Herz Retirement Plans

Conservative Designed for investors who are seeking current income while providing nominal capital appreciation for investors with a low tolerance for risk. Global Equity 15% US Large Cap 10% Int'l Developed 5% Global Bonds 80% Multisector 10% Int'l Bonds 10% Inv Grade Bonds 15% TIPS 10% Short Term Bond 10% Money Market 5% High Yield 20% Real Assets 5% Natural Resources 2% Real Estate 3% The Model Portfolios do not provide comprehensive investment advice, such as advice on buying a specific stock or bond, and should not be considered the sole or primary basis on which you make your investment decisions. Model strategies are exposed to the specific risks of the funds directly proportionate to their fund allocation. The funds comprising the strategies and the allocations to those funds have changed over time and may change in the future. Securities products involve investment risk, including the possible loss of principal. Advice provided and/or recommendations made should be consistent with your investment objective(s), risk profile, financial circumstances, time horizon, etc. Before investing, carefully consider the investment objectives, risks, fees, and other important information about the underlying investment options. This information can be found in the investment company prospectuses. You can obtain copies of prospectuses from your representative. Please read the prospectus carefully before investing. Investment products are not insured by the FDIC, the Federal Reserve Board, or any other agency and are not deposits or obligations of, nor guaranteed or endorsed by, any bank or savings association. Securities and investment advisory services are offered solely through and variable products underwritten by, Ameritas Investment Corp. (AIC), member FINRA/SIPC and a registered investment adviser. If you would like more detailed information about AIC’s investment advisory services, you should obtain a copy of AIC’s Form ADV Part II, which outlines the fees, expenses, and investment parameters associated with the AIC’s advisory platform. This disclosure document should be read carefully before investing. Herz Financial and AIC are not affiliated. Additional products and services may be available through Herz Financial or it’s associates that are not offered through AIC. Implement EducateDesign Support

Herz Retirement Plans

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