“Becoming THE Resource for Your Clients”

Who is Summit Consolidated GroupJanuary 19, 2009

Summit Consolidated Group SCG is a multi-disciplinary group of companies that

provide clients and their advisors with expertise and support in a variety of competencies ranging from insurance to employee/corporate benefits to HR support.

SCG’s goal is to become the advisor’s primary support resource in support of their markets abilities to save time, save money and reduce risk. The “One Stop Shop” concept is real and is called

“The Summit Resource Center”

Retail Product and Services• Group Medical• Group Ancillary• Worksite Products• Corporate Retirement Plans• Corporate Deferred Compensation Plans• P&C (Personal, Commercial, W-C)• Mortgage Financing• Human Resource Services• Benefit Administration & Management Services• Wealth Management• Executive Benefits & Individual Insurance Products

Advisor/Broker/Affiliate Services:• Strategic &Tactical Business Planning• Business Intelligence• Marketing & Market Development• Branding and Co-Branding• Operational (Process and Procedure)• Financial Accounting and Reporting• Technology and Efficiency Tools• Compliance and Legal Assistance• Real Estate and Capital Acquisition• Training and Development• Succession Planning and Implementation

5

Facilitate Manage

Consult

M & A Services

TelaMedicine

WebDependent Eligibility

AuditFinancial

Outsourcing

Consulting Services

HR Administration

Benefit Communications

Benefit Administration

Property Casualty

Voluntary Benefits

Retirement Services

WealthManagement

Estate Planning

Individual Insurance Services

Succession Planning

Group Medical

Executive Benefits

Group Ancillary

Benefit Administration

WebDependent Eligibility

Audit

FSA HRA HSA

Case &Disease

Management

Claims AdministrationCobra

Administration

Wellness

Culture

Cafeteria Plan Administration

Consolidated Billing

Leave Management

FMLA

Summit Core Competencies

9

Group Medical & Ancillary

Self funded Medical--

Alternative Financing

401(k)--

Retirement Plans

Voluntary Products--

Worksite Purchases

Individual Insurance Products & Services

Wealth Management

--Investments

InformationTechnology

FamilyOffice

HR Management&

Services

Payroll

Legal -

Compliance

TaxPlanning

Mergers & Acquisitions

--JV’s - P.E. – V.C.

Real Estate

Mortgages --

Personal & Business

Property & Casualty, Ins.

WIPWIP

Summit Consolidated GroupResource Center

“Big Picture View” Distribution Driven – Relationship Managers & Specialists

The Value of Leverage Through our broad service model and partnering

culture each of you can leverage your relationship in a way that will . . . .

• Broaden Your Proven Services• Enhance Your Client Relationships• Improve Your Client Retention• Insulate Your Clients from Competitors• Diversify Your Revenue Sources• Open New Opportunities

. . . . . without distracting you from your core business.

Questions ????