CLS Investment Firm Manages Investment Portfolios with a Risk Budget.

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CLS Retirement Services, CLS Presents Piece of Mind.
Title: CLS Presents: Piece of Mind
Tagline: Retirement Plans Baked Daily
Run Time: 10 min. 45 sec.

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Are you investing in your employer-sponsored retirement plan? If so, we commend you on your efforts. Viewing Piece of Mind will introduce you to some of the benefits of professional money management and our approach, Risk Budgeting. If what you see makes sense to you, please tell your Human Resources Department about CLS.

There are several ways to use "Piece of Mind" with your employees. You can make it part of your new employee orientation, show the video to employees annually at a benefits review meeting, or use it as a recruiting tool. The video can be followed up with a brief explanation of the enrollment paperwork.
Please view the video to become familiar with CLS management. Feel free to show this video to prospective plans, existing clients and financial professionals to help them learn more about the purpose and benefits of managed accounts. A CLS Qualified Plan Consultant looks forward to helping you understand more.
Call (888) 455-4244.
View the DVD with Plan Sponsors as you introduce the CLS option to them. The video is a great tool for enrollment meetings, re-enrollment meetings and annual reviews. Please feel free to leave a copy with the HR Director and/or Business Owner. A CLS Qualified Plan Consultant can help you present the concept of managed accounts at the enrollment and answer any questions.
Call (888) 455-4244.
Thank you for viewing "Piece of Mind." The purpose of this video is to introduce Plan Sponsors, Third Party Administrators, Financial Professionals and ultimately, Plan Participants to professional management provided by CLS. While it can be educational and entertaining, this video does not contain all the information a plan participant will need to make an educated decision. When possible, CLS Qualified Plan Consultants should be involved in enrollment meetings and annual plan review. The Representative of Record on the plan can also provide important information about fees and paperwork. Ultimately, our goal is to help people work towards their retirement goals. Qualified Plans have become a significant source of retirement income for many Americans, and most need help properly managing their accounts. We appreciate your help and welcome your feedback and experiences as you share this DVD.
This video was written and produced by CLS Investment Firm, LLC ("CLS"), and has been provided for general information and educational purposes only. The video does not constitute, in whole or part, investment advice of any nature, and is in no way a replacement or substitute for professional advice from a competent financial professional. The individual portrayed in the video is not an actual client of CLS and, while his situation may be similar to yours, cannot be relied upon as providing investment advice for your own situation. While CLS has taken all reasonable steps to ensure that the information contained in the video is error-free, neither CLS nor its employees can guarantee that the information is current, complete and/or accurate. Please contact CLS should you have any questions regarding any information contained in this video. This notice and the information in this video and all matters relating thereto will be governed by and construed in accordance with the laws of the state of Nebraska without giving effect to any conflict of law or choice of law provisions of that WebState.
CLS Investment Firm, LLC © 2008. (888) 455-4244. 4020 South 147th Street, Omaha, NE 68137.
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