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“Becoming THE Resource for Your Clients” Who is Summit Consolidated Group January 19, 2009

“Becoming THE Resource for Your Clients” Who is Summit Consolidated Group January 19, 2009. Summit Consolidated Group.

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“Becoming THE Resource for Your Clients” Who is Summit Consolidated Group January 19, 2009

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  1. “Becoming THE Resource for Your Clients” Who is Summit Consolidated Group January 19, 2009

  2. 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. SCG’s goal is to become the advisor’s 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”

  3. 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

  4. 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

  5. Consult Manage Facilitate 5

  6. HR Administration TelaMedicine Benefit Communications Benefit Administration M & A Services Consulting Services Web Dependent Eligibility Audit Financial Outsourcing

  7. Voluntary Benefits Group Medical Retirement Services Group Ancillary Individual Insurance Services Succession Planning Wealth Management Executive Benefits Property Casualty Estate Planning

  8. Case & Disease Management Wellness Culture Benefit Administration Leave Management FMLA Claims Administration Cobra Administration FSA HRA HSA Web Dependent Eligibility Audit Cafeteria Plan Administration Consolidated Billing

  9. Summit Core Competencies 9

  10. Summit Consolidated Group Resource Center Wealth Management -- Investments Property & Casualty, Ins. Mortgages -- Personal & Business Real Estate Mergers & Acquisitions -- JV’s - P.E. – V.C. Tax Planning Individual Insurance Products & Services Legal - Compliance Voluntary Products -- Worksite Purchases Payroll 401(k) -- Retirement Plans HR Management & Services Self funded Medical -- Alternative Financing Family Office Group Medical & Ancillary Information Technology WIP WIP “Big Picture View” Distribution Driven – Relationship Managers & Specialists

  11. 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.

  12. Questions ????

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