Herocare Overview Presentation

About Herocare
Organization Information: Non-profit, incorporated September 2006
501(c)(3) Application Pending with IRS; 2007 990T Tax Returns Filed as 501(c)(3)
CPA Firm: Stroemer & Company, PA - (239) 433-1002, Ft. Myers, FL
Law Firm: Aaron A. Farmer, P.L. - (239) 262-2040, Naples, FL

Mission Statement: In the passionate pursuit of transforming our community, Herocare:
Celebrates the service, Appreciates the sacrifice, Recognizes the needs, and Empowers heroes to
achieve their dreams of homeownership and financial security.

Employees: 5

Program Directors: 29 operating in 16 States
Affiliates: 65 with additional 30 in application review
Herocare Rewards Members: 27,500 card carrying members
Rewards Partners: 75 Businesses providing discounts

States: Florida, California, Colorado, Louisiana, New Jersey, New Mexico, New York, Nevada,
Washington, Oregon, Hawaii, Virginia, Idaho, Maryland, Mississippi and Minnesota
Counties: 43 US Counties


Executive Management Team
Lane Houk
CEO & Executive Director
Lane is the founder of Herocare. He is responsible for new market development and coaching of all Herocare Program Directors for
Herocare across the US. He is also responsible for fostering the employer partnerships and is the spokesperson for the organization.
Lane served in the US Army as a combat field medic, was a full-time minister for eight years and has extensive mortgage banking
and real estate experience. He has managed branches for various banks and mortgage companies along with continuing to maintain
an active real estate license in Florida.

For his work in Herocare, Lane has been featured on NBC, CBS, and FOX and in the News Press, Gulf Shore Business, Florida
Trend and has authored a cover article about the Public Service Niche in the Mortgage Originator Magazine.
Alan Gonzalez
Chief Operating Officer
Alan oversees all day to day operations for Herocare, heads up development of the Herocare Rewards Program and
assists the CEO in all major business vision and development aspects.

While attending college Alan served in the U.S. Army Reserve as a medic in the 841st Engineer Battalion in
Miami, and participated on rescue missions with the City of Miami Fire Department. In 1994 Alan re-enlisted in the
Army and served with the renowned 1st Squadron 7th Cavalry Regiment based at Ft. Hood, Texas. While in the
cavalry Alan completed the Special Forces Assessment and Selection Course. Alan earned a Bachelor of Science
degree prior to completing his military service with 3/20th Special Forces Group in the Florida National Guard.
Shannon Houk
General Counsel & CFO
Shannon is a practicing attorney and member of the Florida Bar. She oversees and handles all legal and financial
matters for Herocare. Shannon works with Herocare’s CPA firm and special Non-Profit Legal Firm to ensure all
financial and legal matters are handled properly at all times.

She is 36 years old and a native of New Orleans, Louisiana. She and her husband of nine years, Lane, have two sons,
Luke, 7, and Shaun, 5. Shannon has a Bachelor of Arts degree in History from Louisiana State University and a Juris
Doctorate from the University of Miami. Shannon maintains a private law firm practicing as a real estate attorney
since 2002.


The Need: Creating a “Great” Community
What makes a community great? Who makes a community great?
What makes a community great? Who makes a community great?
1. SAFE – low crime, broad coverage, quick 1. SAFE – Law enforcement, firefighters,
1. SAFE – low crime, broad coverage, quick 1. SAFE – Law enforcement, firefighters,
response times national guard, coast guard, EMS
response times national guard, coast guard, EMS
2. EDUCATION – Excellent schools, 2. EDUCATION – Teachers, professors,
2. EDUCATION – Excellent schools, 2. EDUCATION – Teachers, professors,
opportunities, quality environment support staff, janitors, bus drivers
opportunities, quality environment support staff, janitors, bus drivers
3. MEDICAL CARE – quality, choices, top 3. MEDICAL CARE – Nurses, doctors, CNA’s,
3. MEDICAL CARE – quality, choices, top 3. MEDICAL CARE – Nurses, doctors, CNA’s,
talent, progressive Trauma, Specialized medicine, Clinics
talent, progressive Trauma, Specialized medicine, Clinics
4. AFFORDABLE – housing and cost of living; 4. AFFORDABLE – Herocare
4. AFFORDABLE – housing and cost of living; 4. AFFORDABLE – Herocare
no long commuting
no long commuting

The Herocare Positive Cycle of Community Growth

You can help CREATE a Why is Heorcare so needed?
You can help CREATE a Why is Heorcare so needed?
1. Most essential service workers can’t live
Positive Cycle of Growth 1. Most essential service workers can’t live
Positive Cycle of Growth where they work; commuter communities
where they work; commuter communities
1. Once we turn our communities in the right
1. Once we turn our communities in the right are NOT real communities
are NOT real communities
direction, a positive cycle begins to take
direction, a positive cycle begins to take 2. When people can’t experience
2. When people can’t experience
place.
place. homeownership & community they leave
homeownership & community they leave
2. Strengthen the core, improve the services,
2. Strengthen the core, improve the services, 3. Cost of living is NOT keeping up with
3. Cost of living is NOT keeping up with
benefit the community, attract more of the
benefit the community, attract more of the incomes for those we serve
incomes for those we serve
core and better talent.
core and better talent.
4. Herocare serves the CORE of the core of our
4. Herocare serves the CORE of the core of our
3. Cycle starts all over again. Herocare makes
3. Cycle starts all over again. Herocare makes country – the forgotten middle.
country – the forgotten middle.
that happen.
that happen.


US Workforce Herocare Eligible
US 2000 Census Numbers

40% of the US Labor Force falls into the class of the
“essential service worker” providing the critical services that
make any community a place where we can live, work, play,
raise our family AND retire.

52% of the Florida Labor Force falls into the class of essential
service workers

Over 40% of these essential service workers are NOT
homeowners

Renters are highly likely to uproot and move to a different
community where they can experience the American Dream
of homeownership, community & financial security


The Herocare Platform
Rewards Discount Program
Housing & Financial Program
Supplements Income
Creates Homeownership

The Herocare Platform
Herocare is a Platform for helping essential services workers, the heartbeat of our
communities, attain homeownership and financial security
Herocare’s Housing & Financial Program provides comprehensive resources, services
and solutions aimed at helping heroes attain homeownership.
The purpose of the Herocare Rewards Program is to help heroes save money on a
monthly basis by providing them with discounts at all types of retail and service based
businesses both locally and nationally.
As heroes save money at these participating businesses, they can offset lower wages and
reallocate those dollars to savings or retirement accounts or help ease the dramatic increases
in the cost of living. This results in greater financial security.


Why Herocare Works
•Solution-based benefit, workplace development
and service resource company
– Adds tremendous value to employers at no cost
– Help employers solve some of the most challenging issues
for their employees and with recruiting efforts

•Target, interview and screen top service affiliates
in local markets to find the best match
•Dedicated to continuously searching for solutions
to help our heroes and their employers


The Herocare Experience
The Herocare Concierge Service
• Dedicated 800# hotline – makes the process SIMPLE & EASY
• One phone call accesses comprehensive solutions & services
• Concierge welcomes all clients
• Directly communicates the Herocare message (i.e. Thank you
for your service to our community.)
• Concierge performs a needs assessment
• Concierge is the hero’s connection to all Herocare services
• Concierge is armed with specific local information to aid in a
move or transition to a new community
• Concierge helps heroes get connected to quality services at a
discount through the Affiliate and Rewards Member Network


Examples of Solutions & Services
Housing & Professional Herocare Rewards Program
Service Program – Auto Dealers
– Restaurants
– Home Lending
– Travel & Vacation
– Real Estate
– Moving & Storage
– Insurance
– A/C-Electrician-Plumbing-Handyman
– Financial Planning
– Family Counseling
– Quality Home Construction
– Hardware & Home Goods / Services
– Rental Housing Services
– Entertainment/Sports
– Moving Services
– Pet Gifts & Supplies
– Down Payment Assistance
– Plus much more…
– Title and Closing
– Note: Herocare is not available outside
– Legal
of Florida yet
– Tax Advisory
– Credit Education & Restoration
– Foreclosure Prevention

Impact to Date
In just it’s first year, Herocare has directly served over 5,500 essential service
workers with one need or another!
Current Snapshot: On June 1, 2008 Herocare was helping 357 heroes
nationwide with one request or another.
Examples of these requests are:
1. Help with Foreclosure on their homes
2. Help to purchase a home
3. Help to refinance a home
4. Help to restore their credit
5. Help to find a home they could rent

“I never thought I’d be able to afford a home but Herocare made it possible. I say thanks to
Herocare, and I recommend them to everyone that I work with. They are great. They are going
to take care of you. This is where you need to go.”- Megan Romine, Teacher


What Heroes are Saying…
“I never thought I’d be able to afford a home but Herocare made it possible.
I say thanks to Herocare, and I recommend them to everyone that I work with.
They are great. They are going to take care of you. This is where you need to go.”
M. Romine, FL Teacher

Well deserved accolades to Jeff Lockhart of Sutherlin Nissan and the
Herocare Rewards Program. Our family enjoyed the no hassle,
friendly atmosphere of purchasing a car and, with Herocare,
the added bonus of invoice pricing (saving us thousands of dollars).
This is a wonderful program for our public servants.
R. and M. Lee, FL Rewards Members

Lane, I can not express the gratitude I feel at this moment, you are
a true God send… Again thank you…May God Bless you and all
that are responsible for this great service. I do feel hope,
just knowing someone will guide us through this.
C. Jones – FL Nurse


Conclusion
In the passionate pursuit of transforming our community, Herocare Celebrates
the service, Appreciates the sacrifice, Recognizes the needs, and Empowers
heroes to achieve their dreams of homeownership and financial security.

Herocare offers a comprehensive solution to essential service workers and their
employers
Concierge service makes the program easy to use and creates a unique experience
Non-profit, no cost approach allows for easy collaboration with public sector
employers, unions and associations
Network driven strategy offers methodology for launching, growing and
effectively tapping into all community resources
Herocare is very unique… no other non-profit like us anywhere in the US
Herocare is seeing unprecedented growth
From 1 county in February 2007 to over 40 counties and 20 states in July 2008


Get Involved
“I don’t know what your destiny will be,
but the one thing I know; the only ones among you
who will really be happy are those who will have
sought and found a way to serve.”
Albert Schweitzer

For more information you can visit our website at
www.herocare.org

Please contact Lane Houk, Founder & CEO with
questions at 1-877-437-6411 ext. 1

Herocare Overview Presentation

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