Weiss Financial Group is a registered investment advisor that provides educational information and not offers to purchase securities or strategies. Investments involve risk and require consulting a financial advisor. Insurance products are offered through licensed agents.

1. Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
1

2. Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
2

3. Sources: Cerulli Associates (2012), company reports,
and Charles Schwab Strategy estimates (2012).
Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
3

4. Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
4

5. Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
5

6. 1
Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
6

7. 2
Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
7

8. 3
Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
8

9. 4
Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
9

10. 5
Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
10

11. Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not
intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial
adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products
and services are offered through individually licensed and appointed agents in all applicable jurisdictions.
11