Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. Call: URL: bsnyder.uba.glance.net

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. Overview Replaces HRinsider Bulletin Designed as an e-newsletter that can be easily forwarded to clients/prospects with little fuss Allows customization and printer-friendly versions

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. Overview Newsletter is automatically branded with information and logos from Wisdom Network and embedded in Newsletter is sent mid-month to your inbox (you must be a subscriber)

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. It’s Up To You! You can manage your contact information and logo You can decide what format you want each month You can add and edit content You can distribute to clients/prospects however you wish

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. It’s All in the Wisdom Network Wisdom Network > My UBA > UBA Publication Manager Wisdom Network > My UBA > My Information

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. Common Questions How do I resend the newsletter? How do I edit contact info/logo? How can I receive the newsletter in my preferred format each month? How do I obtain a printer-friendly version? How can I edit content?

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I resend HR Elements to myself? 1. On the Wisdom Network, go to My UBA tab > UBA Publications Manager 2. Under ‘Publications,’ Select HR Elements. 3. Find the edition you wish to resend, and click Send Edition. 4. Select the format you want ( or print version). Make sure you are sending to ‘Myself.’ NOTE: If you want the print version, be sure you select Send as an Attachment. 5. Click Send Edition. The message will take several minutes to complete the sending process, but the will soon arrive in your inbox.

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I edit my firm’s contact information and logo? To change this information that is reflected on HR Elements you must be a Firm Administrator on the Wisdom Network. Principals are Firm Administrators, but they can allow others in their firm to be firm administrators, as well (see below): 1. On the Wisdom Network, go to My UBA tab > My Information 2. On the left, you’ll see a row of gray tabs. Select My UBA Member Firm Information. 3. Change the general and phone contact for your Member Firm here. You can also update your logo and firm bio in this section. Keep clicking Next until you reach the Finish button. The information will be immediately updated on the Wisdom Network. However, you will need to resend HR Elements to yourself.

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I become a Firm Administrator so I can make changes to our contact info/logo? A Principal can designate someone else to be a Firm Administrator on the WN, allowing this person to make changes to the firm’s profile information, such as address, phone numbers, etc. However, the Principal or another Firm Administrator must log on himself/herself and make these changes: 1. On the Wisdom Network, go to My UBA tab > My Information 2. On the left, you’ll see a row of gray tabs. Select Others in My Firm. 3. A small table will appear. The Principal checks the box next to a person’s name under the Firm Administrator column. A green check mark will appear. This automatically makes that person a Firm Administrator. To remove a person from this duty, simply click the box again. The green check mark will disappear, and that person will no longer be a Firm Administrator.

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How can I receive the newsletter in my preferred format each month Perhaps you want to receive the embedded and printer-friendly versions each month. Maybe you have a disclaimer or special message you want included on HR Elements every time. You can change your defaults for HR Elements. 1. On the Wisdom Network, go to My UBA tab > UBA Publications Manager 2. Under ‘UBA Publication Manager,’ Select Manage Settings. 3. Find HR Elements and Select Change Publication Settings. 4. Here you can add a special message and disclaimer and select which formats you wish to receive each month. (NOTE: If you want the Print version, be sure to select Receive as an Attachment) You also can make others in your firm subscribers to HR Elements here. 5. Click Save Changes.

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I obtain a printer-friendly version? You can have a printer-friendly version sent to yourself. Note that you must select SEND AS AN ATTACHMENT to receive the printer-friendly version. This attachment must be converted into a Microsoft Word document before you can use it. If you just double-click on it, the document likely will appear garbled. To properly convert the printer-friendly version: 1. When you receive the Print version in your inbox, right-click on the attachment and choose Save As. Save the publication to your desktop. 2. Do not double-click on the attachment to open. Instead, right-click on the publication, now on your deskop. A little window will appear. Choose Edit. 3. A warning window will appear. Just click Yes. 4. The document will open as a Word document. You should Save As and save the publication under a new name. You can now make changes to the newsletter as you would any other Word document.

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I edit the content of the articles or the date of the HR Elements Newsletter? The UBA Publications Manager on the Wisdom Network allows you to make a wide variety of changes to the content of the newsletter. Here’s how you can make changes to the content: Cont>>

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I edit the content of the articles or the date of the HR Elements Newsletter? You will want to create a Custom Edition to make these changes. To make custom editions: 1. On the Wisdom Network, go to My UBA tab > UBA Publications Manager 2. Choose HR Elements. 3. Find the edition you want to customize and click Edit. 4. Click Create Custom Edition, near the top. Cont.>>

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I edit the content of the articles or the date of the HR Elements Newsletter? Here, you can change the date of the newsletter. You can add a small note that appears at the top of the newsletter (News from Your Agency), or a note/disclaimer at the bottom (Optional Legal Disclaimer). Be sure to Unclick the green check marks so you can add your text in these fields. Cont>>

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I edit the content of the articles? You can change the content of the articles in the Articles box Cont>>

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I edit the content of the articles? If you want to remove an article from the newsletter, click the Red X If you want to edit the content of a story, click on Edit. Make your changes on that page, and be sure to click Save Article when finished. Cont.>>

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I edit the content of the articles? If you want to create a brand-new article, click Add Article and fill out the fields (leave the Summary box blank) You can change the order of stories by clicking on the Green Up or Orange Down arrows Cont.>>

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. How do I edit the content of the articles? When you are finished, be sure to click Save Edition

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. Keep in Mind: A little setup at the start will save you time later on HR Elements can be customized, but like any tool, it has limits

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. More Resources Wisdom Network > Products, Tools & Services > Marketing Tools> HR Elements Newsletter –User Manual in Resources Section –QuickTips folder in Resources Section

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. Next HR Elements: On or Around Feb. 16

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. Questions? Brian Snyder: Bryan Beswick:

Copyright © 2010 United Benefit Advisors, LLC. All Rights Reserved. Thank you