For Advisor Use Only.

What makes us unique in our marketplace?

•Marketing

•Process Driven

•Annual Meetings with Clients

Safe Harbor Retirement Group - StaffGary Sickles Founder/CEO

Cory Sickles President

Melissa Sickles Marketing Director

Holly Swearingen Vice President - Operations

Julianna Severns Client Services

Erin Beavers Events Coordinator

Kathy Willman Director of First Impressions

My Background

•Bachelor of Science – Ohio University

•Masters of Science – Ball State University

•18 Years at Comdata Corporation

• Six Sigma Blackbelt

• Safe Harbor Retirement Group – April 2012

• Safe Harbor Wealth Advisors – May 2014

Actual Production Numbers

Annuity/Life AUM Combined

2012 (April) $3,182,844 $0 $3,182,844

2013 $5,071,571 $0 $5,071,571

2014 $7,047,062 $4,514,790 $11,561,852

2015 $6,678,443 $6,789,681 $13,428,124

2016 $9,059,368 $8,103,077 $17,162,445

2017 (Actual) $4,104,075 $7,998,594 $12,102,699

2017 (EST) $5,472,100 $10,664,792 $16,136,892

Marketing

• Seminars

• Financially Tuned Radio

•Radio Advertising

• Television Advertising

•Konnexme

•30 Minute TV Infomercial (2018)

•Digital Campaign (2018)

Seminars (through September 2017)

•Months for presentations • Jan, Feb, Mar, Apr, May, Aug, Sep, Oct

•Number of Nights - 10

•Number of Buying Units - 157

•Average Number of Buying Units – 15.7

•Appointments Percentage - 63%

Financially Tuned Radio

•QFM96 • Sundays at 7:00 a.m.

•WMNI AM920• Sundays at 7:05 a.m.

•98.9FM The Answer• Sundays at 10:00 a.m. and again at 11:00 a.m.

Radio Advertising

•WTVN 610AM (Talk Radio)• Feb, Mar, Apr, May, Aug, Sept, Oct

•QFM96 (Classic Rock)• Feb, Mar, Aug, Sept

• Additional advertising provided for radio show

Television Advertising

•WBNS-TV (CBS affiliate)

• 6pm-8pm News, Wheel of Fortune, Jeopardy Rotator

•WCMH-TV (NBC affiliate)

• 6pm-6:30pm News

•WSYX-TV (ABC affiliate)

• 6pm-6:30pm News

• The BIG10TV Toy Drive (Main Sponsor)• 6pm-6:30pm News

KonnexMe

•Weekly Facebook/Twitter/LinkedIn postings• Splashspot

• All prospects with email go into the program• Largest client in 2017 – 800K worth of assets

•AUM Clients• Weekly Brief from Safe Harbor and Gradient Investments• Receive personal email/phone call when they “hit” Wealth Watch

triggers

New 2018 Marketing Campaigns

•30 Minute TV infomercial• Saturday/Sundays

• Implement “Digital Campaign”• Video

• Goggle Pay

• Ads on social media and websites

Annual Reviews

•Performance Review• Financial Report from Konnexme

• Navigator Performance Report

• Annuity/Life Insurance statements

•New Business Opportunities

•Referrals

Actual sales by marketing program

2016 – Marketing Sales % of Sales• TV/Radio Advertising $4,999,242 29%

• Seminars $6,828,715 40%

• Clients/Referrals $5,334,487 31%

2017 (Sept) Marketing Sales % of Sales• TV/Radio Advertising $3,932,800 32%

• Seminars $2,745,431 23%

• Clients/Referrals $5,424,467 45%

Thank You!