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Sb&Fg Overview

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Sb&Fg Overview

  1. 1. Business Overview Joshua Meltzer March, 2010
  2. 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. 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. 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. 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. 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.

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