february 2013 csbc adverstiment final

1
INTRODUCING YOUR MINISTRY PARTNERS INVESTMENT TEAM Bill Dodson President/CEO BILL DODSON joined our Company as President in 2006, and was appointed our Chief Executive Officer in 2011. Bill has worked 16 years in financial services, including twelve of those years financing churches and ministries. Before entering the church finance arena, he pastored Southern Baptist churches for seven years in Fort Worth, Texas and Sherwood, Or- egon. Bill received his Bachelor ‘s degree from the University of Texas at Austin and a Master of Divinity degree from South- western Baptist Theological Seminary in Fort Worth. Bill resides in Fullerton, Cali- fornia with his wife and two children. Joe Turner Senior Vice President Private Client Group Mr. Turner joined the Ministry Partners team in August of 2011 to oversee the strate- gic expansion of the broker-dealer, which will result in higher quality products and services for churches, individuals and busi- nesses. Mr. Turner has been providing finan- cial services advice for over 24 years and has received the highest honors in the industry. He is dedicated to helping churches, and their members through effective biblically based stewardship principles. Joe resides in Fresno, California with his wife and two children. John Lester Regional Vice President Private Client Group John Lester joined Ministry Partners in 2009, and has been serving investment needs of investors since 1998. His secu- rities licenses include: general securities representative and general securities principal. John is a graduate of Southern Methodist University, South Texas College of Law and Southwestern Baptist Theo- logical Seminary. Over the years, he has ministered as a senior pastor and sheriff’s chaplain. John resides in Fresno, Califor- nia with his wife and two children. Brad Bowling Financial Consultant Brad compliments the Ministry Partners Securities team with over 10 years in the financial services and mortgage industry. Based in Southern California, Brad con- tinues to meet with individuals and min- istries in order to understand their finan- cial objectives and strives to implement a plan of action. Brad resides in Orange County, California with his wife and two children. DISCLAIMER The Notes are the sole obligation of the Company and are not deposits of any credit union. They are not insured by the NCUSIF or any other agency. This is not an offer to sell or a solicitation of an offer to buy the Notes. Such an offer or solicitation can be made only by the prospectus. Such an offer or solicitation will be only made in states where the Notes are registered or otherwise eligible for sale. Any such offer or solicitation is not valid in any jurisdiction where these securities are ineligible for sale. The purchase of a Note has not been endorsed or recommended by the U.S. Securities and Exchange Commission, the Commissioner of Corporations of the State of California, or by any other federal or state regulatory authority. The Notes are available for purchase only through Participating Brokers who are members of the Selling Group. Ministry Partners Securities, LLC (“MPS”) is a Participating Broker. MPS is a FINRA and SIPC member firm registered with the US Securities Exchange Commission as a securities broker-dealer. MPS will receive concessions from the Company for selling the Notes. These concessions do not impact the purchase price or investment value of the Notes. MPS will receive concessions which will vary between 2.0% and 5.0% depending upon the maturity of the Notes sold. Because MPS is wholly owned by the Company, MPS has a conflict of interest in connection with the relative suitability of investing in longer term versus shorter term maturities where it earns higher concessions for the sale of longer term Notes. Potential investors need to consider certain risks when considering an investment in a Note. These risks include: a) The risks of investing in fixed income securities in a rising interest rate environment; b) The Notes are unsecured and general obligations of the Company; c) The possible loss of principal; d) That the Notes are generally illiquid because there is no secondary market for resale of the Notes; e) Except as prescribed in the terms of the Notes, that the Company is under no obligation to prepay an investment in our debt securities before the stated maturity date; f) That an investor in the Notes should be prepared to hold their investment to maturity; g) That the Company’s ability to pay principal and interest on the Notes de- pends on the performance of its loans to churches and ministries; and h) That churches and ministries depend on voluntary contributions for their ability to repay their obligations, and those contributions may fluctuate substantially in times of local or national economic stress. Please read the prospectus carefully before investing. www.mpsecuritiesllc.com 1-855-870-2470 Scan this code to view our video, “The Ministry Partners Story” , and link to our website. Managing Placement Agent With over 60 years of experience and expertise in banking and financial services, and a combined 90 years in church and ministry lending, you have come to the right place. Our investment team is comprised of professionals who provide investors like you an opportunity to help meet the vitally important capital needs of growing churches, Christian schools, mission organizations and other ministries. This is our passion: to help you grow so the Kingdom can grow. To find out how we can serve you, please visit www.ministrypartners.org or call us at 1-855-870-2470. 221754_FebAd.indd 1 1/4/13 9:22 AM

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Page 1: February 2013 CSBC Adverstiment FINAL

INTRODUCING YOUR MINISTRY PARTNERS INVESTMENT TEAM

Bill DodsonPresident/CEO

BILL DODSON joined our Company as President in 2006, and was appointed our Chief Executive Officer in 2011. Bill has worked 16 years in financial services, including twelve of those years financing churches and ministries. Before entering the church finance arena, he pastored Southern Baptist churches for seven years in Fort Worth, Texas and Sherwood, Or-egon. Bill received his Bachelor ‘s degree from the University of Texas at Austin and a Master of Divinity degree from South-western Baptist Theological Seminary in Fort Worth. Bill resides in Fullerton, Cali-fornia with his wife and two children.

Joe TurnerSenior Vice PresidentPrivate Client Group

Mr. Turner joined the Ministry Partners team in August of 2011 to oversee the strate-gic expansion of the broker-dealer, which will result in higher quality products and services for churches, individuals and busi-nesses. Mr. Turner has been providing finan-cial services advice for over 24 years and has received the highest honors in the industry. He is dedicated to helping churches, and their members through effective biblically based stewardship principles. Joe resides in Fresno, California with his wife and two children.

John LesterRegional Vice President Private Client Group

John Lester joined Ministry Partners in 2009, and has been serving investment needs of investors since 1998. His secu-rities licenses include: general securities representative and general securities principal. John is a graduate of Southern Methodist University, South Texas College of Law and Southwestern Baptist Theo-logical Seminary. Over the years, he has ministered as a senior pastor and sheriff’s chaplain. John resides in Fresno, Califor-nia with his wife and two children.

Brad BowlingFinancial Consultant

Brad compliments the Ministry Partners Securities team with over 10 years in the financial services and mortgage industry. Based in Southern California, Brad con-tinues to meet with individuals and min-istries in order to understand their finan-cial objectives and strives to implement a plan of action. Brad resides in Orange County, California with his wife and two children.

DISCLAIMER

The Notes are the sole obligation of the Company and are not deposits of any credit union. They are not insured by the NCUSIF or any other agency. This is not an offer to sell or a solicitation of an offer to buy the Notes. Such an offer or solicitation can be made only by the prospectus. Such an offer or solicitation will be only made in states where the Notes are registered or otherwise eligible for sale. Any such offer or solicitation is not valid in any jurisdiction where these securities are ineligible for sale. The purchase of a Note has not been endorsed or recommended by the U.S. Securities and Exchange Commission, the Commissioner of Corporations of the State of California, or by any other federal or state regulatory authority. The Notes are available for purchase only through Participating Brokers who are members of the Selling Group. Ministry Partners Securities, LLC (“MPS”) is a Participating Broker. MPS is a FINRA and SIPC member firm registered with the US Securities Exchange Commission as a securities broker-dealer. MPS will receive concessions from the Company for selling the Notes. These concessions do not impact the purchase price or investment value of the Notes. MPS will receive concessions which will vary between 2.0% and 5.0% depending upon the maturity of the Notes sold. Because MPS is wholly owned by the Company, MPS has a conflict of interest in connection with the relative suitability of investing in longer term versus shorter term maturities where it earns higher concessions for the sale of longer term Notes. Potential investors need to consider certain risks when considering an investment in a Note. These risks include: a) The risks of investing in fixed income securities in a rising interest rate environment; b) The Notes are unsecured and general obligations of the Company; c) The possible loss of principal; d) That the Notes are generally illiquid because there is no secondary market for resale of the Notes; e) Except as prescribed in the terms of the Notes, that the Company is under no obligation to prepay an investment in our debt securities before the stated maturity date; f ) That an investor in the Notes should be prepared to hold their investment to maturity; g) That the Company’s ability to pay principal and interest on the Notes de-pends on the performance of its loans to churches and ministries; and h) That churches and ministries depend on voluntary contributions for their ability to repay their obligations, and those contributions may fluctuate substantially in times of local or national economic stress. Please read the prospectus carefully before investing.

www.mpsecuritiesllc.com1-855-870-2470

Scan this code to view our video, “The Ministry Partners Story”, and link to our website.

Managing Placement Agent

With over 60 years of experience and expertise in banking and financial services, and a combined 90 years in church and ministry lending, you have come to the right place. Our investment team is comprised of professionals who provide investors like you an opportunity to help meet the vitally important capital needs of growing churches, Christian schools, mission organizations and other ministries. This is our passion: to help you grow so the Kingdom can grow. To find out how we can serve you, please visit www.ministrypartners.org or call us at 1-855-870-2470.

221754_FebAd.indd 1 1/4/13 9:22 AM