1. Kevin Wheeler Olympia Benefits m Powered by

2. Business Unusual National Best Business Process m Powered by

3. Appreciate Private Health Services Plans for Business Owners who are Incorporated, Sole Proprietor or Incorporated with Employees Allows personal medical expenses paid with after-tax dollars to be TAX DEDUCTIBLE Tax-Free Benefit to the Employer Group Benefit Plan to help retain employees, but limit the cost to Employer m Powered by

4. Connect Clients: Who do you know who... Owns a corporation Is Self-Employed Referral Sources: Who do you know who is a... Dentist Chiropractor Massage Therapist Naturopathic Doctor m Powered by

5. Discover Great DISCOVERY questions to ask Clients: “Do you own a business?” “Do you have medical expenses?” “Do you pay taxes?” m Powered by

6. Discover Great DISCOVERY questions to ask Referral Sources: “Do some of your patients have to pay for your treatments on their own without a health and dental plan?” “What if you could get them a plan that offered them approximately 30% discount on your services without you charging any less?” m Powered by

7. Share What to SHARE with Clients: “The Olympia Benefits plan allows your treatments to be tax-deductible if you own a business or are self-employed. This plan could save you approximately 30% of the cost, depending on your personal tax rate.” Brochure Calculator on your Olympia Benefits page (see sample site on NB Agent Resources) m Powered by

8. Share What to SHARE with Referral Sources: “The Olympia Benefits plan allows your treatments to be tax-deductible for your patients that own a business or are self- employed. This plan saves your patients approximately 30% of the cost, depending on their personal tax rate.” Your personalized Olympia Benefits brochure m Powered by

9. Share What to SHARE with Referral Sources: “The Olympia Benefits plan allows your treatments to be tax-deductible for your patients that own a business or are self- employed. This plan save your patients approximately 30% of the cost, depending on their personal tax rate.” Your personalized Olympia Benefits brochure m Powered by

10. Confirm What to do to complete the sale with clients: Help the client choose – Plan One – Plan Two – Plan Three Fill out the online application available from your Olympia Benefits website OR the paper based application available on NB Agent Resources m Powered by

11. Confirm Plan One: Corporations with no Arm’s Length Employees m Powered by

12. Confirm Plan Two: Sole Proprietors, Unincorporated Owner/Operators m Powered by

13. Confirm Plan Three: Corporations with Employees m Powered by

14. Confirm What Referral Sources should do to confirm: “Do you own a business or are you self- employed?” “Would you like to make today’s treatment tax deductible?” Give patient an Olympia benefits brochure and say: “I’ll have a National Best advisor give you a call to set this up for you.” m Powered by

15. Follow Up Follow up with clients: Confirm that they have received Olympia Benefits welcome email Confirm that they know how to submit their receipts through My Olympia Ask for referrals: Who else do you know that could benefit from this program? m Powered by

16. Follow Up What Referral Sources should do to follow up: Pass patient’s contact info on to NB Advisor for them to follow up m Powered by