2008-05-16 fancher financial - about our team info packet2

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F F S Doing Business Since1975

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Page 1: 2008-05-16 Fancher Financial - About Our Team info packet2

F F S

Doing Business

Since1975

Page 2: 2008-05-16 Fancher Financial - About Our Team info packet2

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2008. All Rights Reserved.

Privacy Policy

®

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

®

Page 3: 2008-05-16 Fancher Financial - About Our Team info packet2

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Page 4: 2008-05-16 Fancher Financial - About Our Team info packet2

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2008. All Rights Reserved.

Privacy Policy

®

Doing Business Since

1975

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

www.fancherfinancialservices.com

®

Page 5: 2008-05-16 Fancher Financial - About Our Team info packet2

It has been said that throughout life, there are 3 types of people: "The people that make it

happen," "The people that watch it happen," and "The people that are wondering what's

happening." Since 1975, Richard began setting standards for himself, and helping clients to

set effective goals, do appropriate planning, look to the future with optimism, and then move

to a "make it happen position" for themselves and families future!

As with most other things in life, the key to achieving your long-term financial objectives is plan-

ning. Your goal may be to fund your children’s college education, protect your family during your

working years, or guarantee your own retirement security. These things won’t happen by accident.

It’s important to determine what you’d like to achieve financially and then map out a strategy that

will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it

alone. We are trained professionals who can help you identify your financial needs and then deter-

mine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or

to schedule a meeting. Thank you for your interest.

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2008. All Rights Reserved.

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

®

®

Page 6: 2008-05-16 Fancher Financial - About Our Team info packet2

Richard A. Fancher Profile

Commitment to country, community, and clients, with experience to back it up!

For over 34 years Richard has provided service to clients, one at a time, and "still

believes in house calls.”

Since 1975 Richard A. Fancher, d/b/a, Fancher Financial Services has been involved in the insurance, investment# and financial services business, in the Metropolitan Kansas City Missouri and

Overland Park Kansas area. Listed are some areas of experience as follows:

Mutual funds#, Estate Planning, 401(k) Rollovers, IRA, fixed and variable annuities#, all forms of Life,

Term, Whole Life, Variable Life#, Universal Life, and Individual Health Insurance, Disability and Long Term

Care Insurance.

Business Insurance and funding for: Corporate Stock Redemption Plans, Buy Sell

Agreements, Deferred Compensation Plans, and Group Health Plans, etc. {See "About

Our Team" for additional support questions and team concept.} " Richard was Listed in

Who's Who, 1999-2000 edition for Top Executives and Professionals".

Past Life and Qualifying Member of the Million Dollar Round Table*, and current Member.

LUTCF (Life Underwriters Training Council Fellow)

Life and Health licensed, Group Health Benefit Design

Securities Licensed (FINRA) Series 6, 63 & 22 NYLIFE Securities Inc. (member FINRA/

SIPC).

Vietnam Veteran, United States Coast Guard

Past Owner: Washington DC Consulting Co., Computer Training Co., Property Mgmt. Co.

Former Board Member with one of the fastest growing School Districts in the state of

Kansas for 8 years, where during that tenure was additionally involved as follows:

$100 million of building projects

$40 million a year budget

$100 million in bond issues, and sales

Past Kansas State Senatorial Candidate. Richard A. Fancher d/b/a Fancher Financial Services business provides service and

professional direction for over 1900, individuals and businesses, in and out of the

metropolitan area. Additional state licenses include the States of Missouri & Kansas, and

extend also to the states of Florida, Arizona, California, Indiana, Nevada, Utah and still

growing. Being a series 6, 63 & 22 licensed, FINRA registered representative with NYLIFE

Securities Inc. has helped to broaden our ability to serve clients in many financial areas,

whether Mutual Funds, Tax Deferred Annuities, etc. Being a leader in the insurance and

financial services industry means continually striving for improvement. To keep pace with

clients' needs, FANCHER FINANCIAL SERVICES has access to new products, enhanced

product features, expanded quality service, and pioneered new technologies. Breaking new

ground is part of our tradition. Please use our Web site as a resource, and do not hesitate to

contact us for additional information or to schedule a meeting. Thank you for your interest.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

# Securities offered through NYLIFE Securities LLC. (member FINRA/SIPC).

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/

SIPC). Copyright 2008. All Rights Reserved.

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

®

Page 7: 2008-05-16 Fancher Financial - About Our Team info packet2

About Our Team Richard A. Fancher, d/b/a, Fancher Financial Services

Tami S. Duvall, RN, BSN, LUTCF Voluntary Benefits & Worksite Specialist

Medical underwriting Consultant Registered Representative NYLF Securities Corporation, Executive Bonus and Business Insurance Consultant

Shari, Administration/ Claims/ Service, Worksite Coordinator

Suzette, Seminar Design and Coordinator/ Claims/ Service Jennifer, Benefits/ Public Relations/ Service

Erica, Communications/ Service/ Claims Coordinator

Gary, Communications/ Marketing/ Strategic Development

Jordan Gottlieb, BS Economics, Voluntary Benefits & Worksite and Group Health Benefits Design, Estate and Financial Planning

Dawn, Strategic Partnerships, Voluntary & Worksite Benefits

Support Staff / Consultants 401(k) Rollover Support 30 years collectively!! Steve, Office Manager

Dave, Assistant Office Manager

Patty, Alice, Pam, Jackie, Shelly, Jamie, Stephanie, & Caroline

Fancher Financial Services has strategic relationships & partnerships with trusted professionals in the areas of Tax law, Wills, Trusts, Certified Financial Planning, as

well CPA's.

Marketing and Communication Staff Brian K., Hispanic/Interpreter/International Consultant, Masters Degree Kim, Interpreter to Hearing Impaired

34 years

14 years

4 years

2 Years

2 years

10 years

9 years

10 years

7 years

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2008. All Rights Reserved.

Privacy Policy

Richard A. Fancher Registered Representative

®

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Se-curities LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication

is strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

9 years

10 years

Page 8: 2008-05-16 Fancher Financial - About Our Team info packet2

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Page 9: 2008-05-16 Fancher Financial - About Our Team info packet2

Fancher Financial Services, its support team along with their

strategic relationships with other financial professionals (CPAs, Attor-

neys, Certified Financial Planners, Consultants, etc.) are here to help

guide you through the often overwhelming process of creating an

insurance and financial blueprint.

We will work with you to:

1) Review your individual situation and personal objectives. Every family’s financial situation is unique.

That’s why it’s so important to find out as much as we can about you and your financial goals.

The more we know about you, the more precise recommendations we can make and the more we can

help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things

that really matter to you.

2) Analyze and review your needs. As needed, we will work with you to identify and prioritize

your objectives, and then help establish benchmark goals. This is important because we live in a

world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much

at once, or they don't attach specific deadlines to their goals. By breaking down your goals to

specific objectives, you can look at available resources and decide which goals are realistic, which need to be

adjusted and scaled down, and which simply must be abandoned.

3) Develop and implement a strategy to help you achieve your goals. Based on our conversation

and analysis, we can recommend some insurance and financial products that can help you

achieve your financial goals.

4) Coordinate your financial activities. If you would like, we can also coordinate your insurance

and financial activities for you with the other members of your team of financial, tax and legal advisors.

5) Monitor progress and provide ongoing service as your needs and situation change over time.

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes.

We will work with you over the years to help keep your program on track with your changing needs.

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

®

Support Team

Page 10: 2008-05-16 Fancher Financial - About Our Team info packet2

Our Products

We offer a variety of products that can help you meet a number of

insurance and financial goals.

We invite you to read all about the insurance and financial products we can

offer and to contact us for an in-depth discussion of your financial goals.

Life Insurance: Whole Life Term Life

Universal Life Variable Universal Life*

Survivorship Life Asset Preserver

Annuities:

Deferred Annuities Income Annuities

Variable Deferred Annuities* Fixed Interest Deferred Annuities Special Annuities/ Mutual Funds

401K, IRA’s, Rollovers/ Transfers

(traditional & Roth IRA’s) Simple, Sep, Pension, Plans

Other Products:

Disability Income Individual and Group Health

Long Term Care

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Richard A. Fancher DBA Fancher Financial Services is not owned or operated by New York Life or its subsidiaries.

Copyright 2008. All Rights Reserved.

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

®

Page 11: 2008-05-16 Fancher Financial - About Our Team info packet2

Richard A. Fancher is a Registered Representative of and offers securities products & services through NYLIFE Securi-ties LLC, Member FINRA/SIPC, a registered broker-dealer,(913) 451-9100. In this regard, this communication is

strictly intended for individuals residing in the states of KS, FL, AZ, LA, IN, MO, NC, CA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

Fancher Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Page 12: 2008-05-16 Fancher Financial - About Our Team info packet2

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