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INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

Registered representative of, and securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affilliated insurance agencies. INVEST is not affiliated with Society for Lifetime Planning, the Oakland Press or other entities named..

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1. Representatives of a broker-dealer (BD) or investment advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.