Event Toolkit

1. FOR INTERNAL USE ONLY Event Toolkit

2. 1 Pre-event 2 Event material 3 Post-event follow up 4 FOR INTERNAL USE ONLY 2

3. 1 Pre-event FOR INTERNAL USE ONLY

4. Pre-event considerations • What is the overall objective of the event? • Is there an overall theme to the event? • Will you be presenting and/or manning a stand? • Will the event organiser provide you with delegate MI (names and firms) prior to the event? • Is the objective to generate leads? What is your strategy for identifying potential leads? • Are you going to do a business card draw? This requires purchasing a prize and obtaining a prize draw box. • Do you need a poster or terms and conditions to promote the draw? • What prize will you offer? A bottle of wine is usually a suitable prize for smaller events. At larger national events you could offer something more expensive such as an iPad or iPod with agreement from your Head of Department. • How will the event be communicated/promoted to delegates? Will there be promotional articles or flyers that can be PruProtect branded? • Do you need to provide additional branding at the event? • Will there be targeted telephone advertising prior to the event? • Will you need to send reminder emails or invitations to your panel and/or other relevant people? • Can delegates be directed to a website for more information? Do they need to register? • Will the event qualify attendees for CPD points? Will the event organiser provide CPD recording sheets and feedback forms? FOR INTERNAL USE ONLY

5. Pre-event email example Subject Line:Join PruProtect at the upcoming Intrinsic Mortgage Roadshow to learn about the range of products and services we can offer you and your clients. Overview of the session PruProtect will have an exhibition stand at this event so you’ll have the chance to catch up with us and other advisers throughout the day. Who should attend • Advisers, principals and administrators. • Mortgage and pure protection advisers looking to enhance their proposition in difficult markets. • Wealth Managers looking to review their overall client proposition. Event Details Location Manchester Date Wednesday 13 October Where MCFC Stadium Time 9am – 5pm Refreshments will be provided Registering your interest:If you have not done so already, you can register by visiting the network’s event site at www.__________________ Apple iPad up for grabs Delegates who visit us at our exhibition stand can enter their business card into our prize draw* to win a brand new Apple iPad. There will also be time available to talk to a PruProtect Account Manager about how we can add value and support to you and your business, as well as answer any product-related questions in the dedicated exhibitor area. We welcome the opportunity to answer your questions face-to-face. I look forward to seeing you there! * Terms and conditions apply FOR INTERNAL USE ONLY

6. Pre-event reminder email example Subject Line: Only 2 weeks to go until the Intrinsic Mortgage Roadshow Only 2 weeks to go! Don’t forget, PruProtect will be attending the upcoming Intrinsic Mortgage Roadshows and I would love for you to join us. If you have not done so already, there is still time to register by visiting the network’s event site at ______________. Event Details Location Manchester Date Wednesday 13 October Where MCFC Stadium Time 9am – 5pm Apple iPad up for grabs Delegates who visit us at our exhibition stand can enter their business card into our prize draw* to win a brand new Apple iPad. There will be time available to talk to a PruProtect Account Manager about our products and services in the dedicated exhibitor area. We welcome the opportunity to answer your questions face-to-face. I look forward to seeing you there! * Terms and conditions apply FOR INTERNAL USE ONLY

7. Pre-event checklist At least two weeks before • Place order for Literature / Merchandise / Banner Stands / Literature Stand / any additional material required. • Ensure you know the exact delivery address details and contact information. • Have you got enough business cards? • Send out pre-event comms. • Have you got enough resource to help you on the day? • Order prize if required FOR INTERNAL USE ONLY

8. 2 Event material FOR INTERNAL USE ONLY

9. Events order form • Events order form can be downloaded from Sales Zone • Email completed form to marketing@pruprotect.co.uk • Marketing will respond to your email within 48 hours • Submit your order at least 10 days before the start of your event • Delivery to an Account Managers home before an event is preferred FOR INTERNAL USE ONLY

10. Literature and Merchandise Hints and Tips • What is the overall theme of your event? Order literature that supports this theme. • Do not ‘over-order’ literature • As a guide; only order a maximum of 5 items, otherwise your stand will look overcrowded and messy. • Order enough stock for half of the confirmed number of attendees at the event. Cotton branded bag Branded Pen Branded Stickynotes FOR INTERNAL USE ONLY

11. Option 1 Option 4 Option 2 Option 3 Banner stands available for loan FOR INTERNAL USE ONLY

12. Returns label • Please contact marketing@pruprotect.co.uk to pick up any excess literature and banner stands - they will be returned back to the MAT office. • Attach returns label to all boxes. FOR INTERNAL USE ONLY

13. Ordering larger stand units and literature stand Before the event • To request a larger stand unit or the literature stand, complete the events order form and send it to the Marketing team at marketing@pruprotect.co.uk. • Marketing will arrange delivery directly to the venue. • Please specify whether you will need someone to assemble and break the stand down. After the event • Marketing will arrange for the large stands and literature stand to be picked up after the event based on the information you specify on the form. • Ensure you use the returns label and affix to the stand / literature stand. Other stand equipment • It’s worth checking with the event organiser to find out what other equipment is available to you such as tables, table clothes, chairs, TV screens, etc. FOR INTERNAL USE ONLY

14. PruProtect branded pop up stand • This stand can be assembled by one person • Size - 3m wide by 2.2m high Hints and Tips • Who will be manning the stand? Do you require extra resource to assist you on the day? • Consider size of event and the venue – what is your space allocation? Do you require access to electricity? • Make sure you are clear on what messaging you are trying to communicate at your event. Image of PruProtect pop up and literature stand FOR INTERNAL USE ONLY

15. PruProtect and PruHealth modular stand • Suitable for very large national events. • Size - 4m wide x 2m high. • It can be branded with two PruProtect panels or for joint branded events you can added one PruHealth panel. The main panels focus on Vitality. • The stand comes complete with a TV screen, tables (also doubles up as storage cupboard), stools and literature racks. • The assembly and break down of this stand will need to be done by Keyboard Graphics at a cost of around £1,200. The design FOR INTERNAL USE ONLY

16. Ordering posters and/or entry forms for prize draws Before the event • To request a poster or entry form for your upcoming event; please email your requirements to marketing@pruprotect.co.uk at least 3-4 weeks before the event. • Please specify: • Name of event • Start and end date of event • Prize • When the prize draw will occur • Conditions of entry i.e. business card draw or entry form • Any other relevant information • The prize and any related printing costs will need to come out of your own budget and at your manager’s/director’s approval. • Important note: Any text that differs from the examples included in this presentation (not including variable copy) will need to go through PruProtect’s sign-off process otherwise the material will be considered a compliance breach. Please allow extra time for this. FOR INTERNAL USE ONLY

17. Poster examples FOR INTERNAL USE ONLY

18. PruProtect entry form example • Example Ts and Cs • One entry into the prize draw per PruProtect broker who attends the <Intrinsic Mortgage> event. • The winner will be chosen at random by PruProtect at the conclusion of the <two day> event from the eligible entries. • Individuals will be notified of the award of the prize by phone or mail within 30 days after the conclusion of the <two day> event. The winner must respond to PruProtect within 30 days of any notification in order to receive his or her prize. • PruProtect will send the winner his or her <Apple iPad> by post within 30 days of receiving the winner’s response. • Any decision made by PruProtect is final and no correspondence will be entered into. • The prize is not transferable, non-exchangeable and cannot be redeemed for cash. • PruProtect reserves the right to amend or withdraw this prize draw at any time or substitute the prize with another gift of similar value in the event the prize offered is not available due to circumstances beyond its reasonable control. • The name of the winner will be made available on request by writing to PruProtect Marketing, Marble Arch Tower, 55 Bryanston Street, London W1H 7AA. • PruProtect is not responsible for the repair or replacement of a faulty Apple iPad. • Promoter: Prudential Health Services Limited, trading as PruProtect. Registered offices at Laurence Pountney Hill, London EC4R 0HH. Registered in England and Wales with number 05933141. FOR INTERNAL USE ONLY

19. £199 each incl case excl delivery Option 1 Option 4 Option 2 Option 3 Purchase your own banner stands To ensure that your team always has banner stands for use at your events we are offering you the option to purchase banner stands for sole use by your franchise. We suggest that you consider that there are times when our banner stands will all be unavailable. Please choose from the designs below (images are higher resolution than displayed here). If you are interested in purchasing banners please email the marketing@pruprotect.co.uk inbox specifying quantity and option numbers. FOR INTERNAL USE ONLY

20. 3 Post-event follow up FOR INTERNAL USE ONLY

21. Post-event evaluation & follow up activity • What is the best way to follow up with any potential leads? • Is it possible to create a database with the information collected from the business cards? • Will the event organiser provide you with delegate feedback or MI (names and firms) after the event? • Will you email attendees to provide them with a summary of the key learning points from the event to maximise business-writing opportunities? • What would you do differently at the next event? • What worked well or not so well? • Is it worthwhile for the PruProtect MI team to create a tracker for the attendees of the event to track any follow up sales? • Is it possible for the event organiser to provide you with stats or feedback regarding your presentation / stand? • Is it worth sending out a post-event survey to delegates? FOR INTERNAL USE ONLY

22. Post-event email example Didn’t get to attend Subject Line: Sorry we missed you -PruProtect further information from the recent Intrinsic Mortgage event I’m sorry I missed you at the recent Intrinsic Mortgage event. Please find attached a summary of what was covered during the day – I hope that you find it useful. Please call me if you want to go through this in depth and I’ll arrange a suitable time to come and see you. Also, within our literature and tools library you'll find a range of tools that can be downloaded to help grow your business with PruProtect. If you have any questions, or you would like to find out more about how our products go further for your clients, please contact me or visit pruprotect.co.uk. Kind regards, FOR INTERNAL USE ONLY

23. Post-event email example Did attend Subject Line: PruProtect further information from the recent Intrinsic Mortgage event We had a great time at the recent Intrinsic Mortgage event and I hope it added value to you and your business. If you missed us, not to worry, as I have attached a summary of what was covered during the day – I hope that you find it useful. Please call me if you want to go through this in depth and I’ll arrange a suitable time to come and see you. Also, within our literature and tools library you'll find a range of tools that can be downloaded to help grow your business with PruProtect. If you have any questions or queries from the day that still need answering, please don’t hesitate to contact me on ___________ or visit pruprotect.co.uk. Kind regards, FOR INTERNAL USE ONLY

24. Post-event generic survey Your feedback We value your feedback. To help us continue to improve our presence at events, please take the time to complete our feedback form. All feedback and information will be treated as confidential. 1. Which event did you attend? 2. Please rate the following aspects of PruProtect’s <stand/presentation> on a scale of 1 to 5 (with 5 being the highest). • PruProtect’s <stand/presentation> overall • The content of PruProtect’s <stand/presentation> • The length of the PruProtect’s presentation • The event venue • The overall event 3. Were there any areas of PruProtect’s <products/services/stand/presentation> that required further clarification? 4. Was there any additional information that you would have liked PruProtect to include in their <stand/presentation>? 5. And finally do you have any other feedback? FOR INTERNAL USE ONLY

25. Any questions? Please contact pruprotect.marketing@pruprotect.co.uk