Here are a few quick highlights: About Newtek A leading provider of business financing and insurance solutions A publicly traded (NASDAQ: NEWT) company since 2003 On the UBS Lending Referral Group platform for many years What Newtek’s Business Lending and Insurance solutions can do to aid your client relationships We enable you to initiate richer conversations with clients/prospects that own businesses We can help you keep clients from looking to your competitors for financing or insurance products By providing opportunities for growth capital, you can be a trusted part of the conversation when a client considers a future business transition or liquidity event Showing an active interest in the full picture of your clients’ and prospects’ lives, and providing options to grow and protect those assets, will make you a trusted partner in planning their future while helping you grow your own AUM. My job is to get you comfortable with our financing and insurance solutions so you can make them part of your conversations. Once someone is interested, just send the opportunity our way and Newtek will take it from there. There’s no extra training or expertise required. For a more in-depth introduction, or to run a scenario by me, simply reply to this email or give me a call at the number below. It is my pleasure to assist you in any way I can. Regards, Adam E. Epstein Director - Strategic Alliances Newtek Business Services Corp. Office: 212-273-7752 Cell: 917-743-4898 www.newtekone.com