Customizing Instructions

1. On title slide, enter Member Firm’s name where it says “Member Name Here”

2. On “Welcome” slide, change the number of firms as needed based on new members

3. On “Branding and Co-Marketing Slide” in the Email Co-Branding paragraph, enter Member Firm’s Name where it says “Member Name Here” and enter their City and State where it says “City, ST”

4. Once the new member provides their logo, insert the logo onto the Master Slide in the bottom left corner, adjust for size

5. After customizing is complete, delete this slide

New Member OrientationMember Name Here

Presented by Christina VerbaMember Support Specialist

Benefit Advisors Network

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Insert member’s logo here

Welcome

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Benefit Advisors Network, the POWER of Smart Partners (®TM )

Our brand, colors, identity and logo

Sharing of best practices, tools and resources

Currently 43 firms across the United States

Competing Nationally and Communicating to Your Clients

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

“Why Smart Partners”Brochure, Presentation and Service Sheets

Website: www.WhySmartPartners.com

Your fellow Smart PartnersTM

Access to national resourcesCo-Branding

Branding and Co-Marketing

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Logo and TaglineEmail Co-Branding

Member Name Here is the City, ST member of Benefit Advisors Network, the premier national network of independent benefit advisory & consulting companies. Through best practice sharing, market clout leveraging and shared capital resources, we deliver industry leading tools, technology and expertise for optimum results for our employee benefits customers.

Members’ Seal for business cards, etc.

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Be involvedConference participation and attendance by owners

Committee participation by owner and/or key employee with at least one Committee

Peer interaction and sharing of best practices, resources and tools

Once every two years taking an active role in a BAN Meeting (presenting, panel member, etc.)

Share strategic planning with member firms

Member Obligations

Member Obligations

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Strategic Planning Studies and BenchmarkingAnnual Survey

Carrier assessments and studies

Co-Brand with BAN

Active participation, commitment and integration of BAN Core Services & Preferred ServicesFirst look/opportunity to participate with BAN Preferred Services, including Alliance Partners

Sharing the Wisdom of SmartPartnersTM

Accessing the Strategies of SmartPartnersTM

Attaining the Efficiency of SmartPartnersTM

Tapping the Expertise of SmartPartnersTM

These provide the strength to help shareholders of privately held Employee Benefits brokerage firms improve profitability and performance.

The Four Dynamics That Drive The Power of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Educational ConferencesSemi-annual gathering of Smart Partners™

Topic have included:Owner’s strategic reportCompliance reportTargeted breakout sessionsUpdates on BAN’s “virtual office”

Our Next ConferenceAugust 7-9, 2011 in Chicago

Sharing the Wisdom of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Executive Sales TrainingWorkshops will empower producers to share greater sales and revenue growth through sales and marketing concepts that can win and retain clients.

Attendees learn great new ways of increasing revenue for themselves and their agencies, and leave with the ability to train others within your agencies to maximize profits.

Typically held in April

Sharing the Wisdom of SmartPartnersTM

Best practices learning & sharing of knowledge and intellectual capital – 3 Types of Groups

Ongoing committees – Growing BANComplianceMarketing (+ Client Communication & Education)MembershipSales Standard Consulting & Brokerage ServicesStrategic Consulting Advisory ServicesWellness & Population Health Management

Contact information for each committee can be found in the Virtual Office in Benefit Advisors Office > Committee Central

Sharing the Wisdom of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Vertical Market Practice Groups – Growing Members

Accounting and Financial ServicesEducationHospitalLaw FirmsPhysicians and MedicalPublic Sector

Contact information for each committee can be found in the Virtual Office in Benefit Advisors Office > Member Firm Development > Practice Groups

Sharing the Wisdom of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Peer Groups – Growing IndividualsAccount Executives & Managers (50-300)Account Executives & Managers (300+)AssociationsData Analytics and Client ReportingGen4Group Sales (100+)OperationsProposal People

These groups are more informal and determine their own meeting schedule as well as their focus

Sharing the Wisdom of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Virtual OfficeYour Communication and Resource Hub

Compliance Services

Strategic Planning Workbook

Marketing Manual

Sharing the Wisdom of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Sharing the Wisdom of SmartPartnersTM

Accessing the Strategies of SmartPartnersTM

Attaining the Efficiency of SmartPartnersTM

Tapping the Expertise of SmartPartnersTM

These provide the strength to help shareholders of privately held Employee Benefits brokerage firms improve profitability and performance.

The Four Dynamics That Drive The Power of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Accessing the Strategies of SmartPartnersTM

Sharing of proven growth strategies

Strategic Consulting & Advisory services

Standard Consulting & Brokerage services

One day of complimentary strategic/business planning

SWOT Analysis & Direction StatementCompensation & equity plansOrganizational StructureSuccession planning“Best Practices” analysis

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Accessing the Strategies of SmartPartnersTM

Strategic planning resourcesRob Lieblein provides on-site strategic planning for new members, annual strategic benchmarking of BAN members against others in the benefits industry, annual “State of the Industry Address.”

Defining organizational structure

Compensation (motivator, ownership, performance incentives)

Perpetuity planning—assure the member firm survives the passing of the torch

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Sharing the Wisdom of SmartPartnersTM

Accessing the Strategies of SmartPartnersTM

Attaining the Efficiency of SmartPartnersTM

Tapping the Expertise of SmartPartnersTM

These provide the strength to help shareholders of privately held Employee Benefits brokerage firms improve profitability and performance.

The Four Dynamics That Drive The Power of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

CORE services

PREFERRED services

Attaining the Efficiency of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Attaining the Efficiency of SmartPartnersTM

Core ServicesBAN Medical Director

BAN Compliance Director, Peter Marathas, Esq.

BAN Pharmacy Director, Armand Dilanchian, R.Ph.

Strategic Planning Specialist, Rob Lieblein of Hales & Company

Alliance Partnership Program

Monthly webinar series

Virtual Office and Smart Partner® resources, tools and venues.

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Monthly webinar series for BAN members and their clients. This service has been valued at $295 per participant

Live webinars

Recordings to send later to prospects

SmartCallsMember training webinars on tools, resources and vendors

Attaining the Efficiency of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Smart Connections GuideVirtual Office:

Smart Talk Dialogue ForumsShared LibraryPartners Best ToolsResources, Vendors, Alliance Partners

Who Will Be Your Firm’s Administrator?

Attaining the Efficiency of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Attaining the Efficiency of SmartPartnersTM

Preferred ServicesA.D.A.M / Benergy

BAN compliance program

BAN E & O Program (Seitlin Benefits)

BAN wellness program

CPI-HR (Payroll, Benefits Admin, HR services)

Gen4 Agency Management System

Genesys Teleconferencing

Health Advocate

Midland Health

OptumHealth (Ingenix)

Plan Analysts (LifeLock)

Verisk Health (Formerly D2 Hawkeye)

WellCall

Weiss PR & Associates

World Synergy

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Alliance Partnership ProgramPreferred Carriers

Platform Agencies

Preferred Vendors

Attaining the Efficiency of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Attaining the Efficiency of SmartPartnersTM

Alliance Partners – Carriers

Leverage with select, national carriers for better product differentiation and carrier services, underwriting concessions, co-op marketing dollars, technology tools, and specific actuarial and underwriting tools

Global Benefits Associates (International)Lincoln Financial GroupPrincipal FinancialSunLifeUnum

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Attaining the Efficiency of SmartPartnersTM

Alliance Partners – Platform AgenciesCPI-HR (Payroll, Benefits Admin, HR Services)

Brian Meharry, President bmeharry@cpihr.com(440) 542-7800

Plan Analysts (LifeLock)Larry LeeLlee3@plananalysts.com(904) 354-8989

Progressive Benefit Solutions (Smart Actuary)Rick Kellyrkelly@probenefitsolutions.com(919) 781-4004

Seitlin Benefits (E & O Program)

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Attaining the Efficiency of SmartPartnersTM

Alliance Partners – Preferred VendorsA.D.A.M. / Benergy

Michael Weiskirch, VP, National Acctsmweiskirch@adam.com (847) 236-1932

Communication PartnersDavid Darlingddarling@commpart.com (541) 323-1204

Crowson Stone PrintingJohn deLoach, Presidentjdeloach@crowsonstone.com (803) 783-8770

Gen4Joshua CameronJoshua@Gen4Systems.com (800) 689-9390 ext. 4006

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Genesys ConferencingSteve Bouck, Account Managersgbouck@yahoo.com (480) 767-7660

Global Benefit Associates (GBA)Rudolf von TomaszewskiRudyGBA@IEBSInc.com(650) 875-6862

Health AdvocateRich Prall, Director of Producer Relationsrprall@healthadvocate.com(610) 397-7802

HR360Lillian Shapiro, President lillian@aschq.com(203) 977-8100 ext. 115

Attaining the Efficiency of SmartPartnersTM

Alliance Partners – Preferred Vendors (cont.)Integrated Benefits Institute

Thomas Parry, Ph. D., Presidenttparry@ibiweb.org(415) 222-7282

OptumHealth (Ingenix)Brian Deanbrian.dean@ingenix.com(513) 583-0710

Midland HealthJo A. Steinberg, Presidentjo@midlandhealth.com(262) 754-3130 x 223

Verisk Health (D2Hawkeye)Joseph Alberta, Vice President, Salesjalberta@veriskhealth.com(781) 693-2926

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Web Benefits DesignSteve Hermansteveh@wbdcorp.com(877) 785-9360

Weiss PR AssociatesRay Weissrweiss@weissprassociates.com(443) 451-7144

Well Call, Inc.Mark Rodrigues, SVP Business Developmentmrodrigues@wellcall.com(415) 551-1301

World SynergyGlenn SmithGsmith@worldsynergy.com(440) 349-4940

Sharing the Wisdom of SmartPartnersTM

Accessing the Strategies of SmartPartnersTM

Attaining the Efficiency of SmartPartnersTM

Tapping the Expertise of SmartPartnersTM

These provide the strength to help shareholders of privately held Employee Benefits brokerage firms improve profitability and performance.

The Four Dynamics That Drive The Power of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Access to proprietary resources

Medical Director

Pharmacy Director

Compliance Director

Tapping the Expertise of SmartPartnersTM

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Tapping the Expertise of SmartPartnersTM

BAN Pharmacy Director, Armand Dilanchian, R.Ph.

Specializing in analysis of Rx claims and forecasting industry trends.President, Integrated Health Concepts, LLC

580 Sawgrass Corporate Pkwy., Suite 130, Sunrise, FL 33323adilanchian@ihc-llc.comDirect: (954) 315-4728

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Tapping the Expertise of SmartPartnersTM

Strategic Planning Specialist, Robert J. Lieblein

Providing on-site strategic planning for new members. Annual strategic benchmarking of BAN members against others in the benefits industry. Annual “State of the Industry Address.”Managing Principal, Hales & Company

2040 Linglestown Road, Suite 100, Harrisburg, PA 17110rlieblein@halesgroup.comDirect # 717-541-9300 x 101

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Tapping the Expertise of SmartPartnersTM

BAN Compliance Director, Peter Marathas, Esq.

ERISA attorney specializing in employment law. Compliance services also provided by Stacy Barrow, Esq.Partner, Proskauer Rose

One International Place, Boston, MA 02110PMarathas@proskauer.comDirect: (617) 526-9704Mobile: (617) 526-9704

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Tapping the Expertise of SmartPartnersTM

Compliance ServicesBenefits legal counsel

Monthly educational Webinars

Library of documents

HIPAA, ERISA, COBRA, IRS, FMLA consulting

Agency manuals (i.e. HIPAA training for agency staff)

Employer contracts

Consulting services agreements

Non-disclosure agreement for use with clients

Communications

Employment agreements

Annual or Semi-annual agency orientated educational webinars

Annually updated Compliance Guide

Checklist for clients facing Merger & Acquisition activities

Contents are proprietary and confidential. Copyright 2010 Benefit Advisors Network

Questions ?