IMA Community Report 2015

2016 THE IMA FINANCIAL GROUP, INC.COMMUNITY REPORT imafg.com/community

A WORD FROM ROB COHEN CHAIRMAN & CEO, THE IMA FINANCIAL GROUP, INC.The IMA Financial Group Community Report highlights the incredible achievementsof IMA associates and the work they do to give back to the communities where welive, work and play. Protecting assets and making a difference is what we do and whowe are – day in and day out.Our associates share a commitment to excellence in the way we service ourclients and resources to the nonprofits we treasure.We continue to look at how we provide support to our nonprofit partners. Werecognized we need to be more strategic in our giving and responsive to the passionsof our associates. The result of that work is reflected in our focus areas on page six ofthis report. We were thrilled to launch an employee matching gifts program in 2015,combining the power of personal and company resources to have an even largerimpact in our communities. Finally, I want to thank the numerous donors to the IMAFoundation. Because of your support, we were able to make an even bigger impactin IMA communities. A WORD FROM RUTH ROHS VICE PRESIDENT OF CORPORATE COMMUNICATIONS EXECUTIVE DIRECTOR, THE IMA FOUNDATION One of the exciting things about being a part of a rapidly growing company is that we are able to have an even larger impact in the community. Now nearly 700 strong, IMA associates donate thousands of volunteer hours in the communities where we operate. This year we asked our associates to share with us their nonprofit board participation. Not only was the total number of associates serving on nonprofit boards an impressive 10% of the company, but many of those individuals started the nonprofits where they serve as board members. The entrepreneurial spirit of IMA expands the reach of the office walls and is shared in our communities through the creation of organizations solving problems for those in need. It’s humbling to work with so many incredible people who allow IMA to support nonprofits by being more than just a check. IMA associates are strong ambassadors of the IMA brand and truly embrace IMA’s mission to protect assets and make a difference.

IMA COMMUNITY OVERVIEWTHE IMA FINANCIAL GROUPThe IMA Financial Group is a consortium of insurance, wealthmanagement and financial technology companies driven forwardby the passion and engagement of our nearly 700 employee-owners. Under the leadership of Rob Cohen, IMA has experiencedmomentous growth over the last 15 years, becoming one of the10 largest privately-held insurance brokerages in the United Statesand expanding into multiple financial services verticals.IMA’s associates’ commitment to volunteerism is far reaching and is going to get even bigger in 2017.LARGEST 100%INDEPENDENTLY OWNED 16.2% 2015-201640YEARSBROKER IN THE UNITED STATES EMPLOYEE OWNEDFOROVERIMA’s commitment to protect assets and make a difference happens throughout the company, not just through the IMA Foundation. imafg.com/community

THE IMA FINANCIAL GROUPThe IMA Financial Group, Inc. (IMA) is a diversified financial services company of nearly700 associates specializing in risk management, insurance, employee benefits solutions and wealth management.Insurance | Risk Management Captive & Program Design Management Surety | Employee BenefitsProgram Management | Insurance Solutions Home | Auto | Business InsuranceWholesale Insurance Brokerage Wealth Management Retirement Plan ConsultingOUR MARKETS Houston, TX Kansas City, KS Topeka, KSAustin, TX Mt. Pleasant, MI Wichita, KSBirmingham, AL San Antonio, TXDallas, TXDenver, CO

I MAKE A DIFFERENCE DAYI MAKE A DIFFERENCE DAY 2016IMA’s mission to make substantial change for the IMA employees, families and friends donatedcities it supports was on display during I Make a approximately 1,500 hours across the country.Difference Day when nine communities came It was the annual event’s largest showing. Mosttogether at once to make lasting improvements. importantly, IMA showed kids we care, beautifiedAssociates rolled up their sleeves and flew the cultural icons and supported the disadvantaged.IMA flag to show that corporate responsibility iseveryone’s responsibility.IMA’s business model revolves around people. We know ourgreatest achievements occur when we work together.

IMA FOUNDATION Shortly after the incorporation of IMA more than 40 years ago, the company’s founders showed true vision and commitment to the community by creating the IMA Foundation. With employee owners at the core of our business, the goal of the IMA Foundation is to represent the passions of our associates and make strategic contributions within the foundation focus areas. VISION: Empowering our communities to create opportunities which protect assets and make a difference. MISSION: To provide philanthropic support in the communities where we work and live.ARTS & CULTURETo improve the quality of life in our communities through the arts.• Cultural institutions• Arts in Education programs that offer arts education programming in public schoolsEDUCATIONTo support educational institutions so that young people graduatewith increased skills and knowledge, resulting in a higher skilledworkforce in the future.• Educational institutions• K-12 public education• Higher educationADVANCING YOUTHTo reduce the drop-out rate and offer a chance of quality futuresfor our young people.• Mentoring programs• After school programs

IMA FOUNDATION FOCUSTHE WICHITA ART MUSEUM | wichitaartmuseum.org ARTS & CULTURE “The Wichita Art Museum is focused on resonance within the EDUCATION community, and has launched new programs and initiatives ADVANCING YOUTH to raise the bar on the quality of life in Wichita and make an impact on people’s lives. IMA serves as a supporter of the dynamism at the museum and works as a leader to develop new community participation, engagement and education.” - Patricia McDonald, Executive Director, Wichita Art MuseumARTS & CULTURE IMPACT 210%Excerpts from the gallery comment book during the 2016 PUBLIC PROGRAMWichita Art Museum’s winter/spring Gordon Parks 2016 PARTICIPATION INCREASEphotography exhibition: 35%“Wichita Art Museum, wow! What a great job of sharing the 2016 MEMBERSHIPphotos of Mr. Gordon Parks as well as photos of the Civil INCREASERights struggle. It was a pleasure to bring our children 29%here and for them to be able to see photos of storieswe’ve told them about the history of our people. Thanks 2016 ATTENDANCEWAM for the great experience.” INCREASE66 MILLION$ DIRECT ECONOMIC ACTIVITY IN WICHITAOVER 2 000, FULL-TIME JOBS SUPPORTED IN WICHITA29 MILLION$ IN ARTS EVENT-RELATED SPEND IN WICHITA

IMA COMMUNITY IMPACTIMA ASSOCIATES VOLUNTEERED7,9312016VOLUNTEER HOURS STEADILY MAKING A DIFFERENCE 2011 4,407 HOURSHOURS 2016 2012 4,618 HOURS 2013 5,353 HOURS 2014 5,649 HOURS 2015 6,852 HOURS 7,931 HOURS32CAC’S IMPACT COMMUNITY ACTION COMMITTEE IMA ASSOCIATES IMA expanded associate volunteer committees to all offices to further organic employee engagement. These teams of associates, known as ourON OUR COMMUNITY Community Action Committees, identify unique volunteer opportunities forACTION COMMITTEES their colleagues throughout the year. Through the new life-balance program, associates continue to have the opportunity to volunteer during work hours. MAKING A5DIFFERENCE IN MARKETS

SOCIAL MEDIA CAMPAIGN In 2016, IMA associates were challenged to show the impact that can be made on their communities by making a social media post whenever they were able to“Sprinkle Goodwill”. One lucky associate got $1,000 for their favorite charity. Using #SprinkleGoodwill, our associates tweeted, liked and shared over 50 social media posts of making a difference by sprinkling goodwill throughout their communities. VISIT sprinklegoodwill.comTHE IMA FOUNDATION PROVIDED GRANTS TO NEARLY 50 NONPROFIT ORGANIZATIONS.2016 was an outstanding year by any measure. Giving both time and financially, IMA associatesCommunity events, varied outreach efforts in all upheld the mission to make a difference. Overall,our markets and foundation giving all lived up to 2016 was one for the record books adding to ourIMA’s exceptional bar for performance. long history of successful community service.439I MAKE A DIFFERENCE DAY UNITED WAY CAMPAIGN Our IMA associates, friends & families volunteered during $186,725 IMA’s annual day of service, RAISED BY OUR ASSOCIATES IN 2016 I MAke a Difference Day.

IMA FOUNDATION FOCUSADVANCING YOUTH ARRUPE JESUIT HIGH SCHOOL | DENVER, COARTS & CULTURE For the last 10 years, IMA has enjoyed an incredibly meaningfulEDUCATION partnership with Arrupe Jesuit High School. Modeled after Cristo Rey high schools, Arrupe serves economically disadvantaged students from Denver’s inner city neighborhoods with an affordable education and access to business internships. Sandra Carillo interned at IMA throughout her four years at Arrupe and is one of IMA’s greatest success stories. “I started my work study internsh “Growing up was not easy. When I started my IMA, Inc. Little did I know that a do internship at IMA, everyone inspired me to give my best in life; they helped me discover that I was opportunity was opening.” Sandra Arrupe High School Intern, first generation college gr capable of attending college. I received a full four- year scholarship to Colorado State University and will graduate in May 2017.” REDUCE DROP-OUT RATE AFTER SCHOOL PROGRAMS MENTORING PROGRAMS QUALITY FUTURES MAKING A DIFFERENCE

COMMUNITY PARTNERShip at DALLAS/HOUSTON Big Brothers Big Sisters Hilltop Community Resources, Inc.oor of Ability Connection of Texas Boys Hope Girls Hope Hope Through Housing Foundation AmFar Bridges to Prosperity Inc. Hospice of Metro Denver Incorporated Carillo Business Council for the Arts Cheyenne Village, Inc. Jewish Family Services of Colorado, Inc.raduate ChildCare Group Children’s Museum of Denver Judi’s House Community Homes for Adults City Year Denver Junior Achievement, Rocky Mountain Cystic Fibrosis Foundation Colorado Behavioral Healthcare Council Leadership Investment Dallas CASA Colorado I Have a Dream Foundation Metro Denver Economic Development Dallas Furniture Bank Colorado Succeeds Corp. Dallas Holocaust Museum Commonbond Communities Mile High Youth Corps First3Years Davis Hospice MSU Denver Genesis Women’s Shelter and D.C. Everest Education Foundation, Inc. Muscular Dystrophy Association Support Denver Bike Sharing National Sports Center for the Disabled Inc. Greenhill School Denver Center for the Performing Arts Nations Of Coaches Inc. Interfaith Ministries of Greater Denver Children’s Home Open World Learning Houston Denver Civic Ventures, Inc. Partner Colorado Foundation Junior Achievement of Dallas Denver Dumb Friends League Rocky Mountain Communities Leukemia & Lymphoma Society Denver Metro Chamber Leadership Senior Housing Options, Inc. Levine Academy Foundation Seniors’ Resource Center, Inc. Samaritan House Denver Metro Chamber of Commerce Shasta Regional Community Foundation St. Baldrick’s Foundation Denver Metro Young Life SUN Foundation Texas Jewish Post Denver Police Foundation Texas Lineman’s Rodeo Assoc. University of Mississippi Denver Public Schools Foundation The Acedemy School District Twenty Denver Scholarship Foundation The Limb Preservation Foundation DENVER Denver Zoo U.S. Ski & Snowboard Team Foundation Aeon Downtown Denver, Inc. U.S. Green Building Council Alliance Dress for Success University of Colorado Foundation Alliance for Choice in Education First Tee Green Valley Ranch Urban Nights Denver American Cancer Society Florence Crittenton Von’s Vision American Indian College Fund Food for Thought Warren Village, Inc. American Red Cross Mile High Gateway Domestic Violence Services Women’s Foundation of Colorado, Inc. Chapter Girls Incorporated of Metro Denver Young Americans Center for Financial Arrupe Jesuit High School Global Livingston Institute Education Aspen Pointe Highlands Ranch Community Youth Roots Athletes in Action - CRU Scholarship Fund

COMMUNITY PARTNERSKANSAS CITY/TOPEKA Sacred Heart Schools Mental Health Association ofAlphapointe Foundation Special Operations Team of Clinton, South Central KSAtchison Clubs for Kids Ingham and Eaton CountiesBoys & Girls Club of Greater United Way of Isabella County Music Theatre of WichitaKansas City Women’s Aid Service of IsabellaChildren’s Mercy Hospital County - Adopt a Family Program NAWIC Wichita ScholarshipJAZZOO FoundationK-State Alumni Association WICHITAKU Alumni Association AGIF Scholarship Fund Pittsburg State UniversityKVC Health Systems, Inc. American Diabetes AssociationLindsborg Quarter Back Club American Red Cross - Midway Ronald McDonald HouseRockhurst High School Alumni Andover Advantage Foundation, CharitiesRockhurst University Inc.Rotary Youth Camp Association Art Partners, Inc. Sedgwick County ZooSpay & Neuter Kansas City BotanicaThe Golf Foundation of Kansas Boys & Girls Club of South Central Sonic Scholarship GolfCity Kansas TournamentUnited Way of Greater Kansas City Caring Hands Humane SocietyWashburn University Catholic Charities Diocese of The Lord’s DinerWMA Alumni Association Wichita Cerebral Palsy Research Foundation The Salvation ArmyMT. PLEASANT Dexter High School Shop ClassCamryn’s Friends (Cystic Fibrosis Fund The Starkey FoundationFoundation) Friends UniversityClare County Sheriff’s Reserve Good Shepherd Hospice United Way of the PlainsClothing, Inc. GraceMedIsabella Community Clothing Harry Hynes Memorial Hospice Visiting Nurses LawrenceCloset Junior Achievement of Wichita, Inc.Isabella County 4-H Kansas Aviation Museum Wendy’s Wonderful KidsIsabella County Animal Shelter KU Alumni Association Foundation, Inc./ Humane Animal Treatment KU EndowmentSociety Lakemary Center Endowment Wichita Art MuseumIsabella County Soup Kitchen Assoc. McPherson County Humane Wichita Center For The Arts Society Wichita Children’s Home Wichita Collegiate School Wichita Educational Foundation Wichita Festivals, Inc. Wichita Junior Golf Foundation Wichita Kids Golf Initiative, Inc. Wichita Metro Chamber of Commerce Wichita Symphony WSU Foundation WSU Women’s Volleyball Youth Horizons ZERO - End Prostate Cancer

IMA FOUNDATION FOCUS WASHBURN UNIVERSITY | TOPEKA, KS EDUCATIONWashburn University has endowed its students with a quality ARTS & CULTUREeducation and bright futures for more than 150 years. As a part ADVANCING YOUTHof IMA’s commitment to higher education, IMA has built a strongrelationship with Washburn University and Washburn Law as anemployer of its graduates, an internship program for students andfinancial support of the Washburn University Foundation. WASHBURN LAW SCHOOL #2RANKED GOVERNMENT LAW NATIONAL RANKINGEDUCATIONAL IMPACT“Through IMA’s commitment to Washburn’s legal internship program #15RANKEDand the amazing mentorship provided by fellow Washburn law gradsat IMA, I was given first class legal training. I can truly say that I LEGAL ANALYSISwouldn’t be the attorney I am today without the incredible#16partnership of IMA and Washburn Law.” RANKED- Michael A Rost (Class of 2012), IMA Associate Counsel TRIAL ADVOCACY

IMA FOUNDATION EVENTS$150,000PING PONG ONTHE PLAZA&SANDBLAST RAISED NEARLY Which will be invested back into the communities where IMA associates live, work and play- guided by the IMA Foundation’s focus areas of Education, Arts & Culture and Advancing Youth.PING PONG ON THE PLAZA DENVER, CO The IMA Foundation’s smashing success, Ping Pong on the Plaza, took over Denver’s Union Station again in September. Business and government leaders including Mayor Hancock of Denver and sports luminaries such as Miles of the Denver Broncos and Bernie from the Colorado Avalanche joined the fun with professionals from all over the Denver area to enjoy an afternoon of friendly competition, great food & drink, and a convivial atmosphere.

IMA|WALDMANNew to the IMA family, IMA | Waldman was formed when IMA Dallas and Waldman Bros joinedforces in early 2016. Founded in Dallas, Texas in 1939 by Erwin and Bill Waldman, Waldman Broswas a staple in the Dallas insurance industry for over 75 years under the guidance of the foundersand subsequently, Steve Waldman.Beyond being recognized as a leading insurance broker, Waldman Bros shares IMA’s commitmentto community involvement and philanthropic activity - participating in over 40 communityevents every year. These events - such as the Erwin Waldman Memorial Golf Tournament, namedfor one of the company’s founders, theHope for Humanity Dinner benefitting theDallas Holocaust Museum, where SteveWaldman served as Chair, and the MultipleSclerosis Walk - all give back to the Dallascommunity in direct, tangible ways.We are excited to welcome the 49members of the Waldman Bros team tothe IMA family. DALLAS, TX | WICHITA, KS SANDBLAST VOLLEYBALLIMA | Waldman’s first event together was a rousing achievement, bringing together our companyfamilies of IMA Dallas and Waldman Bros. Together they made a difference in the community byhosting the extremely well received and attended Dallas Sandblast volleyball tournament. IMA’sWichita office also joined in the fun with their inaugural Sandblast Volleyball Tournament. Drivenby the passion of IMA associates’ desire to make a difference - not just for clients, but for everyonewho makes our communities such unique places to live - Wichita’s Sandblast tournament drovegreat engagement in giving back to the community.

THE IMA FINANCIAL GROUP, INC. COMMUNITY REPORTPROTEC TING ASSETS IS WHAT WE DO,MAKING A DIFFERENCEIS WHO WE ARE. – ROB COHEN, Chairman & CEO, The IMA Financial Group imafg.com/community imafg.com