Topics for Our Session:

Fully Insured Defined Benefit Plans Taxes Now – Taxes Later Understanding Indexed Universal Life Insurance

For Financial Professionals Only:

You are cordially invited to a seminar on

“Defined Benefit Planning / Understanding IUL”

THREE CE AND CPE CREDITS!

There is no cost for participants Choose one:

Thursday, September 29th 2016

Morning Session 9:00AM – 11:45AM - Registration opens at 8:30AM *Continental breakfast included*

ORAfternoon Session 1:30PM – 4:15PM - Registration opens at 1:00PM

*Refreshments Included*

SHERATON PARSIPPANY HOTEL199 Smith Rd

Parsippany, NJ 07054

PLEASE RSVP BY 9/22/2016: Kellie Wheeler 973-575-9000, kwheeler@nlgroupmail.com

Presented by: Primary Financial 100 Passaic Ave Suite 110 Fairfield, NJ 07004

Mary Read, CPC, QPANational Director of Pension and Protection Planning at Alliance Benefit Group-Pentegra.

Frequent speaker on qualified plans and contributor to industry publications

Helped over 10,000 individual business owners adopt efficient and effective plans.

Certified Pension Consultant (CPC) Qualified Plan Administrator (QPA)

Ryan BoothManaging Partner

Booth Brokerage, LLC

Ryan has spent the better part of the past 21 years in wholesale distribution owning, operating and managing his own multi-carrier Brokerage General Agency to high

end producers and agencies nationally. Ryan’s practice primarily emphasized protection planning,

utilizing traditional life, disability income, long-term care and annuity products.

Securities and investment advisory services are offered solely by Equity Services, Inc., 100 Passaic Ave., Suite 110,Fairfield, NJ 07004, (973)575-9000. Member FINRA/SIPC. Primary Financial is independent of all entities named.

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