2010 Tax Update 01/15/2010 File Attached: 2010 Tax Chart.pdf

PDI's LIFEMAXX To find out what the buzz is all about, click on the attached link and join our formidable team with one goal of enhancing clients' lives!! File Attached: LifeMaxx.pdf

Introduction to Indexed Universal Life PDI Financial Group is pleased to bring you this presentation from BRAMCO on Indexed Universal Life. After the presentations, if you have any questions or would like more information on this presentation please do not hesitate to contact us today. Click Here File Attached:

Best of the Best from the Annuity Realm! Check out the attached file for PDI's Best of the Best Annuity Rates! File Attached: RateUpdate090310.pdf

SEC's Final 151a Notice It's 155 pages long but it's a great reference for those in the indexed annuity marketplace. File Attached: SECFinal151aNotice.pdf

Anti-Money Laundering Training We at PDI Financial Group believe it is our pleasure to do business with you and it’s our obligation to offer this AML training. Please remember that this training is in addition to the SEC requirement many of you have completed in the past. https://aml.limra.com/LimraLogin.aspx File Attached:

The REAL differences between TAXABLE and NON At times like these, low rate environments, high CD rates, it is imperative to educate our customers as the many additional benefits of fixed annuities as opposed to CD's. Please find the enclosed presentation, brought to you by PDI, helpful in those conversations. File Attached: FAvsCD.pdf

Everything Medicaid Have you ever wondered what Medicaid considers "Assets" and what Medicaid considers "Exempt?" We have just the tool for you! Please click on the attached for more info. File Attached: MedicaidAssets.pdf

Everything Annuity...but were afraid to ask... File Attached: Annuity_DBs.pdf