past performance does not guarantee future results

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PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. DYNAMIC RISK-MANAGED INVESTMENT SOLUTIONS SINCE 1981. Firm history. Services nearly 500 independent broker dealers and RIAs Focuses on preserving and growing capital through a robust active management approach combined with risk management - PowerPoint PPT Presentation

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Slide 1

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.

Peter1

DYNAMIC RISK-MANAGED INVESTMENT SOLUTIONS SINCE 1981

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.Peter

Good afternoon everyone. Welcome to our quarterly Fusion Prime webinar. These webinars will be conducted each quarter as an added benefit of the Fusion Prime service we offer. My name is Peter Mauthe. I am VP Corporate Development and I will be your moderator today. Joining me today are Melissa Karas our Marketing Director who will be helping me moderate the call. We also have Ken Whitley Flexible Plans corporate Secretary and expert manager of Special Projects (many of which are related to research) and Jason Teed Research Assistant Manager.

This afternoon we have all of our attendees on mute so that we do not have background interference from phones ringing and dogs barking. We have noted a number of questions that have been submitted in advance which we will try and work into our presentation today.

2QUICK FACTSAssets under management$1,700,000,000+ as of 12/31/13Inception date2/1/1981PresidentJerry C. Wagner, FounderHeadquarters3883 Telegraph Rd, Suite 100Bloomfield Hills, MI 48302

Firm historyServices nearly 500 independent broker dealers and RIAs

Focuses on preserving and growing capital through a robust active management approach combined with risk management

Provides strategic diversification withina single client account at a low account minimum Early pioneers of active investment management and founding member of NAAIM National Association of Active Investment Managers

Sets investor expectations with OnTarget Investing then manages and monitors those expectations

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.Peter

Good afternoon everyone. Welcome to our quarterly Fusion Prime webinar. These webinars will be conducted each quarter as an added benefit of the Fusion Prime service we offer. My name is Peter Mauthe. I am VP Corporate Development and I will be your moderator today. Joining me today are Melissa Karas our Marketing Director who will be helping me moderate the call. We also have Ken Whitley Flexible Plans corporate Secretary and expert manager of Special Projects (many of which are related to research) and Jason Teed Research Assistant Manager.

This afternoon we have all of our attendees on mute so that we do not have background interference from phones ringing and dogs barking. We have noted a number of questions that have been submitted in advance which we will try and work into our presentation today.

3Fusion Index

Source: CNBC. NYSE Group, Inc. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE. Please read Flexible Plan Investments Brochure Form ADV Part 2A carefully before investing. Available at: CNBC, Yahoo!, Bloomberg, Morningstar Direct, Google IndexesTickerFusion Conservative.FPFCFusion Moderate.FPFMFusion Balanced.FPFBFusion Growth.FPFGFusion Aggressive.FPFASpeaker notes: index history is now available on CNBC, Yahoo, Bloomberg and Morningstar Direct.

Mention where STF is available: CNBC, Yahoo, Google, and Morningstar Direct.4Why does strategy performance differ from index performance?No feesDifferent trading schedulesFund costs on indexesOn the slide tell why actual performance on a strategy may differ from the indexes no fees, fund costs on indexes, different start times, etc.

5Performance comparison based on platform3/31/14 6/30/14TCASchwabNationwideJefferson NationalFusion Index Conservative (8)0.31%0.83%0.15%2.66%3.40% Balanced (20)4.02%3.04%3.27%5.98%5.63% Aggressive (32)6.92%6.06%6.20%8.61%7.69%Source: FPI model performance; returns are net of 2.6% maximum advisory fee. NYSE Group, Inc. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE. Please read Flexible Plan Investments Brochure Form ADV Part 2A carefully before investing. Point out the difference in suitability profiles and the custom benchmark (OnTarget Monitor on their statements as the true comparison. Also on Aggressive you might want to update to the date of the webinar as if this rally continues because we have been over taking it of course the focus is on the second quarter and reference should be made to slow start by SS and Schwab but show second quarter how its now on inline.

6Performance comparison based on platformSource: FPI model performance; returns are net of 2.6% maximum advisory fee. NYSE Group, Inc. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE. Please read Flexible Plan Investments Brochure Form ADV Part 2A carefully before investing. Fusion Prime 8 Conservative7Performance comparison based on platformSource: FPI model performance; returns are net of 2.6% maximum advisory fee. NYSE Group, Inc. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE. Please read Flexible Plan Investments Brochure Form ADV Part 2A carefully before investing. Fusion Prime 20 Balanced8Performance comparison based on platformSource: FPI model performance; returns are net of 2.6% maximum advisory fee. NYSE Group, Inc. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE. Please read Flexible Plan Investments Brochure Form ADV Part 2A carefully before investing. Fusion Prime 32 Aggressive9Total exposure by asset classFusion Prime 8 Conservative (TCA)Weekly allocations as of Friday 4/4/2014 6/27/2014

Wilshire 500010Total exposure by asset classFusion Prime 20 Balanced (TCA)Weekly allocations as of Friday 4/4/2014 6/27/2014

Wilshire 5000

Wilshire 500011Total exposure by asset classFusion Prime 32 Aggressive (TCA)Weekly allocations as of Friday 4/4/2014 6/27/2014

Wilshire 5000

Wilshire 500012Total exposure by asset classFusion Prime 8 ConservativeFusion Prime 20 BalancedFusion Prime 32 AggressiveWeekly allocations as of Friday 4/4/2014 6/27/201413Weekly allocations as of Friday 4/4/2014 6/27/2014, and 7/18/14Where are we now?Fusion Prime 8 Conservative7/18/2014Same slide for FP 20 and FP 8

14Weekly allocations as of Friday 4/4/2014 6/27/2014, and 7/18/14Where are we now?Fusion Prime 20 Balanced7/18/2014Same slide for FP 20 and FP 8

15Weekly allocations as of Friday 4/4/2014 6/27/2014, and 7/18/14Where are we now?Fusion Prime 32 Aggressive7/18/2014Same slide for FP 20 and FP 8

16Summary Investing through the full market cycle Not based on emotion, quantitative-based approachFusion is behaving as designedDifferent custodians may have different performance over short periods of timeJason17

Questions?

Please type any questions you may have in the chat box to the right.PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.Peter

Questions from email:

Robert: Will REITS be included in the fund universe in the future? Jason to answer

Karen: Explain the Fusion risk profiles Jason to answer

Why arent the Fusion profiles on every platform re-allocated on the same day? - ??? To answer

18

flexibleplan.com/hotline/hotline.html

HOTLINEflexibleplan.com/public/news.aspxNEWSLETTERS

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.Other ways to stay connected with Flexible Plan:Hotline LinkedinQuarterly Newsletter

19IMPORTANT DISCLOUSURESThis presentation is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular index.These results do NOT represent actual trading or client experience, and do not reflect the impact of decision making or economic or market factors experienced during actual management of funds. The actual return may be lower or higher than the performance quoted. Annual returns are compounded monthly. Performance between selected dates may be misleading as indicative of overall performance of an index.The FPI FusionSM and Self-adjusting Trend Following Indexes (the Indexes) are calculated by NYSE Group, Inc. or its affiliates (NYSE Group, Inc.). The FPI FusionSM and Self-adjusting Trend Following Index strategies or managed accounts, which are based on the Indexes, are not issued, sponsored, endorsed, sold or promoted by NYSE Group, Inc., and NYSE Group, Inc. makes no representation regarding the advisability of investing in such product.NYSE GROUP, INC. MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE FPI FUSIONSM AND SELF-ADJUSTING TREND FOLLOWING INDEXES OR ANY DATA INCLUDED THEREIN. IN NO EVENT SHALL NYSE GROUP, INC. HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. It does not predict or project the performance of an investment or investment strategy as one cannot invest directly in an index. While FPIs Fusion strategies are based on the Fusion Indexes, and the FPI STF strategy is based on the STF Index, the indexes reflect the theoretical performance an investor would have obtained had it invested in the manner shown and does not represent returns an investor actually attained, as investors cannot invest directly in an index. No representation is being made that any client will or is likely to achieve results similar to those presented herein.

Fusion is predicated on combining multiple, dynamically risk-managed strategies into a single port

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