1. Allied™ Funding Advantage Advanced Alternative Funding Training

2. What Makes the Plan Successful Proposals Claim Fund Stop Loss Policy Enrolling a Group

3. KEY POINTS FOR THE PLAN Contained Risk – Employer protection Stabilized Cash Flow Pre-packaged Plan – All in One Claim Fund Savings

4. Healthy Risk Pool Smart Health Care Consumption –Good Plan Design –Follow the Money Participation Commitment

5. Proposal Ease of Presentation

6. Annual Cost Summary –Claim Fund –Stop Loss –Admin & Sales Maximum Costs Expected Costs

7. Monthly Costs –Composite Rates –Cost Breakdown

8. ERISA Benefit Plans Available: Premium Advantage Plans HSA Qualified Plans Indemnity Freedom

9. Accounting – Fully Insured vs Alternative Funding Reporting –Monthly Accounting –Quarterly Utilization

10. 12/21 – 9-month Run-Out No Additional Fees Claim Fund Refund

11. Plan Year Specific Stop Loss Aggregate Stop Loss –Accommodation –Early Termination –Minimum Aggregate Deductible

12. Employer Enrollment Changes COBRA Employer Directed Claims Payments

13. For Groups of 10 to 99 Medically Underwritten –Medical Enrollment Form –<50 – Traditional –50+ – Simplified Prescreens for Quotes

14. Submission Requirements –Final Proposal –Employer App –Employee Enrollment Forms & Waivers –Current & Renewal Rates –Quarterly Tax/Wage Report –Employer’s First Payment ENROLLMENT & UNDERWRITING

15. The RIGHT Benefits. The RIGHT Price. GET YOUR ADVANTAGE TODAY! Phone: 888-767-7133 Fax: 913-945-4396 Quote Email: sales@alliednational.com Website: www.alliednational.com