GCG Financial is a financial services firm that offers a wide range of financial products and services to both individual and corporate clients. They have over 30 years of experience and over 30,000 individual and 4,000 corporate clients nationwide. Their mission is to enhance their clients' financial security by providing innovative solutions and expertise. They offer services such as financial planning, insurance, investment strategies, employee benefits, and business services.
Our independent financial services firm strives to define our commitment to clients and the community through our actions, and we welcome the opportunity to elevate your financial strategies.
Help Employees Reach Their Financial Goals - Regardless of the size of your business or the
type of benefits you provide, the Employee
Financial Resource Program offers you many
advantages • Highlights what you provide to your
employees as the foundation of their financial
security, which reinforces goodwill and helps
employee morale and retention
• May increase productivity as employees
gain more control over their financial future
• Allows you to distance yourself from offering
financial advice
• Facilitates offering another valuable benefit to
your employees, with no cost to you
Power point presentation from the small business administration (pdf)CVSSurveyors701
CVS Surveyors has an excellent track record.In rating we have an average reduction rate of 9.2%,an industry enviable average.In rent we have reduced our Clients rent liabilities by an average of 10.4%.
U.S. Small Business Administration Overviewnado-web
Betsy Markey, Regional Administrator of the U.S. Small Business Administration provided a presentation on the work of the center during the conference Create, Challenge, Change: Economic Development Conference for the Denver Region. This presentation occurred during the session "Promoting Innovation, Entrepreneurship, and Ideas that Create Businesses and Jobs."
Our independent financial services firm strives to define our commitment to clients and the community through our actions, and we welcome the opportunity to elevate your financial strategies.
Help Employees Reach Their Financial Goals - Regardless of the size of your business or the
type of benefits you provide, the Employee
Financial Resource Program offers you many
advantages • Highlights what you provide to your
employees as the foundation of their financial
security, which reinforces goodwill and helps
employee morale and retention
• May increase productivity as employees
gain more control over their financial future
• Allows you to distance yourself from offering
financial advice
• Facilitates offering another valuable benefit to
your employees, with no cost to you
Power point presentation from the small business administration (pdf)CVSSurveyors701
CVS Surveyors has an excellent track record.In rating we have an average reduction rate of 9.2%,an industry enviable average.In rent we have reduced our Clients rent liabilities by an average of 10.4%.
U.S. Small Business Administration Overviewnado-web
Betsy Markey, Regional Administrator of the U.S. Small Business Administration provided a presentation on the work of the center during the conference Create, Challenge, Change: Economic Development Conference for the Denver Region. This presentation occurred during the session "Promoting Innovation, Entrepreneurship, and Ideas that Create Businesses and Jobs."
Get to know what I do (Group Benefits/Group Investments)Kevin Green
I have uploaded this presentation to give business owners a better understanding of how we work with them on group benefits and group investments. It explains our added-value approach - implementing the plan plus working with employees on their personal financial planning needs. Enjoy!
3. With over 30 years of experience, GCG Financial has built a tradition of “doing what is right”and a trademark of “service that excels”
4. 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
5. We have over 30,000 individual clients and 4,000 corporate clients nationwide.
6.
7. GCG Clients The clients represented here are group benefits clients. They are not securities or investment advisory clients.
39. Umbrella Liability* Offered through Securian Financial Services 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.
40. Services: Your Business and Employees Business Continuation Exit Strategies Buy Sell Funding Employee Benefits Group: Health, Life, Disability, Dental and Vision Voluntary Benefits Retirement Plans Enrollment Services Financial Education Workshops International Benefits Wellness Executive Benefits Deferred Compensation, SERPs and Carve Out Plans Bonus Plans Property/ Casualty Insurance Property Insurance Worker’s Compensation General Liability Automobile Umbrella Liability Professional Liability Directors & Officers Liability Claim and Loss Control Services Surety Bonds
41. GCG’s Service Model 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. 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.
45. Strong, lasting relationship buildingWhat Our Clients Expect from GCG
46. Since 1992, Arnie has been providing financial services and products that help his clients attain financial security. He is a Senior Associate with GCG Financial, a firm with over 25 years of experience in the financial services industry. Arnie received his B.S. from Illinois State University in 1984 and successfully completed his CPA exam in 1987. He received his Chartered Financial Consultant (ChFC) designation in 2001 and his Chartered Life Underwriter (CLU) in 2003. Arnie is a qualifying member of the Million Dollar Round Table (MDRT). And a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. He is also an active member of both the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals. Arnie lives in Buffalo Grove, Illinois with his wife and two children. He enjoys traveling throughout the country, but always makes time to return to Arizona for a yearly visit. When time permits, Arnie enjoys golfing, baseball, running and bowling as well as small projects around the house. Arnie started his career with a small accounting firm in the northern suburbs of Chicago, concentrating mainly on tax preparation. Once he joined GCG, he used his knowledge of accounting and quickly developed a large insurance and investment practice throughout the country. Arnie’s business has grown by concentrating on physicians while in their residency in the Chicagoland area. Today, Arnie specializes in insurance and investment strategies, executive compensation, and tax planning for small to mid-size businesses and their owners. He helps create benefits packages that include group health, disability, and life insurance, as well as pension, profit sharing, 401(k) plans and mutual fund strategies. Arnold J. Bender, CLU, ChFC
47. Contact Us Corporate Headquarters GCG Financial, Inc. 3000 Lakeside Drive Suite 200 South Bannockburn, Illinois 60015 847 457-3000 www.gcgfinancial.com Additional Locations Oak Brook, Illinois Springfield, Illinois Bloomington, Illinois Glen Ellyn, Illinois Denver, Colorado Arnold J. Bender, CLU, ChFC Senior Associate 847 457-3011 Arnold.Bender@gcgfinancial.com
Editor's Notes
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