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STRENGTH IN SELECTION WORLD CLASS PARTNERSHIPS OPTIONS EDUCATION SERVICE THE FIRST STEP TO FINANCIAL SUCCESS IS TO HAVE A PLAN We are a financial services marketing organization that focuses on serving the financial interests of families in all walks of life. Since PHP was founded in 2009, we have established ourselves as one of the fastest growing financial services organizations in America, and we’re committed to offering strength in selection through partnerships with some of the most reputable companies in the financial services industry. We assist families by providing financial planning and education. We partner with world renowned organizations to create solutions for your unique needs. Our agents create plans to secure you financially, so you don’t have to. LIFE INSURANCE THE 6 STEPS TOWARD REACHING YOUR FINANCIAL GOALS CLIENT SOLUTIONS STEP 1 INCREASE CASH FLOW • Earn additional income • Manage expenses • Strive to eliminate credit card debt • Consolidate debt MANAGE DEBT STEP 2 • Outpace inflation and reduce taxation • Focus on long-term planning not short-term results • Retirement Planning LONG-TERM PLANNING STEP 3 • Protect against loss of income • Protect family assets • Long-term care and disability PROPER PROTECTION STEP 4 • Save at least 3-6 months of income • Prepare for emergency expenses EMERGENCY FUND STEP 5 • Wealth replacement • Estate planning Solutions • Tax diversification ADDITIONAL SERVICES STEP 6 In regards to products and providers, PHP does not have a one-size-fits-all platform like many other companies in the industry. This allows our associates to tailor a solution that best fits the client’s specific needs and future financial goals. In addition to determining suitability, the six steps will help conduct a thorough needs analysis. The analysis is based upon information obtained from sources believed to be complete and accurate. Discuss legal, tax, or financial matters with the appropriate professional. PHP Agency, Inc. or its affiliated companies do not give legal or tax advice. • Equity Indexed Universal Life • Universal Life • Whole Life • Term Life • Long Term Care & Disability • Final Expense • Living Benefits OTHER SOLUTIONS • Debt Settlement • Tax Resolutions • College Savings Plans • Business Owner Solutions RETIREMENT PLANNING • Equity Indexed Annuity • Fixed Annuity • IRAs / SEP IRA • 403(b)/ 401(k) Rollovers

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STRENGTH IN SELECTION

WORLD CLASS PARTNERSHIPS

OPTIONSEDUCATION SERVICE

TH E F I R S T S TE P TO F I N A N C I A L S U C C E S S I S TO H A VE A P L A N

We are a financial services marketing organization that focuses on serving the financial interests of families in all walks of life. Since PHP was founded in 2009, we have established ourselves as one of the fastest growing

financial services organizations in America, and we’re committed to offering strength in selection through partnerships with some of the most reputable companies in the financial services industry.

We assist families by providing financial

planning and education.

We partner with world renowned organizations to create solutions for

your unique needs.

Our agents create plans to secure you financially,

so you don’t have to.

LIFE INSURANCE

THE 6 STEPS TOWARD REACHING YOUR FINANCIAL GOALS

CLIENT SOLUTIONS

STEP 1 INCREASE CASH FLOW• Earn additional income• Manage expenses

• Strive to eliminate credit card debt• Consolidate debt

MANAGE DEBTSTEP 2• Outpace inflation and reduce taxation• Focus on long-term planning not short-term results• Retirement Planning

LONG-TERM PLANNINGSTEP 3

• Protect against loss of income• Protect family assets• Long-term care and disability

PROPER PROTECTIONSTEP 4• Save at least 3-6 months of income• Prepare for emergency expenses

EMERGENCY FUNDSTEP 5• Wealth replacement• Estate planning Solutions• Tax diversification

ADDITIONAL SERVICESSTEP 6

In regards to products and providers, PHP does not have a one-size-fits-all platform like many other companies in the industry. This allows our associates to tailor a solution that best fits the client’s specific needs and future financial goals. In addition to determining suitability, the six steps will help

conduct a thorough needs analysis. The analysis is based upon information obtained from sources believed to be complete and accurate. Discuss legal, tax, or financial matters with the appropriate professional. PHP Agency, Inc. or its affiliated companies do not give legal or tax advice.

• Equity Indexed Universal Life

• Universal Life

• Whole Life

• Term Life

• Long Term Care & Disability

• Final Expense

• Living Benefits