Joe graduated from Regis University in 1991 with a major in Finance and minor in Economics. He also holds a Life and Health insurance license.

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What We Do Risk management and commercial insurance. Employee benefits, wealth management and specialty solutions. We are a trusted advisor and sound voice through the volatility.

1 What We Do Risk management and commercial insurance. Employee benefits, wealth management and specialty solutions. We are a trusted advisor and sound voice through the volatility. We deliver outsized results in any climate. Joe Long Joe is a Senior Vice President for Hays Companies in Denver, Colorado. He is responsible for sales development and the internal operations of the benefits department. He also provides strategic consulting support on his own book of business and specializes in providing consulting and financial analysis of the client s employee benefit programs. Joe has over 20 years of employee benefit experience. Prior to joining Hays in 2003, Joe led the Employee Benefits Department as a Senior Vice President and Unit Leader for the world s largest insurance consulting firm. In addition to managing a unit of 8 employees, he was responsible for 45 accounts that generated $2.5 million in revenue. From 1998, Joe worked as a Consultant establishing employer health plan philosophies and setting plan objectives to meet employer financial guidelines. In the 3 years prior to that position, he was a Benefit Analyst, whose primary responsibilities were underwriting for self funded employers, renewal negotiations, financial analysis, request for proposal preparation, marketing, monthly claim reporting, plan modeling, setting accrual rates and IBNR analysis. Prior to joining the insurance consulting industry, Joe gained 5 years of experience working for a national insurance carrier as an underwriter. He was responsible for reviewing, analyzing and underwriting self funded accounts with 100 to 10,000 employees. Joe graduated from Regis University in 1991 with a major in Finance and minor in Economics. He also holds a Life and Health insurance license. Justin Troupe, Assistant Vice President at Hays Companies. Experienced senior benefits consultant that provides strategic benefits consulting and financial analysis for Self funded and Fully insured employer groups. At Hays we are always looking for ways to improve employers benefit plans by lowering costs. We think outside of the box and bring new ideas to employers to make sure you retain your most valuable asset, your employees by offering the benefit packages they are looking for.

OUR PURPOSE The Vail Leadership Institute exists to develop values-based leaders and organizations that produce higher levels of results by leading with purpose.

2 OUR PURPOSE The Vail Leadership Institute exists to develop values-based leaders and organizations that produce higher levels of results by leading with purpose. We accomplish this through a combination of applied learning experiences: Workshops & Events RoundTable Groups Retreats & Experiences Custom Programming In the end, our approach is to use our Inside First leadership framework to deepen the character of leaders by engaging the heart in leadership. OUR VISION In 2020, we are helping thousands of people take responsibility for their lives, their organizations, and their communities. Our work has resulted in the growth of individuals, teams, and organizations around the country. We are recognized in the state of Colorado as a premier destination for leadership development and among leadership experts globally for cultivating a new kind of leader who engages the heart in leadership. The people involved with the Institute include a focused, passionate staff and a cadre of mentors, consultants, facilitators, and speakers who are helping us to consistently achieve our goals. OUR LOGO The Vail Leadership icon in the logo was originally developed as an image of a water droplet surrounded by concentric circles emanating outwardly. The water drop is analogous to our Inside First (TM) curriculum that develops the leader within. We believe that in order for people to have a ripple effect in their organizations, communities, and lives, their leadership competencies must grow.

3 Rocky Mountain Insurance and Financial, is a Colorado owned and independently operated insurance & financial solutions provider. Our agency was originally established in 1998 in Edwards, Colorado specializing in financial services and employee benefits. We are excited to be an affiliate member of HCHR and have programs for businesses that NO other agency can match! We offer a comprehensive suite of a la carte services that not only make your life easier, but we can bring additional savings to your bottom line while improving the lives of your employees!

4 Company Overview The Wright Group Services (TWG) combines 30+ years of experience with leading-edge products to provide exceptional service and value to our customers. We provide a full range of brokerage services including employee benefits, property and casualty, and retirement. Headquartered in Colorado, we think globally but act locally, with personal services designed specifically for each individual client. TWG utilizes resources with national networks of brokers to ensure we can meet your every need and find answers to your questions quickly and efficiently. Our goal is to achieve a long-term relationship focused on bringing value to your employee benefits management and insurance programs. We are committed to utilizing our collective talent to support your insurance goals. We work to identify activities that drive claim frequency, and implement an action plan to control health care costs and promote a healthy work environment for your employees. As a company, you face many employee benefit challenges, including internal resources, time management, employee education, compliance with federal and state legislation, trend increases, pharmacy costs and increased litigation activity. This demanding environment dictates a change in the way you purchase and manage your insurance programs. In order to compete in your marketplace you must adopt a total cost of employee benefits management philosophy based on datadriven decisions and globally positioned communications. We specialize in evaluating, negotiating with, and recommending insurers and providers to our clients, and we employ rigorous selection criteria and performance objectives when considering a vendor. Securing the best insurance package for your business begins with planning. Analyzing all your risks is critical to successful implementation of your insurance plan. TWG will partner with you by providing ongoing assistance, consultation and service that will help you control your insurance expenses, choose the best plan to fit your company s needs and promote health care consumerism. Our Guarantee We know that for most CEOs and company managers, overseeing benefits and insurance plans are no picnic. When you work with The Wright Group, you are assigned your own personal team of service experts who will make sure that you are satisfied and your business is covered. Our guarantee and our day-to-day efforts to ensure it is our way of saying, you deserve better.

A full range of learning opportunities in Colorado Rocky Mountain communities. The Aspen Institute College Excellence Program has recognized CMC as in the top 13% of two year colleges in the U.S.

5 A full range of learning opportunities in Colorado Rocky Mountain communities. The Aspen Institute College Excellence Program has recognized CMC as in the top 13% of two year colleges in the U.S. for exceptional student performance and outcomes. The college was also ranked #17 in the nation by CNN/Money for student success among more than 800 two year colleges. And CMC was rated #1 among Colorado s two year colleges for graduation plus transfer rates. Colorado Mountain College serves 12,000 square miles in north central Colorado. This beautiful area includes international resorts, ranches, wilderness areas and former mining towns. Each year, over 20,000 students take classes at our 11 locations and online. Learning here is personal. Classes are small. Faculty are friendly. Our graduates say that Colorado Mountain College has provided a solid foundation for the challenges they have faced. You ll find CMC teachers and staff who will take time with you. They know that if you are happy with your college and comfortable in your environment, you ll have a better chance to succeed. We want to give you more than a diploma or certificate. We want to create an environment that helps you succeed in all areas of your life.

Joe graduated from Regis University in 1991 with a major in Finance and minor in Economics. He also holds a Life and Health insurance license.

Joe graduated from Regis University in 1991 with a major in Finance and minor in Economics. He also holds a Life and Health insurance license. What We Do Risk management and commercial insurance. Employee benefits, wealth management and specialty solutions. We are a trusted advisor and sound voice through the volatility. We deliver outsized results