Equity Planning Institute, Inc. 7910 Woodmont Avenue Suite 900 Bethesda, Maryland 20814 Map Phone: (301) 652-8702 Toll Free: 1-800-WLTHMAX Fax: (301) 652-9066   Let's Start a Conversation Email me or call for a chat or personal meeting. When we talk you are under no obligation whatsoever. You will be able to, just after a few minutes of conversation, know if I am the right person to be your advisor. You will see for yourself the value of using a best-of-breed approach to realizing your maximum financial potential and taking some of the worry out of uncertainty. If you can't wait or want to ask a specific question, call me right now. Thank you for visiting my website. For additional information, questions, or comments, please enter the information requested in the fields below and click on submit or give us a call. Please allow me 2 to 3 business days to respond to your email request. Contact Form First Name: Last Name: Phone Number: E-Mail Address Address City: State Zip/Postal Code: Other Comments:

Investments offered through representatives of Jefferson Pilot Securities Corporation, Member SIPC. Advisory services offered through representatives of Qualified Benefit Investments, a registered investment advisor. Jefferson Pilot Securities Corporation is not affiliated with Equity Planning Institute or with Qualified Benefit Investments. Jefferson Pilot Securities Corporation and its representatives do not offer legal or tax advice. Individuals should consult their tax or legal professional regarding their specific circumstances.