National Financial Services (NFS)

In addition to our advisory products available through NFS, NFS provides three unique account types available for most all account registrations, including retirement accounts. For example the VIP, Asset Management Account through NFS, provides:

• Full-Service trading abilities (on-line or over the phone)
• Money market sweeps to keep all assets accruing interest
• Unlimited check writing with no minimums
• Visa Gold Debit/ATM card
• Consolidated Statements, including cost basis (also available on-line)
• Margin account borrowing

All brokerage accounts are able to hold mutual funds, equities, UIT's, options, CD's, bonds and other investment vehicles.  Further, NFS makes available "below the line" reporting for certain variable annuity products.  All accounts have on-line access available through Streetscape, which includes many additional tools for both the representatives and their clients (see Technology section).