Part 2. The Next Extraordinary Marketing Opportunity- Healthcare Reform

DMA:2011 - The Next Extraordinary Marketing Opportunity: Health Care Reform October 3, 2011 See Appendix A-1 for Analyst Certification, Important Disclosures and non-US research analyst disclosures. Citi Investment Research & Analysis is a division of Citigroup Global Markets Inc. (the "Firm"), which does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. Carl McDonald, CFA (617) 247-6312 [email_address] Published August 22, 2011

These Days, Everything Seems To Be Going Well For Health Plans ,[object Object],[object Object],[object Object],[object Object]

However, Health Reform (And The Environment) Are Taking A Toll ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Mechanics Of The Minimum MLR ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

United’s Individual Business In 2009 – A Minimum MLR Example Source: Company notes, National Association of Insurance Commissioners, and Citi Investment Research and Analysis

Rebates By Product Line ,[object Object],[object Object],Source: Company notes, National Association of Insurance Commissioners, and Citi Investment Research and Analysis

Health Insurance Exchanges In 2014 ,[object Object],[object Object],[object Object],[object Object],[object Object]

Employer Behavior In 2014 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The New Health Insurance Regulations In 2014 ,[object Object],[object Object],[object Object],[object Object]

The Exchange Structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

It Could Be Worse – You Could Be An Individual Health Broker ,[object Object],[object Object],[object Object],[object Object],[object Object],Source: Company notes and Citi Investment Research and Analysis Aetna’s 2011 Individual Commission Schedule

The Big Strategic Question: To Diversify Or Not? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Big M&A Transactions In Managed Care Aren’t Too Likely ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Accountable Care Organizations (ACOs) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

There Is Some Good News – A Lot Of New Members ,[object Object],[object Object],[object Object],[object Object]

Please Join The Distribution List! ,[object Object],[object Object]

Part 2. The Next Extraordinary Marketing Opportunity- Healthcare Reform

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Part 2. The Next Extraordinary Marketing Opportunity- Healthcare Reform