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betsy@tadlyle.com

Planning Resources, Inc.

4600 S Syracuse Street Suite 1000

Denver, CO 80237

Phone: 303-649-2162

Mon-Fri: 8:00 AM - 5:00 PM

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Planning Resources, Inc.

Office: 303-649-2162

4600 S Syracuse Street

Suite 1000

Denver, CO 80237

betsy@tadlyle.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Tad Lyle is licensed in AZ, CA, CO, FL, HI, ID, KS, MN, MO, MT, NC, NM, SC, OH, OK, TX, UT and WA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA, CO, HI, ID, MD, MT, NM, OH, OK, SC, TX and UT. Tad is advisor registered in CO. Dustin Carr is licensed in AZ, CO, NE and WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA, CO, FL, HI, IN, KS, MI, MN, MO, MS, NE, NM, TX, WA, WI and WY. Dustin is advisor registered in CO.This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION : Tad Lyle and Dustin Carr may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the states registration requirements. Follow-up, individualized responses to consumers in a particular state by Tad Lyle or Dustin Carr that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution they represent, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, 800/247-1737, member SIPC . Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Tad Lyle, Dustin Carr, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors, Planning Resources, Inc., Stephanie K. Carr, and Betsy F. Lyle are not affiliates of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.