Fan Advisors Rep Brochure

1. First American National Investment Advisors Representative Introductory Brochure

2. PLATFORM OVERVIEW In recent years the Financial Services Industry has begun to experience dramatic changes, to include changing client demands, increasing regulations and a desire by Reps to achieve a more stable income. These changes have a DIRECT impact on YOU as a Financial Representative. And YOU like many others may be wondering… How do I adjust to these changes and add value to my business? FIRST AMERICAN NATIONAL Investment Advisors (FANAdvisors) A SEC Registered Investment Advisor... NOW provides YOU an EASY & INEXPENSIVE SOLUTION, SO YOU... • Can ADJUST To This Changing Environment • Build STEADY, RECURRING AND INCREASING INCOME • Protect YOURSELF From Expanding Regulations The FANAdvisors RIA Platform... • Is especially designed to train and support Reps as.. ASSETS ARE BEING BUILT • Understands that Reps demand TOTAL INDEPENDENCE • Believes that EVERY Rep deserves HIGH Payouts and LOW Fees FANAdvisors 2

3. The FANAdvisors RIA Platform Helps YOU In Three (3) Critical Areas 1.Provide MORE Services To YOUR Clients: The days of selling a single product or a few products are long gone. Clients expect their financial representative to listen and understand their financial needs and then help them reach their financial goals. Clients are demanding the services of a TRUSTED ADVISOR! 2. Build Steady, Recurring and Increasing Income For decades the industry has been built on the never ending and eventually exhausting treadmill of commission based transactions. NOW reps are seeking a more stable and secure income. As a complement to appropriate commission activity, an increasing number of reps are realizing two key advantages of an asset based revenue model: 1) The alignment of the interest of the client with that of the rep and the company 2) The financial security of dependable and recurring income BUILD STEADY, RECURRING AND INCREASING INCOME! 3.Protect YOURSELF From Regulators: The financial realities of the last decade to include a major financial crisis, cases of fraud and a long list of abusive financial practices, have all caused regulators to implement and enforce more regulations. This heightened regulatory environment is especially critical for insurance agents. Many regulators have begun to impose what is referred to as the “source of funds” requirement. This basically means that: “If the source of funds for any manner of insurance is from any form of investment product, an agent must be properly licensed to provide “investment advice” for such a transaction. Failure to be properly licensed to provide such advice may be deemed an unauthorized activity thus resulting in regulatory action to include possible fines, censor and/or revocation of the insurance license of the agent.” YOU MUST PROTECT YOURSELF From Expanding Regulations! FANAdvisors 3

4. IF THE FOLLOWING SOUND INTERESTING TO YOU... Contracts with some of the very finest Money Managers Outstanding Payouts AND Extremely LOW Administrative Fees An Easy to Use Automated New Account System The opportunity to Build Steady, Recurring and Increasing Income The ability for YOU to refer others like yourself and make Override Compensation Access to a “State of the Art” Investment Advisor based 401k Platform The confidence of knowing that guaranteed by Contract …“YOU Own YOUR Clients” Total FREEDOM to maintain or select ANY IMO you choose Training by leading advisors on all aspects of building a successful practice Educational Webinars, focused on helping you build YOUR business THEN, LET US HELP YOU… BRING MORE VALUE TO YOUR FINANCIAL SERVICES BUSINESS! Frequently Asked Questions Do I have to personally manage client assets? NO, we contract with some of the finest professional money managers and work within a fee sharing arrangement. You serve as an asset gatherer and relationship manager while the professional money manager personally manages investment accounts. What license is required and how much does it cost? • The Series 65 License is required (Series 66 License if currently Series 7 Licensed). • There are various exam prep services ranging from $99 to $250. • The FINRA Exam Fee is $155 If someone is already licensed what are the Appointment Fees for FANAdvisors? • There are NO FEES REQUIRED upfront. • Once appointed and assets are under management there is a $50 / MONTH Administrative Fee which covers ALL expenses to include: Initial Appointment AND Annual Renewal Fees Access to the Administrative Record Keeping and Personalized Email Systems Currently Errors And Omissions Insurance is NOT required. For More Information: Call Toll Free, 855-FANRIA7 Or Email Us At support@fanria.com FIRST AMERICAN NATIONAL Investment Advisors www.fanria.com FANAdvisors 4