|
Vision
Running a business creates opportunity and risk. Today's employers are faced with complex challenges. They are looking for advisors who truly understand their industry, operational and financial goals. They are looking for professionals who understand the risks inherent in running a successful business and who can manage these risks effectively. In today's volatile economic and business climate, employers are looking to streamline efficiencies, maximize economies of scale and eliminate nonessential overhead. At Genesis Financial & Insurance Services, we understand this complex environment and have responded to the significant demands placed upon employers.
Focus
Genesis Financial is the preeminent Single Point of Contact employer resource for risk management, employee benefits, integrated payroll and human resources; providing unsurpassed expertise and exemplary customer experience. We assist employers comply with complex state and federal regulatory, employment, labor and ERISA law through our team of prominent industry leaders in the management of benefit welfare plans, insurance, financial services and related coverages.
Value
"What has served employer needs in the past may not meet the challenges of today's rapidly evolving business climate" says Genesis Financial president, Sam Smith. "With costs spiraling out of control, employers can look to Genesis Financial's team of industry experts to help rein in costs on a long-term strategic basis".
At Genesis Financial, we realize there is not a one-size-fits-all solution to meet the needs of all employers. Our consultative approach ensures proper assessment with recommendations that best meet the employer's profile. Significant savings can then be realized through a variety of flexible approaches.
The Difference
At Genesis Financial, our strategy is quite simple; to provide employers with an unbiased comprehensive review of their insurance, HR and qualified retirement plans. What makes Genesis Financial unique is our team of analysts. Our group of professionals has over 25 years experience in their respective fields. They are industry leaders in their professional trade associations earning them the respect and admiration of their colleagues. They have achieved state and national recognition and awards for industry and community leadership. They are engaged in the legislative and regulatory process which ensures our clients will be kept current; in many cases before laws are enacted. Personal relationships with insurance company executives, business and community leaders ensure our clients receive profound value. This is what sets Genesis Financial apart form other consulting firms, agents, brokers and payroll companies.
Solutions
At Genesis Financial we believe that an integrated approach to global case management, risk management and customer experience provides optimal quality assurance and coordination; saving valuable client staff time and achieving economies of scale resulting in overall savings. Genesis Financial clients enjoy working with their lead consultant (liaison); their single point of contact who manages all aspects of their daily business needs. It is truly the silver bullet solution to ensure effective and proper oversight and accountability.
|
| MD Sam Smith, CFP
MD Sam Smith, CFP began his insurance career in 1974 with Connecticut Mutual specializing in executive and employee benefits. In 1978, Sam was a candidate for the Washington State House of Representatives (5th District). For the next 22 years, Sam built the sales force and corporate accounts units for several large insurance companies, general agencies and reputable property and casualty firms. In 1996 Sam founded his own insurance agency, Genesis Financial & Insurance Services.
Sam is very active in public service and with the National Association of Health Underwriters (NAHU). Sam served as Los Angeles Association of Health Underwriters (LAAHU) president, California Association of Health Underwriters (CAHU) VP of Public Affairs and is currently serving as Secretary for the CAHU political action committee. Sam is chair of the Hollywood Chamber of Commerce and board member of Young & Healthy (Pasadena).
Sam is a resident of Valley Glen, California, dedicates much of his time to various charitable organizations, and is a Lay Chaplin at a local hospital. Sam enjoys foreign language and world politics.
Bruce D. Benton, RHU
Bruce D. Benton is a 28 year veteran of the employee benefits industry. His career began in 1981 with Equitable Life specializing in life insurance, disability and financial products. Bruce later joined a large national employee benefits, life and annuity general agency. Over the next 16 years, Bruce achieved significant expertise in benefit welfare plans and life insurance planning. In 1998 Bruce joined his industry colleague and friend of 17 years as a partner of Genesis Financial & Insurance Services.
Bruce has been very active with the National Association of Health Underwriters (NAHU) serving as Los Angeles Association of Health Underwriters (LAAHU) president, California Association of Health Underwriters (CAHU) VP of Public Affiars and is currently a member of the executive committee for the National Association of Health Underwriters.
Bruce is a resident of Woodland Hills, California, has been a very engaged parent participating on school, little league and synagogue boards. As a lifelong musician, Bruce achieved significant education in classical music; however, departed school to sign a recording contract with a major rock & roll label. Bruce still enjoys playing in a local band, municipal sports softball, and is an avid New York Yankees fan.
|
