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Exclusive Co-Branding & Reprint Licensing
      Opportunity for Excellus BCBS




           © HealthMetrix Research Inc. All Rights Reserved
Welcome to HealthMetrix Research
Co-Branding Among National Medicare Competitors
Kiplinger’s Retirement Report Launching a Unique
Co-Branding Opportunity for Reaching and Educating
        Medicare-Eligibles & Early-Boomers
                         Caregiving
                         Estate Planning
                         Housing
                         Insurance
                         Investments
                         Retirement Plans
                                            Retirement Living
                                            Savings
                                            Social Security
                                            Tax Strategy
                                            Travel
Customized October Reprints with Your Custom
Cover & Ads for Maximum Multi-Channel Response




 Reminder! 2013 Enrollment Begins October 15
Customized Reprints Ideal for Direct Mail During
AEP and Multi-Channel Distribution During 2013




Reminder! 2013 Enrollment Begins October 15
Outstanding Opportunity to Reach
            Age-ins & Early-Boomers Year Around




Reminder! 2013 Enrollment Begins October 15
High-Value Premium Option for
            Member Loyalty & Retention Strategy




Reminder! 2013 Enrollment Begins October 15
Kiplinger’s Retirement Report Production Calendar
Customized October Issue Featuring 2013 Medicare Guidance
                                                Reprint Licensing & Production Activities               Deadlines
                                                Licensing agreement acceptance by HealthMetrix          May 21
                                                Research

                                                Completed reprint purchase order with shipping or       June 1
                                                optional direct mailing instructions due to Kiplinger

                                                Advance payment (50%) for reprint order and full-       July 20
                                                payment for mailing (if applicable) due to Kiplinger

                                                Custom full-page ad copy (2 pages) and cover            August 16
                                                customization due to Kiplinger

                                                Final sign-off on customized proofs (customized cover   September 12
                                                and ads only) due to Kiplinger

  Reminder! 2013 Enrollment Begins October 15
                                                Customized reprints shipped and/or direct mail drop     September 30
                                                completed

                                                Final payment (50%) due to Kiplinger                    October 20
Statewide Exclusive Co-Branding Rights
     Based on Minimum Reprint Order
          Minimum Reprint Order Methodology

Target Market Segment:   $50,000+ Household Income

> Calendar 2013 age-in households

> Age 65-69 households

> Adjustment for group health retiree households

> Adjustment for state-specific demographic characteristics
Kiplinger’s Retirement Report – October 2012 Issue
      Customized Reprint Unit Printing Costs
      Reprint Quantity Unit Cost                     Net Cost
      10,000                   $ 1.90                $ 19,000
      15,000                   $ 1.60                $ 24,000
      20,000                   $ 1.44                $ 28,800
      25,000                   $ 1.36                $ 34,000
      50,000                   $ 1.17                $ 58,500
      75,000                   $ .93                 $ 69,750
      500,000                  $ .85                 $ 425,000

      Note: Optional BRC, shipping and mailing costs provided upon request
Final Licensing & Purchase Order Deadline is June 1
    For additional information about this exclusive
co-branding and reprint licensing opportunity contact:

                Alan Mittermaier, President
                HealthMetrix Research Inc.
                      Columbus, OH
                      (888) 223-3515
             alan@healthmetrixresearch.com

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Exclusive BCBS Co-Branding & Reprint Opportunity

  • 1. Exclusive Co-Branding & Reprint Licensing Opportunity for Excellus BCBS © HealthMetrix Research Inc. All Rights Reserved
  • 3. Co-Branding Among National Medicare Competitors
  • 4. Kiplinger’s Retirement Report Launching a Unique Co-Branding Opportunity for Reaching and Educating Medicare-Eligibles & Early-Boomers Caregiving Estate Planning Housing Insurance Investments Retirement Plans Retirement Living Savings Social Security Tax Strategy Travel
  • 5. Customized October Reprints with Your Custom Cover & Ads for Maximum Multi-Channel Response Reminder! 2013 Enrollment Begins October 15
  • 6. Customized Reprints Ideal for Direct Mail During AEP and Multi-Channel Distribution During 2013 Reminder! 2013 Enrollment Begins October 15
  • 7. Outstanding Opportunity to Reach Age-ins & Early-Boomers Year Around Reminder! 2013 Enrollment Begins October 15
  • 8. High-Value Premium Option for Member Loyalty & Retention Strategy Reminder! 2013 Enrollment Begins October 15
  • 9. Kiplinger’s Retirement Report Production Calendar Customized October Issue Featuring 2013 Medicare Guidance Reprint Licensing & Production Activities Deadlines Licensing agreement acceptance by HealthMetrix May 21 Research Completed reprint purchase order with shipping or June 1 optional direct mailing instructions due to Kiplinger Advance payment (50%) for reprint order and full- July 20 payment for mailing (if applicable) due to Kiplinger Custom full-page ad copy (2 pages) and cover August 16 customization due to Kiplinger Final sign-off on customized proofs (customized cover September 12 and ads only) due to Kiplinger Reminder! 2013 Enrollment Begins October 15 Customized reprints shipped and/or direct mail drop September 30 completed Final payment (50%) due to Kiplinger October 20
  • 10. Statewide Exclusive Co-Branding Rights Based on Minimum Reprint Order Minimum Reprint Order Methodology Target Market Segment: $50,000+ Household Income > Calendar 2013 age-in households > Age 65-69 households > Adjustment for group health retiree households > Adjustment for state-specific demographic characteristics
  • 11. Kiplinger’s Retirement Report – October 2012 Issue Customized Reprint Unit Printing Costs Reprint Quantity Unit Cost Net Cost 10,000 $ 1.90 $ 19,000 15,000 $ 1.60 $ 24,000 20,000 $ 1.44 $ 28,800 25,000 $ 1.36 $ 34,000 50,000 $ 1.17 $ 58,500 75,000 $ .93 $ 69,750 500,000 $ .85 $ 425,000 Note: Optional BRC, shipping and mailing costs provided upon request
  • 12. Final Licensing & Purchase Order Deadline is June 1 For additional information about this exclusive co-branding and reprint licensing opportunity contact: Alan Mittermaier, President HealthMetrix Research Inc. Columbus, OH (888) 223-3515 alan@healthmetrixresearch.com