V i r t u e A d v i s o r s 2 2 Ce n tury Blvd., Suite 450 Na shville, TN

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1 A PROPRIETARY PROGRAM OFFERED EXCLUSIVELY BY VIRTUE ADVISORS. F I N A N C I A L P L A N N I N G I N C O M E P L A N N I N G R E T I R E M E N T P L A N N I N G W E A LT H M A N A G E M E N T V i r t u e A d v i s o r s 2 2 Ce n tury Blvd., Suite 450 Na shville, TN 37214

2 2 What is digital marketing? It is the most effective way to engage new prospects. Digital Marketing is the use of digital channels to promote or market products and services to consumers and businesses via one or more forms of electronic media. At Virtue Advisors, we believe the internet is the key to digital marketing, by effectively making use of technology and electronic devices such as computers, smartphones and tablets to engage with prospects. Digital Marketing can be applied through internet channels such as websites, social media, ads, banner ads, and apps through increasing and supporting your presence on traditional media like TV, Radio, and even text messaging. At Virtue Advisors, we have found that tapping into the power of the internet through Digital Marketing is the most effective way to engage with new prospects by making use of keyword search activity associated with web based activity on electronic devices such as computers, smart phones, and tablets. Have you ever noticed that certain products or services you ve previously searched for will show up as an ad on other websites you visit? It may appear as a small banner ad along the side of a webpage. You are witnessing digital marketing. Imagine generating local prospects in your marketplace based on specific search keywords like Social Security Benefits, Retirement Planning, Annuities, Life Insurance, Investment Advice or ANY effective keyword you choose for that matter! When a prospect searches for these keywords, a short time later as they visit another website they will see your custom banner ad with your message about how you can help with the same products and services that they have been searching for. Visit to learn more.

3 3 Custom landing pages that work. On target and customized to fit your needs. Virtues Digital Marketing is a turnkey system with the goal of driving more leads to your door. When you sign up for our digital marketing program, you can choose from one, two or all of our most popolar digital marketing programs that are designed to drive calls, contacts and revenue to your door 24 hours, 7 days a week. We ve streamlined these programs and have created a single page personal website for each one in an effort to optimize the message and overall effectiveness of the site for you and to the end user. In other words, we have cut out the fluff and highlighted the most important aspects of each program so that you can easily deliver your product and message effectively to your clients. Each landing page is linked back to your own personal website, branded with your company logo, and features your bio, contact information, photo, downloadable custombranded whitepaper, and lead capture form. These popular programs include: The 401kPlanPro System, Stop Loss Portfolios, Gold & Sliver, Annuities, and Social Security. Annuities - Target prospects in your area that are searching for information on annuities. This website gives readers a better understanding of annuities. The free downloadable report discusses the different types of annuities (fixed, fixed indexed, and variable), the risk associated with each, deferred annuities verses immediate annuities, how soon the client may need a regular stream of income, and how to fund an annuity. We educate the reader on who sells annuities, how the products are sold, who carries the risk associated with annuities, and who regulates annuities.

4 4 College Planning - Target prospects in your area that are searching for information on college planning. College Tuition is a large investment that families are looking to the internet with more frequency in order to find information. This website gives readers an introduction to college planning options and strategies. There is a wealth of information on paying for college on the internet, but there is a lack of professional advice. This downloadable report gives readers an understanding of strategies available as they plan for their loved ones college education. The report highlights six important topics: 1. Calculating Aid Eligibility. 2. How Assets Are Figured In College Aid Formulas. 3. Positioning Assets. 4. How to Decide which type of College Aid. 5. How Eligibility Is Unique To Each Family. 6. The Admissions and Aid Process. Drive actively interested clients directly to your website through our digital marketing capabilities. We can target based on age, gender, household income and more. Social Security Strategies - Target prospects in your area that are searching for information related to optimizing social security benefits. The 11-page report gives readers an understanding of strategies available as they consider the right time to begin receiving their social security benefits. We cover the following eight important topics: 1. Longevity What is your family health history? What is your personal health history? 2. Are you married? If so, what is the age difference between you and your spouse? 3. Are you divorced? If so, did any previous marriages last 10 years or more? 4. The Social Security Surrender Penalty 5. Do you currently need the income from Social Security benefits? 6. How taxes on Social Security benefits are calculated.7. Will you need to continue working after you begin to take Social Security benefits? 8. What impact will IRA/401k and other retirement account Required Minimum Distributions have on your taxable retirement income? Gold & Silver - Target prospects in your area that are searching for information on Gold and Silver. This website gives readers an introduction to pre-1933 non-reportable physical gold and silver coins. The downloadable nine page report shares with readers why they may want to consider diversifying their portfolio with physical gold and silver coins. Owning gold and silver could help protect your wealth. Investors all over the world are looking for a safe place to put their money owning physical gold and silver is a safe answer. The report provides readers with a little history on how gold and silver has been used as barterable currency for thousands of years. The report also educates the reader on how owning pre-1933 coins is very different than investing in other forms of gold and silver. A securities license is not required to offer clients physical gold and silver.

5 5 Stop Loss Portfolios - Target prospects in your area that are searching the internet for information related to reducing risk in their portfolio. This website gives readers an introduction to Virtue Capital Management s three proprietary stop loss portfolios. The free downloadable report gives readers an overview of how our unique stop loss portfolios help hedge against downside risk in the stock market. We discuss emotional versus mechanical investing, how bear markets of 20% or greater can impact retirement, the potential impact of losses, the mathematics of losing money, how the S&P 500 has performed since 1997, sequence-of-returns, and how our mechanical sell and buy back triggers work. We also have a 4-page abbreviated version of this report. 401K Plan Pro - Target business owners and retirement plan participants in your area that are searching for information on 401K advice. The free downloadable report gives readers an overview of how business owners that have a 401K plan/403b/457, etc. have a fiduciary responsibility to their plan participants and many businesses unknowingly are not living up to this standard, and as a result are being sued. 401K Plan Pro helps plan participants because they are able to receive personalized investment recommendations based on the specific investment options their plan has available to them, and it helps business owners remove the fiduciary responsibility and risk associated. This is a grossly underserved marketplace, and for most Americans the largest asset they have other than their home is their retirement account. This solution offers them professional investment advice within those retirement accounts. Why you need digital marketing. Facts, figures and what it means to you and your practice. Why you should consider incorporating Digital Marketing into you overall marketing strategy: Digital Marketing is the fastest growing marketing avenue in financial services. The finance industry is slated to invest 100% more in 2015 in digital advertising. After implementing Virtue s Digital Marketing, I went from having 10 people total visit my website over the past 3 years to more than 300 per month in new visitors, and I closed my first deal within 3 months of starting my digital advertising campaign! Chris S. from Memphis Did you know the average person spends close to 3 hours per day on their tablet or smart phone? 81% of consumers go online before heading out to the store, up 20% from last year, and they spend an average of 79 days gathering information before making a major purchase. What digital marketing options you have: Our network of over 100,000 websites will all allow you to target, zip codes, Age, Race, Ethnicity, Religion, Household Income, search retargeting, Category targeting, Behavior targeting, and job title targeting just to name a few ways our digital marketing is now able to help you grow your business.

6 6 Watch it work for you: You will receive monthly reporting on how your digital campaigns are performing and how they are being optimized. We have strategically partnered with experts in the field which will allow you to be among the forefront of digital advertising s future. Four Main Categories 1. Category Targeting - Advertisement is displayed based on website category a. Pre-determined website lists. b. Example categories: CNBC, Yahoo Finance, and Forbes. A prospect is surfing multiple sites having to do with a financial topic triggering him/her to be shown custom ads for financial planning. Your ad is served across a set list of websites having a common theme that makes sense for both the prospect and your business. c. Customized categories available. d. Geo-targeting available- recommended 5-zip code minimum. 2. Contextual Targeting - Advertisement is displayed alongside relevant content a. Show your message to online users while they are engaged with related articles and content. b. Example: Prospect is searching social security benefits on Google. They click on a related article on the New York Times website. They are shown an ad for Social Security Maximization alongside the site article content. Relevant keywords present in the article trigger your ad. c. Based on a set of keywords. d. Served alongside the relevant content. e. Customized website list not available. f. Geo-targeting below DMA level not recommended. 3. Keyword Targeting - Advertisement is displayed after a relevant search a. Based on a set of keywords. b. Show your message to users who have recently conducted a keyword search fitting your services. c. Example: Prospect searches Social Security Maximization on Yahoo. The following week they are surfing websites within our ad network and are shown an ad for a your practice specializing in Social Security Maximization. d. Recent keywords searches trigger your ad for up to 30 days after the search. The content of the site pages while ad is shown is irrelevant. e. Customized site list not available. f. Geo-target DMA or larger. 4. Website Retargeting - Ad is displayed to past visitors of advertiser site a. Redirect your message to users who have recently visited your website b. Example: A prospect visits your website today. Next week he is surfing websites within our large network and is shown an ad for your business. Retargeting allows you to stay on the top-of-the- ind of potential customers or reengage them to encourage repeat business. c. Served to past visitors for 90 days. d. Sell with complement audience-targeting campaign. e. Custom site list not available. f. Additional targeting filters not recommended. If you would like to know more about our digital marketing, including pricing and how our services work, you can visit us at or contact us at