Our core purpose is to enhance the financial well-being of all people. We have no proprietary products and are consistently ranked among the largest employee benefits firms in Boston. We employ 140 professionals serving 4,000 clients with $200 million in insurance premiums. Sentinel has received high audit opinions and our leadership sits on several industry boards.

1. Business Overview
Joshua Meltzer
March, 2010

2. Our Core Purpose
Our purpose is to enhance the financial well-being
of all people.
This single focus inspires customer focused behavior in our
workplace and leads to more successful outcomes for our clients.

3. Our Core Values
Integrity
Do what you promise
Be honest and genuine
Work to your potential
Think like the customer
Expertise
Exceed customer expectations
Commit to continuous learning and practice
Complacency is unacceptable
“Good enough” never is
Make a difference every day
Innovation
Be a pioneer, do not follow the competition
Dare to lead change
Swim upstream, buck conventional wisdom
View client problems as opportunities

4. Uniquely Organized
Our Family of Businesses:
Investment Administration Sentinel Benefits Group, Inc.
Management Co- & Consulting Sentinel Insurance Agency, Inc.
• Independent Advice Fiduciary • Retirement Plans Sentinel Pension Advisors, Inc.
• Personal Brokerage Services • Actuarial
Accounts
• Individual Retirement
• Flexible Spending Sentinel Securities, Inc.
Accounts
Accounts
• 529 Plans
Client • Wealth Mgt
• COBRA • Financial
• Form 5500 Planning
Insurance Services
• Group Insurance
• Personal Insurance

5. Why Sentinel is a great choice
Completely independent
We have no proprietary insurance or investment products.
Very capable partner
Sentinel Benefits is consistently ranked among the largest employee benefits firms in
Boston. We were ranked number 3 in 2008.1
Expertise
Employ 140 Professionals, Serve 4,000 clients
300 insurance clients representing over $200 million in premiums
Process
Sentinel has received an unqualified opinion on its SAS-70. Level II audits for 4 years
consecutively.
1 Boston Business Journal, February, 2009

6. Why Sentinel is a great choice
Leadership
Sentinel sits on the Board of the MA Association of Health Underwriters
(3 Years), Blue Cross Blue Shield of MA Large Group Broker Advisory
Council (7 years), Harvard Pilgrim Healthcare Broker Advisory Council
(3 years) and Evolution Benefits (2 years)
Sentinel is a Founding member of CIKR (Council for Independent 401(k)
Record keepers), the only association in the U.S for independent
record keepers.
Sentinel has the highest number of certified ASPPA (American Society
of Pension Professionals & Actuaries) in Massachusetts and we are a
National Board Member.
Our President and CEO has personally educated hundreds of the
leading TPAs nationwide on fiduciary best practices and model office
management.