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PRODUCT OVERVIEW
MIN INVESTMENT
NON-QUALIFIED
MIN INVESTMENT
QUALIFIED
STRATEGY RATE TYPE RATE TERM (estimated) INVESTER QUALIFICATION
$15,000.00 $25,000.00 LONG TERM GROWTH FIXED 65% 4 - 7 YEARS ACCREDITED


MIN INVESTMENT
NON-QUALIFIED
MIN INVESTMENT
QUALIFIED
STRATEGY RATE TYPE RATE TERM (estimated) INVESTER QUALIFICATION
$15,000.00 $25,000.00 LONG TERM GROWTH FIXED 65% 4 - 7 YEARS QUALIFIED


MIN INVESTMENT
NON-QUALIFIED
MIN INVESTMENT
QUALIFIED
STRATEGY RATE TYPE RATE TERM (estimated) INVESTER QUALIFICATION
$25,000.00 $25,000.00 SHORT TERM GROWTH VARIABLE 7 - 12%* 9 MONTHS SUITABLE


MIN INVESTMENT
NON-QUALIFIED
MIN INVESTMENT
QUALIFIED
STRATEGY RATE TYPE RATE TERM (estimated) INVESTER QUALIFICATION
$50,000.00 $50,000.00 MID TERM GROWTH VARIABLE 8 - 34%* 3 - 5 YEARS ACCREDITED


MIN INVESTMENT
NON-QUALIFIED
MIN INVESTMENT
QUALIFIED
STRATEGY RATE TYPE RATE TERM (estimated) INVESTER QUALIFICATION
$50,000.00 $50,000.00 INCOME FIXED 7.5% 9 MONTHS QUALIFIED
$50,000.00 $50,000.00 INCOME FIXED 8% 12 MONTHS ACCREDITED
$50,000.00 $50,000.00 INCOME FIXED 9% 24 MONTHS ACCREDITED
Investor qualifications defined as accredited means they have a net worth of $1mm+ not including a personal residence OR one of the following: $200k Individual income or $300k family income. Qualified means the client has a net worth of $250k+ excluding personal residence. Suitable means the client should only lend or invest if the client has proper liquidity, has the temperament and ability to understand and suffer possible losses and is a sophisticated investor. All variable rates are estimated rates. *Past performance is not an indicator of future performance. All investments and loans involve a degree of risk including the possible total loss of all capital.
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