PRIMUM Competitors

Born in the mountains out of love for freeride skiing, our passion for adventure runs deep. We believe that freeride is a mindset, an attitude, a drive to challenge convention, to forge your own path, to explore and discover, and choosing your own line. Based on this, our purpose is simple. As for our products, they all enable the freedom to be adventurous. Whether horizontally or vertically, on skis, by bike, or on foot, they offer the optimal balance of style and performance. Our Scandinavian heritage is ever-present, and our commitment to doing better things in a better way is our never-ending responsibility. For memories, stories, products, and adventures that will withstand the test of time.

Strategic Planning Group is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd. | Horsham, PA 19044, USA.|800-873-7637, www.htk.com 1847 Financial and Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. 5068342RLB_Oct24

You cannot modernize what nobody can describe. Before you migrate, rewrite, or point AI at forty years of COBOL, somebody has to know exactly what is in there. That is what we do, and it is all we do. Benchmark builds one complete, precise, standards-based model of a legacy estate: every program, batch job, transaction, file and database, the data between them, and the business rules buried inside them. COBOL, JCL and CICS are read together, as one system rather than three separate inventories. The model is structured on ISO/IEC 19506, the Knowledge Discovery Metamodel published by the Object Management Group. We did not invent it and we do not control it, so what you receive is a description of your own systems in a documented, published form. Your team can read it and your migration partner can consume it. No proprietary format, so no format lock-in. Every element carries a reference back to the line of source it came from, so anything the model tells you can be traced and audited. Why this matters now. Every AI coding tool depends on a language server to tell it what is actually true about the code. COBOL never got one. That absence is why AI-assisted mainframe work keeps producing output that looks right and fails late. We build what that missing layer would produce. Engagements: estate assessment, migration readiness, business rule recovery, data lineage, Datacom conversion, cloud porting. Work runs in our own hosted environment or, where source code cannot leave your building, on a server inside your environment over VPN. Clients in banking, insurance, financial services, healthcare, transportation and the public sector. Benchmark is also the maker of IRIS Business Architect, a business and enterprise architecture platform with its own home at biz-architect.com. The belief underneath both is the same: you cannot change a system safely until somebody can describe it precisely. IRIS describes the business. This describes the code the business runs on.