john fisher and gcg financial capabilties presentation

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Capabilities Presentation Presented By: John Fisher 287846 03/2011

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Page 1: John Fisher and GCG Financial Capabilties Presentation

CapabilitiesPresentation

Presented By:

John Fisher

287846 03/2011

Page 2: John Fisher and GCG Financial Capabilties Presentation

• 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.

• With over 30 years of experience, GCG Financial has built a tradition of “doing what is right” and a trademark of “service that excels”

• 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

• We have over 30,000 individual clients and 4,000 corporate clients nationwide.

• Ultimately, our success is measured by the strength of our relationships.

Who is GCG

Page 3: John Fisher and GCG Financial Capabilties Presentation

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.

Page 4: John Fisher and GCG Financial Capabilties Presentation

GCG Clients

The clients represented here are group benefits clients. They are not securities or investment advisory clients.

Page 5: John Fisher and GCG Financial Capabilties Presentation
Page 6: John Fisher and GCG Financial Capabilties Presentation

Our Services

You and Your Family

• Financial Planning*

• Personal Insurance

• Investment Strategies*

• Property Insurance

• Casualty Insurance

• Liability Insurance

* Offered through Securian Financial Services

Your Business and Employees

• Employee benefits

• Executive Benefits

• Business Continuation

• Property Insurance

• Casualty Insurance

• Liability Insurance

• Comparative Survey Data

Page 7: John Fisher and GCG Financial Capabilties Presentation

Services: You and Your Family

• Financial Planning* Life Planning Retirement Planning Estate Planning College Planning

• Personal Insurance Life Insurance Disability Insurance Long Term Care Insurance Health Insurance

* Offered through Securian Financial Services

• Investment Strategies* Managed/Brokerage Accounts Mutual funds Annuities Rollover, Traditional and Roth IRA’s

• Property Insurance Homeowners Personal Automobile Umbrella Liability

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.

Page 8: John Fisher and GCG Financial Capabilties Presentation

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

Page 9: John Fisher and GCG Financial Capabilties Presentation

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.

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.

Page 10: John Fisher and GCG Financial Capabilties Presentation

• Customized and innovative solutions

• Distinguishable client service – “service that excels”

• Commitment to “doing what is right”

• Strong, lasting relationship building

What Our Clients Expect from GCG

Page 11: John Fisher and GCG Financial Capabilties Presentation

new client relationship begins with a thorough examination of the client’s goals and resources. John then helps the client objectively evaluate a variety of potential solutions and clearly explains the “trade-offs” inherent in these financial decisions before any products or services are implemented. Once a plan is implemented, John believes reviewing and adjusting to the changing needs of his clients is key to protecting their financial future.

John is a graduate of Northern Illinois University, having received his B.A. in 1995, where he studied Finance Investments & Banking. For business owners he assists in the selection and implementation of various programs including group insurance, buy/sell planning, 401(k) and non-qualified plans. For

his individual and family clients he helps with their needs in the areas of insurance, investments*, college funding, estate planning and retirement strategies. In addition, John works separately as a financial planner if his clients desire a comprehensive fee-based financial plan*.

John lives in Lombard, IL with his wife, Katie and their three children, Patrick, Grace and Sean. He enjoys golf, football, basketball, music, and spending time with family and friends. John is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. *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.  This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation.

John believes that clients make their best financial decisions within the context of a formal, comprehensive analysis that address all of the major aspects of their financial lives. Each

John Fisher

Page 12: John Fisher and GCG Financial Capabilties Presentation

Contact Us

John FisherFinancial Advisor

630-846-0475

[email protected]

Corporate HeadquartersGCG Financial, Inc.

3000 Lakeside Drive

Suite 200 South

Bannockburn, Illinois 60015

847 457-3000

www.gcgfinancial.com

Additional LocationsOak Brook, Illinois

Springfield, Illinois

Bloomington, Illinois

Glen Ellyn, Illinois

Denver, Colorado