1. Lending a helping hand in case of the loss of a loved one.

2. What is Companion Assist? The Need: The death of a loved one is a very emotional time. What to do and how to cope and dealing with administrative and bureaucratic items is an additional burden. The Service: Companion Assist could eliminate or decrease a big part of the stress accompanying such an occurrence.

3. We can provide help to the customer allowing them to effectively and quickly take care of many administrative tasks and provide support and suggestions to reduce frustration and confusion. We incorporate various ID Theft prevention and resolution services. Companion Assist Definition

4. Companion Assist Services Services Product Configuration Assist Guide in obtaining death certificates  Notify the Public Administration (Social Security Administration, Credit Reporting Agencies, DMV…)  Review the credit report with the Beneficiary  Place an alert on the deceased's report  Notify Credit Card Companies  Notify third party vendors and close the account  Notify banks and other institutions  ID Theft Assistance (for the deceased)  Inform Informative Website (if requested)  Planning Booklet (Electronic edition)  Planning Booklet (Print edition) 

5. Its Value Differentiator in terms of offering Create a stronger relationship since it is service oriented

6. End User View