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

Enhancing Your Practice by

Utilizing the Internet

Connect2A.com . . . Connecting You and Your Clients

Copyright © 2002, Connect2A.com, LLC. All Rights reserved.

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.


Harnessing the Power of the Internet

Planning

Lifetime

Maintenance

After-Death

Administration


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)


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











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


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


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)


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 locationTotal 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.


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 PartnersProfessional Back OfficeAcademy of Multidisciplinary PracticeDocuBankWealthCounsel, LLC

MembersOver 400 Registered Professionals in Connect2A.

Please go to www.Connect2A.com or call 800-372-2290

to Learn more

Connect2A.com Connecting You and Your Clients

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