1. E-Z Data Confidential SmartOffice 6 Mini Series: Get Mobile! A Quick Demo and Overview of SmartPDA for SmartOffice Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510 SmartOffice 2008 BGA Webinar Series

2. E-Z Data Confidential Agenda AGENDA November 6, 2015 TopicTime Welcome and Introductory Content John McFadden General Manager, BGA Services Meg Rose, FLMI, ACS Business Relationship Manager, BGA Division 5 minutes An Overview and Demo of SmartPDA Joe Yang Product Manager 20 minutes Questions and Answer Session5 minutes E-Z Data Confidential

3. Webinar Questions & Follow-up >Text chat available, if needed >Q&A at the end of call will allow for verbal questions (5 and then *) >Follow-up e-mails and phone calls welcomed To see the presentation in FULL without scrolling, click on the minimize option in the iLinc Application Display Toolbar (then move it below presentation and then simply open/maximize it to ask a question) Type here if needed

4. E-Z Data Confidential Ramp Up Your SmartOffice 6 “Know How”…

5. It’s like getting a new model of your car… 1)Setting it Up for Your Comfort and “Drivability” >Home Page Personalization >Key BGA Business Management Reports >Highlights of 6.0 Enhancements in SmartOffice Modules 2)Learn More about Options: ºWinFlex Web Demo ºExample Service Provider and Imaging Integrations ºMobile PDA Option 3)Maximize Your Investment ºOverview of Wish List Items Integrated from 2007 CPC ºPreview and Pre-CPC Wish List Session Webinar (Aug 21, Sept 4) ºAttend our Client Partner Conference (BGA CPC) in 2008 SmartOffice 6 -- Mini-Series

6. How it Works Joe Yang Product Manager, E-Z Data

7. Summary of Benefits >Access SmartOffice directly from your PDA via the web >Eliminate the time and hassle of data synchronization >Drive greater productivity and eliminate redundant data entry >Streamline real-time communication between advisors and your staff

42. What is a Mini SmartPDA? >Scaled down version of SmartPDA only high level contact data. >Limited to the following data Contact’s full name Spouse’s full name All phone numbers All addresses All e-mail and web addresses >Allows a separate password for fast access. As little as three characters No numeric restrictions º‘ezd’ is an acceptable Mini-SmartPDA password >Now available on SmartOffice >NO additional cost (Part of SmartPDA license)

43. Quicker Login

44. Main Screen No Menu Just Contact Search

47. SmartPDA Setup

49. Today’s Mini-Webinar Takeaways 1.How SmartPDA is set-up and works through SmartOffice 2.Confirmation of SmartPDA functionality and ideas for application and use 3.Unique SmartPDA advantages for continuous workflow and productivity while out of the office Apply and customize use in your own environment.

50. Don’t Miss It… Aug 21 st SmartOffice BGA Webinar Thursday August 21st, 2pm ET 2008 BGA CPC Conference Wish List Session Planning: Session 1 of 2 Hosted by E-Z Data’s Sherri Isaacson and Stacey Gabaldon Watch for invite and register online.

51. E-Z Data Confidential C’mon Down to BGA CPC… Register today at: http://www.ez-data.com/bga2008 Suggestions or follow-up questions? Meg Rose, Business Relationship Manager, BGA Division phone: 626.585.3505 x7366 e-mail: meg.rose@ezdata.commeg.rose@ezdata.com Thank you for your time and your business. Stay tuned for Q&A.