Presentation on theme: "Becoming THE Resource for Your Clients Who is Summit Consolidated Group January 19, 2009."— Presentation transcript:
Becoming THE Resource for Your Clients Who is Summit Consolidated Group January 19, 2009
Summit Consolidated Group SCG is a multi-disciplinary group of companies that provide clients and their advisors with expertise and support in a variety of competencies ranging from insurance to employee/corporate benefits to HR support. SCGs goal is to become the advisors primary support resource in support of their markets abilities to save time, save money and reduce risk. The One Stop Shop concept is real and is called The Summit Resource Center
Retail Product and Services Group Medical Group Ancillary Worksite Products Corporate Retirement Plans Corporate Deferred Compensation Plans P&C (Personal, Commercial, W-C) Mortgage Financing Human Resource Services Benefit Administration & Management Services Wealth Management Executive Benefits & Individual Insurance Products
Advisor/Broker/Affiliate Services: Strategic &Tactical Business Planning Business Intelligence Marketing & Market Development Branding and Co-Branding Operational (Process and Procedure) Financial Accounting and Reporting Technology and Efficiency Tools Compliance and Legal Assistance Real Estate and Capital Acquisition Training and Development Succession Planning and Implementation
Group Medical & Ancillary Self funded Medical -- Alternative Financing 401(k) -- Retirement Plans Voluntary Products -- Worksite Purchases Individual Insurance Products & Services Wealth Management -- Investments Information Technology Family Office HR Management & Services Payroll Legal - Compliance Tax Planning Mergers & Acquisitions -- JVs - P.E. – V.C. Real Estate Mortgages -- Personal & Business Property & Casualty, Ins. WIP Summit Consolidated Group Resource Center Big Picture View Distribution Driven – Relationship Managers & Specialists
The Value of Leverage Through our broad service model and partnering culture each of you can leverage your relationship in a way that will.... Broaden Your Proven Services Enhance Your Client Relationships Improve Your Client Retention Insulate Your Clients from Competitors Diversify Your Revenue Sources Open New Opportunities..... without distracting you from your core business.