Investment Manager Disciplined Approach to Marketing We have a disciplined approach in reaching new buyers for your product. To assist in the marketing of your product, we maintain an extensive database of pension plan sponsors and have many relationships in the industry. We are intensely dedicated to your success. Effective Marketing Materials Our disciplined marketing approach begins with the development of a detailed marketing package to tell your story. We will assist you in the development of effective marketing materials customized to targeted markets to sell your strategy. These marketing materials include a company brochure, one page product profiles, quarterly updates/reports and a presentation booklet. Introduction to the Market We will introduce your product to the market by contacting our established relationships, mailings, phone calls to our target market and attending industry conferences. We believe in a concentrated marketing effort, identifying qualified prospects and setting up “quality” meetings to introduce your product. Our database provides us with an automated follow-up system to track all prospects we contact on your behalf. We will provide you with reports on our marketing activity. Contract Negotiations We will help you close sales and negotiate contracts so the terms are satisfactory to all parties. If you wish, we can meet directly with plan sponsors and handle all the details of closing sales and negotiating contracts. Ongoing Service We will continue to work with you on an ongoing basis, coordinating meetings and assisting you in the cross-selling of other investment products and services. We work with you to continually enhance client relationships after a sale has been made. Top of Page Insurance Company Market-Driven We take the guesswork out of product development by using a market-driven approach. Our relationships with pension plans, endowments, & foundations keep our finger on the pulse of institutional investors. We know what they need & can help you develop products that can be marketed quickly & efficiently. Effective Product Design Just because a product sells doesn't mean it will be profitable for your company. The product must be structured properly so it offers a reasonable profit margin for you, yet is still attractive to the buyer. Genesis will design your product to be competitive in the marketplace while maximizing profits. Product Implementation Once we have agreed on the basic design, the next step is implementation. Drawing upon our experience & knowledge of investment strategies that work, we can help you obtain the resources you need to fully implement your product. Strategic Marketing To launch your new product, we develop a strategic marketing plan designed to reach potential buyers. To assist in marketing your product, we maintain an extensive database of pension plan sponsors & have broad relationships in the industry. Since the product will have been designed with a potential market in mind, a positive response is virtually assured. Contract Negotiations We will help you close sales & negotiate contracts so the terms are satisfactory to all parties. If you wish, we can meet directly with plan sponsors & handle all the details of closing sales & negotiating contracts. Ongoing Service We will continue to work with you on an ongoing basis, coordinating meetings & assisting you in the cross-selling of other financial products & services. Top of Page