Request Materials

Select the quantity for each item you wish to order, fill out the "Ordering Information" section below, then click the "Submit Order" to place your request. Click on the name of an item for a brief description.

Note: Some of these materials may not be intended for use by investors, and will only be distributed to registered reps.

Client Kits
Qty.	Name
	Individualized Account Mgt. - Mutual Funds
	Individualized Account Mgt. - Variable Annunity
	Customized Portfolio Management (Constellation Trust Company)
	Customized Portfolio Management (Jefferson National)
	Customized Portfolio Management (TD Waterhouse)
	Customized Portfolio Management (Charles Schwab)
	CPM3 (Security Benefit Life)
	CPM3 (Rydex Qualified)
	CPM3 (Rydex Non-Qualified)
	Explore (Nationwide Market Flex)
	ETF (TD Waterhouse)
	ETF (Rydex Financial Services)
	ETF (Charles Schwab)
	Sector SBL
	Sector Nationwide
	Sector Rydex Qualified
	Sector Rydex Non-Qualified
	Vision Rydex Qualified
	Vision Rydex Non-Qualified
	Fund Allocation Investment Plan
	AdvisorOne Qualified
	AdvisorOne Non-Qualified
	Master Manager

Other Marketing Materials
Qty.	Name
	Customized Portfolio Management Fact Sheet
	Individualized Account Management Fact Sheet
	CPM3 Management Client Fact Sheet
	ETF Fact Sheet
	Master Manager Fact Sheet
	Sector Strategies Fact Sheet
	Vision Strategies Fact Sheet
	FAIP Strategies Fact Sheet
	CPM3 Fact Sheet
	Money Manager Fact Sheet
	Investment Policy Statement Request Form
	ADV Part II
	About CLS
	Directions
	AdvisorOne Amerigo Fact Sheet
	AdvisorOne Clermont Fact Sheet

Ordering Information
Please complete and verify the order information, then submit your order.

First Name:
Last Name:
Broker/Dealer:
email:
Address:
City:
State:
Zip:
Phone: