During the slower summer months, it’s an ideal time for your FA’s to offer their clients a FREE coverage check on their personal home or auto insurance policies. Newtek Insurance Agency (along with UBS platform providers Crystal & Company and Willis Towers Watson) is approved by UBS to handle the property & casualty, accident, and health insurance & benefits for the business and personal needs of your High Net Work clients and prospects. Give your valued clients piece of mind that they are not paying too much for their existing policies and that they don’t have any gaps in their coverages. The health check is completely complimentary and there is no obligation for your clients to purchase a policy with Newtek – this is simply a courtesy service to your valued clients. We also invite you and your FAs to experience our process yourself. Let us give YOU a complimentary health check on your own insurance coverages. You’ll have the chance to experience our concierge customer service and confirm that your own coverages are adequate and well-priced. We are confident that we will earn your trust. I would appreciate an opportunity to speak with you further about our partnership. Please let me know your availability by replying to this email, or give me a call at the number below. Best Regards, Adam E. Epstein Director - Strategic Alliances Newtek Business Services Corp. Office: 212-273-7752 Cell: 917-743-4898 www.newtekone.com