M&G Benefits

Welcome to Montgomery & Graham, Inc.

We would like to extend the warmest of greetings from all of us at Montgomery & Graham. Since 1997 Montgomery & Graham has committed itself to excellence in the area of employee benefit planning and administration. Each and every day we strive to provide our clients with unparalleled service that exceeds expectations by conducting business with honesty, integrity, and professionalism.

Quite literally, we serve as the link between your employees and their benefit plan – the only relationship needed to assure that your plan is administered seamlessly and continuously. Our people make it work by drawing on a depth of experience, capabilities, and on our state of the art technology.

Much of what we have accomplished is a direct result of the wonderful support that we enjoy from our clients. Our partnership with each of them is the foundation of our business.

On behalf of Montgomery & Graham, we look forward to earning your confidence and providing you with a single-source relationship secured by experience you can trust.

Sincerely,

Your Montgomery & Graham Team

If you have any questions or need any assistance please email clientcare@mgbenefits.com or call our client care center at 503-292-1526.

Montgomery & Graham, Inc. CONTACT US

412 Jefferson Parkway Suite 100 - Lake Oswego, OR 97035

Local (503) 297-1330 - Fax (503) 297-1328 - Toll Free (888) 390-1330

webmaster: reymonds@mgbenefits.com

Innovative Benefit Plans & Montgomery & Graham, Inc. Merger Announcement

IMMEDIATE RELEASE

Portland, OR – October 16, 2006– Innovative Benefit Plans and Montgomery & Graham announced today that they are in the process of formalizing a merger of the two companies. Upon the completion of the merger the company will continue under the corporate name Montgomery & Graham, Inc.

This transaction marks a new and important chapter in the history of both companies. It leverages successful business relationships and builds on the strategic and cultural fit between the two companies. With an impressive track record in employee benefit planning excellence, this new team will be a dynamic and competitive organization that will continue to look for creative ways to provide differentiated value to their clients.

About Innovative Benefit Plans

Innovative Benefit Plans LLC was founded in 1996 in Portland, Oregon. The focus of the agency for the past 10 years has been employee benefit plans for small to medium sized employers as well as individual health insurance and related products.

The partners of Innovative Benefit Plans; Steve Davis, Jim Huntley and Jennifer Wakayama are committed to providing innovative solutions for their clients in the employee benefit field. The company has shown consistent growth every year and is recognized as a leader in their industry. In 2000 both the Portland Association of Health Underwriters and the Oregon Association of Health Underwriters recognized the agency as the Agency of the Year.

The partners of Innovative Benefit Plans recognize that joining forces with Montgomery and Graham will provide added value and services to their clients.

About Montgomery & Graham, Inc.
Montgomery & Graham, Inc. was founded in 1997 as a privately held corporation in Portland, Oregon, when Wes Montgomery and Eric Graham left the Mutual of Omaha Companies to focus their energies on employee benefit planning.

In November of 1998 the company purchased the Bell-Anderson Insurance Agency book of employee benefit business, and moved its offices to the Sylvan area of Portland. Scott Lyda left Mutual of Omaha to join Montgomery & Graham in 1999. He is now a partner in the firm and leads a team of over 20 sales professionals.

In 2000, Montgomery & Graham purchased Insurance Smart, a well established employee benefit agency in Oregon and Washington. The company continued its expansion in 2001 with the acquisition of Insurance Solutions, an employee benefit agency in Hillsboro Oregon. In 2002, Montgomery & Graham was recognized as the Agency of the Year by the Portland Association Health Underwriters as the top producing agency in the state, as well as for its active involvement in the critical employee benefit issues facing the Oregon insurance community.

Insurance professionals from other agencies were attracted to the dynamic environment of the growing company, and many joined our team. Montgomery & Graham began to aggressively market its expanded service concept in the Portland area. In 2003 the agency was recognized by the Portland Business Journal as one of Oregon’s 50 fastest growing privately held companies. In June 2004 the company was again named as one of Oregon’s fastest growing companies, moving up two points from the previous year.

During the summer of 2004 the company purchased its own building, and is now located Lake Oswego, Oregon.