2012 morningstar presentation library professional and...
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© 2012 Morningstar, Inc. All Right Reserved. Morningstar and the Morningstar logo are registered trademarks of Morningstar, Inc.
2012 Morningstar Presentation LibraryProfessional and compelling advisor communications materials
Table of Contents
3 Global Investing 19 TC62473(0611)
7 Investing for Retirement 14 TC62470(0611)
10 Investor Behavior 19 TC63265(0711)
14 Long-Term Investment Performance 9 TC63264(0711)
16 Portfolio Diversification 10 TC63263(0711)
18 Portfolio Performance 7 TC62472(0611)
20 Principles of Investing 11 TC63248(0711)
22 Retirement Income 19 TC62474(0611)
26 Risk and Volatility 14 TC62471(0611)
29 Taxes and Investment Performance 7 TC63026(0711)
31 Understanding Deferred Annuities 14 TC63025(0711)
Page # Presentation Title #of Slides TC Number
Global Investing 3
SAMPLE
Global Investing 4
SAMPLE
Global Investing 5
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Global Investing 6
SAMPLE
Investing for Retirement 7
SAMPLE
Investing for Retirement 8
SAMPLE
Investing for Retirement 9
SAMPLE
Investor Behavior 10
SAMPLE
Investor Behavior 11
SAMPLE
Investor Behavior 12
SAMPLE
Investor Behavior 13
SAMPLE
Long-Term Investment Performance 14
SAMPLE
Long-Term Investment Performance 15
SAMPLE
Portfolio Diversification 16
SAMPLE
Portfolio Diversification 17
SAMPLE
Portfolio Performance 18
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Portfolio Performance 19
SAMPLE
Principles of Investing 20
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Principles of Investing 21
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Retirement Income 22
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Retirement Income 23
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Retirement Income 24
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Retirement Income 25
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Risk and Volatility 26
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Risk and Volatility 27
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Risk and Volatility 28
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Taxes and Investment Performance 29
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Taxes and Investment Performance 30
SAMPLE
Understanding Deferred Annuities 31
SAMPLE
Understanding Deferred Annuities 32
SAMPLE
Understanding Deferred Annuities 33
SAMPLE
2012 Morningstar® Presentation Library 34
Purchase Information*
Exclusive offer! Now only $275!To take advantage of the discount offerCall 11 866 608-9571 (mention code: PEDESIA2)
*Presentations will be delivered via CD-ROM
Getting Started with the Presentation Library
From the Presentations tab, select a Presentation and insert the following into the first slide:Insert Rep nameESI disclosure: “(Registered Rep name) is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., member FINRA/SIPC, (branch office address and telephone number).”TC number for respective Presentation (listed below): TCXXXXX(0711)
Submit to NL Ad Review for final approval via email at [email protected] approved, you will be able to use the Presentation as often as you like for one year. After the one-year period, you must re-submit for approval.
Key Features
A comprehensive library of 11 Microsoft® PowerPoint® presentations with 1001 images that visually depict market trends and investment concepts
Slides within each presentation come with a full page of “Speaker Notes” to assist in analysis interpretation
Presentations are professionally designed and FINRA-reviewed for use with clients
Each presentation can be fully personalized to match company look and feel
Updated with 2011 year-end data
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Key Uses
Whether in one-on-one client meetings, seminars, or for monthly outreach initiatives use these recognized and trusted communication resources to:
Ease clients’ concerns and set appropriate investment expectations
Validate portfolio recommendations
Satisfy clients’ hunger for reliable investment news and insights
Establish a content-based communications program that positions you as an expert and keeps you top-of-mind with clients
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