The “Partnering” Model ( Who Are These Guys ??)

The “Partnering”

Model

(Who Are These Guys ??)

04/19/23www.brainybetty.com 2

Mission Statement

“To create value by providing product, service and consulting solutions to advisors and the organizations that support them.”


Vision Statement

“To become the most trusted source to advisors for accessing “best in class” products, services and expertise to grow their business and enrich their clients.”


Value Proposition

• Broad knowledge and access to providers of products and services

• Broad knowledge and access to distribution sources

• Unbiased solutions• Consultative approach• Due Diligence on Relationships• Relationship Management• Sales and Marketing Expertise


Guiding Principles

• Leadership: “The essential quality for leadership is not perfection, but credibility.”

• Provide “Choice”• Full disclosure in advance- “know the

deal”• Voluntary alliance participation

(provider and distributor)• Success-sharing revenue formula with

provider• Active oversight of providers and

distributors (due diligence after-the-fact)

• Consistent and predictable delivery• Constantly seek improvement• Assess opportunities objectively and

without prejudice


The World is Flat• We are in an age of access . . . Meeting the

various needs of your clients does not mean that these core competencies must reside in your organization. The cost and time required to investigate, build and maintain these competencies may not be a justified business objective. Through our national network of alliance partners we provide access to these competencies through a partnering approach. In short, your organization retains the expertise of these firms in their respective disciplines. The benefits to you are that you provide a broader array of products/service solutions to your clients and you participate in the incremental revenue derived from these solutions. Experience has shown that the more your clients look to you for these solutions the more it strengthens your relationships and protects your core business.

Ownership is no longer as important as access. Proliance Resource Group, LLC is your resource for access to best-in-class product and service providers.


Our Clients

• Health and Welfare Plans• Retirement Plans• Executive/Employee Benefit Plans• Estate Planning• Insurance (life, health or casualty)• Investments: wealth creation or

wealth management• Third Party Administration• Legal Document Preparation• Tax Preparation• Banking Services


Our Alliance Partners• Employee Benefits Expertise (25 employees

or more)• Welfare Benefit TPA services • Health Savings Account Fiduciary Services

(managing the money)• ESOP Plan Valuation and Funding Expertise• Life Settlement Expertise• Advanced Underwriting/Legal Expertise (for

complex cases)• Premium Financing (15-year loan

commitments) • Disability Income Insurance Expertise• Retirement Plan Fiduciary Expertise (401(k)

Plans, etc.)• Life Insurance Impaired Risk and Large Case

Underwriting Expertise• Competitive carrier access for Life, DI, LTC

and Annuities


Summit Financial Group

2005 Achievements:– Positioned SFG for Wholesaling– Enhanced SFG Visibility In Broker

Community– Developed 17 Group Cases with

Brokers– Recruited SFG Affiliated Members– Secured FFR Alliance with SFG– Positioned SFG for Life Broker

Recruitment


Dallas, Texas (Marketing Office) Little Rock, AR (Jim Stoker)

Dallas, Texas (Wayne Harrell) Newark, NJ (Bob Schiazza)

Dallas, Texas (John Bounds) Hartford, CT (Randy Gowdy)

Tulsa, OK (Operations Center) El Paso, TX (Roy Ward)

Oklahoma City, OK (Jill Young) Midland, TX (Bob Klemme)

Oklahoma City, OK (Homer Meyers) Houston, TX (Bob Thompson)

Bentonville, AR (Gary Baker) Phoenix, AZ (Bob Wernecke)


2006 Business Focus

Alliance Partners

Summit Financial Group ResourceOne TPADirect Producer Group Sponsorship



• Expand Wholesale Distribution– Recruitment

• Roll-ups• Acquisitions• Affiliations• National Accounts

– Develop Wholesale Capabilities• Services• Marketing• Packaging• Processes



• Business Development– Marketing and Business Planning

• Consulting• Supervision• Project Management

– Communication Forums• Plan• Promote• Coordinate

– Strategic Initiatives• Facilitate• Coordinate


ResourceOne• Expand Wholesale Distribution

– Recruitment• TPA Roll-ups• TPA Acquisitions• National Accounts (EGA Initiative)• Benefit Firms/Health Brokers

• Business Development– Marketing and Business Planning

• Consulting• Supervision• Project Management


Your character is defined by how you deal with

both.

Success is never final and failure

never fatal.

Remember


No…This is having “a bad day”.

Documents

The “Partnering” Model ( Who Are These Guys ??)