1. My Journey
Born and raised right here in the Mid-Ohio Valley in Reno, and
graduating from Marietta High School, I am delighted to be back home
again. After high school and working in the law offices of William
(Bill) A. Fields and Paul G. Bertram, Jr., I headed off to college earning
degrees in Business Administration, Bible/Theology and Christian
Education.
While never regretting 25 great years spent working with college
students dedicated to service, it was time for a career change. Observing
graduates in careers and ministries worldwide with no means or plan
for their financial futures, and others retiring with nothing but “the
promise” of a Social Security check, I wanted to do something to make
a difference.
Being heavily recruited by two major insurance/financial companies and completing their training, I just could
not “sign-on” with either. Two philosophies prevailed that I could not accept: one--offer your clients primarily
the products that make you (the agent) the most commission; and two--everyone needs to diversity their hard-
earned nest egg into unsafe financial products, where they could lose either some or all of it!
Not being the kind of person who could sleep at night knowing a dime of my clients’ money could be at risk, I
soon thereafter learned about the awesome financial products I now am privileged to offer; from the most sound
companies that exist in our world today. It was a no-brainer and I’ve been doing it exuberantly ever since.
Having clientele from an array of professions (both still working and retired), who are thrilled with how we’ve
been able to protect and grow their resources, has been more rewarding than I could ever have imagined. What
I now anticipate, is the honor of sitting down with you to see how we can position your money, so it will sustain
you in the days ahead.

2. Disclosure: This Is an Educational Presentation
The information discussed in today’s seminar is basic and general in nature and is intended for educational purposes only. No specific product or companies are
being solicited. The presentation concerns the main issues regarding retirement planning and how to avoid or eliminate numerous financial problems that concern
many retirees. It is recommended that you consult the advice of certified professionals regarding your specific situation. Please understand that laws and regulations
are subject to local variations and may have different interpretations. Therefore, should legal advice be required, it is recommended that you seek the advice of a
qualified attorney in your state of residence. No specific investment advice is ever intended. Financial products can vary; therefore, always examine the detail of
the product structure, provisions and features. The U.S. Securities and Exchange Commission (SEC) requires that only registered representatives licensed with a
broker-dealer license can sell specific securities and provide investment advice. Any discussions regarding interest rates and rates of return are purely hypothetical
and not intended to represent assurances or guarantees. Today’s speaker does not give any tax advice. The presenter, speaker and/or sponsor of this information
(invitation), as well as the information presented at the seminar, is not related to, endorsed by, nor connected with and not approved by any government agency
or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for insurance products such as Medicare
supplements, long-term-care insurance, life insurance and annuities. Some of the insurance companies that Cathie Canary may represent are Allianz Life Insurance
Company, North American, Great American and American Equity Investment Life Insurance Company.
27060 State Route 7, Marietta, OH 45750
304.237.5029
www.MyCanaryCo.com