5
TD AMERITRADE | TDA 1867: Amerivest Animation 3/7/12 | Supplemental Income Storyboard | v 4.0
TD AMERITRADE | TDA 1867: Amerivest Animation3/7/12 | Supplemental Income Storyboard | v 4.0
2
TD AMERITRADE | TDA 1867: Amerivest Animation | 3/7/12 | v 4.0
Animation
Voiceover:They’re geared toward investors seeking a stream of income beyond existing sources such as pensions, annuities, or social security.
Animation:Photos of active retired peopel and couples.
7. Voiceover:These portfolios aim to generate income for a given level of risk, while also helping to preserve capital.
How do they do this? They invest in a wide range of fixed-income funds that span the globe and credit spectrum,
They also invest in funds with dividend-paying stocks and income-oriented equity trading strategies.
Animation:
Pan down list of asset classes:
US Treasuries
US Investment Grade Corporate Bonds
Treasury Inflation Protected Securities (TIPS)
Corporate High-Yield Bonds
Convertible Bonds
Floating-Rate Loans
Developed Markets International Bonds
Emerging Markets Bonds
World Equity (US & International)
US Mortgage-Backed Securities
Real Estate Investment Trusts (REITs)
Preferred Stocks
Commodities
Cash
9.Voiceover:Amerivest, an investment advisory affiliate of TD Ameri-trade, has a solution to help address these financial concerns.
Animation:Words floating around such as:Retirement, income, medical expenses, mortgage, grandchil-dren etc…Suggest continuing images from 4.00
4. Voiceover:Amerivest Supplemental Income Portfolios. Designed to provide an income stream.
Animation:Show text
17.Voiceover:Amerivest Supplemental Income Portfolios will provide you with:
• Easily accessible source of additional income• Conservatively managed portfolios• Objective portfolio recommen-dations• Professional ongoing manage-ment from Amerivest • Morningstar Associates provides allocation and fund recommendations to Amerivest• Dedicated client support
Animation:Show photos of active seniors. Display a lower third on the page containig “Additional Income”, “Portfolio recommendations”, “Ongoing Managament”, and Dedicated Client Support” in sync with the voiceover.
16.Voiceover:Wondering how you’ll be able to get supplemental income while you’re retired?
Animation:Photo of retired couple drinking wine.
2.Voiceover:Static Screen
Animation:Static Screen
1. Voiceover:You can do it yourself by going to TD Ameritrade.com. Select -→Planning & Retirement and look at our→Portfolio Solutions.
But you don’t have to go it alone. While you’re online, you can also find a branch near you and speak to a TD Ameritrade Investment Consultant. And, it’s easy to call an Amerivest Specialist: 888-310-7921.
Animation:Closing Screen
Show Disclaimer:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
18.Voiceover:and may be for someone nearing retirement or as an income yielding investment .
Animation:Show screenshot from:https://wwws.ameritrade.com/cgi--bin/apps/u/MarketingViewModelDetail?cid=2&sid=1#
Zoom into the pie chart and pan down the legend.
14.Voiceover:This portfolio is designed for investors who are very conserva-tive in their strategy and may be for someone already in retirement.
Animation:Show screenshot from:https://wwws.ameritrade.com/cgi--bin/apps/u/MarketingViewModelDetail?cid=2&sid=1#
Zoom into the pie chart and pan down the legend.
12.Voiceover:The Amerivest Supplemental Income Portfolios powered by Morningstar Associates are professionally managed portfolios of interest- and dividend-yielding mutual funds, conservative by design.
Animation:Show Morningstar logo
6.
Voiceover:Once you have selected and funded a portfolio, it’s easy to set up regular systematic withdrawals from your account.
Animation:Show text
15.Voiceover:The Moderate Portfolio is designed for those who are comfortable with a little more exposure to equities, higher risk areas of the fixed income market
Animation:Show text
13.Voiceover:The Conservative Portfolio tends to have greater exposure to more conservative fixed income investments, such as US Treasury bonds and TIPS.
Animation:Show text
11.Voiceover:It’s your money. We’ll help you figure it out.
Animation:Text on screen
5.Voiceover:Or are you looking for an income-oriented investment?
Animation:Photo of retired talking to a financial consultant.
3. Voiceover:Amerivest Supplemental Income Portfolios can provide additional income which could be just what you need to upgrade your lifestyle or maintain the one you already have.
Animation:Photo of retired person doing yoga
8. Voiceover:Amerivest recommends one of two income-yielding portfolios based on your risk tolerance, time horizon, investment objectives and current income needs.
Animation:Show a sign with “Portfolio A” and Portfolio B” on it. Relevant words scroll bay in the background.
10. Voiceover:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
Animation:Closing Screen
Show Disclaimer:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
19.
3
TD AMERITRADE | TDA 1867: Amerivest Animation | 3/7/12 | v 4.0
Animation
Voiceover:They’re geared toward investors seeking a stream of income beyond existing sources such as pensions, annuities, or social security.
Animation:Photos of active retired peopel and couples.
7. Voiceover:These portfolios aim to generate income for a given level of risk, while also helping to preserve capital.
How do they do this? They invest in a wide range of fixed-income funds that span the globe and credit spectrum,
They also invest in funds with dividend-paying stocks and income-oriented equity trading strategies.
Animation:
Pan down list of asset classes:
US Treasuries
US Investment Grade Corporate Bonds
Treasury Inflation Protected Securities (TIPS)
Corporate High-Yield Bonds
Convertible Bonds
Floating-Rate Loans
Developed Markets International Bonds
Emerging Markets Bonds
World Equity (US & International)
US Mortgage-Backed Securities
Real Estate Investment Trusts (REITs)
Preferred Stocks
Commodities
Cash
9.Voiceover:Amerivest, an investment advisory affiliate of TD Ameri-trade, has a solution to help address these financial concerns.
Animation:Words floating around such as:Retirement, income, medical expenses, mortgage, grandchil-dren etc…Suggest continuing images from 4.00
4. Voiceover:Amerivest Supplemental Income Portfolios. Designed to provide an income stream.
Animation:Show text
17.Voiceover:Amerivest Supplemental Income Portfolios will provide you with:
• Easily accessible source of additional income• Conservatively managed portfolios• Objective portfolio recommen-dations• Professional ongoing manage-ment from Amerivest • Morningstar Associates provides allocation and fund recommendations to Amerivest• Dedicated client support
Animation:Show photos of active seniors. Display a lower third on the page containig “Additional Income”, “Portfolio recommendations”, “Ongoing Managament”, and Dedicated Client Support” in sync with the voiceover.
16.Voiceover:Wondering how you’ll be able to get supplemental income while you’re retired?
Animation:Photo of retired couple drinking wine.
2.Voiceover:Static Screen
Animation:Static Screen
1. Voiceover:You can do it yourself by going to TD Ameritrade.com. Select -→Planning & Retirement and look at our→Portfolio Solutions.
But you don’t have to go it alone. While you’re online, you can also find a branch near you and speak to a TD Ameritrade Investment Consultant. And, it’s easy to call an Amerivest Specialist: 888-310-7921.
Animation:Closing Screen
Show Disclaimer:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
18.Voiceover:and may be for someone nearing retirement or as an income yielding investment .
Animation:Show screenshot from:https://wwws.ameritrade.com/cgi--bin/apps/u/MarketingViewModelDetail?cid=2&sid=1#
Zoom into the pie chart and pan down the legend.
14.Voiceover:This portfolio is designed for investors who are very conserva-tive in their strategy and may be for someone already in retirement.
Animation:Show screenshot from:https://wwws.ameritrade.com/cgi--bin/apps/u/MarketingViewModelDetail?cid=2&sid=1#
Zoom into the pie chart and pan down the legend.
12.Voiceover:The Amerivest Supplemental Income Portfolios powered by Morningstar Associates are professionally managed portfolios of interest- and dividend-yielding mutual funds, conservative by design.
Animation:Show Morningstar logo
6.
Voiceover:Once you have selected and funded a portfolio, it’s easy to set up regular systematic withdrawals from your account.
Animation:Show text
15.Voiceover:The Moderate Portfolio is designed for those who are comfortable with a little more exposure to equities, higher risk areas of the fixed income market
Animation:Show text
13.Voiceover:The Conservative Portfolio tends to have greater exposure to more conservative fixed income investments, such as US Treasury bonds and TIPS.
Animation:Show text
11.Voiceover:It’s your money. We’ll help you figure it out.
Animation:Text on screen
5.Voiceover:Or are you looking for an income-oriented investment?
Animation:Photo of retired talking to a financial consultant.
3. Voiceover:Amerivest Supplemental Income Portfolios can provide additional income which could be just what you need to upgrade your lifestyle or maintain the one you already have.
Animation:Photo of retired person doing yoga
8. Voiceover:Amerivest recommends one of two income-yielding portfolios based on your risk tolerance, time horizon, investment objectives and current income needs.
Animation:Show a sign with “Portfolio A” and Portfolio B” on it. Relevant words scroll bay in the background.
10. Voiceover:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
Animation:Closing Screen
Show Disclaimer:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
19.
4
TD AMERITRADE | TDA 1867: Amerivest Animation | 3/7/12 | v 4.0
Animation
Voiceover:They’re geared toward investors seeking a stream of income beyond existing sources such as pensions, annuities, or social security.
Animation:Photos of active retired peopel and couples.
7. Voiceover:These portfolios aim to generate income for a given level of risk, while also helping to preserve capital.
How do they do this? They invest in a wide range of fixed-income funds that span the globe and credit spectrum,
They also invest in funds with dividend-paying stocks and income-oriented equity trading strategies.
Animation:
Pan down list of asset classes:
US Treasuries
US Investment Grade Corporate Bonds
Treasury Inflation Protected Securities (TIPS)
Corporate High-Yield Bonds
Convertible Bonds
Floating-Rate Loans
Developed Markets International Bonds
Emerging Markets Bonds
World Equity (US & International)
US Mortgage-Backed Securities
Real Estate Investment Trusts (REITs)
Preferred Stocks
Commodities
Cash
9.Voiceover:Amerivest, an investment advisory affiliate of TD Ameri-trade, has a solution to help address these financial concerns.
Animation:Words floating around such as:Retirement, income, medical expenses, mortgage, grandchil-dren etc…Suggest continuing images from 4.00
4. Voiceover:Amerivest Supplemental Income Portfolios. Designed to provide an income stream.
Animation:Show text
17.Voiceover:Amerivest Supplemental Income Portfolios will provide you with:
• Easily accessible source of additional income• Conservatively managed portfolios• Objective portfolio recommen-dations• Professional ongoing manage-ment from Amerivest • Morningstar Associates provides allocation and fund recommendations to Amerivest• Dedicated client support
Animation:Show photos of active seniors. Display a lower third on the page containig “Additional Income”, “Portfolio recommendations”, “Ongoing Managament”, and Dedicated Client Support” in sync with the voiceover.
16.Voiceover:Wondering how you’ll be able to get supplemental income while you’re retired?
Animation:Photo of retired couple drinking wine.
2.Voiceover:Static Screen
Animation:Static Screen
1. Voiceover:You can do it yourself by going to TD Ameritrade.com. Select -→Planning & Retirement and look at our→Portfolio Solutions.
But you don’t have to go it alone. While you’re online, you can also find a branch near you and speak to a TD Ameritrade Investment Consultant. And, it’s easy to call an Amerivest Specialist: 888-310-7921.
Animation:Closing Screen
Show Disclaimer:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
18.Voiceover:and may be for someone nearing retirement or as an income yielding investment .
Animation:Show screenshot from:https://wwws.ameritrade.com/cgi--bin/apps/u/MarketingViewModelDetail?cid=2&sid=1#
Zoom into the pie chart and pan down the legend.
14.Voiceover:This portfolio is designed for investors who are very conserva-tive in their strategy and may be for someone already in retirement.
Animation:Show screenshot from:https://wwws.ameritrade.com/cgi--bin/apps/u/MarketingViewModelDetail?cid=2&sid=1#
Zoom into the pie chart and pan down the legend.
12.Voiceover:The Amerivest Supplemental Income Portfolios powered by Morningstar Associates are professionally managed portfolios of interest- and dividend-yielding mutual funds, conservative by design.
Animation:Show Morningstar logo
6.
Voiceover:Once you have selected and funded a portfolio, it’s easy to set up regular systematic withdrawals from your account.
Animation:Show text
15.Voiceover:The Moderate Portfolio is designed for those who are comfortable with a little more exposure to equities, higher risk areas of the fixed income market
Animation:Show text
13.Voiceover:The Conservative Portfolio tends to have greater exposure to more conservative fixed income investments, such as US Treasury bonds and TIPS.
Animation:Show text
11.Voiceover:It’s your money. We’ll help you figure it out.
Animation:Text on screen
5.Voiceover:Or are you looking for an income-oriented investment?
Animation:Photo of retired talking to a financial consultant.
3. Voiceover:Amerivest Supplemental Income Portfolios can provide additional income which could be just what you need to upgrade your lifestyle or maintain the one you already have.
Animation:Photo of retired person doing yoga
8. Voiceover:Amerivest recommends one of two income-yielding portfolios based on your risk tolerance, time horizon, investment objectives and current income needs.
Animation:Show a sign with “Portfolio A” and Portfolio B” on it. Relevant words scroll bay in the background.
10. Voiceover:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
Animation:Closing Screen
Show Disclaimer:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
19.
5
TD AMERITRADE | TDA 1867: Amerivest Animation | 3/7/12 | v 4.0
Animation
Voiceover:They’re geared toward investors seeking a stream of income beyond existing sources such as pensions, annuities, or social security.
Animation:Photos of active retired peopel and couples.
7. Voiceover:These portfolios aim to generate income for a given level of risk, while also helping to preserve capital.
How do they do this? They invest in a wide range of fixed-income funds that span the globe and credit spectrum,
They also invest in funds with dividend-paying stocks and income-oriented equity trading strategies.
Animation:
Pan down list of asset classes:
US Treasuries
US Investment Grade Corporate Bonds
Treasury Inflation Protected Securities (TIPS)
Corporate High-Yield Bonds
Convertible Bonds
Floating-Rate Loans
Developed Markets International Bonds
Emerging Markets Bonds
World Equity (US & International)
US Mortgage-Backed Securities
Real Estate Investment Trusts (REITs)
Preferred Stocks
Commodities
Cash
9.Voiceover:Amerivest, an investment advisory affiliate of TD Ameri-trade, has a solution to help address these financial concerns.
Animation:Words floating around such as:Retirement, income, medical expenses, mortgage, grandchil-dren etc…Suggest continuing images from 4.00
4. Voiceover:Amerivest Supplemental Income Portfolios. Designed to provide an income stream.
Animation:Show text
17.Voiceover:Amerivest Supplemental Income Portfolios will provide you with:
• Easily accessible source of additional income• Conservatively managed portfolios• Objective portfolio recommen-dations• Professional ongoing manage-ment from Amerivest • Morningstar Associates provides allocation and fund recommendations to Amerivest• Dedicated client support
Animation:Show photos of active seniors. Display a lower third on the page containig “Additional Income”, “Portfolio recommendations”, “Ongoing Managament”, and Dedicated Client Support” in sync with the voiceover.
16.Voiceover:Wondering how you’ll be able to get supplemental income while you’re retired?
Animation:Photo of retired couple drinking wine.
2.Voiceover:Static Screen
Animation:Static Screen
1. Voiceover:You can do it yourself by going to TD Ameritrade.com. Select -→Planning & Retirement and look at our→Portfolio Solutions.
But you don’t have to go it alone. While you’re online, you can also find a branch near you and speak to a TD Ameritrade Investment Consultant. And, it’s easy to call an Amerivest Specialist: 888-310-7921.
Animation:Closing Screen
Show Disclaimer:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
18.Voiceover:and may be for someone nearing retirement or as an income yielding investment .
Animation:Show screenshot from:https://wwws.ameritrade.com/cgi--bin/apps/u/MarketingViewModelDetail?cid=2&sid=1#
Zoom into the pie chart and pan down the legend.
14.Voiceover:This portfolio is designed for investors who are very conserva-tive in their strategy and may be for someone already in retirement.
Animation:Show screenshot from:https://wwws.ameritrade.com/cgi--bin/apps/u/MarketingViewModelDetail?cid=2&sid=1#
Zoom into the pie chart and pan down the legend.
12.Voiceover:The Amerivest Supplemental Income Portfolios powered by Morningstar Associates are professionally managed portfolios of interest- and dividend-yielding mutual funds, conservative by design.
Animation:Show Morningstar logo
6.
Voiceover:Once you have selected and funded a portfolio, it’s easy to set up regular systematic withdrawals from your account.
Animation:Show text
15.Voiceover:The Moderate Portfolio is designed for those who are comfortable with a little more exposure to equities, higher risk areas of the fixed income market
Animation:Show text
13.Voiceover:The Conservative Portfolio tends to have greater exposure to more conservative fixed income investments, such as US Treasury bonds and TIPS.
Animation:Show text
11.Voiceover:It’s your money. We’ll help you figure it out.
Animation:Text on screen
5.Voiceover:Or are you looking for an income-oriented investment?
Animation:Photo of retired talking to a financial consultant.
3. Voiceover:Amerivest Supplemental Income Portfolios can provide additional income which could be just what you need to upgrade your lifestyle or maintain the one you already have.
Animation:Photo of retired person doing yoga
8. Voiceover:Amerivest recommends one of two income-yielding portfolios based on your risk tolerance, time horizon, investment objectives and current income needs.
Animation:Show a sign with “Portfolio A” and Portfolio B” on it. Relevant words scroll bay in the background.
10. Voiceover:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
Animation:Closing Screen
Show Disclaimer:Before investing, be sure to carefully consider the investment’s objectives, risks, charges and expenses. For a prospectus containing this and other important information, please contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
19.
![COMPLIANCE EDITION ] - TD Ameritrade Institutional](https://static.documents.pub/doc/80x56/62364df555977e5e256720e5/compliance-edition-td-ameritrade-institutional.jpg)
