Executive Summary Background:US Financial Group (USFG) is a diversified financial services company which has operated since 2002 as a wholesale insurance business. USFG has made strategic decisions to form a US broker-dealer headquartered in New York to both further its wholesale insurance business and to move into other investment products, investment banking and asset management when appropriate opportunities arise such as the recent opportunity to trade life settlements which could develop into the most significant new development in the financial markets since the advent of the secondary mortgage market 25 years ago. A partner firm holds the patent on pricing these life settlements and we anticipate dominating this market for the entire future. We anticipate a competitive response from other Wall Street firms but unlike the mortgage market they will not be able to accurately price the life settlements and could end up losing money. 1. Distributing and installing the EZ Insurance Ticket platform into Banks and Brokerage Firms; 2. Providing insurance products and services to the Disabled Association and 3. Launching LifeBid which is the copyright for our traded life settlements product referred to above.MissionUSFG’s current mission is to bring life, annuities and health insurance products to consumers through banks, brokerage firms and independent brokers through efficient application systems, specialized insurance products and niche markets. The near term mission is also to become a national investment firm offering a wide range of investment products, investment banking and asset management. The long term mission is to grow from a national investment firm into a global investment firm. Description of Current Insurance BusinessUSFG will continue to place insurance policies through the EZ Insurance Ticket platform, through niche and affinity markets (disabled association), and through independent brokers. USFG also seeks to grow its business operations in the same areas of Life Settlements (individual life policies, bank owned life insurance (BOLI) and corporate owned life insurance (COLI); Mortgage Insurance; Leveraged Life Insurance, and Affinity Group Life & Health USFG markets a turn-key nationwide insurance term solution to banks and brokerage firms through copyrighted and patent pending EZ Insurance/Annuity Ticket platform (www.ezinsurancetickets.com). The firm counts five current community and credit union banks as clients using the EZ Insurance Ticket platform. There are a number of additional banks and other financial institutions interested and considering utilizing our EZ Insurance Ticket system to distribute term insurance to its new and existing clients. USFG has completed a joint venture with Penn Treaty, an insurance carrier, and Carmen Jones, principal of the largest marketer to the disabled association, to develop insurance products and distribution platforms for segments of the diverse disabled association. Additional plans include a private label annuity to be marketed exclusively to this community addressed their needs. USFG is developing a copyright process called LifeBid, to help prospective sellers of their life insurance policies (life settlements) get accurate valuations of their policies. No other firm is providing this service to prospective sellers and LifeBid enables life settlement to gain valuable information about what type of price to expect from potential buyers. BiographiesJames Griffin CEO & Chairman of USFG, MoneyIns Inc. Justin Yarmark – President USFG – MoneyIns Inc. Van Albanese, CLU, ChFC – Director of Marketing & National Accounts ManagerJames G. Breck – EVP of USFG and Managing Director & Chief Operating Officer of BrownBridgmanWilliam S. Zywiciel, CLF, LUTCF, CMFC, CLTC – Director of Marketing of USFG & President St. Louis Financial GroupJohn Wolle, CPA, CEO Griffin Yarmark Securities
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