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Some Investment Advisory Platform companies which we sell participate in activities that are designed to help facilitate the distribution of their products by making our financial planners more knowledgeable about their platform, such as educational programs and marketing activities including, but not limited to, attendance by the company’s representatives at LFA conferences, one-on-one marketing meetings and due diligence presentations to our planners. LFA receives additional compensation, sometimes called revenue sharing, from many of these Investment Advisory Platform companies. These payments are paid out of the distributor’s, investment advisor’s or other affiliate’s assets, not from the account assets and therefore would not appear as an item in a program’s fee and expense table. None of the payments received by LFA are paid or directed to any financial planner who sells these platforms. In addition, LFA planners do not receive a greater or lesser commission for sales of these Investment Advisory Platforms for which LFA receives these payments. The Investment Advisory Platforms that participate in the program described above are: AssetMark Investment Services Genworth Financial Asset Management Brinker Capital Morningstar Investment Services Curian Capital While the arrangement with each Investment Advisory Platform sponsor may vary, each may pay up to 15 basis points (0.15%) annually of the assets held at the Investment Advisory Platform. For example, for a $10,000 investment with a sponsor, LFA would receive a $15 annual payment for the period during which the assets remain in the Investment Advisory Platform. In addition to this payment, Investment Advisory Platform sponsors may make additional payments to LFA for attendance at various educational meetings hosted by LFA throughout the year. In addition to the Investment Advisory Platforms companies listed above which have formal revenue sharing agreements, other Investment Advisory Platforms companies may make flat dollar payments to LFA from time to time. These payments are not made as part of any formalized sales based or asset based agreement, but rather for specific activities including but not limited to exhibit booth space or presentation opportunities at LFA national meetings.     Mutual Funds Revenue Share 3/2008 &CDE|™ты    # $ = > ? D ` k p  # ˆ • Я и g    ? 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