70% Self Funded Medical and Other Benefits

70% Voluntary Benefits

75% Vision

61% Long-term Care

65% Corporate Wellness Programs

73% Individual Plans

40% Retirement

78% Life

80% Dental

79% Disability

The Employer Healthcare & Benefits Congress offers that perfect blend of content, thought leadership, discussion, and networking that makes it exactly that powerhouse that professionals in our industry seek. Joe Torella, HUB International

Broker-Employer Relationships EHBC Broker Offerings Breakdown:

400+that write upwards of

$5 Billionin premiums

200,000+Agents, Brokers and Consultants read our publications, are in our LinkedIn Groups and Database

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of EHBC Brokers represent small groups (50-250 lives)22%

48%of EHBC Brokers represent mid-sized companies (250-5,000 lives)

30%of EHBC Brokers represent large employers (5,000+ lives)

www.EmployerHealthcareCongress.com

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50% over of the Brokers at the EHBC have a client base of 50-250+ clients

70% Rx/Pharmacy Benefit Management

38% Non-traditional Voluntary Benefits

Agents, Brokers and Consultants attend our show

EHBC’s PowerhouseBroker Profile

The EHBC Featured Broker

“There’s nothing more powerful than a consistently effective forum for bringing decision makers, providers, advisors and others together. The Employer Healthcare Congress offers that perfect blend of content, thought leadership, discussion, and networking that makes it exactly that powerhouse that professionals in our industry seek. We have less time and fewer hands to do the same job but with a lot more complexity, increased compliance requirements and greater threat from enforcement agencies. The attendees always come away with new insight and a better set of tools to meet this increasing demand, as well as the demands they must help navigate for their employers. We find it of tremendous value and always encourage our clients to engage with the organization and to participate in the program.”

JOE TORELLAPresident, Employee

Benefits Division-East Region

Who we areAs a leading advisor and broker for Employee Benefits, HUB International offers a customized, strategic planning process that enables you to achieve your financial objectives while improving the health status of your employees.

Because we serve both large and small clients, we can offer solutions that are properly scaled to meet the needs of your business. With specialists in all lines of employee benefits, we have the expertise to keep your programs running smoothly and your employees satisfied.

Joe Torella, age 55 , from North Edison, NJ leads a powerhouse team in the East United States, that serves

10,000 clients ranging from 2 lives to 10,000 lives and writes $80 million in premiums with a focus on executive benefits.

Joe enjoys tennis, keyboards and singing.

With 200 Employee Benefits Producers, HUB International specializes in a wide variety of employee benefits products, consultancy services and proprietary programs including:

• Fully-Insured & Self-funded Health Plans

• Voluntary Benefits, Enrollment & Communication

• HUB 360 Total Absence Management

• HUB GPS Wellness Programs

• HUB Compliance Navigator tool

• Cafeteria Plans• Bright Choices® Exchange• Flexible Spending Accounts• Health Advocacy• 401(k), 403(b), Pension,

& Profit t Sharing• HR Administration Tools• PEO and TPA Management• MyHUB benefits

administration platform

Ancillary Benefits include:• Dental & Vision• Group Life• Group Personal Excess• Short-Term Disability• Long-Term Disability

Executive Benefits include:• Individual Life• Individual Disability• Individual Health• Long Term Care

Featured Broker Profile

www.EmployerHealthcareCongress.com

Featured Agent/Broker

30% offer voluntary benefits and growing with strong momentum

approximately 20% offer some sort of wellness program

$4 Billionin EB Premium (Medical, Dental, Group Life, Group Disability, Individual Life, DI and LTC, Medicare, Medicaid, full voluntary/worksite suite including Life, DI, CI, Acc., Hsp. Ind, Legal, Pet, etc.); $5.5 Billion in Property Casualty Premium.

60,000 33,000lives# of Employee Benefits clients Hub International has in the East Region:

range in size of clients for company: 2 lives to

HUB International clients

IOA agents have a vested interest in their book of business, so our focus is the success of our client’s.

Our 27 years of growth have been the result of long-term relationships and referrals that come from our loyal customers. We are determined to take the greed out of the business and replace it with genuine relationships with our clients.

Insurance Office of America is currently the eleventh-largest privately-held insurance agency in the US by Insurance Journal and is the twenty-seventh largest

American broker according to Business Insurance magazine.

Matt, age 44 , from Orlando, FL is a commanding broker in the Southeast Region, representing 100 + clients, ranging from30-5000 lives and writing upwards of $100 million in (in premiums).

Matt’s hobbies include Coaching kids in Football and Baseball(reached the Southeastern Regional finals for Lake Mary Pop Warner) and golf. Matt became a stockholder and owner at IOA in just 3 years. He is a force to be reckoned with

and just one of the amazing brokers you’ll meet at the EHBC!

The IOA headquarters is located north of Orlando in Longwood, Florida. IOA has more than fifty branch offices across the United States and an international office in London, UK. With more than one thousand associates, IOA specializes in providing solutions for many industries of business.

We invite you to engage our people, discover the difference, grow your business and experience a service you never want to leave.

“IOA partners with EHBC because we get to develop relationships with the thousands of C-Suite and HR Executives that look to EHBC and its partners for insight on how to adopt to the changing healthcare landscape”. EHBC is the industry leader and provides us a glimpse into the future of the employee benefits marketplace.

MATT WILLIAMSONVice President,

Employee Benefits Division

Who we areFeatured Agent/Broker

www.EmployerHealthcareCongress.com

30,000 1 billion dollarsclientsplace more than

of insurance into the marketplace!

IOA has

90% offer voluntary products

20% corporate wellness strategies in place

40% self-funded

IOA clients

IOA client statistics

Featured Broker Profile