Daymark Smart Overview Presentation 012012

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Overview presentation on Daymark Advisors and SMART Benefit Strategic Planning

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Daymark Smart Overview Presentation 012012

  1. 1. Daymark Advisors and SMART Overview Presentation January, 2012
  2. 2. Presentation Contents1. Daymark Advisors Overview2. SMART OverviewCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 2state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  3. 3. Daymark Advisors OverviewCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 3state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  4. 4. Daymark Advisors is a management consulting and advisory services firm serving the insurance, benefits, and human capital management sectorsCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 4state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  5. 5. Our clients seek our assistance to accelerate the growth of their businesses… organically or through merger and acquisition initiativesCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 5state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  6. 6. Corporate Facts • 10+ year operating history • Headquartered in Baltimore, MD • Registered Investment Advisor pursuant to State of Maryland securities lawsCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 6state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  7. 7. The TeamJack Kwicien, CLU, ChFC, Registered Investment Advisor - Managing Partner • 40 years of industry experience • Previously founded RewardsPlus (sold to Hewitt & Associates) • Corporate insurance assignments include: Prudential, Crum & Forster, Maryland Casualty (Zurich) • President of the Advisory Board for the Workplace Benefits Association • Columnist for Employee Benefit Adviser and Employee Benefit News • Educational background: University of Notre DameSusanne Radek – Partner • 20 years of industry experience • Strategic marketing and marketing communications assignments: Gr8 (marketing communications agency), Incube8 (private equity fund) • Insurance industry experience: RewardsPlus, Zurich Insurance Group • Licensed Property & Casualty agent • Educational background: Loyola University, Johns Hopkins UniversitySeven additional resources with the following backgrounds: Reinsurance, Accounting, Payroll and HRServices, Technology Assessments, Banking, Voluntary BenefitsCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 7state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  8. 8. Consulting ServicesDaymark provides retained consulting services tailored tothe unique business objectives of a client company.Engagements are typically strategic and tactical in nature.Example projects1. Building the business plan and implementing the strategy to launch a new business unit for a wealth management and benefits consulting firm.2. Assisting with the organization, financing, and launch of a captive insurance carrier for small group self-funded plans.3. Completing an assessment and analyzing capabilities for an insurance carrier to enter the voluntary worksite market.4. Branding, marketing communications and media relations for a benefits enrollment technology firm in its outreach efforts to partner with carriers and payroll vendors.5. Developing and implementing marketing positioning, sales training and sales management initiatives for an employee benefits agency.Copyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 8state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  9. 9. Selected Consulting Clients • ADAM, Inc. (Benergy) • Northwestern Mutual – SEBS • Assurant Worksite Specialty • Paylogix Partners • Pearl Companies • American Fidelity • RSM McGladrey Employer Services • Benefits Advisory Service • Selden Beattie Benefit Advisors • Capital Insurance Agency • Client First Brokerage Services • Schaefer Financial Group • Disability RMS • The Warner Companies • Electric Insurance Company • Titan Insurance and Employee • Falcon Technologies Benefits • First Financial • UNICO • Flexbenefits Group, Ltd • Vision Financial • Group Benefit Services • US Retirement Partners • National Benefit Partners • WebCECopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 9state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  10. 10. M&A ServicesDaymark provides merger and acquisition (“M&A”)services for buy and sell-side transactions valued inthe $5-100 million range.Specific scope of services:  Research of potential markets (buy and sell side)  Specific target identification  Sourcing, cultivation, and qualification of candidates  Valuations  Deal structuring  Negotiations  Drafting term sheets  Due diligence  Post-transaction integration planningCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 10state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  11. 11. Selected Advisory Service Transactions This Announcement appears as a matter of record only This Announcement appears as a matter of record only This Announcement appears as a matter of record only Keller Stonebraker Insurance Group Benefit Services, Inc. RSM McGladrey Inc. has acquired the business interests of has merged with has acquired the business interests of: ClientFirst National and HTG Insurance Group Huber Oros & Co. LLC The undersigned acted as advisor to ClientFirst Health Plans The undersigned acted as advisor to HTG Insurance Group in this transaction: The undersigned acted as advisor to Huber Oros in this transaction: the ClientFirst Companies in this transaction: Daymark Advisors, LLC Daymark Advisors, LLC Daymark Advisors, LLC www.daymarkadvisors.com www.daymarkadvisors.com www.daymarkadvisors.com This Announcement appears as a matter of record only This Announcement appears as a matter of record only This Announcement appears as a matter of record only Objective Data Storage LLC has acquired the business interests of: US Retirement Partners Capital City Bank Group Is providing financing for: has acquired the business interests of: File Link Corporation and Capital Insurance Agency US Design, Inc. United Specialty Benefits The undersigned acted as advisor to The undersigned advised Capital Insurance The undersigned acted as advisor to United Specialty Benefits in this transaction: Agency regarding this loan facility: Objective Data Storage in this transaction: Daymark Advisors, LLC Daymark Advisors, LLC Daymark Advisors, LLC www.daymarkadvisors.com www.daymarkadvisors.com www.daymarkadvisors.comCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 11state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  12. 12. SMART OverviewCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 12state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  13. 13. SMART provides online, practice enabling tools for insurance and benefits professionalsCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 13state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  14. 14. SMART is comprised of two toolkits: 1. Benefit Strategic Planning 2. Sales Management and Recruiting • The only industry resource providing a well-defined roadmap and tools for navigating the benefit strategic planning process • First product launched - developed by Daymark Advisors in conjunction with EOI Service Company and Voluntary Employee Benefit AdvisorsCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 14state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  15. 15. SMART Development Milestones Ongoing activities: product development, user support, and training, marketing and sales October, 2007 February, 2010 August, 2011Benefit Strategic Benefit Strategic Sales ManagementPlanning product Planning v8.0 live Toolkit v1.0 live conceived April, 2009 January, 2011 Benefit Strategic NAHU endorsement of Planning v1.0 live Benefit Strategic Planning Copyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 15 state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  16. 16. SMART User MapCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 16state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  17. 17. SMART User Benefits Sell more products per client Generate more revenue Improve client retention and profitability Become a trusted advisor Enhance their value proposition Compete effectively with larger firms Migrate to consulting fees Improve asset value of their businessCopyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 17state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  18. 18. From Our Users Through benefit strategic planning, my sales team has gained the Our firm now successfully takes confidence to move “up-market” to accounts away from national firms. larger size cases. It’s helping us to We were never able to do that, and absorb the financial impact of PPACA . strategic planning made the (SMART User in Rochester, NY) difference. (SMART User in South Miami) The SMART deliverable proved to be a deciding factor in our agency’s recent win of a major university (SMART User in Indiana, and BAN Member Firm)Copyright Daymark Advisors, LLC 2001-2012. All rights reserved. Daymark is a registered investment advisor pursuant to Slide 18state securities laws. The purpose of this presentation is solely for information distribution on products and services.
  19. 19. ThankyouContact Us:Jack Kwicien – Managing Partnerjkwicien@daymarkadvisors.comwww.daymarkadvisors.comwww.smartadvisors.biz203 Harborview Drive – PiersideBaltimore, MD 21230Tel. 410.585.6570

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