SEATTLE SHOWGUIDE
August 11th | Washington State Convention Center
• Full Show Schedule • Workshop Descriptions • Inspiration2020 Showcase Theater Presentations & Speaker Bios • And more!
QUICK LINKS:
DOWNLOAD PRINTABLE AGENDA
REGISTER A FRIEND
VIEW FULL EXHIBITOR LIST
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TITANIUM SPONSOR
SEATTLE
SHOWGUIDE AUGUST 11, 2016
Washington State Convention Center | Hall 4B
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WELCOME. SMALL BUSINESS EXPO is the only national B2B trade show, networking event and conference dedicated to small business owners and business decision-makers. You can shop for new products and services that will help your business exceed its goals, attend business critical workshops and network with thousands of other like-minded small business professionals.
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PROUDLY SPONSORED BY:
TITANIUM SPONSOR
PLATINUM SPONSORS
SILVER SPONSORS
PARTNERS
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TODAY AT SMALL BUSINESS EXPO Small Business Expo is all about networking and building contacts. We encourage you to attend as many workshops, seminars and networking opportunities as possible.
Exhibitor Hall Check out great products and services provided by the top vendors in the industry to help your business grow and meet its goals. Speed Networking In these fast-paced and fun 45 minute speed networking sessions, you have 3 minutes to introduce yourself to one person (and listen to the other person’s introduction) and then exchange business cards. At the sound of the gong, it is time to meet the next person. By the end of this networking session, you will have met approximately 15 other business professionals. Speed Networking is first come, first serve. Get Dotted With our new color coded system, networking has never been easier. Upon arrival at the expo, attendees and exhibitors will be provided with colored “Dots” to indicate their industry affiliation. This is a great tool to break the ice and meet the right people in your field. Get Dotted® and start making those valuable business connections! ®
Workshops Informative hour-long seminars on a variety of topics led by industry pros. Happy Hour Networking is thirsty work! From 3:00 - 4:00 PM, join us for a Happy Hour including FREE beer, sponsored by Small Business Expo!
Business Card Showcase Showcase your business card for all of the attendees in this convenient and central spot. Ask An Expert Get free advice & your most urgent questions answered by leading small business industry experts. We have experts from industries such as PR, SEO, Social Media, Accounting, Web Design and everything in between! Inspiration2020 Showcase Theater Presentations Join us for these incredible presentations: 11:30 AM - 12:30 PM: How To Build An Extreme Marketing Machine For Extraordinary Success
2:00 PM - 3:00 PM: How To Make Big Money In 2016 by VIP Panel
4:00 PM - 5:30 PM: How To Use Disruptive Innovation To Build A 7-Figure Business
by Bill Walsh, Founder and CEO of Powerteam International
Networking After Party Keep the ball rolling with our official Networking After Party, hosted by Network After Work. 5:30 PM - 9 PM at Amber, 2214 1st Ave., Seattle, WA, 98121
Shark Bait Learn from entrepreneurs who received funding from the Sharks on the hit show Shark Tank
GET DOTTED
TM
FINANCE INSURANCE REAL ESTATE
CONSULTING
CHOOSE A COLOR THAT BEST MATCHES YOUR INDUSTRY.
COLOR KEY:
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by Keith Aichele, America’s Marketivity Expert TM
CREATIVE
MARKETING ADVERTISING PR & MEDIA
ENTREPRENEUR START-UP
PROFESSIONAL SERVICES
TECHNOLOGY
GOVERNMENT NON-PROFIT EDUCATION
RETAIL eCOMMERCE
OTHER
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EXPO AGENDA
For descriptions of each workshop, please refer to page 10.
8:30 AM - VIP BREAKFAST 9:30 AM - EXPO HALL OPENS 10:15 AM - 11:15 AM - SHARK BAIT ENTREPRENEUR PANEL 10:15 AM - 11:15 AM - WORKSHOP SESSION #1
Room 1: How To Get Funding For Your Business by Powerteam Small Business Experts
Room 2: 24 Year Old Internet Rockstart Shares How To Make Money Online by Powerteam Small Business Experts
Room 3: Come And Learn 8 Simple Steps And Get Paid Like A Rockstar by Powerteam Small Business Experts
Room 4: Protecting Your Small Business - What Insurance Coverages Do You Really Need? by CoverHound
Room 5: TBA by TBA
10:30 AM - 11:15 AM - SPEED NETWORKING SESSION #1 11:30 AM - 12:30 PM - INSPIRATION2020 SHOWCASE THEATER PRESENTATION
How To Build An Extreme Marketing Machine For Extraordinary Success by Keith Aichele, America’s Marketivity ExpertTM
12:30 PM - 1:15 PM - SPEED NETWORKING SESSION #2 12:45 PM - 1:45 PM - WORKSHOP SESSION #2
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Room 1: How To Increase Your Revenue Through Public Speaking by Powerteam Small Business Experts
Room 2: How To Make BIG MONEY As A Master Negotiator by Powerteam Small Business Experts
Room 3: How To Get Immediate Capital For Your Business by Powerteam Small Business Experts
Room 4: Reaching The Local Consumer In Today’s Complex Digital World by YP.com
Room 5: How To Grow Your Business With AnswerConnect by AnswerConnect
EXPO AGENDA
For descriptions of each workshop, please refer to page 10.
1:15 PM - 2:00 PM - SPEED NETWORKING SESSION #3 2:00 PM - 3:00 PM - INSPIRATION2020 SHOWCASE THEATER PRESENTATION
How To Make Big Money In 2016 by VIP Panel
3:00 PM - 4:00 PM - WORKSHOP SESSION #3
Room 1: How To Take Your Products Or Service National by Powerteam Small Business Experts
Room 2: How To 10X Your Website Traffic! by Powerteam Small Business Experts
Room 3: Start A New Career As Business Coach/Speaker by Powerteam Small Business Experts
Room 4: #SoSmart - 10 Social Media Tips Every Business Owner Should Know by Digital Air Strike
Room 5: Mobile Apps: How To Estimate An MVP by Mobidev
3:15 PM - 4:00 PM - SPEED NETWORKING SESSION #4 4:00 PM - 5:30 PM - INSPIRATION2020 SHOWCASE THEATER PRESENTATION
How To Use Disruptive Innovation To Build A 7-Figure Business by Bill Walsh, America’s Business Expert
4:00 PM - EXPO HALL CLOSES 5:30 PM - 9:00 PM - NETWORKING AFTER PARTY at Amber, 2214 1st Ave., Seattle, WA 98121 Tickets available at registration or at the door. Exhibitors & sponsors receive free entry with their badge. Drink ticket valid from 5:30 - 6:30
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WORKSHOP DESCRIPTIONS 10 15 AM - 11 15 AM ROOM 1
How To Get Funding For Your Business
by Powerteam Small Business Experts
When you attend this informative workshop you will learn the five key secrets to get funding for your business in any industry. Whether you are your start up or seasoned company this is the perfect time to get even more credit to grow your business.
ROOM 2
24 Year Old Internet Rockstar Shares How To Make Money Online
by Powerteam Small Business Experts
In this workshop you will learn exactly how to sell your product and services online. You will learn specifically what it takes to build a website that generates more leads and sales. In addition during this session you will also learn some critical drivers to create residual income by selling some of your own intellectual property over the Internet..
ROOM 3
Come & Learn 8 Simple Steps to Sell and Get Paid Like a Rockstar
by Powerteam Small Business Experts
A common trait in all champions is an unstoppable mindset. Yet the road to the top is never without struggles and challenges. The true mark of a champion is maintaining that unstoppable mindset in the midst of a storm. Champions are driven by purpose and vision. Join America’s Breakthrough Expert and nationally renowned trainer, Joe White, as he leads you, step by step, though a powerful workshop to unleash your inner champion. After you attend this essential workshop, you will leave with the tools to break free from fears and doubts, connect even more with your passion and vision, develop laser focus, and achieve deeper fulfillment and productivity. In addition, Joe will show you how to take these skills and teach them to your team! These are the same skills that Joe trains top global leaders from companies like GE, Google, and Heineken.
ROOM 4
Protecting Your Small Business - What Insurance Coverages Do You Really Need?
by CoverHound
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This workshop will highlight what insurance coverages SMB owners really need to protect their small businesses appropriately. It will also discuss Cyber Risks as an emerging threat and the need to plan and protect sufficiently. Lastly, it will focus on the customer experience for purchasing commercial insurance for small businesses, where it has been till now and where is it heading in the future.
WORKSHOP DESCRIPTIONS 12 45 PM - 1 45 PM ROOM 1
How To Increase Your Revenue Through Public Speaking
by Powerteam Small Business Experts
Come & Learn the key SECRETS on how to utilize public speaking to generate more leads and build your business. Our guest speaker will also share how to sell from the stage and turn what you are passionate about into a successful public speaker business. It is a must attend for authors, coaches and consultants as well as anyone that is seriously interested in making money as a public speaker.
ROOM 2
How To Make BIG MONEY As A Master Negotiator
by Powerteam Small Business Experts
When you attend this workshop you want to learn how to negotiate in life like an icon! At this specialty session you’ll also learn how to use negotiation skills to earn over 20,000+ dollars per referral when you work with the right teams.
ROOM 3
How To Get Immediate Captial For Your Business
by Powerteam Small Business Experts
In this exciting workshop you will learn how to get money for your business through a unique proven process. The SAVANT FUNDING team will be sharing cutting edge ideas to help entrepreneurs cut the funding they need from $25,000.00 - $250,000.00. Come and learn how to get the money you need for your idea or business at a fraction of the current business market rates that most entrepreneurs are being forced to pay.
ROOM 4
Reaching The Local Consumer In Today’s Complex Digital World
by YP.com
In today’s complex digital landscape, how can your business connect with the digitally savvy consumer? Consumers today zig-zag in their behavior using different devices, a variety of sites & platforms and a number of sources to find information. This session will give new insights into how consumers are searching for local products and services today—where they going, how they are using mobile, and what the local trends are in digital marketing. In addition to understanding consumer behavior, we will cover the fundamentals of where to get started, where to scale, and provide everyday tactics you can implement to effectively grow your business.
ROOM 5
How To Grow Your Business With AnswerConnect
by AnswerConnect
People want to connect with people. Relationships build businesses. In this workshop, you will learn the value of having a live voice on every call. We will discuss: • The new expectations the internet has set, we need to become 24/7/365 business world. We will talk about the ease of making that happen for your business. • The importance of answering each and every call/value of lost call • Tools of the trade • Why AnswerConnect works • Q&A • How to get started
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WORKSHOP DESCRIPTIONS 3 00 PM - 4 00 PM ROOM 1
How To Take Your Product Or Service National
by Powerteam Small Business Experts
During this informative session Mr. Walsh will share with you seven key drivers to take your product regional or national. This is an excellent idea to bring your product or service your idea to this workshop and get instant feedback on the ability to take your product/service national.
ROOM 2
How To 10X Your Website Traffic!
by Powerteam Small Business Experts
When you attend this fascinating workshop you will learn specifically what is required to increase your leads and conversion to your website through the use of the hottest social media applications on the web today! In addition you will learn how to outsource these services so you can focus on you core business.
ROOM 3
Start A New Career As Business Coach/Speaker
by Powerteam Small Business Experts
During this hands-on session you will learn about becoming a business coach or public speaker. This is an excellent session if you are looking to launch a new career and working with our global expansion team.
ROOM 4
#SoSmart - 10 Social Media Tips Every Business Owner Should Know
by Digital Air Strike
89% of consumers view online sources of product and service reviews as trustworthy 80% have changed their minds about a purchase based solely on negative reviews they read. So what are you doing to make sure these numbers are in your favor? We know businesses are busy and managing your social media and online reputation are time-consuming – but what’s the cost of ignoring them? We will give you 10 #SoSmart Tips that will help you manage your social, reputation and online presence.
ROOM 5
Mobile Apps: How To Estimate An MVP
by Mobidev
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Making a Minimum Viable Product is the common solution for businesses (most frequently startups) that want to try out the application market. The trick is to plan carefully and spend time and budgets wisely. In order to do that, the product owner must receive an estimate for development. This report will provide product owners with detailed insights into the process of estimation: • How to estimate a software project most accurately • What should be done if the estimated costs exceed the available budget • Correlation between project size and timeline • Risks, and why it is hard to estimate them • How many people should work on your project and how it influences the timeline The report will be exemplified by an iOS application designed for the iPhone – the most widespread choice among mobile startups.
INSPIRATION2020 SHOWCASE THEATER 11 30 AM KEITH AICHELE HOW TO BUILD AN EXTREME MARKETING MACHINE FOR EXTRAORDINARY SUCCESS Learn how to create an EXTREME MARKETING MACHINE for EVEN GREATER SUCCESS! Keith Aichele, America’s Marketivity Expert TM and Founder/CEO of Misaic, will share innovative strategies to maximize your marketing dollars, understand your marketing effectiveness across all channels, create compelling messaging that breaks through today’s marketing clutter, and design a system that produces a continuous stream of customers resulting in...an Extreme Marketing Machine.
KEITH AICHELE
Keith Aichele - America’s Marketivity Expert TM - is the CEO/Founder of Misaic. Keith is a nationally recognized speaker, accomplished author, and successful entrepreneur. Leveraging his diverse background in marketing, statistics/predictive modeling, technology and entrepreneurship, he has created an innovative approach to forecasting the health of businesses using customer analytics. Keith’s passion is helping business owners achieve extraordinary, sustainable success by properly measuring, forcasting and improving the health of their business. This one of a kind methodology is being taught through the Misaic Business Health Academy to business owners and experienced business consultants across.
2 PM VIP PANEL HOW TO MAKE BIG MONEY IN 2016 • Q&A With Industry Experts • Social Media Tips
• Top 5 Industries For Growth • How to Partner With the Best
Join a panel of experts as they explain the secrets to making big money in 2016.
VIP PANEL
4 PM BILL WALSH HOW TO USE DISRUPTIVE INNOVATION TO BUILD A 7-FIGURE BUSINESS • Build Your Quantum Success Plan • Create A 24/7 Income Business
BILL WALSH
• Partner with the Mega-Successful • Own your Time & Take More Vacations
Bill Walsh is the CEO/Founder of Business Coaching/Venture Capital firm Powerteam International. Bill hosts and speaks at events all over the world! His passion is to empower entrepreneurs and business owners to create massive success. He loves to help people to understand specifically what it takes to build successful companies. He is an accomplished author, speaker, radio personality and movie celebrity. He has a very successful background in finance and marketing. He has spent two decades working with start-ups to major global brands increasing sales, productivity and overall success. He is an innovator with a remarkable ability to determine and dictate success strategies to seize global market opportunities.
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BECOME AN
EXHIBITOR AT
3,000+ SMALL BUSINESSES LOOKING TO CONNECT WITH YOUR PRODUCTS & SERVICES! Do you have a product or service geared towards small businesses? Does your company provide a "must have" for business owners? When was the last time you had access to thousands of potential clients in one day?
STOP BY OUR DISPLAY NEAR THE REGISTRATION AREA FOR AN EXCLUSIVE OFFER
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GET FOUR WIRELESS CAMERAS WITH ADT PULSE *
®
INSTALLED FREE FOR BUSINESS
*Requires purchase of Enterprise View or Total Productivity package. See important terms and conditions below.
Increase your productivity and bottom line with help from ADT Pulse® Interactive Business Solutions.
PREMISE CONTROL
ENTERPRISE VIEW
TOTAL PRODUCTIVITY
MONITORING $ 5199
MONITORING $ 5799
MONITORING $ 6299
$
249 INSTALLATION
†
AFTER $150
INSTANT SAVINGS
$
249 INSTALLATION
*
AFTER $650
INSTANT SAVINGS
449
$
INSTALLATION
*
AFTER $650 INSTANT SAVINGS
FEATURES
FEATURES
FEATURES
• Intrusion Detection System: 2 Door/Window Contacts, 1 Motion Detector • Remote Interactive Services: Remote Access, Remote Arm/Disarm, Scheduling and Alerts, Event History
• Intrusion Detection System • Remote Interactive Services
• Intrusion Detection System • Remote Interactive Services
PLUS: • Four Wireless Cameras with Secure, Real-Time Video Viewing and Event-Triggered Video Clips
PLUS: • Four Wireless Cameras with Secure, Real-Time Video Viewing and Event-Triggered Video Clips • Thermostat with Climate Control • Small Appliance Module
For more information, contact:
Fernando Paz (305) 970-5999
ACT NOW!
LIMITED TIME OFFER EXPIRES
2/14/2016!
*Service and installation charges vary depending on system configuration, equipment and services selected. Offer includes a $350 instant savings and installation of two (2) additional indoor wireless cameras at no charge (a $318 value) with a minimum installation charge of $917 Enterprise View package and $1,117 for Total Productivity package. Applies to Enterprise View and Total Productivity packages only. Applicable taxes extra. Requires 36-month monitoring contract for Enterprise View package starting at $57.99 with QSP (24-month monitoring contract in California, total fees from $1,391.76), and enrollment in EasyPay. Requires 36-month monitoring contract for Total Productivity package starting at $62.99 with QSP (24-month monitoring contract in California, total fees from $1,511.76), and enrollment in EasyPay. †Service and installation charges vary depending on system configuration, equipment and services selected. Offer includes $150 instant savings with a minimum installation charge of $399 on Premise Control package. Applies to Premise Control package only. Applicable taxes extra. Requires 36-month monitoring contract starting at $51.99 with QSP (24-month monitoring contract in California, total fees from $1,247.76), and enrollment in ADT EasyPay. Upon early termination by Customer, ADT may charge 90% of the monthly service charges due for the balance of the initial contract term. Quality Service Plan (QSP) is ADT’s Extended Limited Warranty. Limit one offer per new ADT customer contract and cannot be combined with other offers or discounts. Valid only for appointments set up from January 5, 2016 to February 14, 2016. Expires February 14, 2016. System remains property of ADT. Prices subject to change and may vary by market. Local permit fees may be required. Satisfactory credit history required. Photos are for illustrative purposes only. ADT Pulse Interactive Solutions Services requires the installation and/or activation of an ADT alarm system with monitored burglary service and a compatible computer, cell phone or PDA with Internet and email access. Pulse Services does not cover the operation or maintenance of household equipment/systems not connected to the Pulse Services/Equipment. Standard message and data rates may apply to all text alerts. ©2016 ADT. All rights reserved. ADT, the ADT logo, 800.ADT.ASAP and the product/service names listed in this document are marks and/or registered marks of ADT. Unauthorized use is strictly prohibited. Third-party marks are the property of their respective owners. License information available at www.ADT.com or by calling 800.ADT.ASAP. CA ACO7155, 974443, PPO17232; FL EF0001121; LA F1639, F1640, F1643, F1654, F1655; MA 172C; NC Licensed by the Alarm Systems Licensing Board of the State of North Carolina; 7535P2, 7561P2, 7562P10, 7563P7, 7565P1, 7566P9, 7564P4; NY 12000305615; PA 090797;
MS 15019511
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Iain Beveridge iain@allphasecom.com
(206) 838-4141
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One-on-one. Let’s get things done. You’re the expert on your business. Bank of America Small Business Bankers are the experts in finding the financial solutions that help make running your business easier. Get personal attention with the power from our national network to help protect and grow the business you’ve built. Let’s meet and get started. To find out how a local Small Business Banker can help you, contact us at 800.975.5534 or visit bankofamerica.com/smallbusinessbanker
For information on fees and other costs related to business products and services, please visit bankofamerica.com/smallbusiness. Bank of America, N.A. Member FDIC. © 2014 Bank of America Corporation. All rights reserved. ARN38UHH
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6/17/14 4:54 PM
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Get the right coverage to protect your business.
CoverHound helps you find the right insurance coverage to protect your small business. We are the trusted advisor to help you compare instant and accurate policies from top insurers for all your property and casualty insurance needs, including Business Insurance, Auto, Homeowners, Renters, and more.
Get comparison quotes and objective recommendations today! CoverHound.com/SMB
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WORKSHOP
COME SEE US AT BOOTH
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PROTECTING YOUR SMALL BUSINESS WHAT INSURANCE COVERAGES DO YOU REALLY NEED? 10:15am in ROOM 4 This workshop will highlight what insurance coverages SMB owners really need to protect their small businesses appropriately. It will also discuss Cyber Risks as an emerging threat and the need to plan and protect sufficiently.
9X MORE POSITIVE REVIEWS
325+ SOCIAL SITES MANAGED
MORE LEADS AND SALES
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With DocuSign, you can send, sign and approve documents from wherever life takes you. Visit booth #408 or for more info, talk to our sales team for all of your business needs. 800.720.2040 www.docusign.com/go
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Come Visit Us at Booth 154 228 to Get 200 Free Customized Leads!*
With a Hoover’s Subscription You Can:
Get email addresses and direct contact information
Segment & target likely buyers with 50+ search filters
Access a database of 85M companies and 100M professionals
Build a list and easily export as CSV or Excel
*Offer valid for 24 hours upon start of trial. Limit of 200 leads per D&B D-U-N-S® Number. ©Dun & Bradstreet, Inc. 2016. All rights reserved.
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TECHNOLOGY SHOULDN’T KEEP YOU UP AT NIGHT.
Running a business is tough enough without IT headaches.
VISIT U AT BO S OTH # #32 152
Reliable managed IT services & support at an affordable monthly rate. • • • • •
GCSIT Managed Firewall and Security GCSIT Cyber-Security-as-a-Service GCSIT Managed Backup and IT Recovery GCSIT Anti-Malware-as-a-Service GCSIT Email Anti-Spam-as-a-Service
WWW.GCSIT.COM
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1.866.424.2766
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In Seattle today. In your in-box next month. Get timely technology insights from Microsoft to help your business succeed. Sign up for weekly business insights emails for your chance to win an ultra-thin Lenovo Yoga 3 Pro 2-in-1 laptop.*
Stop by booth #317 to sign up!
*NO PURCHASE NECESSARY. Open only to authorized representatives of a small business with 100 or fewer employees and are a legal resident of the 50 U.S. + DC 18+. Game ends 8/31/16. Click on the link below to view the Official Rules. https://info.microsoft.com/rs/157-GQE-382/images/EN-CNTNT-Other-SmallBizExpoSweepstakes-OfficialRules.pdf
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Win a Lenovo Yoga 3 Pro 2-in-1 laptop!*
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StarbucksCardB2B.com A special promotion for you and your business. Visit us at booth #415 to learn more.
2016 Small Business Expo Exclusive Offer Receive a 50% discount on your co-brand order fees placed between 8/11/16 and 9/2/16 by entering promo code SBE2016 at checkout. Plus, we’ll send a $25 eGift Card as a special thanks just for you.*
Just follow these three easy steps to create your Starbucks Card order.
1
Create an account at starbuckscardb2b.com, and choose from a variety of card designs.
2
Use promo code SBE2016 at checkout.
3
Make your colleagues’ and employees’ day with the gift of Starbucks.
When will I receive my Starbucks Cards? Most orders ship less than 8 days after payment. eGift Cards are ready for delivery within one business day. Visit starbuckscardb2b.com or call 1-800-611-1669 to learn more about our business gifting products.
*Offer valid 8/11/16 through 9/2/16 on purchases. Limit one $25 eGift Card per customer. Starbucks eGift Card will be sent to the purchaser within five business days of order shipment.
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© 2016 Starbucks Coffee Company. All rights reserved.
Full Bookkeeping Services for Small and Medium Sized Business Weekly, Bi-weekly, or Monthly Banking & Card Reconciliation Sales and Payroll taxes
Bill Payment Electronic Document Management/Security Payroll Services Year End Business Analysis, and CFO Services Tax Preparation Assistance
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Authorized Business Representative
It’s not every day you get the chance to be your own boss. Luckily, today’s not every other day. Stop by booth 501 to learn more about your opportunities with the Sprint ABR program.
abrteam@sprint.com sprint.com/abr
© 2015 Sprint. All rights reserved. Sprint and the logo are trademarks of Sprint. Other marks are the property of their respective owners.
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155327
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State Farm Fire and Casualty Company, State Farm General Insurance Company, Bloomington, IL
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THE FLYING LOCKSMITHS OF SEATTLE
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Customized Financial Plans for all Situations Everyone’s needs and goals are different. That’s why at Voya Financial Advisors, we create customized solutions specifically tailored to meet our clients’ individual needs to help them reach their goals. Whether saving for retirement, being more tax efficient with your investments, protecting your family or your business, creating a legacy, or any number of other financial planning needs you may have, we can help. We work to educate our clients so they can make informed decisions to better help them secure their financial future.
Your story is unique to you. Your financial plan should be too. Contact Jarrod Haynes or Jacob Chambers to find out how. Investments:
Insurance:
Business:
Stocks Bonds Mutual Funds Real Estate Investment Trusts (REITs) • Annuity Contracts
• Term Life Insurance • Permanent Life Insurance
• Qualified Plans:
• • • •
(Immediate, Fixed and Variable)
• College Savings Plans • 401(k)/403(b) Rollovers • Traditional and ROTH IRAs • Alternative Investments (Qualified and Accredited Investors)
(Universal, Indexed Universal, Variable Universal)
Long-Term Care Private Pension Disability Insurance Tax Deferred- Cash Value Accumulation (Non-MEC Permanent Policies) • Modified Endowment Contracts (MEC) • • • •
Jarrod Haynes Investment Advisor Representative Jarrod.haynes@voyafa.com Phone:425-698-1717 Fax:425-698-1719 10655 Ne 4th St. Suite:300 Bellevue, WA 98004
(401(k),403(b),Owner-only 401(k),Profit Sharing)
• Non-Qualified Plans: (Self Owned Life and Retirement [SOLAR])
• Pension Planning:
(Defined benefit plans, 412(i), Section 79 plans)
• Deferred Compensation
• • • •
(Executive/Owner Comp Plans, Employee Benefit Comp. Plans, Non-qualified)
Key Employee Retention Group Insurance Plans Buy/Sell Agreements Succession Planning
Securities and investment advisory services offered through Voya Financial Advisors Inc. (Member SIPC)
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866-298-2215 consultation@ziplocal.com
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Come visit booth 221 for a FREE Consultation! 49
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