Broker Check
15 Nov
Wealth Strategies Seminar Part 5: Market Linked Products - 5:00pm


Protection With Possibilities*

What if...

  • You are worried about losing your principal?
  • You are concerned about volatility and equity
    market declines?
  • Unsatisfied with the yield on most conservative investments?

Now you can... control your portfolio’s exposure to market performance, rather than allow market performance to control your portfolio. Market-Linked Products, considered complex investments, are tied to the performance of one or more underlying asset,*  yet they offer defined outcomes and features that may be attractive to you.

These unique solutions may help you:

— Achieve some or full principal protection, if held to maturity*

— Increase the potential for growth and/or income*

— Feel more financially prepared to meet your goals

Join us for Part 5 in our Wealth Strategies Series, a 45-minute virtual educational discussion presented by Dr. Bob Farmer, Chase Bellefeuille & Hob Wubbena

Date: Tuesday, November 15, 2022
Time: 5:00pm MT - 5:45pm MT
Location: Virtual (click on register button for zoom link)

* Education Only * No Products will be Sold *

Content in this material is for general information only and not intended
to provide specific advice or recommendations for any individual. All
performances referenced is historical and is not guarantee of future
results. All indices are unmanaged and may not be invested into

Insperex LLC is not affiliated with LPL Financial or R.L. Farmer Wealth Strategies

*Any return of principal, interest and gains generated is subject to the credit risk of the issuer and terms of the offering documents, which could include participation rates, interim caps and various risks. Dividends paid on the underlying asset are not passed through to the Market-Linked Product. There is no guarantee that a Market-Linked Product will generate a positive return. Any applicable downside protection will be realized only at maturity, which may range up to 10 years. For certain Market-Linked Products, return at maturity could be less than the original amount invested.

This presentation was prepared by Insperex LLC. This information is for educational purposes only and does not constitute a solicitation or an offer to buy or sell any security.

InspereX LLC and its affiliates explicitly disclaim any responsibility for product suitability or suitability determinations related to individual investors. This information should not be regarded by recipients as a substitute for the exercise of their own independent judgment, and the information provided herein is not an offer, solicitation, or a recommendation to buy, sell, or hold any security or investment strategy. There can be no assurance that the investments shown herein were or will be profitable, and this material does not take into account any investor’s particular investment objectives, financial situation, particular needs, strategies, tax status, or time horizon. The investment products discussed herein are considered complex investment products. Such products contain unique features, risks, terms, conditions, fees, charges, and expenses specific to each product. The overall performance of the product is dependent on the performance of an underlying or linked derivative financial instrument, formula, or strategy. Return of principal is not guaranteed and is subject to the credit risk of the issuer. Investments in complex products are subject to the risks of the underlying reference asset classes to which the product may be linked, which include, but are not limited to, market risk, liquidity risk, call risk, income risk, as well as other risks associated with foreign, developing, or emerging markets, such as currency, political, and economic risks. Depending upon the particular complex product, participation in any underlying asset (“underlier”) is subject to certain caps and restrictions. Any investment product with leverage associated may work for or against the investor. Market-Linked Products are subject to the credit risk of the issuer. Investors who sell complex products or Market-Linked Products prior to maturity are subject to the risk of loss of principal, as there may not be an active secondary market. You should not purchase a complex investment product until you have read the specific offering documentation and understand the specific investment terms, features, risks, fees, charges, and expenses of such investment. The information contained herein does not constitute an offer to sell or a solicitation of an offer to buy securities. Investment products described herein may not be offered for sale in any state or jurisdiction in which such as offer, solicitation, or sale would be unlawful or prohibited by the specific offering documentation. ©2022 InspereX. All rights reserved. Securities offered through InspereX LLC, Member FINRA/SIPC. Technology services provided by InspereX Technologies LLC. InspereX LLC and InspereX Technologies LLC are affiliates. InspereX and are trademarks of InspereX Holdings LLC. For all Market-Linked Products, excluding Market-Linked CDs, the following applies: Not FDIC insured // Not bank guaranteed // May lose value // Not a bank deposit // Not insured by any government agency

Date and Time

Tue, Nov 15, 2022

5:00p - 5:45p PST


Zoom Meeting


Event Registration