July 17 CP MarshBerry CounterPoint_iCAP An Alternative Perpetuation Plan - July 2017

www.MarshBerry.com WHAT’S NEXT? ACTIONS Speak Louder Than Words Page 4 AN ALTERNATIVE PERPETUATION PLAN CONSOLIDATION in the Insurance Industry Page 6 What Makes an Insurance Distributor “SPECIAL?” Page 8 Addressing the Non-Performing… PARTNER? Page 10 SEVEN WAYS to Actually Grow Organically The iCAP plan for continuity alignment considers culture and incentives combined with both internal and external funding to help make perpetuation a reality. Page 2 Page 12 J U LY 2 0 1 7