For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

eMoney Advisor, LLCBusiness Owner Vertical Storyboards

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced.

Property of eMoney Advisor, LLC.

Action: A series of quick cuts of the business day beginning.SFX: Upbeat music to support quick tempo of visuals.

Action: A series of portraits of men and women in their late 40s to 60s. They look to camera, simple, real people, not models, people of substance who you can tell go the distance for their own business. With quiet pride, they stand in front of buildings, stores, offices, hallways, factories. Typography animates on screen of key words, supporting the narration.

Narrator:PEOPLE WHO OWN A BUSINESS ARE A RARE BREED.

Narrator:IT TAKES TALENT …

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:... AND TENACITY …

Narrator:... TO TURN SMALL IDEAS ...

Narrator:... INTO BIG ONES.

Narrator:TO MAKE A BUSINESS GROW ...

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:... AND PROSPER.

Narrator:THAT’S WHAT YOU DO.

Narrator:IT’S WHO YOU ARE.

Narrator:WE PROVIDE ADVICE FOR PEOPLE LIKE YOU –PEOPLE WHO LIKE TO SUCCEED.

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:OUR REPUTATION IS BUILT ON WORKING WIT H ENTREPRENEURS ...

Action: typography builds to emphasize key copy points. (sophisticated and analytical design conveying precision and architectural aesthetics.)

Narrator:... WHO WANT TO GROW AND PROTECT...

Narrator:... THE VALUE OF THEIR OWNERSHIP.

Narrator:WE’LL HELP YOU CLARIFY ...

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:... AND PRIORITIZE ...

Narrator:... YOUR FINANCIAL GOALS.

Narrator:WE WILL QUANTIFY WHERE YOU ARE NOW.

Narrator:DEFINE WHERE YOU WANT TO BE ...

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:... AND WHEN.

Narrator:THEN COMMIT OUR TEAM OF FINANCIAL SPECIALIST ...

Narrator:... WHO SHARE A SINGLE GOAL:

Narrator:... TO GET YOU THERE.

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:BECAUSE YOUR LARGEST ASSET IS YOUR BUSINESS, ...

Narrator:... WE’LL EXPLAIN YOUR OWNERSHIP OPTIONS ...

Narrator:... AND EXIT STRATEGIES ...

Narrator:... TO HELP YOU MAXIMIZE YOUR EQUITY ...

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:... AND MINIMIZE YOUR TAXES.

Narrator:WE’LL DEVELOP PROTECTION PROGRAMS THAT COVER YOU , ...

Narrator:... YOUR FAMILY ...

Narrator:... AND THE UNIQUE NEEDS OF YOUR BUSINESS .

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:TO HELP YOU STAY ON TRACK, WE PROVIDE THE LATEST ONLINE TECHNOLOGY TO ORGANIZE AND UPDATE ALL OF YOUR FINANCIAL DATA IN ONE PLACE. YOU CAN MONITOR YOUR CASH FLOW AND SEE YOUR BOTTOM LINE, AT ANY TIME.

Narrator:YOU CAN DIGITALLY STORE ALL YOUR LEGAL DOCUMENTS, POLICIES, DEEDS , ...

Narrator:... WILLS, TAX RETURNS, EVEN PHOTOS AND VIDEOS.

Narrator:IN ONE PRIVATE AND SECURE LOCATION, YOU CAN SEE ALL YOUR INVESTMENTS, HOLDINGS ...

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:... AND RETIREMENT PLANS – WHENEVER YOU WANT, FROMWHEREVER YOU ARE.

Narrator:YOU’VE DEDICATED A LIFE OF TIME ...

Narrator:... AND TALENT INTO YOUR BUSINESS.

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.

Narrator:YOU’VE EARNED THE RIGHT TO ENJOY THE FINANCIAL REWARDS OF YOUR INVESTMENT.

Narrator:LET US SHOW YOU HOW. THAT’S WHAT WE DO,AND WE DO IT WELL.

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. • Property of eMoney Advisor, LLC.