June 2020

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Insurance Office of America: Our Commitment to You can honestly say that. Policy-peddling individuals give our industry a reputation for shady, untrustworthy To be a family of companies that grows and leads the agents who only care about the paycheck. We survive marketplace by serving our clients, our community by proving that reputation wrong. In 2018, Insurance and one another. Office of America celebrated its 30th anniversary and in preparation for this landmark, we started discussing Our Mission To be set apart by making the complex simple. We will how to position our business for the next 30 years. move beyond the commodity of business transactions We spent hours and days at IOA’s table rewriting our vision, mission and values by creating a matrix of our to the value of authentic relationships as we speak and act in favor of our clients and one another. We will strengths and weaknesses. The results of this exercise allowed us to identify five 1° shifts for our organization aspire to be an affirming and sharing community, one to commit to and set us apart from our peers. in which our clients and our colleagues never want to We have implementleave. ed these five 1° shifts, invested in our people, Our Values 1° Finding our independence in our and have already seen To act with the highest community of interdependence. tremendous results. Our degrees of integrity as we people’s ideas and hard focus on our clients and 1° Pursuing client loyalty over client work continue to be the steward the gifts, talents satisfaction. fuel for the business and and resources entrusted we will not veer from the to us. Excellence will be 1° Bringing value back to the commodity core values that have our standard as we emworld. been the foundation of brace new and innovative IOA’s rapid growth. We ways as we celebrate our 1° Seeing ourselves as advocates and will continue to work people and their ideas. not just agents for our clients. on how we can make The cornerstone of our our organization better foundation will be our 1° Moving beyond the transaction to the tomorrow than it is today faith, our families and the transformational. so that we can serve our fun of living our lifework. clients as we live out our life’s work. Learn more Our 1° Difference about IOA and our family of companies. We encourage As business leaders and members of the community, you to engage our people, discover the difference bewe commonly seek advice from those in whom we can tween what we do, grow your business and experience trust. Who sits at your table? Why do you seek their an IOA advocate seated at your table. counsel? At IOA, we see ourselves as your advocate Our 1º shifts change the trajectory of how we shape acting on your behalf similar to a CPA, attorney, finanour next generation. We believe the marketplace and cial adviser or any other trusted partner. Everything we the community we serve will continue to recognize us do must bring value to our clients and provide them as ‘set apart’ because of how we live out the potential with an understanding and comfort that we’ve got it, and power of the 1º shift, both individually and as a so they don’t have to. company. We build relationships and truly care about the sucFRM cess of our partners and not everyone in our industry

Our Vision

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