Marquis Member Program

MARQUIS MEMBER PROGRAM High-level personal risk management for those with needs beyond the norm

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OUR GOAL Have you heard the expression, “too many cooks in the kitchen" or "too many hands in the pot"? The translation to both is known to be, "there are too, many people trying to do the same or similar things and therefore something is bound to go wrong�. Our goal is to provide complete protection for you and your loved ones - to help remove gaps you may have because all that you value is spread out among many.

WHAT OUR PROGRAM INCLUDES

Personal Insurance

Claims Assistance

Life Insurance

Travel Insurance

Pet Insurance

Trusted Advisor Access

Medicare Enrollment Assistance

Social Security Consulting

Special Events Coverage

Online Resource Library

Business Owner Options

PERSONAL INSURANCE Homes, vehicles and other items listed here are some of the largest purchases most of us will make in a lifetime.

To ensure these are protected to meet your current needs, we ask questions to understand how an insurance policy will work for you and your unique, individual needs.

HOMEOWNER INSURANCE AUTO INSURANCE PERSONAL ARTICLES INSURANCE BOAT INSURANCE MOTORCYCLE INSURANCE RENTERS/TENANT INSURANCE RENTAL DWELLING INSURANCE UMBRELLA INSURANCE

CLAIMS ASSISTANCE An auto accident, house fire and other mishaps can be scary, unsettling, and frustrating. Due to the cost, many of these result in the need to turn in a claim to your insurance agent or carrier. It can feel daunting to go through the process of turning in a claim when you are already stressed about the incident itself. We help our clients through the process by making sure it is going as it should and help as a liaison between our clients and the insurance carrier.

• We are the mediator for our clients when there is confusion or a delay with the insurance carrier.

• We will send an acknowledgement email 3 days after you submit the claim to ensure.

• You have been contacted by an adjuster.

• Answer any questions or concerns you may have.

• Ask you to keep us posted should further assistance be needed.

• We will monitor the progress of the claim and follow up with an email upon closure.

LIFE INSURANCE Would your family be able to financially make it without you?

Would they be able to maintain the same lifestyle without your income? Life insurance helps with the financial burden your family would feel without it.

TERM POLICIES GUARANTEED ISSUE POLICIES UNIVERSAL LIFE POLICIES KEY-PERSON POLICIES

It’s not for you.

It’s for them.

WHOLE LIFE POLICIES

TRAVEL INSURANCE Vacations are a time for rest and relaxation, but traveling always involves risk. What type of risk?

The risk of getting sick or having an accident, losing or having your valuables stolen, missed flights and even the loss of life in extreme cases. Travel insurance can give you some peace of mind by helping to reduce your chance of financial loss related to these risks and let you relax and enjoy your travels!

• Trip Cancellation • Trip Interruption • Travel Delay • Baggage and Personal Effects Coverage • Primary Medical Insurance • Emergency Medical Evacuation & Repatriation • Global Assistance • 24-Hour Assistance Services

PET INSURANCE Your pet is your child. Unfortunately, this furry child is not covered by your own medical policy. So if your furry child has a taste for socks or other “foreign” objects that don’t belong in their tummy and won’t come out naturally, you’re in for a hefty medical bill! Pet insurance helps with those unexpected expenses as well as preventative care. We can help find a policy that suits your needs and makes those unplanned trips to the vet a little easier to manage!

HEREDITARY ISSUES: Conditions your breed is prone to inheriting.

UNIDENTIFIED ISSUES: No official diagnosis? It’s covered.

CONGENITAL ISSUES: Conditions your pet has developed before birth.

PERSONAL RISK MANAGEMENT Don't have a financial advisor or jeweler that you know and trust, but know you could use their help? As a Marquis client with Henriott Group, you have access to a list of vetted advisors that can help you protect yourself and your assets. Everything from jewelers to financial advisors, appraisers and other options you may find helpful.

• Financial Advisor Partners • Recommended & Reputable Home Repair and Auto Shops • Appraisal Resources • Personal Inventory Tracking Resources

MEDICARE ENROLLMENT ASSISTANCE Are you or someone you know around the age of 63?

Maybe the thought or planning for retirement is a frequent topic in discussions?

We are here to make sense of the continual information overload and help prevent first-time enrollment mistakes that could be irreversible. We work with hundreds of

clients, and we know every situation is unique. Our role is to listen, educate, assist with enrollment then help with the same every year after. One of our services, reviewing medications annually, has saved our clients thousands of dollars.

Is it time to talk with someone about your options?

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Educational Seminars & Webinars

Review of Health Care Needs

Medicare Part D Review & Enrollment

Medicare Supplement Review & Enrollment

Medicare Advantage Review & Enrollment

Annual Review of Medications & Health Status

SOCIAL SECURITY CONSULTING It’s time to begin thinking about taking social security. It’s natural to question WHEN is the best time to take social security. What’s the best way to maximize benefits? We walk you through options, making it less intimidating and confusing.

• Learn How to Maximize Social Security Benefits • Review Social Security Earning/Benefits Statement • Calculate Breakeven Point • Determine Your Best Time to Apply for Social Security • Review All Options • Application Assistance

SPECIAL EVENTS COVERAGE You have been planning a fund-raising event for the last six months. You have set up the tables, brought in the silent auction items and there is little left to do. The day before your event, the weather takes an unexpected turn, and a tornado destroys most of the building and everything in it. The event must be cancelled and the items you set up are ruined. How can you protect yourself in a situation like this?

If you have considered hosting large parties, weddings, baby showers, fund-raising events, etc., special events coverage is an important part of your planning. It provides both liability coverage as well as protection for your investment in the event you are hosting. Some examples of coverage options are: • Help with medical expenses if a guest is injured • Protect your home or the venue if property damage occurs • Event cancellation due to weather, injury, illness or vendor issues • Host liquor liability for accidents associated with overserving

SECURE ONLINE RESOURCE LIBRARY From teen driving contracts to home inventory checklists, you will be able to find many items and resources to help you in different stages of life. (Also available via smart phone app.)

Parent/Teen Driving Contracts

Personal Inventory Checklist

Approved Vendor Lists

Educational Videos

Webinar/Seminar Schedule

Access to Current Policy Coverage & Premium

BUSINESS OPTIONS Your business and personal life are both unique and can have very different needs. Our goal is to help identify, problem solve, and offer solutions that maximize both through one or many of the following programs.

Risk Management Services

Commercial Insurance

Employee Benefits

Human Resource Services

Key Person Life Insurance

Health & Wellness Services

Worksite Life Insurance

Medicare Consulting

HENRIOTT GROUP'S PERSONAL RISK MANAGERS ARE THE PROVERBIAL HEAD CHEFS IN THE KITCHEN. WE ARE HERE WHEN YOU ARE READY TO TALK. Local: (765) 429-5000, Option 1 Toll Free: (800) 382-7875, Option 1 Text: (765) 588-9983 Email: MarquisMember@henriott.com Renaissance Building 250 Main Street Suite 650 Lafayette, Indiana 47901 Visit www.marquismember.com for more information.