ATTENTION:

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Throughout the presentation we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any reference to protection benefit, safety, security and lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Despite efforts to be accurate and current, this presentation may contain out of date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. A Roth Conversion is a taxable event and may have several tax related consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. At the end of the presentation, you will be provided an opportunity to visit with us one on one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establish an advisory relationship.