Benefit Coordinators Insurance Marketing Office - Target Sales Opportunity

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1 Who We Are The Benefit Coordinators is a highly experienced, multi faceted insurance marketing organization. We work hard to lead in the development of new marketing concepts in the markets we serve. We offer expert knowledge and support to federal, state, county and municipal employees. The Benefit Coordinators marketing office is conveniently located in the center of the United States. Our organization makes its home near Tulsa, Oklahoma. Tulsa is not only noted for its deep roots in the oil industry, but its strong in the medical, technology, and manufacturing areas. With our marketing office located in Oklahoma our support staff extends much further. Our marketing support and staff is located across the country. We can offer both the recruiting General Agent and the independent producer creative methods to market insurance products. In addition we can provide complete support to grow your business. The Benefit Coordinators offers proven unique marketing products and services to grow any motivated producers business. Updated: October 15, 2015

2 Contacting The Benefit Coordinators John M. Sanders Agency Director o. (918) , x103 c. (918) Website Fax (206)

3 Primary products There are a few thousand insurance companies with many specific products. We have selected just a few companies and a like number of individually unique products. Listed on the following pages are our primary products. This is to say, these are our lead off products. These products will fit 90% of the time.

4 American National Life, or ANICO for short, was chartered in 1905, American National Insurance Company has evolved into an industry leader, ranking among the largest of life insurance companies in the United States. ANICO offers both whole and term life insurance. They are a provider of supplemental insurance products to federal employees. Target Sales Opportunity: Federal\Postal Service employees of all ages who need a simplified issue universal or term life product up to $250,000. Also available are fully underwritten Term, UL, and IUL products.

5 Bankers Fidelity offers a highly competitive payroll deductible short-term disability product. Benefits of up to $3,000 per month and up to 36 months are offered. Bankers Fidelity is rated A- by A.M. Best Company. Target Sales Opportunity: Federal and Postal Service employees in need of a short-term disability product.

6 Colorado Bankers Life Insurance Company has principal interests in the life and health insurance business. Colorado Bankers Life is rated A- by A.M. Best Company. Colorado Bankers Life offers the Security Builder and the Financial Security Plan. Target Sales Opportunity: Federal Employees between the ages of 18 and 50, permanent life insurance, term life insurance, and supplemental retirement. Each product is flexible and is capable of providing security as one ages. Also, offered is a great way to builder a starter plan for children or grandchildren.

7 Fidelity & Guaranty Life, Fidelity and Guaranty Life Insurance Company provides annuities and life insurance for over 700,000 policyholders across the United States. The company was founded in 1959 and is based in Des Moines, Iowa. On September 18, 2001, the Company was acquired by Old Mutual("Old Mutual"), a London based financial services company, on September 21, In 2013, the company announced a move of its headquarters to Des Moines, Iowa. The company launched an initial public offering in late In October, 2013, the company hired Chris Littlefield, former CEO of Aviva USA, as President of the company. Target Sales Opportunity: Various annuity products used in the rollover of the Thrift Savings Plan.

8 National Western Life Insurance Company is chartered by the State of Colorado and a wholly owned subsidiary of National Western Life Group, Inc. National Western s domestic operations extend to forty-nine states, the District of Columbia and four U.S. territories. The Company is also licensed in Haiti and accepts applications at its Home Office in Austin, Texas from and issues policies to non-u.s. residents. National Western operations extend globally to domestic and foreign markets. Our mission is to provide high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community. Target Sales Opportunity: Various annuity products used in the rollover of the Thrift Savings Plan.

9 Washington National Insurance Company has helped Americans since 1911 protect themselves and their families from the financial hardship that often comes with critical illness, accidents or loss of life. The supplemental health and life insurance products are designed to help give clients and loved ones peace of mind. In all, Washington National has paid out nearly $3 billion to our supplemental health policyholders which includes more than $1.2 billion in claims to help protect customers from the costs of illnesses, injuries and accidents. Plus, we ve paid out nearly $2 billion through our return-of-premium and cash value benefits. Target Sales Opportunity: Federal\Postal Service employees of all ages who need a simplified issue universal or term life product up to $250,000. Also available are fully underwritten Term, UL, and IUL products

10 Pet Assure is a Veterinary Discount Plan. Simply show your Pet Assure card and save the veterinary staff will reduce their medical service prices by 25%, no questions asked! With Pet Assure you receive: 25% savings on veterinary care from thousands of participating veterinarians You also receive: 5%-35% savings on pet supplies and services from participating online merchants Lost Pet Recovery Service

11 Support items Agencies and brokers are a dime a dozen! Just check the Internet. What makes us different, fair question. The answer: The following pages! We are confident that you will not find any organization which can provide an unparalleled level of producer support options.

12 The Federal Employee Benefits Handbook - In 2011 The Benefit Coordinators completed the task of creating its own Federal Employee Benefit s Handbook. This comprehensive handbook is designed to assist you, the Producer, in the field. Our handbook will speed your learning of federal benefits and the lingo attached to those benefits. The handbook is integrated into our training software and also available for sale to federal and Postal Service employees on our website and major electronic book sellers.

13 TPA Processing is the premium payment method for The Benefit Coordinators organization. Created and developed in 2006 to assist in the expansion of The Benefit Coordinators marketing organization, it has been overwhelmingly successful. Don t get stuck in the paperwork shuffle of completing multiple payroll deduction and EFT forms which are used to collect premium. One form pays multiple organizations. How simple is that! TPA Processing is a licensed and bonded third party administrator. Further, TPA Processing was created with the insurance producer in mind. Designed to assist the producer, the following features are available:! Pay through of all our organization insurance carriers.! Simple, one page client enrollment.! Immediate notification 1 st time premium funding.! Immediate notification of missing premium payment.! Online access to client payment history.! Never wait months to have the carrier notify you of a lapse or renewal.

14 The System The Benefit Coordinators system includes the tools which create the foundation for the success of our producers. Our system includes the following components:! The Benefit Coordinators website includes a back office area specifically designed for our producers.! Our training manuals provide a superb level of product and market knowledge training and outlines the system by which The Benefit Coordinators operates.! Online video training providing over 70 blocks of instruction, and ideas to help each producer succeed.! Lead generation support provides access to over 1.5 million civil servants nationwide.

15 In 2014 we revised our premier prospect management and appointment setting software. This exclusive software allows producers to manage their leads from beginning to end. Features include: Unlimited prospects. Appointment distance monitoring. Access for an appointment setter. Works with all Internet browsers.

16 Benefit Master The Benefit Master software is exclusive to The Benefit Coordinators. In 2012 this software was rewritten from the ground up to take advantage of new technologies. This application assists producers in not only training, but in benefit presentation and product sales. Increased production and producer effectiveness is seen from the consistent use of this application.

17 In 2013 we developed a partnership with the U.S. Postal Service Federal Credit Union. This relationship helps to build the outward education of the credit union while promoting The Benefit Coordinators.

18 Leads, we know who they are! One key in The Benefit Coordinators success is the civil service employee database. Although we ARE NOT an advocate of blind mailings, we do believe in the value of knowing who are prospects are. The Benefit Coordinators maintains a database which is among the largest targeted databases in the industry. Our numbers are as follows:! 1,000,000 federal personnel! 580,000 Postal Service personnel Our database, in many cases, will allow you to know the work location, date of hire, salary, and retirement system. This is an extremely valuable prospecting and marketing tool.

19 In conclusion If you are serious, and are willing to invest time, effort, and trust then we are willing to assist you! The next steps:! Interview! Acceptance! Contracting! Training! Establish your territory! Begin production! If you have questions, call us. (918) x103