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INVESTLINC PROVIDES 24/7/365 HEALTHLINK SERVICES AS FREE BENEFIT TO MEMBERS

In late May, InvestLinc rolled out HealthLink, an exclusive 24/7/365 health service in partnership with the Cleveland Clinic, which is ranked among the top medical facilities in the country by US News and World Report.Completely free of charge, this complimentary service is available to any InvestLinc Community Member who requests enrollment.

HealthLink connects members of the InvestLinc Community to the Cleveland Clinic by providing facilitated access, personalized service, aftercare follow-up, second opinions and medical resources information.

HealthLink benefits include:
Complimentary membership
24-hour access to Cleveland Clinic HealthLink coordinator
Expedited response to your medical request through your Health Link Coordinator
Personalized card with private contact information to carry at all times
Personalized service:
Facilitated access to appointment scheduling and medical expertise
Aftercare phone program available
Arrangement of hotel accommodations and private car service to and from the Cleveland airport
Connection to American Express One, Cleveland Clinic's business travel service

Gary Frey, President of Life Services, is excited to make HealthLink available to the InvestLinc Community, in part because he's already benefitted from it himself. "This year I needed to see a hand surgeon for an injury I sustained," he says. "Because of the HealthLink service, I was able to see one of the Cleveland Clinic's top specialists in two days, when the normal wait time was over a month. They expedited every step of the process, which fortunately led to a great outcome in a fraction of the time. I can't say enough about HealthLink."

It's also important to note, Frey says, that InvestLinc does not benefit financially from this service. "It is just another benefit we offer in order to inspire, serve, and make a positive difference in the lives our members," he says.

InvestLinc encourages all of its members to enroll in the free HealthLink program, to enjoy personal and expedited service at one of the nation's top medical facilities. To enroll or request more information, simply contact Kristena Blume at kblume@investlinc.com. If you are not an InvestLinc Member but would like to learn more about this service or InvestLinc, please contact Gary Frey at gfrey@investlinc.com.



INVESTLINC PROVIDES DISCOUNTED EXECUTIVE HEALTH PROGRAM TO MEMBERS IN PARTNERSHIP WITH CLEVELAND CLINIC

In partnership with the Cleveland Clinic, one of the nation's top-ranked medical facilities, InvestLinc is now offering access to the Cleveland Clinic's Executive Health Program to InvestLinc community members at a special discount.

The Cleveland Clinic Executive Health Program is a comprehensive experience designed to target and identify health risks and to provide participants with the knowledge and tools to develop a strategy for personal health improvement. Most testing is completed in a single 6 to 8 hour day, under a single roof in the Cleveland Clinic campus outpatient center. Participants have access to phone, fax, and internet connections during their visit, and free valet parking is provided. If a consultation is required on any findings, participants receive VIP access to the Clinic's more than 100 specialty areas. Within two weeks of the visit, a report with recommendations will be sent to each participant and the personal physician each participant authorizes. The highly-skilled physicians and clinical staff of the Cleveland Clinic deliver over 3000 executive exams annually.

Executive Health Program participants are supported by the Cleveland Clinic's National Access office, which offers concierge services, similar to those provided at fine hotels, to InvestLinc Community members. These include:

Scheduling of executive health exams and coordination of multiple appointments
Assistance with hotel and housing reservations
Schedule and/or confirmation of air and ground transportation
Greeting you at CCF and accompanying you to appointments if needed
Assistance with follow-up questions and reports

Members of the InvestLinc community receive all these services at a special discount. (These services are discounted for self pay purposes, and are not billable to insurance.)

US News & World Report ranked the Cleveland Clinic Number 1 in Heart and Heart Surgery for 12 consecutive years. The Cleveland Clinic has also been ranked at Number 2 in GI and Urology. Additional information on the Cleveland Clinic and its services is available at www.clevelandclinic.org. More detailed information about the Executive Health Medical Staff, program features, and the InterContinental Hotel are available at www.clevelandclinic.org/executivehealth.

"We care about the whole person at the InvestLinc Group," says Gary Frey, President of Life Services. "This is a great opportunity to take care of your health in a high-end, comfortable environment at one of the best medical programs in the world."

To find out more or schedule an Executive Physical, InvestLinc Community Members may contact Kristena Blume at kblume@investlinc.com. If you are not an InvestLinc Member but would like to learn more about this service or InvestLinc, please contact Gary Frey at gfrey@investlinc.com.



INVESTLINC BUSINESS RESOURCES, INC. NAME CHANGE BECOMES OFFICIAL MARCH 14, 2008
On March 14, 2008, Resource Insurance and Financial Services Corporation (an independent corporation that provides insurance, dba Resource Financial, CA License #0660757), completed a name change, to become InvestLinc Business Resources, Inc, dba IBR Insurance Services. The InvestLinc Group acquired Resource Financial, a 54-year-old employee benefits company, on July 1, 2007 as its third acquisition for 2007.

Resource Financial was founded in 1953 by Daniel S. Coelho in southern California. For over fifty years the company’s team members have served executives, business owners, and families, “one client, one family at a time.” Today, they serve second and third generation clientele.

Resource Financial’s seasoned advisors will join InvestLinc’s Wealth Services team, and will allow advisors at InvestLinc to offer a new suite of services to InvestLinc’s unique community.

• employee benefits solutions (health, vision, and dental insurance)
• 401(k) and deferred compensation
• key man insurance
• group life insurance
• online benefits with personal service from registered benefits professionals


As well as providing these services directly, Investlinc Business Resources will offer benefits consulting services to business owners, including analysis and recommendations concerning their existing programs. As a result of InvestLinc’s acquisition of Resource Financial, all of these benefits services will now be available to all of InvestLinc’s existing clients.

“We are delighted to welcome InvestLinc Business Resources into the InvestLinc family of businesses,” says David Glover, Managing Director of InvestLinc Wealth Services. “We look forward to growing together.”





INVESTLINC WEALTH MANAGEMENT AND WEALTH INTEGRATION JOIN TO FORM INVESTLINC WEALTH SERVICES UNDER NEW LEADER

InvestLinc Wealth Management and Wealth Integration have joined to form InvestLinc Wealth Services. David Glover, formerly President of InvestLinc Wealth Management, has stepped into the position of Managing Director of Wealth Services.

The new organization was created to yield even better service for InvestLinc’s Wealth Management and Wealth Integration clients.

“Creating individual solutions for our clients’ unique needs has always been a comprehensive task for us,” Glover says. “The synergy between Wealth Management and Wealth Integration has always been strong. Creating InvestLinc Wealth Services to highlight that fact only made sense.”

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