SlideShare a Scribd company logo
1 of 2
Download to read offline
My Journey
Born and raised right here in the Mid-Ohio Valley in Reno, and
graduating from Marietta High School, I am delighted to be back home
again. After high school and working in the law offices of William
(Bill) A. Fields and Paul G. Bertram, Jr., I headed off to college earning
degrees in Business Administration, Bible/Theology and Christian
Education.
While never regretting 25 great years spent working with college
students dedicated to service, it was time for a career change. Observing
graduates in careers and ministries worldwide with no means or plan
for their financial futures, and others retiring with nothing but “the
promise” of a Social Security check, I wanted to do something to make
a difference.
Being heavily recruited by two major insurance/financial companies and completing their training, I just could
not “sign-on” with either. Two philosophies prevailed that I could not accept: one--offer your clients primarily
the products that make you (the agent) the most commission; and two--everyone needs to diversity their hard-
earned nest egg into unsafe financial products, where they could lose either some or all of it!
Not being the kind of person who could sleep at night knowing a dime of my clients’ money could be at risk, I
soon thereafter learned about the awesome financial products I now am privileged to offer; from the most sound
companies that exist in our world today. It was a no-brainer and I’ve been doing it exuberantly ever since.
Having clientele from an array of professions (both still working and retired), who are thrilled with how we’ve
been able to protect and grow their resources, has been more rewarding than I could ever have imagined. What
I now anticipate, is the honor of sitting down with you to see how we can position your money, so it will sustain
you in the days ahead.
Disclosure: This Is an Educational Presentation
The information discussed in today’s seminar is basic and general in nature and is intended for educational purposes only. No specific product or companies are
being solicited. The presentation concerns the main issues regarding retirement planning and how to avoid or eliminate numerous financial problems that concern
many retirees. It is recommended that you consult the advice of certified professionals regarding your specific situation. Please understand that laws and regulations
are subject to local variations and may have different interpretations. Therefore, should legal advice be required, it is recommended that you seek the advice of a
qualified attorney in your state of residence. No specific investment advice is ever intended. Financial products can vary; therefore, always examine the detail of
the product structure, provisions and features. The U.S. Securities and Exchange Commission (SEC) requires that only registered representatives licensed with a
broker-dealer license can sell specific securities and provide investment advice. Any discussions regarding interest rates and rates of return are purely hypothetical
and not intended to represent assurances or guarantees. Today’s speaker does not give any tax advice. The presenter, speaker and/or sponsor of this information
(invitation), as well as the information presented at the seminar, is not related to, endorsed by, nor connected with and not approved by any government agency
or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for insurance products such as Medicare
supplements, long-term-care insurance, life insurance and annuities. Some of the insurance companies that Cathie Canary may represent are Allianz Life Insurance
Company, North American, Great American and American Equity Investment Life Insurance Company.
27060 State Route 7, Marietta, OH 45750
304.237.5029
www.MyCanaryCo.com

More Related Content

What's hot

Highland info graphic
Highland info graphicHighland info graphic
Highland info graphicJames Gibson
 
HTRIS_postcard_9x6_FINAL
HTRIS_postcard_9x6_FINALHTRIS_postcard_9x6_FINAL
HTRIS_postcard_9x6_FINALAshley Islas
 
Workshop for Successful Business Owners and their Advisors 3-15
Workshop for Successful Business Owners and their Advisors 3-15Workshop for Successful Business Owners and their Advisors 3-15
Workshop for Successful Business Owners and their Advisors 3-15Elliot EJ Paul, CFP ®
 
Non conforming loans australian mortgage awards finalist!
Non conforming loans australian mortgage awards finalist!Non conforming loans australian mortgage awards finalist!
Non conforming loans australian mortgage awards finalist!audreypatts
 
About Definitive Advisors, LLC
About Definitive Advisors, LLCAbout Definitive Advisors, LLC
About Definitive Advisors, LLCWayne Demeester
 
Northway wealth advisors 1-12-18
Northway wealth advisors 1-12-18Northway wealth advisors 1-12-18
Northway wealth advisors 1-12-18Dan FitzPatrick
 
Introductory Career
Introductory CareerIntroductory Career
Introductory CareerRoger Fishel
 
Wage Earner Disability Insurance
Wage Earner Disability InsuranceWage Earner Disability Insurance
Wage Earner Disability Insurancedougdeye
 
Untying the Knot: Special Divorce Issue
Untying the Knot: Special Divorce Issue Untying the Knot: Special Divorce Issue
Untying the Knot: Special Divorce Issue torirymer3
 
Services presentation
Services presentationServices presentation
Services presentationConeise Clark
 

What's hot (18)

Highland info graphic
Highland info graphicHighland info graphic
Highland info graphic
 
HTRIS_postcard_9x6_FINAL
HTRIS_postcard_9x6_FINALHTRIS_postcard_9x6_FINAL
HTRIS_postcard_9x6_FINAL
 
Wallstreet Journal
Wallstreet JournalWallstreet Journal
Wallstreet Journal
 
SE Florida Tombstone
SE Florida TombstoneSE Florida Tombstone
SE Florida Tombstone
 
Workshop for Successful Business Owners and their Advisors 3-15
Workshop for Successful Business Owners and their Advisors 3-15Workshop for Successful Business Owners and their Advisors 3-15
Workshop for Successful Business Owners and their Advisors 3-15
 
ML ACTUAL FINAL
ML ACTUAL FINALML ACTUAL FINAL
ML ACTUAL FINAL
 
Synergy Debt group Complaints
Synergy Debt group ComplaintsSynergy Debt group Complaints
Synergy Debt group Complaints
 
Non conforming loans australian mortgage awards finalist!
Non conforming loans australian mortgage awards finalist!Non conforming loans australian mortgage awards finalist!
Non conforming loans australian mortgage awards finalist!
 
About Definitive Advisors, LLC
About Definitive Advisors, LLCAbout Definitive Advisors, LLC
About Definitive Advisors, LLC
 
The Pinnacle Wealth Management Group at UBS
The Pinnacle Wealth Management Group at UBSThe Pinnacle Wealth Management Group at UBS
The Pinnacle Wealth Management Group at UBS
 
About Just Plans Etc.
About Just Plans Etc.About Just Plans Etc.
About Just Plans Etc.
 
Frederick M Orentlich
Frederick M OrentlichFrederick M Orentlich
Frederick M Orentlich
 
0412 trustees
0412 trustees0412 trustees
0412 trustees
 
Northway wealth advisors 1-12-18
Northway wealth advisors 1-12-18Northway wealth advisors 1-12-18
Northway wealth advisors 1-12-18
 
Introductory Career
Introductory CareerIntroductory Career
Introductory Career
 
Wage Earner Disability Insurance
Wage Earner Disability InsuranceWage Earner Disability Insurance
Wage Earner Disability Insurance
 
Untying the Knot: Special Divorce Issue
Untying the Knot: Special Divorce Issue Untying the Knot: Special Divorce Issue
Untying the Knot: Special Divorce Issue
 
Services presentation
Services presentationServices presentation
Services presentation
 

Viewers also liked

Astro fate.com ( astro star planetary details )
Astro fate.com ( astro star planetary details )Astro fate.com ( astro star planetary details )
Astro fate.com ( astro star planetary details )Deepak Somaji-Sawant
 
Lucena esmena+psc+pr+sobirania lucena
Lucena esmena+psc+pr+sobirania lucenaLucena esmena+psc+pr+sobirania lucena
Lucena esmena+psc+pr+sobirania lucenaC C
 
Alimentacion saludable
Alimentacion saludableAlimentacion saludable
Alimentacion saludableBety Lizarraga
 
Evolution of a renegade - Joseph Hansen on James Burnham 1947
Evolution of a renegade   - Joseph Hansen on James Burnham 1947Evolution of a renegade   - Joseph Hansen on James Burnham 1947
Evolution of a renegade - Joseph Hansen on James Burnham 1947Duncan Chapel
 
Modular design for game
Modular design for gameModular design for game
Modular design for gamebkxhunter
 
Buletin informativ IMI PQ NET nr.8
Buletin informativ IMI PQ NET nr.8Buletin informativ IMI PQ NET nr.8
Buletin informativ IMI PQ NET nr.8IMI PQ NET Romania
 
Programme jifa 2013 16012013
Programme jifa 2013 16012013Programme jifa 2013 16012013
Programme jifa 2013 16012013sfa_angeiologie
 
Music magazine questionnaire
Music magazine questionnaireMusic magazine questionnaire
Music magazine questionnairejojoycexxx
 

Viewers also liked (10)

Astro fate.com ( astro star planetary details )
Astro fate.com ( astro star planetary details )Astro fate.com ( astro star planetary details )
Astro fate.com ( astro star planetary details )
 
Lucena esmena+psc+pr+sobirania lucena
Lucena esmena+psc+pr+sobirania lucenaLucena esmena+psc+pr+sobirania lucena
Lucena esmena+psc+pr+sobirania lucena
 
Alimentacion saludable
Alimentacion saludableAlimentacion saludable
Alimentacion saludable
 
Cover Letter
Cover LetterCover Letter
Cover Letter
 
Evolution of a renegade - Joseph Hansen on James Burnham 1947
Evolution of a renegade   - Joseph Hansen on James Burnham 1947Evolution of a renegade   - Joseph Hansen on James Burnham 1947
Evolution of a renegade - Joseph Hansen on James Burnham 1947
 
Modular design for game
Modular design for gameModular design for game
Modular design for game
 
Contents analysis
Contents analysisContents analysis
Contents analysis
 
Buletin informativ IMI PQ NET nr.8
Buletin informativ IMI PQ NET nr.8Buletin informativ IMI PQ NET nr.8
Buletin informativ IMI PQ NET nr.8
 
Programme jifa 2013 16012013
Programme jifa 2013 16012013Programme jifa 2013 16012013
Programme jifa 2013 16012013
 
Music magazine questionnaire
Music magazine questionnaireMusic magazine questionnaire
Music magazine questionnaire
 

Similar to Bio

Asset Protection For Athletes
Asset Protection For AthletesAsset Protection For Athletes
Asset Protection For AthletesGoReedo
 
Worth Tax Benefits of Life Ins
Worth Tax Benefits of Life InsWorth Tax Benefits of Life Ins
Worth Tax Benefits of Life InsClaire Durand
 
Whathappenstomorrow
WhathappenstomorrowWhathappenstomorrow
WhathappenstomorrowDoug Katz
 
Financial Self Defense for Seniors
Financial Self Defense for SeniorsFinancial Self Defense for Seniors
Financial Self Defense for Seniors- Mark - Fullbright
 
TSVArticle08-2011
TSVArticle08-2011TSVArticle08-2011
TSVArticle08-2011Chuck Eapen
 
Women And Money, Moving From The Moment Into The Future
Women And Money, Moving From The Moment Into The FutureWomen And Money, Moving From The Moment Into The Future
Women And Money, Moving From The Moment Into The Futurecsawaf
 
Family Business Owners
Family Business OwnersFamily Business Owners
Family Business OwnersDoug Katz
 
VF-RecruitingBrochure-v2.0
VF-RecruitingBrochure-v2.0VF-RecruitingBrochure-v2.0
VF-RecruitingBrochure-v2.0David B Gonzalez
 
Virtual Financial ! Powerful Business Finance
Virtual Financial ! Powerful Business FinanceVirtual Financial ! Powerful Business Finance
Virtual Financial ! Powerful Business FinanceVirtual Financial Group
 
Virtual-Financial-Recruiting-Brochure
Virtual-Financial-Recruiting-BrochureVirtual-Financial-Recruiting-Brochure
Virtual-Financial-Recruiting-BrochureWest Kasper
 
Virtual Financial - Your Guide to Your Future
Virtual Financial - Your Guide to Your FutureVirtual Financial - Your Guide to Your Future
Virtual Financial - Your Guide to Your FutureBetty Goodwin
 
Farmers insurance small business opportunity
Farmers insurance small business opportunityFarmers insurance small business opportunity
Farmers insurance small business opportunityFarmers Insurance
 
Nu Me Investment
Nu Me InvestmentNu Me Investment
Nu Me Investmentguestbb67f
 
The virtual-advantage-vfg-corp-overview
The virtual-advantage-vfg-corp-overviewThe virtual-advantage-vfg-corp-overview
The virtual-advantage-vfg-corp-overviewMarc Cram
 
T Wayne Valuing a Dream Working File
T Wayne Valuing a Dream Working FileT Wayne Valuing a Dream Working File
T Wayne Valuing a Dream Working FileTony Wayne
 
Farmers insurance small business acquisition
Farmers insurance small business acquisitionFarmers insurance small business acquisition
Farmers insurance small business acquisitionFarmers Insurance
 

Similar to Bio (20)

Winning strategiesforseniorsv1.3
Winning strategiesforseniorsv1.3Winning strategiesforseniorsv1.3
Winning strategiesforseniorsv1.3
 
Asset Protection For Athletes
Asset Protection For AthletesAsset Protection For Athletes
Asset Protection For Athletes
 
Worth Tax Benefits of Life Ins
Worth Tax Benefits of Life InsWorth Tax Benefits of Life Ins
Worth Tax Benefits of Life Ins
 
Whathappenstomorrow
WhathappenstomorrowWhathappenstomorrow
Whathappenstomorrow
 
Financial Self Defense for Seniors
Financial Self Defense for SeniorsFinancial Self Defense for Seniors
Financial Self Defense for Seniors
 
TSVArticle08-2011
TSVArticle08-2011TSVArticle08-2011
TSVArticle08-2011
 
Women And Money, Moving From The Moment Into The Future
Women And Money, Moving From The Moment Into The FutureWomen And Money, Moving From The Moment Into The Future
Women And Money, Moving From The Moment Into The Future
 
Family Business Owners
Family Business OwnersFamily Business Owners
Family Business Owners
 
What Keeps You Up At Night? @CBA
What Keeps You Up At Night? @CBAWhat Keeps You Up At Night? @CBA
What Keeps You Up At Night? @CBA
 
pri
pripri
pri
 
VF-RecruitingBrochure-v2.0
VF-RecruitingBrochure-v2.0VF-RecruitingBrochure-v2.0
VF-RecruitingBrochure-v2.0
 
Virtual Financial ! Powerful Business Finance
Virtual Financial ! Powerful Business FinanceVirtual Financial ! Powerful Business Finance
Virtual Financial ! Powerful Business Finance
 
Virtual-Financial-Recruiting-Brochure
Virtual-Financial-Recruiting-BrochureVirtual-Financial-Recruiting-Brochure
Virtual-Financial-Recruiting-Brochure
 
Virtual Financial - Your Guide to Your Future
Virtual Financial - Your Guide to Your FutureVirtual Financial - Your Guide to Your Future
Virtual Financial - Your Guide to Your Future
 
Farmers insurance small business opportunity
Farmers insurance small business opportunityFarmers insurance small business opportunity
Farmers insurance small business opportunity
 
Nu Me Investment
Nu Me InvestmentNu Me Investment
Nu Me Investment
 
The virtual-advantage-vfg-corp-overview
The virtual-advantage-vfg-corp-overviewThe virtual-advantage-vfg-corp-overview
The virtual-advantage-vfg-corp-overview
 
Family Law Magazine
Family Law MagazineFamily Law Magazine
Family Law Magazine
 
T Wayne Valuing a Dream Working File
T Wayne Valuing a Dream Working FileT Wayne Valuing a Dream Working File
T Wayne Valuing a Dream Working File
 
Farmers insurance small business acquisition
Farmers insurance small business acquisitionFarmers insurance small business acquisition
Farmers insurance small business acquisition
 

Bio

  • 1. My Journey Born and raised right here in the Mid-Ohio Valley in Reno, and graduating from Marietta High School, I am delighted to be back home again. After high school and working in the law offices of William (Bill) A. Fields and Paul G. Bertram, Jr., I headed off to college earning degrees in Business Administration, Bible/Theology and Christian Education. While never regretting 25 great years spent working with college students dedicated to service, it was time for a career change. Observing graduates in careers and ministries worldwide with no means or plan for their financial futures, and others retiring with nothing but “the promise” of a Social Security check, I wanted to do something to make a difference. Being heavily recruited by two major insurance/financial companies and completing their training, I just could not “sign-on” with either. Two philosophies prevailed that I could not accept: one--offer your clients primarily the products that make you (the agent) the most commission; and two--everyone needs to diversity their hard- earned nest egg into unsafe financial products, where they could lose either some or all of it! Not being the kind of person who could sleep at night knowing a dime of my clients’ money could be at risk, I soon thereafter learned about the awesome financial products I now am privileged to offer; from the most sound companies that exist in our world today. It was a no-brainer and I’ve been doing it exuberantly ever since. Having clientele from an array of professions (both still working and retired), who are thrilled with how we’ve been able to protect and grow their resources, has been more rewarding than I could ever have imagined. What I now anticipate, is the honor of sitting down with you to see how we can position your money, so it will sustain you in the days ahead.
  • 2. Disclosure: This Is an Educational Presentation The information discussed in today’s seminar is basic and general in nature and is intended for educational purposes only. No specific product or companies are being solicited. The presentation concerns the main issues regarding retirement planning and how to avoid or eliminate numerous financial problems that concern many retirees. It is recommended that you consult the advice of certified professionals regarding your specific situation. Please understand that laws and regulations are subject to local variations and may have different interpretations. Therefore, should legal advice be required, it is recommended that you seek the advice of a qualified attorney in your state of residence. No specific investment advice is ever intended. Financial products can vary; therefore, always examine the detail of the product structure, provisions and features. The U.S. Securities and Exchange Commission (SEC) requires that only registered representatives licensed with a broker-dealer license can sell specific securities and provide investment advice. Any discussions regarding interest rates and rates of return are purely hypothetical and not intended to represent assurances or guarantees. Today’s speaker does not give any tax advice. The presenter, speaker and/or sponsor of this information (invitation), as well as the information presented at the seminar, is not related to, endorsed by, nor connected with and not approved by any government agency or organization. Although the seminar is providing information of value for consumers, the seminar is a solicitation for insurance products such as Medicare supplements, long-term-care insurance, life insurance and annuities. Some of the insurance companies that Cathie Canary may represent are Allianz Life Insurance Company, North American, Great American and American Equity Investment Life Insurance Company. 27060 State Route 7, Marietta, OH 45750 304.237.5029 www.MyCanaryCo.com