STRATEGIC INTEGRATION UNEQUALED LOYALTY TRUSTED RELATIONSHIPS BUSINESS PARTNERS MAKING A DIFFERENCE OUR ENTREPRENEURIAL MAKES CLIENT-FOCUSED

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1 STRATEGIC INTEGRATION UNEQUALED LOYALTY TRUSTED RELATIONSHIPS BUSINESS PARTNERS MAKING A DIFFERENCE OUR ENTREPRENEURIAL DIFFERENCE MINDSET MAKES CLIENT-FOCUSED ALL THE COMMITMENT DIFFERENCECOMMUNITY INNOVATIVE SOLUTIONS 2015 LOCKTON REPORT

2 CORE SERVICES Risk Management Employee Benefits Retirement Services Corporate Insurance Brokerage

3 MAKING A DIFFERENCE RESULTS-ORIENTED APPROACH BUSINESS PARTNERS INNOVATIVE SOLUTIONS COMMUNITY INVOLVEMENT CLIENT- FOCUSED COMMITMENT ENTREPRENEURIAL MINDSET STRATEGIC I N T E G R A T I O N UNEQUALED LOYALTY TRUSTED RELATIONSHIPS MAKING A DIFFERENCE RESULTS-ORIENTED THE IMPORTANCE OF BEING DIFFERENT Businesses can spend millions on ad campaigns to convince prospective customers that they re different. At Lockton, we prefer to invest our resources in ways that enable us to actually be different. In everything we do. You see it in the way we develop our talent and technology. It is the way we help our clients mitigate their risks and also seize their opportunities. Every day, Lockton demonstrates that our difference really does make all the difference in making our clients businesses better. That is not advertising. That is reality. Planning for the future is another reality we embrace at Lockton. Building for the long term is important to us. Of course, it is vital for our clients as well. That s why we re so pleased that Ron Lockton is stepping into the role of Vice Chairman. Solidifying the next generation of Lockton leadership underscores the significance of maintaining our values. It means we will continue to be different in ways that best serve our clients, our Associates, and our communities. Pictured from left: Mike Hammond Lockton Companies LLP CEO David Lockton Chairman Ron Lockton Vice Chairman John Lumelleau President and CEO David M. Lockton

4 GLOBAL CAPABILITIES. PERSONAL RESPONSIBILITIES. LOCKTON ADVANTAGE Aligning our risk management, employee benefits, and From multinational enterprises to emerging businesses and startups, Lockton brings a powerful mix of passion and experience to clients in more than TOTAL REVENUE 2015 $1.24 BILLION + retirement services strategies with each client s key business objectives is the whole idea behind Lockton Advantage. Through our six-step, analytics-driven 125 countries. Helping those clients grow is what has kept us growing for 49 consecutive years. YEARS OF GROWTH $1.13 BILLION $1.02 BILLION $.91 BILLION engagement process, we identify different strategies and develop a program that delivers the bottom-line results that clients are seeking $.84 BILLION ANALYTICS Through Lockton s strong analytics, proprietary What s the key to such a track record of success? High-performing Associates with the freedom, resources, and personal responsibility to do what it takes to meet their clients needs. ORGANIC GROWTH 10.3% 4.9% 3% 2.8% LOCKTON BROKER A BROKER B BROKER C + LOCKTON RETIREMENT SERVICES ASSETS UNDER ADVISEMENT databases, and industry expertise, we go beyond showing clients what drives their risk and losses to why they are experiencing these outcomes and how to achieve better results. This leading capability empowers clients to take action and make fundamental changes that reduce their risk, enhance safety, improve the health of their employees, and ultimately transform their business. The resulting 96% client loyalty and double-digit organic growth are the best measures of Lockton s success. And they are brilliant reflections of the entrepreneurial culture that pervades every aspect of CLIENT RETENTION $35.2 BILLION $32.1 BILLION $24.6 BILLION AFFINITY PROGRAMS Lockton structures customized, innovative insurance programs for 120 different affinity groups, covering more than 100,000 members. Lockton. Today, Lockton remains the largest privately 2012 $20.5 BILLION held, independent insurance broker in the world. 96% LOCKTON 85% INDUSTRY AVERAGE 2011 $13.2 BILLION Offering a wide range of advisory services, with nearly 1,000 plans in place, Lockton helps more clients than ever create retirement security for their employees and fiduciary protection for themselves.

5 MAKING A DIFFERENCE AROUND THE WORLD UNITED STATES As a rapidly growing technology company, we switched to Lockton for their risk management expertise and ability to execute on a global scale. Their analytics help us make better decisions and their strength on the claims side ensures that promises made are kept. Bill Zerella Chief Financial Officer Fitbit, Inc. UNITED STATES Lockton has extensive capabilities and resources in the US and around the globe. Our team includes professionals in the UK, Asia, and Latin America. Alan Edrick Executive Vice President and Chief Financial Officer OSI Systems UNITED KINGDOM I know that I will get the truth. It won t be sugarcoated, but it will be good advice. Chris March CEO Braemar Estates UNITED ARAB EMIRATES ENEC is working toward its mission to deliver electricity to the UAE grid by 2017 and beyond. Lockton assisted ENEC to achieve an optimal risk transfer strategy, and transparent and accountable insurance placement. ENEC Management Emirates Nuclear Energy Corporation MEXICO With Lockton, we get a unique partnership to guide our risk approach and employee benefits. Their innovative advisory services make managing our risks cost-effective and strengthen our businesses. Sergio Martínez San Germán Chief Information and Administration Officer Soriana Mexico BRAZIL In the most difficult moments, Lockton has given us peace of mind. We knew we were dealing with professionals with a total understanding of the situation. Rafael V. Silva Senior Risk Manager Whirlpool, Brazil AUSTRALIA Ausdrill has worked with the Australian Lockton team for many years. Lockton understands our business well and provides an excellent service at very competitive pricing. Strati Gregoriadis General Counsel/Company Secretary Ausdrill

6 RISK MANAGEMENT Protecting our clients property, people, and reputation gives them the freedom to make the right decisions to help their business grow. Lockton delivers this protection through: Commercial Insurance Brokerage Program Design Risk Finance Risk Control Claims Consulting Reinsurance Surety Affinity Programs Analytics CARING FOR OUR COMMUNITIES Our commitment and passion reach far beyond our clients and their businesses. Around the world, Lockton Associates devote their time and talents to make a real difference EMPLOYEE BENEFITS Attracting and retaining high-performing employees is the lifeblood of any company. The right employee benefits program is an asset that pays for itself in a healthy, productive, and loyal workforce. Lockton provides: Health & Welfare Global Benefit Programs Lockton Health Risk Solutions Health Reform Advisory Practice Actuarial Services Compliance Services Voluntary Services Exchange Solutions Compensation in the communities we serve. In the UK, you ll find us biking 300 kilometers to raise funds for a children s hospital. In Australia, we re preparing meals for Ronald McDonald House. And across the US, we re tending to animals at local shelters, planting trees in a neighborhood garden, and climbing RETIREMENT SERVICES Financial security and confidence are the hallmarks of a focused workforce. A strategic plan can create positive results for employees with fiduciary protection for employers. Lockton offers: DC, Pension, and Executive Benefits Strategy Development & Plan Design Vendor Selection & Monitoring Investment Consulting & 3(38) Fiduciary Services Employee Engagement Analysis & Strategy ERISA Compliance & Plan Governance Fee Benchmarking & Negotiation AWARDS 94 flights of stairs to fight lung disease. After all, our communities matter, no matter where we live. Across the hallway and around the globe, Lockton Associates share an entrepreneurial focus and a commitment to make their clients businesses better. That unity of purpose is why Lockton continues to be recognized as one of the best places to work, both inside and outside our industry.

7 To learn more about the intellectual insight that helps our clients make informed decisions to run their businesses, visit the following: LocktonHealthRiskSolutionsBlog.com LocktonHealthReformBlog.com LocktonMarketUpdateBlog.com Follow us on Facebook, Twitter, LinkedIn, and YouTube. Securities offered through Lockton Financial Advisors, LLC, a registered broker-dealer, member FINRA, SIPC. Investment advisory services offered through Lockton Investment Advisors, LLC, a federally registered investment adviser. For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G Securities and investment advisory services may also be offered through representatives of NFP Securities, Inc. (NFPSI) a broker-dealer, member FINRA, SIPC and federally registered investment adviser. Not all members affiliated with Lockton offer securities or investment advisory services. Lockton Insurance Agency, Inc., is the parent company of LFA and LIA. Lockton Insurance Agency, Inc., and its subsidiaries are not affiliated with NFPSI.

8 Our Mission To be the worldwide value and service leader in insurance brokerage, risk management, employee benefits, and retirement services Our Goal To be the best place to do business and to work RISK MANAGEMENT EMPLOYEE BENEFITS RETIREMENT SERVICES Lockton, Inc. All rights reserved.