Capabilities Presentation Presented By: John Corbett  Senior Employee Benefits Consultant 287846  03/2011
<ul><li>GCG Financial is a  premier financial services firm   offering a wide range of quality financial products, insuran...
Specialists and Expertise Across Disciplines GCG experts keep current on financial products, tax laws, advanced concepts, ...
GCG Clients The clients represented here are group benefits clients.  They are not securities or investment advisory clien...
 
Our Services <ul><li>You and Your Family </li></ul><ul><li>Financial Planning* </li></ul><ul><li>Personal Insurance </li><...
Services: Your Business and Employees <ul><li>Business Continuation </li></ul><ul><ul><li>Exit Strategies </li></ul></ul><...
Services: You and Your Family <ul><li>Financial Planning* </li></ul><ul><ul><li>Life Planning </li></ul></ul><ul><ul><li>R...
GCG’s Service Model We provide an outstanding service experience for each of our clients. Our advisors, specialists and su...
The GCG Advantage Vendor Management Employee Education HR Support Services Strategic Planning <ul><li>Benefit Strategy Dev...
GCG’s relationship with Top Carriers <ul><li>Aetna :  Advisory board member and dedicated renewal specialist </li></ul><ul...
GCG Benefit Symposiums <ul><li>GCG Annual Benefit Symposiums. </li></ul><ul><li>Consumerism and Wellness meetings. </li></...
GCG’s Online Resource Tools
Custom Communications Our Benefit Education materials help you announce and  explain how to use and get the most out of yo...
What Our Clients Expect from GCG <ul><li>Customized and  innovative solutions </li></ul><ul><li>Distinguishable  client se...
John Corbett John joined the GCG Financial office in Denver, March of 2009 as a Senior Employee Benefits Consultant with o...
Contact Us <ul><li>John Corbett </li></ul><ul><li>Senior  Employee Benefits Consultant  </li></ul><ul><li>303-220-3266 </l...
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GCG Capabilities Presentation

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GCG Capabilities and Bio

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  • Gcg bullets and updated info
  • Update – I would like to make a pie chart of client sectors… can you ask cindy for a list of clients with SIC codes – julie may already have something compiled
  • GCG Capabilities Presentation

    1. 1. Capabilities Presentation Presented By: John Corbett Senior Employee Benefits Consultant 287846 03/2011
    2. 2. <ul><li>GCG Financial is a premier financial services firm offering a wide range of quality financial products, insurance and employee benefits programs to all types of businesses as well as individuals. </li></ul><ul><li>With over 30 years of experience, GCG Financial has built a tradition of “doing what is right” and a trademark of “service that excels” </li></ul><ul><li>Our mission is to enhance the financial security of our clients by providing innovative solutions and the resources, expertise and support necessary to deliver an exceptional client experience </li></ul><ul><li>We have over 30,000 individual clients and 4,000 corporate clients nationwide. </li></ul><ul><li>Ultimately, our success is measured by the strength of our relationships . </li></ul>Who is GCG
    3. 3. Specialists and Expertise Across Disciplines GCG experts keep current on financial products, tax laws, advanced concepts, and legislation that impacts our clients. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC . GCG Financial, Inc. and Securian Financial Services, Inc. operate under separate ownership. This information should not be considered as tax or legal advice. You should consult your tax and/ or legal advisor regarding your own situation.
    4. 4. GCG Clients The clients represented here are group benefits clients. They are not securities or investment advisory clients.
    5. 6. Our Services <ul><li>You and Your Family </li></ul><ul><li>Financial Planning* </li></ul><ul><li>Personal Insurance </li></ul><ul><li>Investment Strategies* </li></ul><ul><li>Property Insurance </li></ul><ul><li>Casualty Insurance </li></ul><ul><li>Liability Insurance </li></ul><ul><ul><li>* Offered through Securian Financial Services </li></ul></ul><ul><li>Your Business and Employees </li></ul><ul><li>Employee benefits </li></ul><ul><li>Executive Benefits </li></ul><ul><li>Business Continuation </li></ul><ul><li>Property Insurance </li></ul><ul><li>Casualty Insurance </li></ul><ul><li>Liability Insurance </li></ul><ul><li>Comparative Survey Data </li></ul>
    6. 7. Services: Your Business and Employees <ul><li>Business Continuation </li></ul><ul><ul><li>Exit Strategies </li></ul></ul><ul><ul><li>Buy Sell Funding </li></ul></ul><ul><ul><li>Employee Benefits </li></ul></ul><ul><ul><li>Group: Health, Life, Disability, Dental and Vision </li></ul></ul><ul><ul><li>Voluntary Benefits </li></ul></ul><ul><ul><li>Retirement Plans </li></ul></ul><ul><ul><li>Enrollment Services </li></ul></ul><ul><ul><li>Financial Education Workshops </li></ul></ul><ul><ul><li>International Benefits </li></ul></ul><ul><ul><li>Wellness </li></ul></ul><ul><li>Executive Benefits </li></ul><ul><ul><li>Deferred Compensation, SERPs and Carve Out Plans </li></ul></ul><ul><ul><li>Bonus Plans </li></ul></ul><ul><ul><li>Property/ Casualty Insurance </li></ul></ul><ul><ul><li>Property Insurance </li></ul></ul><ul><ul><li>Worker’s Compensation </li></ul></ul><ul><ul><li>General Liability </li></ul></ul><ul><ul><li>Automobile </li></ul></ul><ul><ul><li>Umbrella Liability </li></ul></ul><ul><ul><li>Professional Liability </li></ul></ul><ul><ul><li>Directors & Officers Liability </li></ul></ul><ul><ul><li>Claim and Loss Control Services </li></ul></ul><ul><ul><li>Surety Bonds </li></ul></ul>
    7. 8. Services: You and Your Family <ul><li>Financial Planning* </li></ul><ul><ul><li>Life Planning </li></ul></ul><ul><ul><li>Retirement Planning </li></ul></ul><ul><ul><li>Estate Planning </li></ul></ul><ul><ul><li>College Planning </li></ul></ul><ul><li>Personal Insurance </li></ul><ul><ul><li>Life Insurance </li></ul></ul><ul><ul><li>Disability Insurance </li></ul></ul><ul><ul><li>Long Term Care Insurance </li></ul></ul><ul><ul><li>Health Insurance </li></ul></ul><ul><ul><li>* Offered through Securian Financial Services </li></ul></ul><ul><li>Investment Strategies* </li></ul><ul><ul><li>Managed/Brokerage Accounts </li></ul></ul><ul><ul><li>Mutual funds </li></ul></ul><ul><ul><li>Annuities </li></ul></ul><ul><ul><li>Rollover, Traditional and Roth IRA’s </li></ul></ul><ul><li>Property Insurance </li></ul><ul><ul><li>Homeowners </li></ul></ul><ul><ul><li>Personal Automobile </li></ul></ul><ul><ul><li>Umbrella Liability </li></ul></ul>Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
    8. 9. GCG’s Service Model We provide an outstanding service experience for each of our clients. Our advisors, specialists and support staff use GCG’s Service Model to assure that you receive independent expert advice backed by an ongoing plan of communication. Our dedicated teams are committed to your day-to-day needs, servicing your account effectively and successfully. 1. Goals. We will work together to discover the results that you would like to achieve. 2. Status. We gather the information necessary to understand your current plans, strategies and financial commitments. 3. Objectives. We quantify and prioritize each of the steps necessary to achieve your goals. 4. Recommendations. We develop and present a combination of ideas, products and services that are designed to meet your objectives. 5. Implementation. We work closely with you and, if appropriate, your other advisors to ensure successful execution of the recommendations. 6. Monitor and Review. We create a customized plan of communication that is designed to meet your information needs and assures that the implementation remains appropriate, effective and on target.
    9. 10. The GCG Advantage Vendor Management Employee Education HR Support Services Strategic Planning <ul><li>Benefit Strategy Development </li></ul><ul><li>Total Benefit Review </li></ul><ul><li>Benefit and Business Objective Alignment </li></ul><ul><li>Wellness Consulting </li></ul><ul><li>Dependent Audits </li></ul><ul><li>Plan and Contribution Strategy Consultation </li></ul><ul><li>Vendor Analysis and Selection </li></ul><ul><li>Plan Transition and Implementation </li></ul><ul><li>Renewal Negotiations </li></ul><ul><li>Performance Guarantees and Execution </li></ul><ul><li>Billing and Administrative Assistance </li></ul><ul><li>Independent Actuarial Partner </li></ul><ul><li>Benefit Communications </li></ul><ul><li>Benchmarking Surveys </li></ul><ul><li>Consumer Driven Health Plan Expertise </li></ul><ul><li>Consumer Resource Tools </li></ul><ul><li>24/7 Employee Portal </li></ul><ul><li>Total Compensation Statement </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Claims and Administrative Assistance </li></ul><ul><li>COBRA Outsourcing </li></ul><ul><li>24/7 Employer Portal </li></ul><ul><li>Contract Analysis </li></ul><ul><li>HR Consulting </li></ul><ul><li>Health Care Reform </li></ul>
    10. 11. GCG’s relationship with Top Carriers <ul><li>Aetna : Advisory board member and dedicated renewal specialist </li></ul><ul><li>BCBS : Premier Producer - top 1% of all firms. Permanent member of Producer Advisory Council. #1 case count leader in IL in 2006, 2008 and again in 2009. </li></ul><ul><li>Cigna/Great - West Life : Platinum Producer </li></ul><ul><li>Humana : One of 7 firms in Chicago that is part of Humana’s Premiere Agency Partnership Program. This provides preferred pricing on large groups. Dedicated concierge service to GCG and its clients </li></ul><ul><li>United Healthcare : Platinum Producer. GCG clients enjoy a dedicated service line, a devoted Account Manager and specific Underwriting teams for larger GCG accounts. Only Chicago agency on National Advisory Council </li></ul><ul><li>This recognition helps GCG receive an enhanced level of service from the carriers mentioned. </li></ul>Distinguished Service Levels
    11. 12. GCG Benefit Symposiums <ul><li>GCG Annual Benefit Symposiums. </li></ul><ul><li>Consumerism and Wellness meetings. </li></ul><ul><li>Milliman Benchmarking meetings. </li></ul><ul><li>Annual appearances at IASBO and other prestigious Human Resource conferences. </li></ul>
    12. 13. GCG’s Online Resource Tools
    13. 14. Custom Communications Our Benefit Education materials help you announce and explain how to use and get the most out of your company’s benefits plans and stay up to date on key issues.
    14. 15. What Our Clients Expect from GCG <ul><li>Customized and innovative solutions </li></ul><ul><li>Distinguishable client service – “service that excels” </li></ul><ul><li>Commitment to “doing what is right” </li></ul><ul><li>Strong, lasting relationship building </li></ul>
    15. 16. John Corbett John joined the GCG Financial office in Denver, March of 2009 as a Senior Employee Benefits Consultant with over 13 years of industry experience.  John is a licensed Life-Accident-Health agent whose focus is to drive the greatest value by discovering and negotiating the best insurance solutions matching his client's needs.  Before coming to GCG, John founded Benelinx, Inc. a successful benefits brokerage firm in Colorado delivering insurance products to client groups of various sizes.  As a former underwriter with CIGNA Healthcare, John brings his knowledge of risk management to his clients utilizing funding mechanisms in the Traditional Fully Insured, Minimum Premium and ASO environments. John, an Arizona native, obtained his Bachelor of Science Degree in Health & Human Services Administration from the University of Arizona while serving as an intern for the Arizona State Legislature's House of Representatives, Banking and Insurance Committee in 1996.  Later, John obtained his Master's Degree in Business Administration from the Unviersity of Phoenix in 2003 while working with CIGNA Heatlhcare.  Currently, John is a member of the Metro Denver Association of Health Underwriters, the Colorado Group Insurance Association, the Colorado Human Resource Association, Denver Metro Chamber of Commerce and South Denver Metro Chamber of Commerce.   John is married to his wife Carri and lives in Denver, Colorado.  John's greatest passion is giving back to his community.  He has been a member of the Denver Active 20 30 Children's Foundation for over 7 years and has continued to play a leadership role within the organization including Christmas for Kids Chair, Denver Polo Classic Black Tie Chair, DA 20 30 Vice President and most recently the 2011 Schomp BMW Denver Polo Classic Chair.  In 2010, John helped to raise over $900,000 to distribute to over 52 local children's charities for at risk youth.
    16. 17. Contact Us <ul><li>John Corbett </li></ul><ul><li>Senior Employee Benefits Consultant </li></ul><ul><li>303-220-3266 </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><li>Corporate Headquarters </li></ul><ul><ul><li>GCG Financial, Inc. </li></ul></ul><ul><ul><li>3000 Lakeside Drive </li></ul></ul><ul><ul><li>Suite 200 South </li></ul></ul><ul><ul><li>Bannockburn, Illinois 60015 </li></ul></ul><ul><ul><li>847 457-3000 </li></ul></ul><ul><ul><li>www.gcgfinancial.com </li></ul></ul><ul><li>Additional Locations </li></ul><ul><ul><li>Oak Brook, Illinois </li></ul></ul><ul><ul><li>Springfield, Illinois </li></ul></ul><ul><ul><li>Bloomington, Illinois </li></ul></ul><ul><ul><li>Glen Ellyn, Illinois </li></ul></ul><ul><ul><li>Denver, Colorado </li></ul></ul>

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