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Leads Report Links Branded Guides Digital Marketing WELCOME, SARAH SQUIRE Tax Calculator REPORT LINKS TV Report Radio Report Digital Report DIGITAL MARKETING LAUNCHED NOT ENROLLED RUNNING CAMPAIGNS Social Security Taxes View View SOCIAL MEDIA POSTS Week 1 Week 2 Week 3 Week 4 Jan 2, 2025 Jan 7, 2025 Jan 10, 2025 Jan 13, 2025 Jan 16, 2025 Jan 21, 2025 Jan 24, 2025 Jan 27, 2025 BRANDED GUIDES Social Security Guide GO NOW Tax Guide GO NOW Investor's Guide GO NOW Retirement Guide GO NOW Estate Planning Guide GO NOW Estate Mistakes Guide GO NOW

Leads Report Links Branded Guides Digital Marketing WELCOME, DAVE KUTCHER Tax Calculator REPORT LINKS TV Report Radio Report Digital Report DIGITAL MARKETING LAUNCHED NOT ENROLLED RUNNING CAMPAIGNS Social Security Taxes View View SOCIAL MEDIA POSTS Week 1 Week 2 Week 3 Week 4 Jan 2, 2025 Jan 7, 2025 Jan 10, 2025 Jan 13, 2025 Jan 16, 2025 Jan 21, 2025 Jan 24, 2025 Jan 27, 2025 BRANDED GUIDES Social Security Guide GO NOW Tax Guide GO NOW Investor's Guide GO NOW Retirement Guide GO NOW Estate Planning Guide GO NOW Estate Mistakes Guide GO NOW

Leads Report Links Branded Guides Digital Marketing WELCOME, ALVIN UBALDO Tax Calculator REPORT LINKS TV Report Radio Report Digital Report DIGITAL MARKETING LAUNCHED NOT ENROLLED RUNNING CAMPAIGNS Social Security Taxes View View SOCIAL MEDIA POSTS Week 1 Week 2 Week 3 Week 4 Jan 2, 2025 Jan 7, 2025 Jan 10, 2025 Jan 13, 2025 Jan 16, 2025 Jan 21, 2025 Jan 24, 2025 Jan 27, 2025 BRANDED GUIDES Social Security Guide GO NOW Tax Guide GO NOW Investor's Guide GO NOW Retirement Guide GO NOW Estate Planning Guide GO NOW Estate Mistakes Guide GO NOW

Leads Report Links Branded Guides Digital Marketing WELCOME, DON CLOUD Tax Calculator REPORT LINKS TV Report Radio Report Digital Report DIGITAL MARKETING LAUNCHED SEPTEMBER 2024 RUNNING CAMPAIGNS Social Security Taxes View View SOCIAL MEDIA POSTS Week 1 Week 2 Week 3 Week 4 Jan 2, 2025 Jan 7, 2025 Jan 10, 2025 Jan 13, 2025 Jan 16, 2025 Jan 21, 2025 Jan 24, 2025 Jan 27, 2025 BRANDED GUIDES Social Security Guide GO NOW Tax Guide GO NOW Investor's Guide GO NOW Retirement Guide GO NOW Estate Planning Guide GO NOW Estate Mistakes Guide GO NOW

PROGRAMS ENROLLED TV Radio Digital Marketing VIDEO CONTENT Vimeo YouTube Playlist BTS Photos CLIENT LOGIN USER PASSWORD Wellshear TV2023Phoenix! Advisors who do not film TV shows will not have a YouTube Playlist to access. Vimeo is exclusively for Magellan employee use only. Please have Advisors log into their client portal. IMPORTANT NOTE Tracking & Leads Enrollment Status Websites & Pages Digital Marketing THAD WELLSHEAR Video Content Documents & Print TRACKING & LEADS Television Radio Digital Workshop Performance Spreadsheets Leads Performance Spreadsheets Leads Performance Spreadsheets Leads Performance Spreadsheets Leads DOCUMENTS & PRINT Print Collateral Branded Guides WEBSITES & PAGES Company Website Media Microsite Facebook DIGITAL MARKETING Finished Videos Analytics Dash Advisor View Social Security Taxes LAUNCHED NOT ENROLLED RUNNING CAMPAIGNS View View Current Cycle Taxes & Social Security Next Cycle Inflation & Market Volatility Future Cycle Legacy & Income Planning CAMPAIGN TIMELINE STATUS STATUS STATUS

Leads Report Links Branded Guides Digital Marketing WELCOME, STEWART FIELDS Tax Calculator REPORT LINKS TV Report Radio Report Digital Report DIGITAL MARKETING LAUNCHED SEPTEMBER 2024 RUNNING CAMPAIGNS Social Security Taxes View View SOCIAL MEDIA POSTS Week 1 Week 2 Week 3 Week 4 Jan 2, 2025 Jan 7, 2025 Jan 10, 2025 Jan 13, 2025 Jan 16, 2025 Jan 21, 2025 Jan 24, 2025 Jan 27, 2025 BRANDED GUIDES Social Security Guide GO NOW Tax Guide GO NOW Investor's Guide GO NOW Retirement Guide GO NOW Estate Planning Guide GO NOW Estate Mistakes Guide GO NOW

Leads Report Links Branded Guides Digital Marketing WELCOME, JAY & BRITTANY HAGY Tax Calculator REPORT LINKS TV Report Radio Report Digital Report DIGITAL MARKETING LAUNCHED NOT ENROLLED RUNNING CAMPAIGNS Social Security Taxes View View SOCIAL MEDIA POSTS Week 1 Week 2 Week 3 Week 4 Jan 2, 2025 Jan 7, 2025 Jan 10, 2025 Jan 13, 2025 Jan 16, 2025 Jan 21, 2025 Jan 24, 2025 Jan 27, 2025 BRANDED GUIDES Social Security Guide GO NOW Tax Guide GO NOW Investor's Guide GO NOW Retirement Guide GO NOW Estate Planning Guide GO NOW Estate Mistakes Guide GO NOW

PROGRAMS ENROLLED TV Radio Digital Marketing VIDEO CONTENT Vimeo YouTube Playlist BTS Photos CLIENT LOGIN USER PASSWORD JeffMathies TV2022Phoenix! Advisors who do not film TV shows will not have a YouTube Playlist to access. Vimeo is exclusively for Magellan employee use only. Please have Advisors log into their client portal. IMPORTANT NOTE Tracking & Leads Enrollment Status Websites & Pages Digital Marketing JEFF MATHIES Video Content Documents & Print TRACKING & LEADS Television Radio Digital Workshop Performance Spreadsheets Leads Performance Spreadsheets Leads Performance Spreadsheets Leads Performance Spreadsheets Leads DOCUMENTS & PRINT Print Collateral Branded Guides WEBSITES & PAGES Company Website Media Microsite Facebook DIGITAL MARKETING Finished Videos Analytics Dash Advisor View Social Security Taxes LAUNCHED NOT ENROLLED RUNNING CAMPAIGNS View View Current Cycle Taxes & Social Security Next Cycle Inflation & Market Volatility Future Cycle Legacy & Income Planning CAMPAIGN TIMELINE STATUS STATUS STATUS

PROGRAMS ENROLLED TV Radio Digital Marketing VIDEO CONTENT Vimeo YouTube Playlist BTS Photos CLIENT LOGIN USER PASSWORD SimplyRetire TV2022Phoenix! Advisors who do not film TV shows will not have a YouTube Playlist to access. Vimeo is exclusively for Magellan employee use only. Please have Advisors log into their client portal. IMPORTANT NOTE Tracking & Leads Enrollment Status Websites & Pages Digital Marketing IAN WEINER Video Content Documents & Print TRACKING & LEADS Television Radio Digital Workshop Performance Spreadsheets Leads Performance Spreadsheets Leads Performance Spreadsheets Leads Performance Spreadsheets Leads DOCUMENTS & PRINT Print Collateral Branded Guides WEBSITES & PAGES Company Website Media Microsite Facebook DIGITAL MARKETING Finished Videos Analytics Dash Advisor View Social Security Taxes LAUNCHED NOT ENROLLED RUNNING CAMPAIGNS View View Current Cycle Taxes & Social Security Next Cycle Inflation & Market Volatility Future Cycle Legacy & Income Planning CAMPAIGN TIMELINE STATUS STATUS STATUS

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