Internship Welcome Packet Good Life

(610) 898-6927 | goodlifeco.com INTERNSHIP PROGRAM



The only way to do great work is tolove what you do. If you haven’tfound it yet, keep looking. Don’tsettle. As with all matters of the heart,you’ll know when you find it. - Steve Jobs

Welcome Aboard! Dear Intern: Welcome aboard! Soon you will be beginning Good Life Companies’ internship program. This is a very important and exciting stage in your life! We welcome you to our team where you will be challenged and educated from the beginning of your internship to the completion. The objective of this internship is to provide you with valuable “hands on” experience in the field of Marketing, communications, and finance. The main purpose of this letter is to confirm the details of your internship position. The second objective is to give you an idea of what to expect as you begin your program, as well as make sure that you arrive feeling prepared for your first day. Internship Position Confirmation Position title: Intern Start date: July 9th, 2018 End date: TBD Compensation and benefit plan: Nonpaid position. Location: 2395 Lancaster Pike, Reading, PA 19607 Weekly hours:_________ Supervisor: Aelish Brooks - Director of Human Resources | Controller Supervisor contact information: Office: (610) 898-6927 x2084, Direct/Fax: (610) 628-2084 Email: [email protected]. Feel free to contact me if you have any questions or concerns.44 610) 898-6927 | goodlifeco.com

What to Bring on Your First DayWhen reporting to work on your first day, make sure to bring with you the following items:• The signed Unpaid Internship Agreement included in this packet (HR will make a copy for you to keep)• Contact Card• Confidentiality Agreement• FLSA Agreement• Addendum to Learning Contract• Mutual Code of Ethics• Photo I.D.Dress code: Many interns wonder what is appropriate to wear. At Good Life, our dresscode is bussiness casual. On Fridays, employees and interns are allowed to wear jeansand appropriate business casual tops.In essence, your first day is a time for you to get comfortable and become acclimatedwith the company. With that said, we are happy to have you as part of our team andwe look forward to working together.Conor Delaney Courtnie NeinChief Executive Officer President (610) 898-6927 | goodlifeco.com 55

Welcome to Good Life Financial Partners Excellent Company to Work For Welcome to the Good Life Financial Companies family. We truly hope that your internship experience will be rewarding and worthwhile. Not only do we look forward to you contributing your unique skill-sets and insight, but we also hope you are able to learn new competencies, develop new skills and gain useful experience on your professional path. Good Life Companies provides independent advisors with cutting edge technology and resources as well as an experienced office support team to execute transactions and deliver accurate, up-to-date information to their clients. This gives Independent Financial Advisors the ability to take on all the responsibility of running their own businesses while allowing them to keep their primary focus and commitment on their clients. While headquartered in Reading, PA, Good Life has office locations and affiliates throughout the entire country.66 610) 898-6927 | goodlifeco.com

Onboarding Process Review your Welcome Read and Sign Mutual Your First Day: Packet and complete Code of Ethics Tour of Facility paperwork: Meet your team and staff Sign into computer, email and Contact Card log into project management Unpaid Internship system (Basecamp). AgreementConfidentiality Agreement FLSA Agreement12345Complete Learning Goals Familiarize yourself with current marketing Note: Be sure you put materials, website, mediathought and effort into this. It accounts and messaging. will help us provide you the best possible experience. (610) 898-6927 | goodlifeco.com 77

Contact CardThis agreement is effective as of: ____________________________Internship Area of Focus: Graphic Design/Visual Communication/MarketingThis agreement is between Good Life Financial Partners and the intern listed below.Employer Primary Phone: 860.652.4360 x229Good Life Financial PartnersSupervisor: Christine Ferreira500 Winding Brook Drive, Glastonbury, CT 06033Email: [email protected] intern agrees to work _____ hours per week for ______ weeks. (minimum 10 hrs required)Remotely On-Site BothInternName: ____________________________________ Primary Phone:_____________________Mailing Address: _____________________________________________________________Email: _____________________________________Emergency Contact InformationContact Name: __________________________ Phone: ____________________________Email: _____________________________________If ApplicableSchool: ____________________________ Area of Study:__________________________School Advisor: ________________________________________________________________Advisor Phone: _________________________________________________________________Advisor Email: __________________________________________________________________88 610) 898-6927 | goodlifeco.com

Primary Responsibilities1. Primary Projects and Tasks. The primary projects and tasks associated with this internshipinclude (but are not limited to): • Assist the marketing team with existing marketing campaigns • Develop new marketing strategies • Work on website development and page deployment • Create compelling content that will be shared by influencers • Responsible for tracking and notating project management system - Basecamp • Assist with the creation and delivery of marketing materials • Seek and analyze competitor marketing and sales materials both on and off-line • Assist in generation of content marketing lists • Assist in creation of landing page campaigns and call to actions • Assist in creation of long term social media calendar • Evaluating and developing social media campaigns • Critiquing the company’s website from a user perspective • Create email campaign segments • Send email campaigns • Work on SEO in content creation • Creation of marketing strategies as it relates to new product lines • Produce a video or slide presentation. • Creating both digital and print marketing collateral • Communicate not only with the marketing team, but with various advisors • Work with animated/motion graphics for online advertising (610) 898-6927 | goodlifeco.com 99

Unpaid Internship Agreement (page 1) This is an agreement between_________________________________ (“Intern”), and Good Life Fiancial partners. The purpose of this educational internship is for Intern to learn about Good Life Financial Partners business and gain valuable insight and professional experience. The term of this internship begins on _________________ and ends on _________________. Terms of Internship: 1. TEMPORARY WORK ARRANGEMENT. The intern understands that this is an internship ONLY for a temporary duration of time as specified above. 2. MODIFICATION/EXTENSION. The time-frame and terms of this agreement can be modified or extended, if both parties agree, in writing. 3. VOLUNTARY WORK ARRANGEMENT. This is a voluntary work arrangement between the employer and the intern for mutual benefit. 4. TERMINATION. Either party can terminate this agreement effective immediately at any time for any reason. If possible, two weeks written notice is preferred. 5. NO GUARANTEE OF HIRE. The intern understands that successful completion of this internship does not qualify, lead to, or guarantee the intern a paid position with the employer. 6. UNPAID INTERNSHIP. Both the employer and intern acknowledge that this is an UNPAID INTERNSHIP. There will be no monetary or financial compensation of any kind, present or future, including (but not limited to): hourly wages, salary, gifts, tips, stipends, scholarships, financial aid, commissions, referral fees, loans, property, tax credits/ contributions, stocks, or equity by the employer to the intern for work performed by the intern.1100 610) 898-6927 | goodlifeco.com

Unpaid Internship Agreement (page 2)7. EXPENSES. The intern agrees to cover any out-of-pocket expenses related to the internship including (but not limited to): equipment (computer, printer, camera, and other required equipment), supplies (paper, pens, etc.), phone and internet equipment and service, professional wardrobe, travel and transportation (car maintenance and insurance, gas, parking and parking tickets, planes, buses, subways, trains, taxis), meals, lodging, and work space accommodations. Any expenses that will be covered or reimbursed by the employer should be clearly listed on the Allowed Expenses Addendum at the signing of this agreement.8. LEARNING CONTRACT. Instead of monetary/financial compensation, the intern will receive on-the-job learning, mentorship, training, and skill development as set forth in the learning contract addendum.9. ACADEMIC CREDIT. If the intern desires academic credit, it is the intern’s sole responsibility to obtain his/her school’s permission, approval, and academic credit for the internship. It is the intern’s sole responsibility to obtain and supply any required paperwork (before, during, and after the internship) to the employer in a timely manner several days ahead of submission deadlines. It is also up to the intern to make sure that any completed paperwork (including reviews, progress reports, final evaluations, or other information) is returned to the school before submission deadlines To support the intern’s endeavor to receive academic credit, the employer agrees to fill out any paperwork provided and supply any other information requested in a timely manner in compliance with deadlines.10. WORK PERFORMANCE. During the course of the internship, the intern agrees to:• Perform all work to the best of his/her ability.• Complete any training or preparation required for the internship.• Complete and deliver assignments on time.• Follow directions provided by the employer/supervisor at all times.• Be proactive and ask for help when needed.• Follow the company’s/organizations policies and procedures.• Adhere to any local, state, or federal laws, codes, or guidelines that apply. (610) 898-6927 | goodlifeco.com 1111

Unpaid Internship Agreement (page 3) • Conduct themselves in a professional manner. • Put safety first at all times and work as safely as possible. If safety is a concern, the intern. should stop work immediately and contact his/her supervisor for further instructions. • Accurately track and report work hours. • Follow the Mutual Code of Ethics Addendum (if applicable) • Intern will maintain a regular internship schedule determined by the Intern and their supervisor. • Intern will demonstrate honesty, punctuality, courtesy, cooperative attitude, proper health and grooming habits, appropriate dress and a willingness to learn. • Intern will furnish his/her supervisor with all necessary information pertaining to my unpaid internship, including related assignments and reports. • Transportation to and from the internship site is the responsibility of the Intern. 11. DELIVERABLES. The intern understands that this is a learning experience in a work environment, however, there are real negative financial consequences and damage that can result to the employer if the intern fails to deliver quality work by a designated date. Therefore, the intern agrees to complete tasks and projects and deliver them on time. If the intern is not able to do so, the intern will give reasonable notice. 12. CONFIDENTIALITY AND NON-DISCLOSURE. The intern agrees to keep all company information, particularly highly sensitive information such as client contact and payment information, company financials, business and marketing strategies, and trade secrets, confidential and will not share this information with (or make it accessible to) third parties. This includes protecting sensitive information that may be stored in digital or hard files in the intern’s possession as well as user-names and passwords used to access online information. 13. INTELLECTUAL PROPERTY. During the course of the internship, the intern may directly or indirectly contribute to the creation and distribution of intellectual property, including (but not limited to) new product and service development, inventions, patents, copyrights,1122 610) 898-6927 | goodlifeco.com

Unpaid Internship Agreement (page 4)formulas, designs, software, systems, techniques, procedures, processes. Theintern agrees that all intellectual property is the sole property of the employer andthat the intern does not have rights, both during or after, to financialcompensation or to produce or reproduce this intellectual property.NON-COMPETE. The intern agrees not to create a competing business or taketo a competing business the products, services, clients, and customers of theemployer during or after the internship.14. ADDENDUMS. This agreement extends to the following addendums (check all that apply and include addendums with this agreement):Learning Contract Mutual Code of Ethics Allowed Expenses15. SIGNATURES. Please initial each page and sign below. The undersigned hereby agree to the terms set forth in this agreement:Employer Signature _______________________________________ Date __________________Intern Signature ___________________________________________ Date __________________ (610) 898-6927 | goodlifeco.com 1133

FLSA Agreement The following conditions are agreed upon to guide unpaid internships for Good Life Financial Partners. • The internship, even though it includes actual operation of the facilities of the employer, is similar to training which would be given in an educational environment; • The internship experience is for the benefit of the intern; • The intern does not displace regular employees, but works under close supervision of existing staff; • The employer that provides the training derives no immediate advantage from the activities of the intern; and on occasion its operations may actually be impeded; • The intern is not necessarily entitled to a job at the conclusion of the internship; • The employer and the intern understand that the intern is not entitled to wages for the time spent in the internship; and Student Intern (Name) _______________________________________________________________ Signature ________________________________________ Date _____________________________ Good Life Financial Partners Supervisor _______________________________________________ Signature ________________________________________ Date _____________________________ These guidelines are compliant with the Fair Labor Standards Act (FLSA). For more information, contact, visit the Wage and Hour Division Website: http://www.wagehour.dol.gov and/or call toll-free information and helpline, available 8 a.m. to 5 p.m., 1-866-4USWAGE (1-866-487-9243).1144 610) 898-6927 | goodlifeco.com

Confidentiality AgreementIn the course of employment with Good Life Financial Partners (GFP), with either full-time, par-time or internship status, employees may have access to “Confidentialinformation” regarding GFP, which may include its business strategy, future plans,financial information, contracts, suppliers, customers, personnel information orother information that GFP considers proprietary and confidential. Maintaining theconfidentiality of this information is vital to the GFP’s competitive position in the industryand, ultimately, to its ability to achieve financial success and stability. Employees mustprotect this information by safeguarding it when in use, using it only for the businessof the Company and disclosing it only when authorized to do so and to those whohave legitimate business need to know about it. This duty of confidentiality applieswhether the employee is on or off the GFP’s premises, and during and even after theend of the employee’s employment with GFP. This duty of confidentiality also applies tocommunications transmitted by GFP’s electronic communications.As condition of employment with the Company, all employees must sign aNon-disclosure Agreement.Employer Signature _______________________________________________ Date _____________Intern Signature ___________________________________________________ Date _____________ (610) 898-6927 | goodlifeco.com 1155

Addendum: Learning Contract (page 1) A learning contract is not a binding legal agreement; rather, it is a statement of what the intern would like to achieve and receive through his/her internship experience, and what the employer/supervisor will aim to provide to the best of their ability. However it is a 2-way street. It is up to BOTH the intern and the employer to work together to fulfill the contract. The learning contract should be revisited regularly (even weekly during progress meetings) to make sure that both parties are working diligently towards its fulfillment. Please feel free to write on the back or continue on a separate piece of paper if you need more room. Ideally the employer and intern would fill this out together prior to the official start of the internship or during the first week as one of the first assignments. INTERN’S GOALS FOR INTERNSHIP: (Ex: To experience a job in my career field, to help me determine my major, to obtain a real world work experience, to prepare me for a specific job, to increase my earning potential, to add to my professional portfolio of completed projects, etc.) SPECIFIC SKILLS TO FURTHER/OBTAIN: (Ex: Copywriting, coding, bookkeeping, public speaking, report writing, social media, Power Point, time management, etc.) DESIRED EXPERIENCES: (Ex: To job shadow management, sit in on a meeting, meet a client, attend a trade show or conference, to present to an audience, etc.)1166 610) 898-6927 | goodlifeco.com

Addendum: Learning Contract (page 2)PROFESSIONAL DEVELOPMENT:(Ex: Working in a professional setting, working virtually, being part of a team, workingindependently, industry knowledge, etc.)NON-MONETARY BENEFITS DESIRED:(Ex: Academic credit, letter of recommendation, help with resume/interviewing,contacts, introductions and referrals, continued internship opportunities with theemployer, specialized training, etc.)MENTORSHIP DESIRED:(Ex: Confidence-building, positive/constructive feedback, career guidance, etc.)DESIRED OUTCOMES/RESULTS:(Ex: a completed project, a job interview with a company in the field, academic creditreceived, working knowledge of software programs, obtaining a credential, passing atest, etc.) (610) 898-6927 | goodlifeco.com 1177

Addendum: Allowed Expenses The employer agrees to pay the following expenses: Please check all that apply: These expenses will be paid in part These expenses will be paid in whole. These expenses must be pre-approved before incurred. These expenses will be paid for upfront by the employer by petty cash, credit card, expense account, or some other method of payment: . These expenses will be paid for by the intern and reimbursed by the employer. Invoices and receipts must be included.1188 610) 898-6927 | goodlifeco.com

Addendum: Mutual Code of Ethics (page 1)The Mutual Code of Ethics sets the stage for the working relationship between NutmegTechnologies and the intern. It fosters trust, respect, and open and honestcommunication. It levels the playing field and makes each side accountable to theother. This helps the intern feel “safe” to ask for help and share their experiences. Thisalso provides the intern with confidence that he/she can expect the same courtesiesfrom Good Life Financial Partners.We Good Life Financial Partners and _______________________________ agree tofollow the mutual code of Ethics.We will:• work together as a team. Together we will have successful relationship.• tell the truth always and speak what is in our hearts and on our minds.• learn from each other with open and honest conversation. We will coach and counsel each other when necessary to learn from our mistakes.• communicate frequently, at least once a week if not more. Both parties will respond within 24 to 48 hours to emails and calls.• keep our promises. Our actions will always follow our words with deadlines and deliverables. If we are unable to deliver, we will notify the other in advance to come up with an alternate solution.• be proactive and ask for what we need, personally and professionally.• be kind and open and give each other the benefit of the doubt.• be receptive to instructions, new ideas and processes.• stay focused on our goals.• support each other and provide a valuable experience to each other through collaboration. (610) 898-6927 | goodlifeco.com 1199

Addendum: Mutual Code of Ethics (page 2) • give and take constructive criticism to learn from each other. • respect each other by being on time by letting the other know in advance if we are going to be late. • respect each other’s boundaries by agreeing on our personal rules, which are: __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ Employer Signature ____________________________________________ Date ________________ Intern Signature ________________________________________________ Date ________________2200 610) 898-6927 | goodlifeco.com

Accounts to Familiarize WithSOCIAL MEDIA facebook.com/goodlifecompanies linkedin.com/company/goodlifecompanies twitter.com/goodlifecosPROJECT MANAGEMENT salesforce.com hootesuite.com jotform.com goodlifeco.com goodlifeia.comCOMPANY WEBSITE (610) 898-6927 | goodlifeco.com 2211

OUR TEAM The strength of the team is each member. The strength of each member is the team. - Phil Jackson2222 610) 898-6927 | goodlifeco.com

People will never respond to youmore positively than when youseek to make your impact felt atthe human level. - Cendrine Marrouat