Our content, designed for the home office and/or field, will help employees and staff understand the impact their roles have on the individuals, families and businesses they serve. HOST is innovative learning and development designed to educate and empower home office employees and field staff. What are the benefits to your organization? Attract, develop and retain top talent in the home office and field. Empower employees to understand the impact they have on the clients they serve. Create efficiency through a scalable training system across the enterprise. Enhance the value of your current propriety training resources for a fraction of the cost. What is HOST? 500+ virtual microlearning modules designed to engage today’s modern learner. Flexible options for customizing and integrating content within your learning management system. Advanced reporting functionality to identify trends and increase accountability. Available in multiple languages and closed captioned to align with ADA guidelines. Why Invest in Your Home Office Employees and Field Staff? We’ve developed digital learning and development resources to help educate the backbone of financial services organizations: employees and staff. Our content, designed for the home office and/or field, will help employees and staff understand the impact their roles have on the individuals, families and businesses they serve. This new knowledge will empower employees to grow professionally leading to greater retention and productivity which has become even more important in this new era of “The Great Resignation.” Understanding Clients & Their Needs Generational Buying Differences The Need for Life Insurance Life Changes Series What Happens When Someone Dies Overview of College Planning Understanding Special Needs Financial Considerations of Divorce Introduction to Insurance Products & Principles Role of Life Insurance Understanding the Life Insurance Policy Understanding Underwriting Disability and Long-Term Care Insurance Overview of Annuities Contract Beneficiary Designation Understanding Medicare Overview of the Principles of Investing Basics of Investing Investment Strategies Mutual Funds Investment Choices Investment Analysis Variable Annuities Overview of Managed Money Understanding Financial Factors & Programs The Life Insurance Industry Personal Financial Series Individual Taxation Series Overview of Social Security Focus on Social Security Overview of Business, Estate & Retirement Planning Working with Business Owners Different Business Structures Managing Business Risks Executive Benefit Plan Estate Tax Planning Planning Strategies for Retirement Planning Strategies at Retirement General Employee & Staff Education How to Give a Presentation Time Management Success Financial Literacy Active Listening Skills HOST Content Covers the Following Topics and More Advanced Sales Call Center Representatives Broker Dealer Employees And more! Home Office Employees Field Agency & Advisor Staff Policy Owner Services Underwriting Department Marketing Department Our Employee and Staff Education Content Is Designed To Be Used With the Following Types of Groups: Interested In How We Can Help with Your Employee and Staff Training Needs? Contact Us Today What Could a College Education Cost What is a Variable Annuity? What Factors are Evaluated During Life Underwriting Overview of the Small Business Marketplace Deciphering Your Paycheck Overview of the Insurance Industry Introduction to the Role of Life Insurance Financial Risks That May Impact a Retirement Plan Why Understanding Social Security Matters Time Management Concepts and Practices Just Some of Our Learning and Sample Development Content for Employees and Staff: eLearning Knowledge Checks and Action Items for Performance Improvement Ability to Easily Enroll Learners in Courses and Learning Paths Reporting and Analytics for Greater Accountability Around Learning On Demand Classroom Training Modules (virtual and in person) Coaching Resources Including Guides, Assessments and Tutorial Videos Skill Assessment to Identify Strengths and Areas of Development Additional Tools and Resources In addition to our digital content, we also provide turnkey training and coaching tools for managers including: HOST is innovative learning and development designed to educate and empower home office employees and field staff.

Free downloads of our Hoopis Performance Network advisor skill assessments and manager systems assessments. (PDF format). Advisor Skill Assessments The following are skills assessments based on the best practices of top advisors in financial services. The purpose is to have your advisors complete an assessment by reflecting on their own sales skills and the extent to which they are applying each best practice. Listening Skills Assessment Prospecting Skills Assessment Factfindings Skill Assessment Closing Skills Assessment Manager Systems Assessments The following are organizational systems assessments based on best practices of the top quartile firms in financial services. The purpose is to have your leadership team complete an assessment by reflecting on the firm’s existing systems and the extent to which the organization is applying each best practice. Recruiting & Selection Systems Assessment Training Systems Assessment Coaching & Development Systems Assessment Attracting Generation Next Assessment Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

HPN was founded by its CEO, Harry Hoopis, who built one of the world’s successful financial services firms. Harry, alongside an extraordinary team, brings world class solutions designed to help firms and companies in the financial services industry, reach their true potential. A Network Built by the Elite for Those Who Wish to be Elite HPN was founded by its CEO, Harry Hoopis, who built one of the world’s most prestigious and successful financial services firms in Chicago. Harry, alongside an extraordinary team, brings world class solutions designed to help firms and companies in the financial services industry, reach their true potential. HPN’s unique solutions are both innovative and scalable. With flexible learning solutions like online training, blended learning, live workshops. speaking and consulting, HPN has flexible programs that can be right-sized for your organization. Hoopis Performance Network Leadership Team Harry Hoopis Founder/Chief Executive Officer Industry icon Harry Hoopis is a renowned entrepreneur, leader, speaker and industry icon who has built one of the largest and most successful financial services firms in the world. Harry is the author of the best-selling book, The Road to the Bountiful Life and donates all proceeds to the GAMA Foundation. LinkedIn Joey Davenport President & Principal – HPN Division Joey Davenport has twenty years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. Joey is a Certified Trainer, Master Coach and co-author of the #1 best-selling book, “The Power of Coaching: Engaging Excellence in Others.” LinkedIn Richard Cleary President & Principal – FSEdNet Division Richard “Dick” Cleary has 40 years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. He has designed curriculums and platforms for leadership development, producer training, employee/staff education and Financial Literacy. LinkedIn Miguel Taveras Chief Sales Officer Miguel Taveras brings nearly twenty years of experience in sales, sales management, and distribution to HPN; he is especially well-versed in financial services, as well as life and health insurance. Miguel has developed hundreds of leaders, companies, and teams in 40 US states and four countries. LinkedIn Melissa Peck Vice President, Client Experience Melissa brings over two decades of experience in the financial services industry. A Certified Coach with a Master’s Degree from the University of Essex (UK), Melissa blends her media and communications expertise to elevate client relationships and product development. LinkedIn Grace Egan Operations Manager Grace brings over a decade of global operations experience within the tech industry. A self-described “Jane of all trades”, Grace combines her unique background of workplace ops, employee experience, and HR to manage all things Operations at HPN. LinkedIn Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

Leadercast gives you instant Access to a Wide Range of Digital Learning Including: 1,200+ Short Form Videos; Focused Courses; Lunch & Learn Sessions; Meeting Starters. Transforming Leadership within Organizations Unlock the Full Potential of Your Workforce Schedule a Demo Transforming Leadership within Organizations Schedule a Demo Unlock the Full Potential of Your Workforce Instant Access to a Wide Range of Digital Learning Including: 1,200+ Short Form Videos; Focused Courses; Lunch & Learn Sessions; Meeting Starters The Importance of Leadership Development in 2026 Some of the Thought Leaders Featured Seth Godin Tunde Oyeneyin Jesse Cole Randi Zuckerberg Gayle King Paaras Parker Patrick Lencioni Emmitt Smith Develop Leadership Power Skills for the Following Key People within Your Organization: Field Leaders: Equip field leaders and their agency teams with tools to foster a high-performance culture. Advisors and Their Teams: Develop cohesive advisor teams and deliver exceptional client experiences. Home Office Employees: Empower your people to unlock higher levels of productivity and engagement. Leadercast Provides the Following Benefits to Members of Your Organization: Empower Your People to Succeed: Enhance skills in effective communication, time management and emotional intelligence to foster success. Lead Change and Enhance Agility: Strengthen abilities in change management, conflict resolution, and team building to drive execution with speed and precision. Cultivate a Future-Ready Workforce: Build a culture of continuous improvement, creativity, and diversity - ensuring your organization adapts to change. Attract, Grow and Retain Talent: Demonstrate your organization’s commitment to personal and professional development. Schedule Some Time With Us to Learn More Let's Talk

Chief Shepherding Officer David Resseguie Chief Shepherding Officer Dave Resseguie began his career in the financial services industry in August of 2007. He spent 10 years working in leadership roles within both Northwestern Mutual & MassMutual agencies in Chicago, Ft. Lauderdale, & Miami. He specialized these roles in coaching leadership teams and top-performing financial advisors. In April of 2011, Dave began what many refer to as a “side hustle.” As Chief Shepherd of The Resseguie Group , Dave works virtually and in-person, with leadership teams & entrepreneurs as they lead themselves, lead others, & lead their businesses. The Resseguie Group serves others in the following focus areas: Keynote Speaker New Advisor Training One on One Coaching Dave attended the Moody Bible Institute receiving a bachelor’s degree, double majoring in both Bible & Youth Ministry. Dave serves on the board of the Fellowship of Christian Athletes for the South Atlantic region. He is married to Gennifer. They live in Coral Springs, Florida with their 7 year old daughter, Charli, their 4 1/2 year old son, Chaz, and their almost 2 year old son, Cameron. The Resseguie’s are huge New York Mets fans! Previous Speaker Go back to Speaker Network Next Speaker

Founder of Fretzin, Inc and Origination Station Steve Fretzin Founder of Fretzin, Inc and Origination Station Driven, focused and undeniably passionate in his pursuit to help attorneys reach their full potential, Steve Fretzin is the Chicago area’s premier lawyer coach and business development trainer. He has redefined the business development experience, transforming hundreds of attorneys into top performers. His clients are thrilled because of the growth that happens after completing his program. A typical client should expect to double or triple their book of business within 12-16 months of working with him. Fretzin credits two life-changing events as influencing his career. In 1996, he was one of six passengers aboard a single-engine Cherokee Piper airplane that crash-landed into a house in suburban Crystal Lake, IL. The experience left him crippled for months, but more importantly taught him to value the sacredness of each day. A few years later, another shift occurred when he sought the advice of top-level business coaches who helped him unleash his full potential and double his personal income in less than a year. This led Fretzin to pursue his real passion: providing structure and efficiency to the business development process, which helps attorneys all over the country to develop more business in less time. Fretzin’s mantra? In order to have real change, you need to make real changes. Today, he teaches “Sales-Free Selling,” which is also the name of his recently published book. Fretzin’s expertise in business development, time management and marketing has landed him features in the Attorney at Law Magazine, ABA, ISBA, Chicago Tribune, Daily Herald and Crains, as well as guest appearances on NBC News and WGN Radio. Previous Speaker Go back to Speaker Network Next Speaker

Just drop us a line today to explore how we can assist you in increasing your productivity. We at Hoopis Performance Network look forward to hearing from you! Contact HPN Just drop us a line today to explore how we can assist you in increasing your productivity. We look forward to hearing from you! Hoopis Performance Network 650 Dundee Road, Suite #150, Northbrook, IL, 60062 Phone: (847) 716-1800

At Hoopis Performance Network, we care about your privacy and security, and want you to know how we collect, use, share, and protect your personal information and what choices you have regarding your data. Privacy and Security Center HPN Privacy and Security Center Welcome to the Hoopis Performance Network Privacy and Security Center. At Hoopis Performance Network, we care about your privacy and security, and want you to know how we collect, use, share, and protect your personal information and what choices you have regarding your data. This Privacy and Security Center explains our practices and policies in a clear and transparent way. What’s in our Privacy and Security Center? Our Privacy and Security Center consists of the following sections: Terms and Conditions Privacy Policy Cookie Policy Disclaimer Acceptable Use Policy End User License Agreement We encourage you to read each section carefully and understand how they affect your relationship with us. By using our website or services, you agree to be bound by our Privacy and Security Center, including all items contained within. If you do not agree, please do not use our website or services. We may update our Privacy and Security Center from time to time to reflect changes in our practices, technologies, or legal requirements. We will notify you of any material changes by posting a notice on our website or by sending you an email. Your continued use of our website or services after such notice constitutes your acceptance of the updated Privacy and Security Center and all policies contained within. Thank you for choosing us and trusting us with your personal information. We appreciate your business and hope you enjoy Hoopis Performance Network.

Principal, National Sales Leader at LTCI Partners Steve Cain Principal, National Sales Leader at LTCI Partners Steve Cain leads the sales team at LTCI Partners, a nationwide brokerage agency fully devoted to serving the Long-Term Care industry. Steve also served as Senior Vice President and the National Sales Leader of Long-Term Care Insurance (LTCI) for Marsh Private Client Services, a division at Marsh USA, Inc., where he helped build Marsh into one of the industry’s largest wholesale and retail distributors of LTCI. Prior to joining Marsh, Cain worked for a third-party administrator introducing several insurance carriers’ products into the brokerage market. With additional experience that ranges from the home office to retail sales, to the brokerage market, Cain has gained valuable insight on all aspects of the industry, from sales and marketing, underwriting, policy administration, and claims. Steve Cain’s commitment to enhance awareness of the LTCI industry, he regularly addresses industry groups such as the Association for Advanced Life Underwriting (AALU), State Bar Associations, the American Association for Long-Term Care Insurance (AALTCI), the Society of Actuaries (SOA), the National Association of Health Underwriters (NAHU), the Million Dollar Round Table (MDRT), and the National Association of Insurance and Financial Advisors (NAIFA). Previous Speaker Go back to Speaker Network Next Speaker

Grief & Bereavement Specialist Amy Florian Grief & Bereavement Specialist Serving as CEO of Corgenius and recognized as an acclaimed speaker, Amy Florian travels North America training professionals to effectively support clients in transition and loss. She is author of over 90 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. Amy is a former columnist for the Journal of Financial Planning who has been quoted in the Wall Street Journal and featured in Financial Advisor, Financial Planning, MSN Money, On Wall Street, and Financial Advisor IQ. She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). She teaches a graduate class at Loyola University Chicago, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals nationwide. Previous Speaker Go back to Speaker Network Next Speaker