Freedom’s General OverviewFreedom’s General Overview

• Founded in 1986• Owner operated, privately held• One of the largest Independent Direct Mailers• Direct Marketing focused and passionate about it!• Direct mail expertise embedded in all disciplines

within the company• “Under one Roof” Turn key solutions• Redundant Nationwide platform• Technology driven campaign management• Member of PIMA, ICMG, ABIA • Awarded JP Morgan Chase “Vendor of the year” in

2005• Awarded IBM “Direct Mail Pioneer” in 2006• 2007 Recipient Silver, Bronze & Pewter Gold Ink

Awards• 2008 Recipient of Silver Gold Ink Awards• 2008 FSC certification

6 B

illion

Mailed

6 B

illion

Mailed

03 04 05 06 07

99% On Time Delivery!

Freedom’s 4 Strategic LocationsFreedom’s 4 Strategic Locations

Milton, WI

Aurora, IL

Grand Prairie, TX

Ontario, CA

Over 1 million Square Feet under roof!

Historically direct mail Production Lettershop and Historically direct mail Production Lettershop and Distribution/Mailing has been highly fragmentedDistribution/Mailing has been highly fragmented

Printing

Lettershop

Imaging

Mailing

Creative

List Mgmt and hygiene

Envelopes

Multiple Steps Multiple vendors

Additional packaging Additional fuel Additional waste

Additional freight Additional time Additional cost

Typical Schedule

14-28 days

Freedom’s model Embraces Supply Chain Freedom’s model Embraces Supply Chain EfficienciesEfficiencies

All capabilities under one roof

Data Processing, List hygiene, Printing, Imaging, Lettershop, Commingling, Mailing Manage Imaging and versioning complexity at low

cost Optimize Postal Efficiencies for all campaign sizes Highly targeted POD and

VDP with distribution efficiencies

Manage campaigns with greater complexities, Smaller targeted quantities at

Lower cost and in Less time Typical Schedule 5-14 days

Creative Formats

List Mgmt and hygiene Imaging

Envelopes

Printing Postal Optimization

Lettershop Data

Processing

With New York Life Affinity Partners…With New York Life Affinity Partners…

• Worked with NYLife Creative Agency upfront to insure the Master Template captured greatest amount of production and distribution efficiencies

• Utilized Digital Asset Management System for Kitchen sink Template– Contained NY Life compliance variables…already pre-approved

• General State disclosures and NYL specific state requirements• Royalty language, domestic partner• The 4 NOTS - GLB (financial institution clients)• Plan benefits (i.e. Underwriting limit max $1MM, $2MM - termination age) • Grace period – pay your premiums… within the grace period OR the end of the grace period. • Where marketed – excluded states or addition jurisdictions (PR and Canada)

– Client look and feel requirements– Logos, specific fonts, customized messaging

• Created a cost efficient Manufacturing Mailing and Distribution plan– Components of package print and image in line– Time frame for production of packages has been compressed– Mailings utilize commingling…postage savings is significant!

NYL

Logo here

Variable Fields

Variable by State

Acknowledgement of State information

Postage and freight are not “givens” anymore, even Postage and freight are not “givens” anymore, even with smaller, targeted affinity programs…with smaller, targeted affinity programs…

• The Right Infrastructure and Technology can save pennies off of every package:

Lettershop/Mailer

SCF

BMC

ADC

Local Entry

DDU

In Home

Every time your mail touches a

postal site you lose discounts and

add time

1-2 days

1-2 days

1-2 days

2-3 days

2-3 days

1-2 days

Total of 8-14 days

NY Life takes advantage of skipping entry points to NY Life takes advantage of skipping entry points to gain postal savings and time advantagegain postal savings and time advantage

• Reviewing and understanding your Postal and Freight plan should be part of the total discussion as you review package requirements:

Lettershop/Mailer

SCF

BMC

ADC

Local Entry

DDU

In Home

1-2 days

1-2 days

1-2 days

2-3 days

2-3 days

1-2 days

Total of 3-5 days

,

ScaleRegionalizationCommingling

Strategic Load planningStrategic Format Selection

Data and List HygieneReduction of “Waste Mail”

All Make a Difference

There is still so much that we plan to do!There is still so much that we plan to do!

• Increase use of variability and “relevancy” for affinity partners…in a cost efficient manner

• Looking at multi-channel approach to drive greater application completion percentage– VDP– Web– Test new formats

• Utilize existing Technology and Tools that Streamline Management of Program– Manage greater amount of variables and imaging

requirements• With limited resources

– Scalable for hundreds+ of affinity partners– Online Campaign Management and Proofing