Lenox Advisors

imagine…

Corporate Headquarters530 Fifth Avenue 11th FloorNew York, NY 10036Tel: (212) 536-8700Fax: (212) 536-6014

Two Stamford Plaza281 Tresser Boulevard 10th FloorStamford, CT 06901Tel: (203) 978-2200

300 South Wacker Drive 8th Floor Chicago, IL 60606Tel: (312) 347-1680Fax: (312) 803-2113

535 Pacific Avenue 2nd FloorSan Francisco, CA 94133Tel: (415) 486-2180Fax: (415) 486-2182

www.lenoxadvisors.cominfo@lenoxadvisors.com

imagine contributing to a winning team

Lenox Advisors is a single resource for comprehensive, fully integrated wealth management services. By collaborating acrossmany practice areas, our firm’s highly specialized and skilled professionals create customized strategies to help your clientsachieve their financial goals.

Lenox supports its advisors in the following areas:

• Lenox CFO®

• Lenox Asset Management

• Lenox Insurance Brokerage

• Lenox Retirement AdvisorTM

• Lenox Corporate Benefits

• Lenox RPC® (Retirement Plan Consultancy)

With our high net worth clients who are primarily Wall Street executives,hedge fund managers, business owners, attorneys, professional athletesand entertainers, Lenox Advisors has an impressive record of successand can offer you a tremendous platform to help grow your business.

Imagine joining a team with one of the best business models in theindustry. One that Investment Advisor describes as the “epitome ofwealth management done right.” A team that “typifies the successfulwealth management firm.”*

Lenox Advisors is that team. Lenox Advisors is the firm.

* Investment Advisor, July 2006.

imagine increasedproductivity potential

Imagine having the chance to increase your productivity exponentially by aligning yourself with a firm that offers:

• a comprehensive, integrated platform of financial services

• cross-sale opportunities with skilled professionals from multiple disciplines

• a brand that opens doors and is supported by all of the resources of its publicly-traded parent company, National Financial Partners(NYSE:NFP)

• successful mentors who provide personalized coaching on how to build your business, from strategic goal planning to establishing andmonitoring your P&L statement

• rock-solid infrastructure and support including licensing and appointments, compliance and human resources professionals

• access to cutting-edge technology and state-of-the art facilities

• compelling compliance-approved marketing materials and client-readypresentations available for customization

• extensive professional development to keep you current with industryand tax law changes, economic reports, and the latest financial serviceconcepts and strategies

• access to sales coaching and etiquette training

• access to powerful public relations capabilities, with past placementsin the Wall Street Journal, Business Week, Investment Advisor,Bloomberg TV, Business Week Weekend TV, MSNBC and WorthMagazine, among others

Imagine being with a firm with an infrastructure designed to helpmaximize your productivity.

Lenox Advisors is the firm.

imagine a future with unlimited growth potential

Lenox Advisors invites seasoned professionals to join its growingteam in offices located in New York, Chicago, San Francisco, and Stamford.

Here is what being part of Lenox means to just a few of our team members:

“Lenox’s systems and turn-key processes relieve me from the back officeminutia. I now spend my time productively — meeting with clients.” Stefan Greenberg, CFP®, Managing Director

“As my practice grew, so did my clients. Before merging with Lenox two years ago, it was difficult to simultaneously build my business whileservicing the clients who helped me get started. By tapping into Lenox’sdeep bench, all of my clients get superior service and my practice continues to grow,” Britt Szostak, CFP®, Managing Director

“By offering full-service financial planning, I am confident that Lenoxhas the expertise to address all of my clients’ financial service needs.This prevents poaching and provides an added layer of protection formy client relationships.” Abbe Large, Senior Vice President

imagine the pathto success

“Many corporate clients engage Lenox to roll out executive disabilityincome, life, long-term care insurance and financial planning carveoutprograms to their senior executives. Having access to those enrollmentsis pivotal. I could spend a year cold calling and not make as manyappointments as I make at Lenox in a month.” Dave Kates, J.D., Senior Vice President

“My clients view me not as an insurance professional, but as a wealthmanager. Everything that Lenox does, and every interaction my clientshave with the support staff, reinforces this perception.” Jonathan Davis, Managing Director

Imagine a future with a firm where boundaries are overcome swiftly,and the most direct path to success is continually paved.

imagine Lenox Advisors