1. HealthFitness: Expanding Markets; Expanding Opportunities
Chip Sernyak, Senior Growth Officer
Paul Widener, Vice President, Business Development
Matt Schwein, Director, Business Development
Introductions
At HealthFitness our mission is improving the health and well being of the people we serve. And today we’re going to share how we can go about serving even more people.
Producer Conference January 29, 2017

2. Agenda Growth potential in the wellness space
HealthFitness can partner with you and your clients to provide strategic support and meaningful programming
We are uniquely positioned to serve as your complete solution partner
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3. Growth potential in the wellness space
In % of employers increased their benefit spend
Health and wellness benefits were the top two categories for growth
Top reason was to remain competitive in the talent marketplace*
Also wanted to note that we’re seeing tremendous opportunity with on-site fitness. Now, fitness is where our roots are; it’s even part of our name. It’s now many people in the industry identify with us and especially lately it’s been a steady revenue source.
According to a recent client survey we conducted, 92 percent of company HR leaders said their on-site fitness centers helped their organization stay competitive.
In fact, one HR leader said, “Amenities such as our fitness center help us attract and retain top talent for our organization.” Another leader said, “Our on-site fitness center is an attractive employee perk.”
Note*: Two-thirds of organizations (68%) were experiencing recruiting difficulty and skills shortages for certain types of jobs in 2016 (SHRM)
Source: Society for Human Resource Management (SHRM), 2017 Employee Benefits, Report Figure 1

4. Health and wellness expansion
% of Employers Offering Well-being Programs through Specialty Firms
At the same time, were seeing a steady increase in the number of employers offering well-being programs through specialty firms. The landscape is getting more and more crowded and we need to separate ourselves from the pack.
Source: Mercer, National Survey of Employer-Sponsored Health Plans,

5. Our research
Of employee non-participants feel there are cultural barriers preventing them from fully engaging with a well-being program, including employer’s lack of support to participate at work.
Of employee non-participants say lack of information is the biggest barrier
of participants say live expert personal touch is important in their health, well-being and fitness program

6. Our opportunity For you
Create opportunities to widen your prospect funnel
Demonstrate your market expertise to clients
Boost client loyalty through additional benefit offerings
Serve as a trusted partner that helps your clients enable employee satisfaction and retention
For your clients
Utilize wellness as a competitive advantage
Drive behavior change
Create positive impacts to their business model

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Helping people increase well-being through better health and greater financial security.
Trustmark
MISSION
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We’re everywhere (need help building this out).
We have you covered
As our associates a located nationally that allows to be Flexible, focused and responsive to you and your clients needs
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8. Trusted Partners
As Chip mentioned, we have been in business for over 40 years. During which we have we have gained a high level of institutional knowledge and a broad experience base that has allowed us to cultivate a relationship with clients in a broad spectrum of industry…and we are now bringing this experience down market to clients with as few as 500 employees.

9. A wellness journey
Discover
Strategize
Develop
Execute
Results/ Value

10. Complete solution partner
Here’s what we do

11. Our technology platform
One centralized hub
Provides a gateway to our wellness programs and services
Connects participants to your client’s health and wellness program
Technology platform is powered by CafeWell
New technology platform is the best way to deliver our products and services to clients

12. Strategic support Gather Prioritize Strategize Execute Evaluate
How we maximize value for our clients Gather
The process starts with learning and gathering information. We learn about the client’s program goals and objectives. We discover their culture, environment, and how those things are influencing their population.
Prioritize
We then counsel clients on where opportunities exist within their organization. We recommend where they should invest their time, energy and money and get the “biggest bang for their buck.”
Strategize
We collaboratively craft a program strategy tailored to our clients’ unique needs. Recommendations are informed by our vast experience and expertise.
Execute
We’re focused on flawless execution and driving engagement across the participant population.
Evaluate
We monitor the program’s progress and fine tune the strategy to ensure the best outcome.

13. In summary Organizations are expanding benefits
Wellness opportunities are growing
Marketplace demands must be addressed
We’re uniquely positioned as your complete solution partner
Trusted partner experience
Strategic support
Robust well-being programing
We are here to help you seize this opportunity