Reliance Global Group, Inc. · NASDAQ:EZRA
Reliance Global — Investor Presentation (September 2021)
13 slides from Reliance Global's investor presentation, September 2021
Slide 1: Insurance brokerage for the digital age
Insurance brokerage for the digital age Investor Presentation – September 2021 Nasdaq: RELI
Slide 2: Safe Harbor
Safe Harbor This presentation contains forward-looking statements that involve substantial risks and uncertainties. In some cases, you can identify forward-looking statements by the words “may,” “might,” “will,” “could,” “would,” “should,” “expect,” “intend,” “plan,” “objective,” “anticipate,” “beli
Slide 3: First-in-Class Offering
First-in-Class Offering Online & Offline Wholesale & Retail Home Auto Health Business Combining traditional agency model with disruptive technologies 3 Nasdaq: RELI
Slide 4: Insurance Agency Market
Insurance Agency Market • Insurance agencies act as intermediaries between insurance Insurance spending (2000-2017: Global vs. U.S. Total, % of GDP) carriers and consumers • Unlike carriers, agencies do not bear insurance risk • The U.S. insurance broker and agency industry generated revenue of $164
Slide 5: Diverse and Growing Portfolio
Diverse and Growing Portfolio 5 Nasdaq: RELI
Slide 6: Successful Insurance Agency Acquisitions
Successful Insurance Agency Acquisitions • In October 2018, announced first two acquisitions: Employee Benefits Solutions and U.S. Benefits Alliance • Michigan-based agencies specializing in the sale of health insurance products in the wholesale and retail industry • In December 2018, acquired Comme
Slide 7: Insurance Agency Acquisition Strategy
Insurance Agency Acquisition Strategy • Numerous acquisition targets within a highly fragmented market • Reliance’s access to capital supports the growth of the acquired companies • Ownership and management remain engaged • Focus on acquiring growing and profitable businesses, for below-market price
Slide 8: Digitizing 'Bricks & Mortar' Agencies
Digitizing ‘Bricks & Mortar’ Agencies • Capitalizing on consumer shift to ‘online’ • More and more customers search for insurance online, but consumers prefer the personal touch of an agent • Proprietary backend processing technology to support Reliance’s agency business • Strategy to acquire tradit
Slide 9: 5MinuteInsure.com
5MinuteInsure.com Driving online traffic to our agencies and affiliate agents 5minuteinsure.com will be utilized in conjunction with current and planned agency acquisitions, as well as affiliated agencies Today, there is growing competition among insurance agents to attract referrals from a limi
Slide 10: Financial Highlights
Financial Highlights • In 2020, revenue increased 63%, reflecting continued growth and execution of the business model • Revenue for the second quarter of 2021 increased by approximately 33% to $2.2 million versus $1.6 million for the same period last year • Year-over-year growth reflects the contin
Slide 11: Over 100 Years of Combined Industry Experience
Over 100 Years of Combined Industry Experience Ezra Beyman, Chairman & CEO, brings nearly three decades of entrepreneurial experience in real estate and fifteen years in insurance. His portfolio of commercial and residential properties at one point consisted of more than 40,000 residential units, as
Slide 12: Over 100 Years of Combined Industry Experience
Over 100 Years of Combined Industry Experience Sheldon Brickman, Director, has over 25 years of M&A advisory and business development experience, totaling more than $40 billion in deal value. He has worked for numerous multibillion-dollar insurance carriers, including assignments for such companies
Slide 13: Thank you!
Thank you! Investor Contact: Crescendo Communications, LLC Tel: 212-671-1021 Email: RELI@crescendo-ir.com
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