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Investment Features Stocks Fixed-income Investments Annuities###DISCLAIMER:2_0 UB Insurance with Address### Mutual Funds###DISCLAIMER:2_0 Deposit Sweep Program###
Risk/return potential High Moderate Low (fixed); high (variable) Low, moderate, or high
Key objective Growth of capital Regular income Retirement income Multiple objectives
Suitability Aggressive growth investors Income-oriented investors Retirement investors Moderate-risk investors
Time frame Long term Intermediate or long term Long term Intermediate or long term
Issuer Corporations Government or corporations Insurance companies Mutual fund companies
FDIC insurance No No No No
Tax advantages###DISCLAIMER:2_0 Tax Advisor - 1### No Yes###DISCLAIMER:2_0 Bonds### (tax-free municipal bonds) Yes (tax-deferred growth) Yes (depends on fund chosen)
Easily traded without penalties Yes Yes No Yes (depends on share type)
Contact your Financial Advisor at UnionBanc Investment Services either by visiting the Investment Center located in your nearest branch or by calling 1-877-634-3890.