are entrusting their financial protection to a company that prides itself on integrity.

3 Turn your dreams into reality Reaching your financial goals impacts your life, your family, and your future. With your unique circumstances, income needs, and goals in mind, your financial professional is committed to providing individualized service to help turn your dreams into reality. Each time an investment product is purchased, the representative must be licensed and authorized to sell that product, which is done through a regulated organization known as a broker-dealer. The broker-dealer authorizes the sale, manages and administers the account, guiding your representative through the maze of procedures and regulations, with one goal in mind helping you fulfill your needs. Your representative has chosen to associate with and place his or her trust in Woodbury Financial Services. At Woodbury, we live up to our promises and mission statement: We believe the financial needs of Americans are best served by local, objective, independent representatives. We exist to help the best representatives succeed in serving the financial planning needs of their clients. None of our representatives are Woodbury employees. They are independent and have chosen Woodbury among hundreds of broker-dealers. We provide your representative with the support and tools he or she needs to help you reach your goals, including: Education funding Insurance protection Estate planning Retirement planning Other life events with financial implications Company history While the name Woodbury Financial Services, Inc. is of recent origin, the roots of the company go back to early last century Montana Life is founded in Helena, Montana 1938 Company name is changed to Western Life Insurance 1949 Minneapolis Associates is formed and the Minnesota Fund established 1957 Western Life is purchased by the St. Paul Companies

4 Relationships inspire success Everyone benefits when relationships are stable, long-term, and based on common goals. While your representative focuses on the one-on-one relationship with you, Woodbury Financial invests in the technologies and services, which allow your representative to analyze the information needed to help you make informed decisions. We provide continuing education and training to keep representatives informed about new products, ideas, industry trends, and regulations. Think of Woodbury as a firm working behind the scenes to pave the way and watch out for potential roadblocks. Whether your needs can be addressed by variable life insurance, annuities, mutual funds, retirement plans, alternative investments, or succession planning for individual or small business, your representative will receive support from Woodbury. We offer complete brokerage account services through Pershing, an affiliate of The Bank of New York Mellon, and have developed a Registered Investment Adviser program to meet the needs of clients who are best served through fee-based services. As the 2006, 2009, and 2011 Broker-Dealer of the Year by Investment Advisor magazine in Division IV, the largest independent broker-dealer category, we, at Woodbury Financial, look forward to partnering with you and your representative. Three-time winner Broker-dealer of the year 1961 Minneapolis Association changes its name to Imperial Financial. Western Life moves to downtown St. Paul, Minnesota 1969 Imperial Financial is purchased by the St. Paul Companies and later becomes 1978 Western Life and move to Woodbury, Minnesota 1985 Western Life and are sold to AMEV. changes its name to AMEV.

5 1992 Western Life and AMEV change their name to Fortis Investors, Inc Fortis Financial Group is sold to The Hartford Financial Services Group, Inc. creating the new broker-dealer Woodbury Financial Services, Inc Woodbury is named Broker-Dealer of the Year by Investment Advisor magazine Woodbury achieves a repeat Broker- Dealer of the Year (status by Investment Advisor magazine) Woodbury achieves Broker-Dealer of the Year status by Investment Advisor magazine for the third time

6 Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Adviser P.O. Box St. Paul, MN (800) woodburyfinancial.com /12 Woodbury Financial Services, Inc.