Audio Script
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Onscreen:
Merrill logo opening
Merrill logo throughout
Opening Disclosure: Investing involves risk.
VO: What if life’s biggest turning points simply started with a question?
SUPER: Is it time to start a non-profit?
SUPER: Is it time to invest in my community?
SUPER: Is it time to grow my family the way I want?
VO: At Merrill, we not only understand the power of the questions you ask, we know how to help answer them in a way that’s unique to you.
SUPER: What changes can I make to be ready for higher healthcare costs?
SUPER: What changes can I make to get started on estate planning?
SUPER: What changes can I make to turn my second home into my first?
VO: That’s because we take the time to understand you and your goals…
SUPER: What if I need to take care of my parents?
SUPER: What if I want to make room for more?
SUPER: What if I turn my passions into profit?
VO: and help turn those questions into a financial plan that works for you, no matter where you are in life.
SUPER: How can we save for both retirement and college?
SUPER: How can we get smarter about taxes?
SUPER: How can we retire early and really enjoy it?
VO: For every question you have, every decision you make, and every answer you need, Merrill advisors are with you to listen and help guide you along the many paths your life can take.
VO: With personalized investing strategies from your dedicated Merrill advisor, plus the full range of solutions only Bank of America can deliver, there’s no question too big, or moment too small. Let’s get the conversation started.
Onscreen disclosure:
Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material should be regarded as general information on health care considerations and is not intended to provide specific health care advice. If you have questions regarding your particular health care situation, please contact your health care, legal or tax advisor.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and wholly owned subsidiary of BofA Corp.
SUPER: What would you like the power to do?®
VO: What would you like the power to do?
Onscreen:
Merrill logo
Bank of America logo
Super: Learn more at ML.com
Ending Disclosures:
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investment products:
Are Not FDIC Insured
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Are Not Bank Guaranteed
|
May Lose Value
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© 2021 Bank of America Corporation. All rights reserved.
3868820 - 10/15/2022
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OPENING ONSCREEN
SUPER: Can I be my own boss?
Merrill logo throughout
Disclosure Copy: The case studies presented are hypothetical and do not reflect specific strategies we may have developed for actual clients. They are for illustrative purposes only and intended to demonstrate the capabilities of Merrill and/or Bank of America. They are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.
SUPER: Rayna, L., Merrill Advisor
RAYNA: (catching her breath) After 8 years of having you as my client, I’ve never been more proud than when you called me up and said -- “I’m finally doing it! I’m quitting my job!”
I’m serious!
SUPER: Kelli R., Merrill Client
KELLI: I was more than ready to branch out and work just for myself, but it was hard to tell if I could afford such a big life change...
ON SCREEN DISCLOSURES
Investing involves risk. There is always the potential of losing money when you invest in
securities.
KELLI: All I wanted to do was be at the gym, helping train people, drafting plans to build my own fitness studio...
You understood my goals and showed me how easy it was to manage my Bank of America bank account and my Merrill investment account.
Now, nothing makes me happier than when a client tells me how well they’ve done in a marathon or a big race...
RAYNA: You’re great at what you do... you even have me out here breaking a sweat!
KELLI: Well, It’s the least I can do after you helped me position my finances in a way that could make this career shift manageable. You were just as invested in my vision as I was.... Which reminds me, I want to up my contribution for my nieces’ college fund, but I want to see how that impacts my retirement timeline.
RAYNA: Of course, always one step ahead!
RAYNA: Let’s update your Personal Wealth Analysis after the hike and we can talk about some options.
KELLI: ....And maybe then I can convince you to sign up for that half-marathon with me?....
RAYNA: I thought this was the marathon.
ANNCR VO: With personalized investing strategies from your dedicated Merrill advisor, plus the full range of solutions only Bank of America can deliver, there’s no question too big, or moment too small.
ANNCR VO: What would you like the power to do?
ON SCREEN DISCLOSURES
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and wholly owned subsidiary of BofA Corp.
END CARDS
SUPER: What would you like the power to do?®
Merrill Logo
Bank of America Logo
SUPER: Connect with an advisor at ML.com/MerrillAdvisor
END CARD DISCLOSURE
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investment products:
Are Not FDIC Insured
|
Are Not Bank Guaranteed
|
May Lose Value
|
© 2021 Bank of America Corporation. All rights reserved.
3889270 - 10/28/2022
OPENING ONSCREEN
SUPER: How do we make room for more?
Merrill logo throughout
Disclosure Copy: The case studies presented are hypothetical and do not reflect specific strategies we may have developed for actual clients. They are for illustrative purposes only and intended to demonstrate the capabilities of Merrill and/or Bank of America. They are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.
MAYA: Oh! Kayla, go find your abuela!
SUPER: Anthony W., Merrill Advisor
ANTHONY: Thank you for letting me stop by! I just need a couple of signatures and I’ll be out of your hair.
SUPER: Rodrigo and Maya S., Merrill Clients
RODRIGO: Oh nonsense, let me show you around! I’m sure mom and pop would be thrilled to see you.
ABUELA: You wanna help us?
ANTHONY: Wow, I remember when you first bought this house and we were talking about the possibilities of juggling the needs of three generations under one roof. It’s great to see it all coming together. How long has it been since your parents moved in? Three months?
ON SCREEN DISCLOSURES
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and wholly owned subsidiary of BofA Corp.
RODRIGO: About four months, or so. Yea, Kayla's been pushing for more abuelo and abuela sleepovers for quite some time, so she’s psyched.
ON SCREEN DISCLOSURES
Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing Lender. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
MAYA: I’m glad we decided to stay. After breaking down how much everything would cost between moving versus a new addition - it just made sense. This house holds so many memories... I couldn’t just throw that all away. And we talked about how much this would affect our daily lives.... retirement... and the kids' education savings....
RODRIGO: ...yea and you helped us navigate all of that. You know my pops was right! (laughs) ... just don’t tell him I said that okay?....
ANTHONY: (chuckles) Happy to help anytime, and I’m glad I could set you up with the right Bank of America specialist and make this addition really happen.
MAYA: Yes, thank you for setting that up for us.
RODRIGO: Yeah, we couldn’t have done it without you.
ANHONY: Do you need any more help?
RODRIGO: Hmmmm, how good are your wallpapering skills?
ANTHONY: Hey! Come here ya!!!
ABUELA: Anthony!
ANTHONY: Is this for me?
ANNCR VO: With personalized investing strategies from your dedicated Merrill advisor, plus the full range of solutions only Bank of America can deliver, there’s no question too big, or moment too small.
ANNCR VO: What would you like the power to do?
END CARDS
SUPER: What would you like the power to do?®
Merrill Logo
Bank of America Logo
SUPER: Connect with an advisor at ML.com/MerrillAdvisor
END CARD DISCLOSURE
Investing involves risk. There is always the potential of losing money when you invest in
securities.
Investment products:
Are Not FDIC Insured
|
Are Not Bank Guaranteed
|
May Lose Value
|
© 2021 Bank of America Corporation. All rights reserved.
3888982 - 10/28/2022
OPENING ONSCREEN
SUPER: Can we grow our family the way we want?
Merrill logo throughout
Disclosure Copy: The case studies presented are hypothetical and do not reflect specific strategies we may have developed for actual clients. They are for illustrative purposes only and intended to demonstrate the capabilities of Merrill and/or Bank of America. They are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.
ISLA: So how are you feeling? I haven’t seen you since Ruth’s first trimester!
PHOEBE: Yea, it’s been a crazy few months for sure!
SUPER: Isla C., Merrill Advisor
ISLA: It’s beautiful to see your family grow. I know it was a very big decision...
SUPER: Phoebe B., Merrill Client
PHOEBE: Yea... I remember us going back and forth between IVF versus adoption... yet at the same time we were so unsure about what to do with our portfolio...
ON SCREEN DISCLOSURES
Investing involves risk. There is always the potential of losing money when you invest in
securities.
PHOEBE: what about saving for our baby’s college?.... our retirement?....between being busy at work and trying to start a new family, it’s just a lot of questions to think about....
ON SCREEN DISCLOSURES
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and wholly owned subsidiary of BofA Corp.
ISLA: I totally get it. I remember trying to balance work during my first trimester. It is a lot to think about...
PHOEBE: Yea... But I remember telling Ruth about how great it was that you understood where we were coming from... I appreciate you taking the time to help us consider all of our options, your financial advice made our decision to have a baby so much easier.
ISLA: Aww well, after being your advisor for almost a decade, I could tell you both had your plates full. I’m just happy I could help.
PHOEBE... yea and now that you’ve shown me how to send you a message securely through the app, I won’t have to bother you when I suddenly have a question when I’m up in the middle of the night during a feeding!
ISLA: (smiles warmly) Well you know you can reach out to me anytime
PHOEBE: There she is!
ISLA: Ruth! You are glowing!
RUTH: Thank you!
ANNCR VO: With personalized investing strategies from your dedicated Merrill advisor, plus the full range of solutions only Bank of America can deliver, there’s no question too big, or moment too small.
ANNCR VO: What would you like the power to do?
END CARDS
SUPER: What would you like the power to do?®
Merrill Logo
Bank of America Logo
SUPER: Connect with an advisor at ML.com/MerrillAdvisor
END CARD DISCLOSURE
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investment products:
Are Not FDIC Insured
|
Are Not Bank Guaranteed
|
May Lose Value
|
© 2021 Bank of America Corporation. All rights reserved.
3889357 - 10/28/2022
OPENING ONSCREEN
SUPER: Can we be flexible with our future?
Merrill logo throughout
Disclosure Copy: The case studies presented are hypothetical and do not reflect specific strategies we may have developed for actual clients. They are for illustrative purposes only and intended to demonstrate the capabilities of Merrill and/or Bank of America. They are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.
VO:
SOPHIA: I’m glad you both had time for a call.
MARLENA: Sure!
SUPER: Sophia F., Merrill Advisor
SOPHIA: How’s everything been since the twins moved back home?
SUPER: Art and Marlena V., Merrill Clients
MARLENA: (hesitates) It’s..... been quite an adjustment to say the least...we were caught a little off guard when we heard that the twins were moving back home....at the same time...
SOPHIA: I can only imagine!
ART: At first we were adjusting to the idea of being empty nesters... now we’re ready for our nest to be empty!
ON SCREEN DISCLOSURES
Investing involves risk. There is always the potential of losing money when you invest in
securities.
MARLENA: But the university nearby has a better nursing program for Alyssa, and we’re proud of Joyce for applying to the Peace Corp. So, it’s nice to have the two of them under the same roof before she has to leave.
ON SCREEN DISCLOSURES
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and wholly owned subsidiary of BofA Corp.
SOPHIA: I was more than happy to adjust your financial plans given the situation with the twins. And Joyce will be all set with that Bank of America Premium Rewards credit card when she’s ready to leave home.
MARLENA: (warmly) Absolutely…
ART: And it was great that you worked with us to adjust our plan for Alyssa’s schooling because I still haven’t forgotten about our retirement plans…
MARLENA: Noooo..
SOPHIA: Of course and the downsizing plans that we discussed are right on track. And I think it's great the girls are pursuing what they're passionate about!
ART: They sure are passionate about their dreams...I just wish they were passionate about this garden...
ANNCR VO: With personalized investing strategies from your dedicated Merrill advisor, plus the full range of solutions only Bank of America can deliver, there’s no question too big, or moment too small.
ANNCR VO: What would you like the power to do?
END CARDS
SUPER: What would you like the power to do?®
Merrill Logo
Bank of America Logo
SUPER: Connect with an advisor at ML.com/MerrillAdvisor
END CARD DISCLOSURE
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investment products:
Are Not FDIC Insured
|
Are Not Bank Guaranteed
|
May Lose Value
|
© 2021 Bank of America Corporation. All rights reserved.
3889152 - 10/28/2022