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2014 Leadership Member Program BISA Leadership Member participation offers manufacturers, and product and solutions provider companies opportunities to.

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Presentation on theme: "2014 Leadership Member Program BISA Leadership Member participation offers manufacturers, and product and solutions provider companies opportunities to."— Presentation transcript:

1 2014 Leadership Member Program BISA Leadership Member participation offers manufacturers, and product and solutions provider companies opportunities to work directly with the Board of Directors as a Leadership Advisory Board Member; showcase their companys thought-leadership, 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 opportunitiescreating 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.

3 BISA Core Value Proposition Connections BISA attracts and engages senior executives from across all segments of the industry by bringing together the bank channel with the investment and insurance sectors to create unique networks, relationships and collaboration opportunities. Connections BISA attracts and engages senior executives from across all segments of the industry by bringing together the bank channel with the investment and insurance sectors to create unique networks, relationships and collaboration opportunities. Content BISA provides information delivery channels for industry thought-leadership, strategic insights, and best practices that improve the effectiveness of executives and their organizations. Content BISA provides information delivery channels for industry thought-leadership, strategic insights, and best practices that improve the effectiveness of executives and their organizations. Business Intelligence BISA is the go-to source for business intelligence, research, data, and analytics that enable executives to understand industry trends and make better informed business decisions. Business Intelligence BISA is the go-to source for business intelligence, research, data, and analytics that enable executives to understand industry trends and make better informed business decisions.

4 Value Proposition Product Manufacturers & Solutions Providers By creating multiple venues for high-value executive connections, brand visibility, thought-leadership and sharing of business intelligence, BISA enables manufacturers and product and solutions providers that target the depository institution channel: To develop executive decision-maker relationships and gain insights that drive their business development strategies, performance and competitiveness in serving the bank distribution channel. To more effectively market, sell and distribute their investment and insurance products, platforms, or solutions to depository institutions. To be positioned as innovative industry leaders and strategic business partners with bank distribution channel program, sales, marketing and product management executives.

5 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 BISA Strategic Priorities

6 Examples of Financial Institution Member Companies Associated Investment Services, Inc.HSBC* Bancorp South Investment ServicesHuntington Investment Company BankUnited Investment Services, Inc.*Key Investment Services* BB&T Investment Services*M&T Securities* BBVA Investment Services*Peoples Securities BMO Harris Financial AdvisorsPNC Investments* Capital OnePopular Investments CCO Investment Services Corp.Premier America Credit Union* Citigroup Personal Wealth*Redstone Federal Credit Union Comerica SecuritiesRegions Investment Services* Commerce Brokerage Services*SunTrust Investment Services* Fifth Third*Synovus Securities, Inc. First Brokerage AmericaTD Bank First Citizens Securities Corp.U.S. Bancorp Investments, Inc.* First Merit Financial ServicesUmpqua Investments Frost Brokerage ServicesWells Fargo Advisors* Webster Investment Services* * 2014 Board of Directors Representation

7 Current Leadership Member Companies Allianz Life Insurance CompanyNational Financial, a Fidelity Investments Company American Capital RealtyNationwide AXA Distributors, Inc.New York Life Insurance Company Cetera Financial InstitutionsNorthstar Financial Services (Bermuda), Ltd. CUSO Financial Services, LPPershing LLC/Bank of New York-Mellon Dividend CapitalPrincipal Financial Group Essex National Securities, Inc.Protective Life Insurance Co. First Trust PortfoliosPrudential Financial Forethought Financial DistributorsRaymond James Financial Services Genworth FinancialRussell Investments InCapitalSecurities America, Inc. INVEST Financial CorporationSunAmerica Retirement Markets, Inc. Jackson National Life Insurance Co.Symetra Financial Lincoln Life DistributorsThe State Life Insurance Co., A ONEAmerica Company LPL Financial Institution ServicesTransAmerica MetLife InvestorsWells Real Estate Funds

8 BISA Product & Services Portfolio CategoryOfferings Conferences BISA Annual Convention, March 5-7, 2014, Hollywood, Florida Leadership Member Solution Showcases 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 BISRA Executive Summits (see separate prospectus) Leadership Member Advisory Board Joint Meetings (3 per year) CEO Executive Summits (2 per year/option to sponsor) Topical Executive Summits (min. of 8 per year/option to sponsor) Bank Insurance & Securities Magazine BISM quarterly print magazine BISM Online Online/Mobile Information Delivery Channel BISA OneSource (Weekly) BISA OneSource Online Marketplace

9 New strategic alliance to provide research and knowledge exchange for the bank brokerage industry On August 1, 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.

10 BISRA Executive Summit Target Attendees

11 2014 Leadership Member Options BISA Leadership Member $25,000 BISA Leadership Member $25,000 BISA Gold Leadership Member $40,000 BISA Gold Leadership Member $40,000 BISA Platinum Leadership Member $50,000 BISA Platinum Leadership Member $50,000 BISA Associate Member BISA Associate Member 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 Solutions Showcase Presenters Content provider for BISA OneSource Online information service BISA Online Marketplace Featured Provider BISRA Research & Statistics Package

12 Leadership Member Benefits

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16 Contact Information James M. McNeil Executive Director BISA 2025 M Street, N.W., Suite 800 Washington, D.C. 20036 Headquarters Office: 202-367-1111 Direct Line: 202-367-1256 Mobile: 312-523-4984 jmcneil@BISAnet.org www.BISAnet.org


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