New Word Order. Card Exercise

Transcription

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2 FOR US INSTITUTIONAL USE ONLY NOT FOR USE WITH THE PUBLIC NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE This material must be used in conjunction with Invesco Consulting s presentation. is based on our firm s ongoing research with Maslansky + Partners. Invesco Distributors, Inc. is not affiliated with Maslansky + Partners. This material is for illustrative, informational and educational purposes only. If the illustrations herein are used outside of the designated audience, it is the respective user s responsibility to ensure that such material complies with all applicable regulations and is filed with the appropriate regulatory bodies if so required. We make no guarantee that participation in this program or utilization of any of its content will result in increased business. This is one card of twelve in a deck to be used as a unit. invesco.com/us VKC-NWO-CRD-1 01/16 Invesco Distributors, Inc. US-782

3 Automatic contributions to my retirement plan

4 Voluntary contributions to my retirement plan This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

5 Minimize my losses

6 Maximize my gains This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

7 Financial security

8 Financial freedom This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

9 New and improved

10 Works as advertised This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

11 Investment strategies

12 Investment solutions This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

13 Long-term strategy

14 Recovery strategy This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

15 Diversified

16 Not correlated to the market This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

17 Transparent fees

18 Straightforward fees This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

19 Knowledgeable

20 Experienced This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

21 Contact Your Invesco Sales Team National Wirehouse Division Regional Broker Division Independent Advisor Division Registered Investment Advisor Division Retirement Plan Division Institutional and Insurance Sales Division Closed-End Funds invesco.com/us

22 Helping financial professionals get, keep and grow business with never-seen-before ideas. Invesco Consulting (I C), wholly owned by Invesco, specializes in unique and creative ideas for financial professionals. Each of our 20-plus compelling programs -- based on leading-edge research and organized into 5 sales consulting disciplines -- is designed to help you turn your biggest challenges into opportunities. Whether you need to improve your communication skills with clients and prospects, build and maintain your high-net-worth client base, or master today s fast-changing retirement landscape, we have multiple programs tailored to fit your needs. Our team of 12 presenters, developers and support staff is dedicated to finding actionable answers to the unique challenges within financial services. Founded in 1998, I C has helped more than 560,000 financial advisors, high-net-worth teams, variable annuity producers, retirement specialists and home office managers get, keep and grow business through our speaking engagements from December 2001-December This is one card of twelve in a deck to be used as a unit. US-782 FOR US INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC

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24 FOR US INSTITUTIONAL USE ONLY NOT FOR USE WITH THE PUBLIC NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE This material must be used in conjunction with Invesco Consulting s presentation. is based on our firm s ongoing research with Maslansky + Partners. Invesco Distributors, Inc. is not affiliated with Maslansky + Partners. This material is for illustrative, informational and educational purposes only. If the illustrations herein are used outside of the designated audience, it is the respective user s responsibility to ensure that such material complies with all applicable regulations and is filed with the appropriate regulatory bodies if so required. We make no guarantee that participation in this program or utilization of any of its content will result in increased business. This is one card of twelve in a deck to be used as a unit. invesco.com/us VKC-NWO-CRD-1 02/16 Invesco Distributors, Inc. US-782