The

1
The Partnering Model(Who Are These Guys ??)
2
Mission Statement

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

3
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.

4
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

5
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

6
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.

7
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

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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

9
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

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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)
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2006 Business Focus
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Summit Financial Group

• Expand Wholesale Distribution
• Recruitment
• Roll-ups
• Acquisitions
• Affiliations
• National Accounts
• Develop Wholesale Capabilities
• Services
• Marketing
• Packaging
• Processes

13
Summit Financial Group

• Business Development
• Marketing and Business Planning
• Consulting
• Supervision
• Project Management
• Communication Forums
• Plan
• Promote
• Coordinate
• Strategic Initiatives
• Facilitate
• Coordinate

14
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

15
Your character is defined by how you deal with
both.
Remember
Success is never final and failure never fatal.
16
NoThis is having a bad day.