2015 Leadership Member Program

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Lee Rogers
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Member; showcase their company s thoughtleadership, knowledge and savvy; and, deepen relationships with financial

1 2015 Leadership Member Program BISA Leadership Member participation offers manufacturers, product and solutions provider companies opportunities to work directly with the Board of Directors as a Leadership Advisory Board Member; showcase their company s thoughtleadership, knowledge and savvy; and, deepen relationships with financial institution executives who are seeking insights and solutions to help them achieve improved performance and business growth.

2 The Bank Insurance & Securities Association (BISA) is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel. Member companies include depository institutions of all sizes, their broker/dealer and mutual fund subsidiaries, third-party marketing companies, product manufacturers and firms providing products, technology or services to support these enterprises. BISA provides unique value across this segment of the financial services industry by: Connecting executives across the insurance, investment and bank channel sectors of the financial services industry. Creating forums for examining critical issues and presenting innovative solutions that drive business results and manage risk in the bank distribution channel. Facilitating collaboration and networking opportunities creating high-value interactions for leaders from depository institutions and the firms that provide products and services that enable business performance and growth. Showcasing innovations, thought-leadership and best practices that help all members improve their performance. Providing the business intelligence, research, performance data and education that helps all members make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature in financial services. 2

3 BISA Strategic Priorities 1. Increase Membership/Deepen Membership Value 2. Integrate Mutual Fund/Asset Management Sector 3. Play Lead Role in Evolution of Wealth Management/Advisory Business in Bank Channel 4. Become the Source of Industry Performance Metrics/Research 5. Become the Go-To Organization for Education/Insights/Best Practices 3

4 Examples of Financial Institution Member Companies Associated Investment Services, Inc. Bancorp South Investment Services BB&T Investment Services BBVA Investment Services* BMO Harris Financial Advisors Capital One CCO Investment Services Corp. Citigroup Personal Wealth* Comerica Securities Commerce Brokerage Services* Fifth Third First Brokerage America* First Citizens Securities Corp. First Merit Financial Services Frost Brokerage Services HSBC Huntington Investment Company Key Investment Services M&T Securities* Peoples Securities PNC Investments* Popular Investments Premier America Credit Union* Redstone Federal Credit Union Regions Investment Services* SunTrust Investment Services* Synovus Securities, Inc. TD Bank U.S. Bancorp Investments, Inc.* Umpqua Investments Wells Fargo Advisors* Webster Investment Services* * 2015 Board of Directors Representation 4

5 Current Leadership Member Companies AIG Financial Distributors Allianz Life Insurance Company AXA Distributors, Inc. Carey Financial, LLC CD Funding Group Cetera Financial Institutions CUSO Financial Services, LP Dividend Capital Ebix Essex National Securities, LLC First Trust Portfolios Forethought Financial Distributors Franklin Square Capital Partners Genworth Financial InCapital Jackson National Life Insurance Co. Lincoln Financial Group LPL Financial Institution Services MetLife Investors National Financial, a Fidelity Investments Company Nationwide New York Life Insurance Company Northstar Financial Services (Bermuda), Ltd. Pershing LLC PIMCO Principal Financial Group Protective Life Insurance Co. Prudential Financial Raymond James Financial Services Realty Capital Securities Save Daily Scivantage Securities America, Inc. Security Benefit Group Symetra Financial The State Life Insurance Co., A ONEAmerica Company TransAmerica 5

6 BISA Product & Services Portfolio Category Offerings Conferences BISA Regulatory and Compliance Summit, Fall 2015 ( date TBD), Washington, DC BISA Annual Convention, March 3-6, 2015, Hollywood, Florida Leadership Member CE Sessions Sales Management Track Product Management & Marketing Track Wealth Management Track Retirement Income Planning Track Performance Research & Statistics BISRA Performance Benchmarking PILOT PROGRAM BISRA Strategic Research Studies Webinar Series Thought-Leadership Series Sales Effectiveness Series Regulatory and Compliance Series BISRA Executive Summits (see separate prospectus) BISA Magazine Quarterly print magazine Quarterly Online Online/Mobile Information Delivery Channel Leadership Member Advisory Board Joint Meetings (3 per year) CEO Executive Summit (option to sponsor) Topical Executive Summits (min. of 8 per year/option to sponsor) BISA OneSource (Weekly) BISA OneSource Online Marketplace 6

New strategic alliance to provide research and knowledge exchange for the bank brokerage industry In 2012 the Bank Insurance & Securities Association (BISA) and LIMRA jointly announced the formation

7 New strategic alliance to provide research and knowledge exchange for the bank brokerage industry In 2012 the Bank Insurance & Securities Association (BISA) and LIMRA jointly announced the formation of Bank Insurance and Securities Research Associates (BISRA), a strategic alliance between the two highly-regarded financial services industry organizations. BISRA's mission is to be the primary source of top-quality information and networking to those selling insurance and investment products through the bank/credit union channel. BISRA will serve as the research arm of BISA, and will offer groundbreaking research products and services, as well as jointly develop a variety of new products and services, including a transaction-level database that will provide banks and credit unions with unprecedented benchmarking capabilities related to their investment services offerings. Through the formation of BISRA we will be taking the executive roundtable platform program established by Kehrer- LIMRA to a new level of value for both invited attendees and sponsors. 7

Industry Commitment to Set a New Information Standard BISRA Performance Benchmarking provides unparalleled access to competitive intelligence, market performance and strategic decision-making

Strategic Planning Track Program Performance Market Analysis Program Advocacy Competitive Analysis Goal Setting This Program significantly enhances business intelligence and decision-making Strategic

Monitoring through frequent institution-specific reporting on performance against peers and overall industry Tracking Program Performance to measure the impact of management decisions and actions

8 Industry Commitment to Set a New Information Standard BISRA Performance Benchmarking provides unparalleled access to competitive intelligence, market performance and strategic decision-making insights for bank channel investment and insurance broker/dealer, advisory services and integrated wealth management program executives and their teams. Strategic Planning Track Program Performance Market Analysis Program Advocacy Competitive Analysis Goal Setting This Program significantly enhances business intelligence and decision-making Strategic planning insights for optimizing competitive advantage and differentiation Market Analysis to target best opportunity gaps for improving penetration and performance Competitive Analysis and Monitoring through frequent institution-specific reporting on performance against peers and overall industry Tracking Program Performance to measure the impact of management decisions and actions Program and Advisor Goal setting is enhanced based on market-specific trends and competitor performance metrics Bank Executive Management Program Advocacy is validated based on better understanding of competitive strengths and weaknesses, share-of-wallet, household penetration and cross-sell performance metrics 8 Copyright BISRA. All rights reserved. Not for distribution without permission.

financial institutions in all markets Participant-defined performance metrics True peer comparison

9 Industry Commitment to Set a New Information Standard > 1000 banks = 9 Comprised of actual transaction and operational data provided by participants Program will be representative of over 1000 financial institutions in all markets Participant-defined performance metrics True peer comparison and deep-drill market analysis value Copyright BISRA. All rights reserved. Not for distribution without permission.

2015 Leadership Member Options BISA Associate Member BISA Leadership Member $25,000 BISA Gold Leadership Member $40,000 BISA Platinum Leadership Member

Participation & Sponsorships BISA Annual Convention Sponsorship/Exhibit Package BISA Annual Convention Member Registration Discounts Educational Program

10 2015 Leadership Member Options BISA Associate Member BISA Leadership Member $25,000 BISA Gold Leadership Member $40,000 BISA Platinum Leadership Member $50,000 Leadership Advisory Board Participation Strategic Leadership & Governance Involvement Government Relations Participation Executive Summit Participation & Sponsorships BISA Annual Convention Sponsorship/Exhibit Package BISA Annual Convention Member Registration Discounts Educational Program Content Contributors/Speakers Content provider for BISA OneSource Online information service BISA Online Marketplace Featured Provider BISRA Research & Statistics Package 11

11 Leadership Member Benefits BENEFIT CATEGORIES Platinum Leadership Member Gold Leadership Member Leadership Member Strategic Leadership and Governance Leadership Advisory Board Seat Yes Yes Yes Annual Convention Exhibit 10 X 10 booth (Prime Location) 10 x 10 booth 10 x 10 booth. Convention support visibility Recognition of sponsorship in prepromotion communications, website, and onsite signage. Recognition of sponsorship in prepromotion communications, website, and onsite signage. Recognition of sponsorship in pre-promotion communications, website, and onsite signage. BISA Annual Convention Attendee Database Pre and Post Convention attendee list Pre and Post Convention attendee list Pre and Post Convention attendee list Registrations 5 Full Registrations for Company; 12 Full Registrations for Customers 5 Full Registrations for Company; 10 Full Registrations for Customers 3 Full Registrations for Company; 8 Full Registration for Customers Mobile App Handout Company name, logo, one contact, 100 word description and 5 page handout Company name, logo, one contact, 100 word description and 3 page handout Company name, logo, one contact, 100 word description and 1 page handout Exhibitor Directory Company name, logo, one contact and 100 word description Company name, logo, one contact and 100 word description Company name, logo, one contact and 100 word description CE Sessions First Opportunity; pending content approval of BISA Second Opportunity; pending content approval of BISA Opportunity to submit

12 Leadership Member Benefits BENEFIT CATEGORIES Platinum Leadership Member Gold Leadership Member Leadership Member BISA Magazine Advertising 25% Discount off Rate Card 25% Discount off Rate Card 25% Discount off Rate Card Recognition Guest Columnist/ Contributor of White Papers, Research, Press Releases OneSource Executive Profile Named Contact Recognized in Each Named Contact Recognized in Each Issue Issue BISA OneSource Unlimited Content Contributions; preferred placement 2 complimentary executive profiles annually Unlimited Content Contributions; preferred placement 1 complimentary executive profiles annually Named Contact Recognized in Each Issue Unlimited Content Contributions; preferred placement Available to purchase (Editorial Fee of $750) OneSource Advertising All Leadership Members logos rotate between issues as the sponsors (5-6 logos per issue) All Leadership Members logos rotate between issues as the sponsors (5-6 logos per issue) All Leadership Members logos rotate between issues as the sponsors (5-6 logos per issue) BISA Marketplace Listing Enhanced Listings for all categories, plus 2 complimentary priority upgrades (limited availability) Enhanced Listings for all categories, plus 1 complimentary priority upgrades (limited availability) Enhanced listings for all categories Advertising Homepage advertisement Member pricing available Member pricing available BISRA Research & Statistics Program BISRA Benchmarking Receive Custom Quarterly Trends Report Receive Custom Quarterly Trends Report Receive Quarterly Trends Report Executive Networking & Education Program Webinar Presentor in Sales Effectiveness Thought Leadership Tracks Unlimited Opportunities; pending BISA content approval Unlimited Opportunities; pending BISA content approval Unlimited Opportunities; pending BISA content approval BISRA Executive Summits Sponsorship Included for Choice of 2 Sponsorship Included for Choice of 1 Summits Summit Option to purchase Peer Group Sponsorship Included N/A N/A Total Member Fee $50,000 $40,000 $25,000

13 Contact Information Jeff Hartney Executive Director BISA 2025 M Street, N.W., Suite 800 Washington, D.C Headquarters Office: jhartney@bisanet.org 16

CORPORATE PARTNER OPPORTUNITIES Building Relationships to Advance Pharmacy

CORPORATE PARTNER OPPORTUNITIES Building Relationships to Advance Pharmacy BECOME OUR PARTNER Thank you for your interest in becoming a Corporate Partner with the Texas Pharmacy Association. The Texas