New Marketing Opportunity The Brokerage, Inc. and Liberty Tax

Agenda Who is Liberty Tax? Who is The Brokerage? ACA and Medicare Sales Opportunities Requirements to Participate Next Steps

Who is Liberty Tax 4,000+ offices nationwide When you visit a Liberty Tax office, you can rely on real help from real people – and products and tax services with real benefits Personal and business tax preparation Offer business services to simplify processes with easy accounting, bookkeeping, payroll, and invoicing

Who is The Brokerage? Insurance Marketing Organization specializing in life, health and accident products Celebrating our 40 year anniversary this year Strong agent database in Texas with over 2,500+ licensed agents appointed to sell both ACA and Medicare products Strong training for all product lines, every week Comprehensive website complete with free quote engines, secure document upload features and more

ACA and Medicare Sales Opportunities Under age 65 health plans ACA Short term major medical Dental, vision Supplemental health Medicare Medicare Supplements Medicare Advantage Prescription Drug Plans

Requirements to Participate Must be a licensed agent in the state of Texas Must be appointed with The Brokerage for ACA and/or Medicare related products Must complete a tax school offered through Liberty Tax $199 for the online course $179 for the in class 8 week course Willing to stay involved in two main areas 1.Enroll people in ACA products through January 31, Assist with preparing tax returns through April 15, 2017

Next Steps Sign the Agent Participation Agreement Coordinate your Liberty Tax franchisee location Set up initial meeting to meet with franchisee Enroll in tax school Get appointed with the top three ACA and/or Medicare companies in your area Get certified for all products from your top three companies Start date as early as October 15 th for Medicare enrollments

Questions and Discussion For more information, contact Belynda at or by at