M3 PLANNING, INC. dba ONSTRATEGY

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ACC))?& CERTIFICATE OF LIABILITY INSURANCE 111.�0311312020 DAIS IMMNOIVYVYI THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endomement(s). PRODUCER CONTACT Terns Caner -Prince NAME: RAI Insurance Richled BAssoclates. Inc. PNONN (775)786-2731 AC No: (775)786-1308 gDDRE99: iPnnce®rai-insuranoe.cem 10425 Double R Blvd Rena NV 89521 INSURERS AFFORDING COVERAGE NAIL a INSURERA: Hartford insurance Company 34690 INSURED INSURER B: Philadelphia Insurance Co. 18058 M3 Planning, Inc. DBA: OnStralegy INSUREac: PO Box 8021 INSURER O: INSURER E : Reno NV 89507-8021 INSURER F: COVERAGES CERTIFICATF NIIMRFR• 1BrLU UL PtO1 NUM ocvlcrnu uuumcm. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUEDTO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS ,"am LTR TYPE OF INSURANCF D WVD POLICY NUMBER MNVIDWYYYY MMIp01YYYY LMRS x COMMERCNLGENERALLIABILRY 1.000.000 FACHOCCURRENCE S PR MIS Ea ocw s 11000,000 CUIMSMAOE ©OCCUR MEDEXP An ane Nbn s 10,000 PERSONALSAOVINJURY S 1.000.000 A 53 SBAAK4067 12/01/2019 12/0112020 GENLAGGREGATE LIMRAPPLIES PER GENERAL AGGREGATE 5 2.000,000 PRODUCTS-COMPIGPgGG $ 2.000.000 POLICY JERC LOC OTHER. Employee Benefits s 50,000 AUTOMOBILE LIABILITY COMBINED LIMIT ac e i s ANY AUTO BODILYINUURYIPerpelsvll s A OWNED F7 SCHEDULEO AUTOS ONLY AUTOS 53 SBA AK4067 1VOV2019 12/0112020 BODILY INJURY (Per sixWenO 5 HIRED NOROWNED AUTOS ONLY AUTOS ONLY PROPERTY DAMA E par s �''11 'r �r W Combined Single Umit s 1.000.000 U V - UMBRELLA LIAR OCCUR EACH OCCURRENCE S AGGREGATE s EXCESS UAB CUIMSMAOE DEO I I RETENTION 5 S WORKERSCOMPENSATION STATUTE ANDEMPLOYERWLIABRITY YIN ERTM EL EACHACCIDEM s 1.000.000 A ANY PROPRIETORMARINERIEXECUTIVE OFFICEWMEMBER EXCLUDED? ❑ NIA 53WECAB9ENN 12/01/2019 12O112020 if Y", atory Indixret NNl El. DISEASE - EA EMPLOYEE s 1.000.000 E.L. DISEASE-POUCYunAT s 1,000.000 DESCEawltw OF O DESCRIPTION OF OPERATIONS MImV Professional Liability Limit Limit $1.000,000 B 08/0512019 08/05/2020 Deductible $5,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES LACORD 101, Atl4Blnnel RamMha Schedule. may be auacha4 N more apaw M reWNaei City of Santa Ana is included as additional insured with respect to General Liability REVIFWED & APPROVED Y Risk NA(1(MLNI DIVISION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana MA A M. LAMBERT ACCORDANCE WITH THE POLICY PROVISIONS. 20 Qvic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana CA 92701 U All Nahts AUUKU ZD (LUI bIU3) The ACORD name and logo are registered marks of ACORD