PRODUCTS Michael P. Daly, as a Registered Representative of NYLIFE Securities Inc., PNC Center, 201 E 5th St., Suite 300, Cincinnati, OH 45202, (513) 621-9999, offers securities products to individuals residing in the states of CO, IA, IN, KY, LA, MI, MN, and OH: AdviserOne Account3 - An "all-in-one" asset management account designed for investors seeking a variety of investment products, first-rate service, and convenience including an easy-to-read consolidated account statement. Stocks, bonds, muitual funds, and a choice of money market accounts (with funds, and a choice of money market accounts (with check writing) are included, with trading by phone or via the internet. Mutual Funds3 - Access to over 5,000 mutual funds through the AdviserrOne Account. *Market volatility and volume may delay system access and trade execution when placing trades via the internet or the voice broker trading system. Investment Planning Through his affiliation with Eagle Strategies2, Michael Daly offers a variety of fee-based investment options from Brinker Capital, Advest PSD, IAF, and SEI Investments. Investment options include individual stock and bond portfolios, as well as mutual fund wrap accounts.

Life Insurance4 In his role as a licensed agent offering life and health insurance products, Michael Daly offers life insurance for the most sophisticated applications.

2Eagle Strategies Corp. is a Registered Investment Adviser and indirect, wholly owned subsidiary of New York Life Insurance Company. 3Offered by NYLIFE Securities Inc. (member NASD) 51 Madison Ave., New York, New York, 10010 4Issued by the Trustmark Insurance Company, Lake Forest, IL 60045 Michael P. Daly's Estate Planning Institute is not affiliated with New York Life or its subsidiaries, and is not a formal educational institution of learning.