Eldercarelink Webinar for NGFS

Slide 1: ElderCarelink – What is it?  Internet-based referral service  Free to consumers  Specializes in eldercare case matching for families  Nationwide – All 50 states  Serviced over 350,000 families 05/21/08 Confidential 1

Slide 2: The Elder Care Market  1 in 4 families in USA caring for an aging parent  17M seniors >75, 4M seniors > 85; Population to double in 25 years  Number 1 concern: Elders want to stay in their home as long as possible  More and more elders living long distances from family  Complexity in navigating elder service system increasing  Financing of elder care is increasingly becoming a problem for families 05/21/08 Confidential 2

Slide 3: Primary Lead Capture Process Consumers land on Internet Users Pay Per Click ElderCarelink Site searching Advertisers Present and Complete For eldercare ElderCarelink Offer Needs Survey information Internet Searches (millions per month) Needs Survey is Processed against provider qualifications & Screening criteria 05/21/08 Confidential 3

Slide 4: ElderCarelink – Matching Process Consumer Needs Survey Consumer Match Email Provider Lead ElderCarelink Customer Lead: Provider Account: Seraphic Springs Health Care Consumer Profile Lead ID #: 31118 Lead Last Name: Olshlager Lead First Name: Craig Lead Gender: Female Phone: 818-501-2659 Requestor Zip Code: 91423 Email Address: Mitch422@sbcglobal.net Contact Preference: Phone Payment Type: Health Insurance Weekly Budget: Less than $250 per week Urgency of Need: Within 2 Weeks Care Recipient Relationship: Parent Care Recipient Gender: Female Care Recipient Age: 77 Consumers complete online Care Recipient Location - City: Sherman Oaks - State: California Providers receive a detailed - Zip Code: 91423 Needs Survey and are Care Recipient General Medical Condition: Needs Some Assistance, Care Recipient Receptivity to Service: - matched with qualified Primary Interest: Home Services and/or Products that will allow you or the person you are concerned about to continue to live safely at home (e.g. non-medical homecare, consumer lead with profile of the potential clients home healthcare, companionship, safety monitoring, transportation, household support providers via email services) Care Recipient Care Location Preference: In-Home, qualifications Requested Services: Adult Day Care, Requested Products/Equipment: - Requested Consulting Services: - Care Recipient's Existing Medical Condition(s): Heart Disease, Hypertension / High Blood Pressure, Incontinence, Care Recipient's Current Care Location: At home and living independently Comments: Need help at least 4 hours per day / 5 days per week Should you have any questions regarding this lead profile please email us at providersupport@eldercarelink.com. 05/21/08 Confidential 4

Slide 5: The Questions We Ask…  First we ask about their health service, housing and medical equipment needs  Next we ask if they need assistance with planning for and paying for eldercare such as:  Financial Planning  Estate Planning  Senior Financing Options ( ie: reverse mortgages)  Long Term Care Insurance  Legal Advice 05/21/08 Confidential 5

Slide 6: More Qualifying Questions For “Senior Financing Options / Reverse Mortgages” Your survey indicated an interest in "Senior Financing Options / Reverse Mortgages". Please select all which apply to the Care Recipient:  62 years old or older  Currently owns a home  Currently resides in the home and wishes to continue to do so  Market value of home exceeds any current mortgage or loans 05/21/08 Confidential 6

Slide 7: More Qualifying Questions For ”Long Term Care Insurance” Your survey indicated an interest in "Long Term Care Insurance" or “Long Term Care Planning". Please select the response which best reflects your particular need:  Options which are available for the care recipient  Just looking for general information on LTC insurance  Options that would be available for myself  Question about eligibility and/or affordability  Options for both myself and the care recipient  None of the above / Not really interested 05/21/08 Confidential 7

Slide 8: Some important things to know about Caregivers using ElderCarelink  They typically have immediate care needs  Many are just finding out how expensive long term care is  They are in desperate need of support, information and options  They represent two potential client groups  The care recipient (i.e., the aging loved one)  The caregiver (i.e., healthy spouse or adult children) 05/21/08 Confidential 8

Slide 9: Special Program for Next Generation Financial Services  Leads for RM or LTC Insurance or both  Set up fee $150 (50% savings)  $15.00/lead (25% saving)  Directory Listing available for $179 (save 25%) Sign up before June 1st! 05/21/08 Confidential 9