Boomer Business and Beyond, Inc.

1. Boomer Business and Beyond, Inc. Healthcare Marketing Experts

2. How We Got Started It all started with the “AGE WAVE”…

3. “Dramatic advances over the past decades in medicine, public health, and lifestyle management had caused predictable and irreversible trends toward increased longevity, seen throughout the world.” BACKGROUND Where we come from Age Wave Impact Boomers and Beyond Core Leadership team met and worked together at Age Wave IMPACT (marketing agency for clients targeting the 50+ segment) from 1997 – 2001. Age Wave clients provided us with a breadth of experience in marketing to the mature adult marketplace! • Medicare: Multiple Blue Cross & Blue Shield plans, Health Net • Pharma: Novartis, Searle Pharmaceuticals • Hearing Care: Oticon, Miracle-Ear, American Academy of Audiology • Financial Services: American Express, Paine Weber, GE Financial Assurance • Travel: British Tourism Board • Food and Beverage: The Coca-Cola Company, General Mills, LifeSource Nutrition Solutions • Aging Related: Targis Systems, Service Corporation International, Caring.com

4. The convergence of technology and healthcare makes this an exciting and important time to properly marketthe new, innovative products and services that can significantly improve the lives of the 50+ segment. Why Boomer Business & Beyond?

5. Our Mission Provide healthcare product and service companies that target the 50+ segment, payers and providers with efficient, flexible and effective marketing solutions that generate high brand awareness, engagement, and a positive return on investment. WHAT WE DO

6. Why Boomers and Why Us? • Baby boomers are the heaviest utilizers and influencers of healthcare products and services – as patient users, caregivers, and providers. • Unique marketing expertise and broad perspective based on: • Senior level roles at world-class direct marketing agencies • Senior level roles within major healthcare organizations (e.g.: Kaiser Permanente; One Medical; Group Health Cooperative) • Decades of experience marketing dozens of healthcare products and services to the 50+ segment and providers WE KNOW BOOMERS & HEALTHCARE

7. Boomer Business and Beyond, Inc. is a marketing consultancy and boutique ad agency for healthcare companies targeting the baby boomer and older market segments, their influencers and providers. • Founded in 2001: (Hiatus from 2011 to 2016 while Founder, Robin Raff, was running national Medicare marketing for Kaiser Permanente) Clients have included: Medicare: Blue Shield of California, Caremark’s Medicare Part D plans, Group Health Cooperative, Mutual of Omaha’s Medicare Supplement, UnitedHealthcare, Humana Medtech/Digital Health/Disease Management: Resolution Health (purchased by WellPoint), Halo Monitoring Fall Device, VivaLNK, EmWave Biofeedback Device, AliveCor’sKardia Mobile, DestinationRx.com, Qualcomm’s LifeComm Group Hearing Care: & Eye Care: Oticon Hearing, Essilor Lenses Aging Related: iEnhance.com, California Skin Institute, Outpatient.com Financial Services: Charles Schwab & Co., Genworth Financial LTC, Hartford LTC WHAT IS BOOMER BUSINESS & BEYOND?

8. How We Are Different Leveraging deep insights, we consult, create and execute. We are a “One-stop Shop”– we can meet all of your marketing needs.

9. We Know How To Easily Get It Done Right Our seasoned team of marketing experts have worked at BIG agencies on world-class brands andnow work together in a small, FLEXIBLE team without layers to work quickly and efficiently. You work directly with senior leaders. You get effective strategies and marketing solutions based on best practices, deep insights and experience that drive brand growth. WE MAKE IT EASIER FOR YOU

10. We Know The Healthcare Sector • We are a team of healthcare marketing experts, each with 20 years or more of experience. • No industry learning curve. No ”getting up to speed”. No months of trial and error. We Know The Healthcare Segments • Our leadership team has worked on dozens of brands targeting the 50+ segment over the past two decades – the heaviest utilizers and influencers of healthcare products and services. Plus we have extensive experience targeting providers and professional caregivers. We Know Digital And Traditional Marketing • We have worked with multiple channels and know the value of each channel in motivating action. We bring the right solutions, at the right time, to the right segments. And yes, television and direct mail are still effective with this segment! We Know How To Use Data • We all started as direct marketers – where every campaign is planned based on data, is tracked and measured. We understand the importance in starting with the end in mind – the right Key Performance Indicators. We provide you with a view of the return on your every dollar. SEASONED, EXPERT TEAM

11. We work with: Products and services that enhance the independence, longevity, health and quality of life of the 50+ segment Clients include: Payers, Providers, MedTech, Digital Health, Vision & Hearing Care We target B-to-B and B-to-C: WHO WE WORK WITH Caregivers & Influencers 50+ Segment Payers, Providers, Home Health Agencies

12. Our Capabilities No job is too big or too small. We do just what you need.

13. Marketing Team Development • Help start-ups set up their internal marketing teams: hire, onboard, set up processes, coach • Bring in needed outside marketing resources and oversee strategy and execution • Market Research • Primary: Qualitative; Quantitative • Secondary: Marketplace and Target overview; Competitive Overview • Brand Development • Positioning; Unique Value Proposition; Brand Pillars • Logo; Tagline; Brand Guidelines • Media Strategy • Budget; Channels; Performance Metrics WHAT WE DO STRATEGIC SERVICES Creative Strategy Message Hierarchy; Tone & Manner; Look & Feel Concept Development Customer Journey Mapping Targeting Strategy Primary and Secondary Target Segments Campaign Development Brand Awareness; Product Launches Go-to-Market Plan Demand Generation Plan Upsell, Cross-sell, Retention/Loyalty Win-Back Data Strategy & Analytics Develop Data Dashboard Predictive Modeling Test & Learn Agenda Attribution Strategy and Analysis

14. Digital Marketing • Website Development • Search Engine Optimization • Email Development • Social Media • Search Engine Marketing • Direct Response Television (DRTV) and Video • Direct Mail • Print Advertising • Newspapers, Magazines • Collateral • Point-of-Sale • Media Placement • Production Services • Execute Campaigns • Results Reporting WHAT WE DO TACTICAL SERVICES

15. A TASTE OF OUR WORK A small collection of some of the creative work we have developed over the years

28. How We Do It Leverage Experience, Insights & Data; Test & Learn; Rollout Campaigns; Iterate

29. HOW WE GET IT DONE STRATEGY DISCOVERY TEST ANALYZE • Client Intake • Review existing research, marketing program • Conduct research (primary and/or secondary) • Competitive audit • Media audit • Creative Audit • Target Audience Exploration • Customer Purchase Decisions • Define business & marketing objectives • Develop hypotheses & key strategies • Define primary & secondary competition • Develop Go-to-Market Plan • Establish media strategy & budget • Establish creative strategy & budget • Define primary & secondary target segments and personas • Customer Journey Map • Key Performance Indicators, data requirements & reporting structure • Test & Learn Agenda • Campaign concepts • Creative/Messages • Channels • Target segments • Offers • Spend levels REFINE ROLLOUT Revise ongoing to incorporate learnings & identify new testing opportunities for improved results.

30. Sample Report of Weekly Facebook Results

31. Sample Report of Weekly Paid Search Results

32. Sample Report of Weekly Google Display Ads Results

33. Sample Report of Weekly Results Across all Channels

34. Experienced marketing professionals develop strategy on your work, and see it through to flawless execution Leadership Team

35. Robin Raff CEO/Founder, Chief Strategist Robin has an MBA in marketing and is a seasoned, innovative marketing professional with decades of experience who leads brand development, data-driven marketing strategy, creative development, and analytics.  She has held leadership positions at renowned advertising agencies such as Ogilvy & Mather Direct, FCB Direct, G2 Direct & Digital, and Hill, Holliday, Connors Cosmopulos. She was VP, Client Services at Age Wave Impact where she delved deep into marketing products and services targeted to the 50+ segment. Robin began to focus on healthcare marketing in the late 1990’s, intrigued by the baby boomer segment’s longevity and the impact this would have on healthcare. She has worked on brands such as UnitedHealthcare, Essilor Lenses, Oticon Hearing, Blue Shield of California, CVS/Caremark, and AliveCor. She was Director, National Medicare Marketing at Kaiser Permanente from 2011 to 2016. Robin has extensive contacts across the healthcare and marketing industries, allowing her to draw upon a strong talent pool of resources for developing great work, staffing internal teams, and to effectively network for business development and partnerships with industry leaders. • "I've at times been fondly called "scrappy" in my approach because I will get it done - and I get it done effectively - regardless of timing or budget challenges." WHO WE ARE Leadership Team

36. Luke Van MeterCo-Creative Director, Designer Luke is an art director with business acumen who has worked for companies across all industries including HP, MasterCard, Humana, Eddie Bauer, Ford Motor Company, Charles Schwab and Dell Computers to “name” a few. He developed a strong foundation in marketing to baby boomers and seniors as Creative Director at Age Wave Impact, founded by visionary Ken Dychtwald.  He brings both the strategic and design expertise needed to connect with and motivate the 50+ segment though relevant, engaging creative design. Luke has worked on a plethora of healthcare brands over the past two decades. He has also shaped the look and feel of startup companies to help them turn their products or services into a marketing reality. He has been designing emails, websites and interactive media since it became a medium that could be designed and manipulated to serve the marketing masses. Luke has worked across all channels – digital, print and TV. He can design direct mail and collateral in his sleep. ​"I proudly and shamefully admit to having never said "no" to a client My children and wife don't believe this, since I constantly tell them "no"!" WHO WE ARE Leadership Team

37. Kate HodsonCo-Creative Director, Copywriter Kate has been a copywriter since she graduated from the University of St Andrews in Scotland and has never wanted to do anything else. Kate has worked across all industry sectors including financial services, retail, technology, healthcare, leisure, and fundraising for agencies and clients in the UK and the US. Most recently, she was employed as a Senior Copywriter in the in-house creative department of Charles Schwab. Prior to that role, Kate worked in the San Francisco Bay Area for a variety of agencies including Arc Worldwide, Brann San Francisco and as Co-Creative Director at Age Wave Impact. Kate works across all channels, having lovingly crafted websites, banner ads, social media articles, print ads, direct mail letters, emails, brochures, video scripts and even the odd non-fiction book or two, a prodigious output despite her self-confessed three-finger typing skills. "A lover of words and the way they can be used to inspire, motivate, charm and intrigue." WHO WE ARE Leadership Team

38. Nerissa ReadSr. Director, Digital Strategy With over twenty years of marketing experience across multiple brand categories, Nerissa has deep experience in direct-to-consumer healthcare marketing. For over a decade she has been innovating and driving disruption in healthcare brands that include leading strategy at One Medical Group, on Kaiser Permanente’s Digital Marketing & Social Media Strategy team, and at Age Wave Impact where she learned how to specifically motivate the 50+ segment. She sees digital platforms as ‘front doors’ to brands and builds digital, content and social strategies that attract, engage and acquire customers efficiently. But that isn’t enough for Nerissa. For her, thinking outside the category is critical. Companies driving innovation and increasing consumer expectations rise the tide for all boats and influence the strategy she develops. WHO WE ARE Leadership Team ”I love solving marketing puzzles that uncover efficient, effective solutions to build brands and drive results.”

39. Denise GrahamSr. Director, Client Service • Denise Graham is a seasoned Marketing executive with an MBA and a specialty in healthcare marketing, in particular, Medicare. • Denise has worked with with numerous health plans that include Kaiser Permanente, Sutter Health Plus, Inter Valley, Aspire, Virginia Premier Health Plans, and LIBERTY Dental. • A particular highlight of Denise’s career includes her role as a co-leader in the development of the brand strategy that resulted in Kaiser Permanente’s highly acclaimed Thrive advertising campaign. As Director of Kaiser’s National Medicare Marketing Communications team she consistently delivered strategically sound, flawless work against a zero-error tolerance policy. • Leader in the development of numerous omni-channel campaigns, for various products and services, resulting in measurable increases in leads and reduced CPLs, saving over $2M. • Denise recently presented at the 2018 Medicare Marketing Innovations conference and is also a member of the Marketing Science Institute and the Institute of Healthcare Improvement. WHO WE ARE Leadership Team ”I am always eager to take on new marketing challenges and collaborate with my clients in the ever-changing and dynamic healthcare sector.”

40. Helen AngeldonesSr. Director, Data Strategy & Analytics • Helen is a seasoned analytics strategist with 15+ years of a solid track record advising and consulting in the finance, retail, e-commerce, software, healthcare, and life sciences industries. • She has led data & strategy groups for Fortune 500 companies including UnitedHealth Group, Oracle and PayPal. She led the Medicare marketing data strategy & analytics team at Kaiser Permanente overseeing the budget allocation, strategy and analysis of all marketing efforts across 8 regions nationally. • With deep knowledge in building closed loop analytics infrastructure from the ground up, and managing teams of analysts to deliver data strategy and growth recommendations, Helen is known to bring innovative thinking to approaching and solving business problems. • Most recently, she successfully led a digital analytics project to help a global retailer identify critical opportunities for growing online traffic and revenue by applying the customer journey mapping framework to dashboard design and development. • She has also instrumentally driven the budget allocation and target forecasting for $20M+ acquisition and retention campaigns for a healthcare organization’s direct marketing program, using data-driven multi-touch attribution modeling. WHO WE ARE Leadership Team “I am most comfortable in a complex data environment where I get to decipher patterns and generate insights out of seemingly unorganized numbers. But don’t assume I am a data geek – I am a remix of strategist and tactician.”