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<br />~ <br /> <br />~ <br />~. <br /> <br />~ <br /> <br />i <br /> <br />i <br /> <br />= <br /> <br />~ <br /> <br />= <br /> <br />:= <br /> <br />=. <br />= <br /> <br />= <br /> <br />= <br /> <br />; <br /> <br />= <br /> <br />= <br /> <br />= <br /> <br />= <br />:;. <br /> <br />~ <br /> <br />B) FIRM HISTORY AND EXPERIENCE <br /> <br />Financial Concepts, Ine. <br />11100 Bren Road West <br />Suite B <br />Minnetonka, Minnesota 55343 <br />Telephone: (952) 653-1300 <br />Fax: (952) 653-1301 <br />www.fci-benefits.com <br /> <br />1. Firm histOlY and background <br />Financial Concepts, Ine. (FCI) is a multi-service employee benefits consulting firm founded in 1983. <br /> <br />In 1996, FCI became a member of National Fin~ncial Partners (NFP). With hundreds of member <br />firms nationwide, our alliance with NFP allows us to offer clients products and services unavailable to <br />our competitors. Our clients can request and access legal resources, compliance guidance, proprietary <br />products and improved purchasing power. <br /> <br />FCI employs over thirty individuals includitig management, sales and marketing professionals and <br />administrative staff. The majority of our employees are located in our Minnetonka, Minnesota office, <br />We also have an office in Arizona, We maintain registered representative smtus in multiple states and <br />heavily utilize our nationwide resources as a member of NFP to provide high quality service to our <br />multi-state clients. <br /> <br />FCI offers employee benefit services to over 250 organizations. \Y/e are proud of our client retention <br />rate of ninety eighty percent - a number unheard of in this competitive market. In fact, our first client, <br />the Better Business Bureau ofA-linn,sota remains a client today, Fel specializes in employer groups ranging in <br />size of 10 and 1,000 employees. We find that the mid market industry realizes the highest level of <br />value from our high touch client service. Budget and resource constraints common in mid market <br />organizations require FeI to become an integral part of the organizations benefits and human <br />resources functions. We partner with our clients' senior managers and human resources staff to offer <br />high quality benefits, a wide array of additional services and strategic focus toward goals. <br /> <br />2. Financial references <br /> <br />National Financial Partners (NFP) <br />Elliot Holtz <br />(201) 301-4060 <br /> <br />Price Waterhouse Cooper <br />Amy IGmnode <br />(720) 931-7318 <br /> <br />3. Distinctive Services <br /> <br />Our finn provides organizations with custom designed benefit packages. We believe benefit programs <br />should be based on the strategic objectives of the organization, We partner with our clients to understand <br />their business market:, ernployce tnotivators, challenges and organizational culture to create benefit <br />programs that help the organization tneet core business goals_ Tn many cases, we act as a virtual <br />extension of the organization's human resource department reducing soft dollar costs for our clients. <br /> <br />3 <br />