WestPoint Private Client Group

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INDIVIDUAL PLANNING Investment Planning Asset Allocation strategies Retirement Income Strategies and Planning Insurance Analysis and Implementation College Funding Strategies Risk Management Strategies Planning for minor children/guardianship Disability Income and Long Term Care Insurance Tax Reduction Strategies EDUCATION Private Briefings on Financial and Estate Strategies Executive Briefings for business owners and their accounting and legal team designed to help evaluate their personal level of risk and possible action steps to reduce it. Exit Planning Strategies for business owners Succession Planning		BUSINESS STRATEGIES Qualified Retirement Planning 401(k) Roth and Traditional SEP Plans Simple Plans IRA (Roth and Traditional) Group Life, Health and Disability Income Insurance (employer provided or voluntary) Non Qualified Plans Deferred Compensation Business Succession and Exit Strategies Key Person Split Dollar ESTATE PLANNING Estate Accumulation and Transfer Estate Tax Reduction Strategies Charitable Giving Strategies Dependents with Special Needs Planning

Licensing
We are licensed to sell insurance in the following jurisdictions: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Michigan, Nevada, New Jersey, New York, Ohio, South Carolina, Virginia, Washington DC, Wisconsin. Kevin Clasen, CA Insurance License #0F96018; State of Domicile IN

We are registered to sell securities* in the following jurisdictions: Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Ohio, Pennsylvania, South Carolina, Washington, Wisconsin

Securities Disclosure
Scott W. Eckart, Kevin Clasen, and James C. Brocke are registered representatives of and offer securities, investment advisory, and financial planning services through MML Investors Services, Inc., member FINRA/SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN 46240. Telephone: 317-469-9999.

CRN201009-107647

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