Corporate Overviewkrupinpartners.com

The foundation upon which Krupin Partners exists is to

create better financial outcomes for our clients—enabling

them to improve the use, enjoyment and impact of their

wealth today and for their family in the future.

Why does Krupin Partners exist?

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Core Competencies

Designing advanced

insurance programs aimed

at improving the financial

outcomes for our clients, their

families and their businesses.

Procuring insurance through

a unique and proprietary

underwriting process that

ensures that our clients secure

the most optimal pricing possible

throughout their lifetime.

Managing client plans

every year to ensure

desired objectives

remain on track for

generations to come.

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Who is Krupin Partners?We are one of the most admired professional advisory firms in

the United States, known for our subject expertise in the design,

acquisition and management of life insurance.

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Our reputation and success has been built on three core pillars:

Ability to Consistently Deliver Uncommon Outcomes

Quality of Advice

Relationships

Since 1969, we have

consistently improved

the financial outcomes of

our clients by growing,

protecting and transferring

assets with the least amount

of expense, taxation and risk.

How We Are Different

perspective | approach | results

Perspective

Approach

Results

Every client situation is unique and the insurance plans that we put in place need to complement and enhance each client’s planning objectives. It is impossible for an agent that represents one company or who is pushing a single planning concept to truly address the infinite planning complexities of high net worth clientele. This is what we do!

We provide our clients with a proven framework that allows them to clearly and methodically identify opportunities to improve their long-term financial outlook. By working through five very specific steps, our clients gain the insight and acquire the information necessary to decide whether life insurance will improve the financial well-being of them and/or their family for generations to come.

We provide an experience second to none when it comes to the planning, acquisition and management of insurance. Our national practice is the benchmark in the insurance industry when it comes to servicing the insurance planning and ongoing needs of high net worth clientele, their families and successful family-run businesses.

This is what we do better than any organization of our kind.

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Wha

t We

Off

er Unparalleled Experience Wisdom cannot be acquired solely through training and study, it needs to come from a history of on-the-job experience and a pedigree raised within the business. Like our clients who own and operate successful family businesses standing the test of time, we are a firm of insurance professionals with roots dating back to post WWII. We are passionate about the solutions we deliver and have the experience to tailor insurance programs to every planning scenario that we encounter for the benefit of our clients and their families long-term.

A Proven Process Products and concepts should follow careful estate and business planning. We have a very specific process for arriving at solutions aimed to achieve the long-term planning objectives of our clientele.

Client Advocacy Our clients are the recipients of concierge level underwriting prowess that is the culmination of weeks of negotiation to make sure that they receive the very best underwriting at the time of policy acquisition. This results in substantially better pricing over the life of the program. Advocacy does not stop at acquisition however but continues every year through our policy management services to ensure our client’s implemented insurance programs remain on track forever.

CooperationWe facilitate cooperation between advisors by creating clarity and constant alignment to each client’s documented goals and aspirations.

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How Our Clients BenefitOur business model is about creating value. The solutions we implement result in an increase in future family wealth either through better after-tax returns of current assets or as an offset to future obligations so that hard earned family wealth remains intact for generations to come.

By working with Krupin Partners, you can rest assured that you are working with the very best insurance advisory professionals for delivering uncommon outcomes tailored to your specific planning needs.

We go beyond solving financial problems – through our proprietary five step process, we show our clients how to identify, and when willing, capitalize on favorable long-term opportunities.

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Our senior principals average over 30 years of

industry experience, and are recognized as industry

leaders on a national, regional and local basis.

Meet The Krupin Partners’ Team

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Michael J. Krupin | Partner

mkrupin@krupinpartners.com • 310.299.8500

Michael J. Krupin, CLU, has ranked among the top 1% of life insurance producers for the majority of his career, spanning over 40 years. His success through the years results from his commitment to always represent the client, never the carrier, and to remain independent, consistent, trustworthy, flexible and enthusiastic. As a result of this philosophy, Michael attracts clients including the nation’s leading A-list individuals in entertainment, sports, business and healthcare, and has handled cases worth over $100 million.

An entrepreneur at heart, Michael left insurance carrier Provident Mutual (now Nationwide Insurance), where he was a top producer, to form Krupin Associates in Richmond, Virginia in 1980. He quickly built a substantial practice that realized over $2 billion in life insurance policies in a short time period. Michael and his son, Bryan, moved to Beverly Hills in 1996 to form Gilbert-Krupin. In 2012, Michael, Bryan and Ashley Krupin formed Krupin Partners to continue to serve clients throughout the country from the firm’s Beverly Hills, Richmond and New York offices.

A highly-sought speaker with an interest in fostering the next generation of insurance and estate planning professionals, Michael regularly leads discussions for the nation’s top law firms, business managers and financial advisors on the nuances of utilizing life insurance for wealth management. Well- regarded in professional and community circles, Michael’s recognition and involvement includes:

» American Diabetes Association, “Father of the Year,” 2008 » National Association of Financial Advisors (NAIFA), member » Advanced Association of Life Underwriters (AALU), member » Million Dollar Roundtable (MORT), member » Top of the Table (TOT), qualifying member annually since 1980 » National Association of Life Underwriters, “National Quality Award,” multiple years

» Chartered Life Underwriter (CLU), American College, 1975 » International Association of Registered Financial Planners, 1987

In 2006, Michael and his wife, Marti, along with their children formed the Krupin Family Foundation to support programs for education, children’s cancer and healthcare. Among its other gifts, the Foundation has contributed $1 million for a new gymnasium at Michael’s Alma Mater, Hampden- Sydney College. Michael and Marti split their time between Beverly Hills, California, and Richmond, Virginia.

I believe that if you follow your passion, positive energy will lead to success in the workplace and strong relationships in and outside of the office. Fortunately, I found my passions early in life. I still wake up at 5 a.m. every day, looking forward to resolving my clients’ life insurance and estate planning challenges. Business is better than ever, working together with my two children.

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Bryan M. Krupin | Partner

bkrupin@krupinpartners.com • 310.299.8500

Bryan Krupin helps high net-worth clients obtain better financial outcomes through sophisticated life insurance planning techniques. The solutions he implements result in an increase in future family wealth either through better after-tax returns of current assets, or as an offset to future obligations so that hard earned family wealth remains intact for generations to come.

Bryan literally was born into the life insurance business, having joined his father, Michael J. Krupin, early in his professional career. He and his father moved to Beverly Hills from Richmond, Virginia to form Gilbert-Krupin in 1996. Under Bryan’s guidance as Managing Partner, Krupin Partners was formed in 2012 to continue to provide pre-eminent insurance advisory services for leading entertainers, business professionals and sports celebrities. Krupin Partners serves clients throughout the country from the firm’s Beverly Hills, Richmond and New York offices.

By serving on several committees for insurance carriers and advising numerous organizations on product development and insurance regulation, Bryan is at the forefront of the creative use of life insurance for wealth transfer. His industry recognition and involvement includes:

» Life Insurance Selling, “Producer Profile,” June 2011 » Advisor Today, “Four Under Forty” national award recipient, 2009 (official publication of the National Association of Insurance and Financial Advisors)

» National Association of Insurance and Financial Advisors (NAIFA), member

» Million Dollar Roundtable (MDRT), member » Top of the Table (TOT), member » Advanced Association of Life Underwriters (AALU), member » International Forum, member » Krupin Foundation, director

A Virginia-native, Bryan lives in Manhattan Beach, California, with his wife, Zena, and two children. He earned a B.A. in sociology from Roanoke College, where he was on the tennis team. Bryan continues to enjoy competitive tennis, along with golf and traveling with his family.

Family is the most important thing to me. I’m grateful to be in a profession that allows me to pursue my passion to help clients protect the best interests of their families.

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Brian R. Batson | Partner

bbatson@krupinpartners.com • 310.299.8500

Brian Batson works with successful families and private businesses all across the country to implement life and disability insurance plans. Whether insuring the ongoing cash flow needs of your family, hedging a liability, preparing for wealth transfer or protecting the partners and value of a business, Brian advocates that life and disability insurance is the only financial instrument guaranteed to be available at the precise time(s) when it is needed most. With this underlying premise, Brian has designed, underwritten and funded several hundred millions of life and disability insurance coverage for the benefit of his client’s families and businesses. Brian is accustomed to collaborating with client advisors to put in place programs that complement our mutual client’s business, wealth and estate plans. Recognizing that strategies today need to be managed throughout a client’s lifetime, as a third generation insurance professional, Brian clearly grasps the responsibility of establishing lasting long- term relationships with clients so that the plans he helps implement will be managed properly for generations to come.

Tapping into his experience and education, Brian is actively involved in several insurance professional organizations and advisory committees focused on client advocacy. With this exposure, Brian is highly informed of the latest insurance company, product and regulatory developments in the insurance industry. His industry recognition and involvement includes:

» National Association of Insurance and Financial Advisors (NAIFA), member

» Million Dollar Roundtable (MDRT), Qualifier » Top of the Table (TOT), Qualifier » Advanced Association of Life Underwriters (AALU), member » International Forum, member

Brian is also the Chief Operating Officer of Krupin Partners responsible for the daily operations of the firm worldwide.

Brian earned his B.A. in Economics from Stanford University, where he was also a four-year varsity letterman and captain of the football team. Brian went on to earn his MBA from Saint Mary’s College in Moraga, California and has completed extensive continuing education related to the financial services industry. Brian and his wife, Cambrey, reside in San Clemente, California with their three sons and are actively involved volunteering with youth and high school sports in their community.

Creating better financial outcomes for the families and companies I do business with is what drives me each and every day. Financial certainty and long-term security is the result of proper planning and I rest well at the end of the day knowing that this is what we do for each of our clients.

9665 Wilshire Blvd., Suite 430Beverly Hills, CA 90212

310.299.8500 | krupinpartners.com

Copyright © 2019 Krupin Partners, LLC.

Helping our clients create better financial outcomes by reducing complexities associated with managing

family wealth across multiple generations.