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 | Are Not Bank Guaranteed | May Lose Value | © 2021 Bank of America Corporation. All rights reserved. 3868820 - 10/15/2022 |