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CONF I DENT I A L │ PAGE 1

Health and Welfare Benefit Brokerage Services Proposal

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Table of Contents ...................................................................................................................................................................1 Cover Letter ............................................................................................................................................................................2 Project Scope, Mandatory Requirements.............................................................................................................................6 Bid Information.......................................................................................................................................................................7 Why Choose Us?.....................................................................................................................................................................7 Client – Facing Team .............................................................................................................................................................9 Conclusion ........................................................................................................................................................................... 15 Exhibits ................................................................................................................................................................................ 16