1. Enhancing Your Practice by Utilizing the Internet Connect2A.com... Connecting You and Your Clients Copyright © 2002, Connect2A.com, LLC. All Rights reserved.

2. Connect2A.com... Connecting You & Your Clients Connect2A.com, LLC  Connect2A.com is an application service that lets accountants, attorneys, financial professionals, and their clients securely gather and share personal and financial information over the Internet during the planning, lifetime maintenance, and after- death administration of a client’s Financial/Estate plan.

3. Connect2A.com... Connecting You & Your Clients Harnessing the Power of the Internet Planning Lifetime Maintenance After-Death Administration

4. Connect2A.com... Connecting You & Your Clients Connect2A.com, LLC  Personal Information Form - (Collect Client Data)  Share the Collected data with the Clients Professional Advisor Team. (Central Database)  Allows the Professionals to download data into current software applications. (Office Efficiencies)  Provides Account Aggregation and current market pricing (Keep Data Current)  Provide a 24/7/365 service for clients to view their data and maintain contacts with their Advisor Team. (Marketing tool to Clients)

5. Connect2A.com... Connecting You & Your Clients Estate Planning and Financial Market  Most companies currently use the Internet as a Marketing Tool to get more Retail Business  Connect2A is Wholesale, built on Advisor to Advisor and Advisor to Client Relationships.  Up to date Financial Data is the Key for maintaining a client’s Financial, Tax, and Estate Plan.  Connect2A is a daily use tool for advisors to obtain and update Financial Data

6. Connect2A.com... Connecting You & Your Clients

15. Professional Benefits:  Enhance your current website and make it interactive with your clients and collaborative  Improve Business Procedures  Reduces cost to Service Potential Clients  Reduces cost to Service Existing Clients for Annual or more Frequent Meetings  Distinguishes the Advisor from Competitors  Increase Fees by charging for non-custodial accounts/Family Office

16. Connect2A.com... Connecting You & Your Clients Professional Benefits:  Puts the Professional Advisor in line for IRA and Company 401K Rollovers  Provides Clients with Total Net Worth Aggregation  Enhances Team Approach to Total Client Care  Enhances Relationships with other Professionals - helps develop and maintain your collaborative  Locks Clients into your Collaborative

17. Connect2A.com... Connecting You & Your Clients Client Benefits:  Complete Solutions  Advisors working as a Team.  Clients receive better Quality and more Complete Solutions.  Confidence  Each Advisor will know what the other Advisors are recommending, because all data is in one central location.  Convenience  Clients enter their personal and financial information once.  Have their information on hand for other needs. (ex. New Loans)

18. Connect2A.com... Connecting You & Your Clients Client Benefits:  Realize an enhanced relationship with their Accountant, Attorney, and Financial Advisors  Secured (128 bit encrypted) communications with their Professional Advisors  Consolidates all of their Financial Information and provides Cost Basis in one location  Total Net Worth at a Glance.  Portfolio Aggregation - Piper Jaffray estimates people using aggregation software will grow from less than one million currently to about 90 million by 2005.

19. Connect2A.com... Connecting You & Your Clients Connect2A Mile Stones:  July 1, 2001 - Release of Version 1.1  Everything the Accountant, Attorney, and Financial Advisor need to meet with a new client and develop their Financial/Estate Plan.  Signed First Strategic Alliance Partners  Professional Back Office  Academy of Multidisciplinary Practice  DocuBank  WealthCounsel, LLC  Members  Over 400 Registered Professionals in Connect2A.

20. Please go to www.Connect2A.com or call 800-372-2290 to Learn more Connect2A.com Connecting You and Your Clients