Vendor Selection: How Servicing Can Make or Break Your Succession Plan

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About the Webinar

Your board has significantly invested in your succession plan and anchored it with executive benefits. Now the real work begins! Much like a shiny new car, in order for your investment to work as intended, servicing plays a critical role in identifying key issues before disaster. Plus, with proper servicing, you can maximize the efficiency and impact of your investment. Learn how to assess your needs, mitigate expenses, and ask the right questions on the front end to avoid those red flags that can lead your plan off track.

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Presented By

Matt Jakubowski
Matt Jakubowski

ARM, AAI, Vice President | Gallagher Executive Benefits

Since joining Gallagher in 2013, Matt Jakubowski has been focused on serving the needs of complex, tax-exempt organizations. Over the past several years, the world has been in disruption and the significance of strong leaders has grown. Matt works alongside boards and executives in the credit union movement to build efficient plans that benefit the organization while rewarding and retaining those leaders.   

Matt earned dual Bachelor’s degrees from High Point University in Political Science & Economics. Risk & Insurance has twice identified Matt as a Power Broker for not-for-profits, and recently identified him as a Rising Star.

Over the years, Matt has served in multiple board and volunteer capacities including the Nonprofit Development Center of South Jersey, Big Brothers Big Sisters Independence Region, and The Arc Gloucester. Personally, Matt enjoys spending time outside, on the golf course, and with his family. He resides in Southern New Jersey with his wife Alyssa and two dogs, Bogey and Divot. 

Kraig Klinkhammer
Kraig Klinkhammer

Chief Operating Officer | Gallagher Executive Benefits

Kraig Klinkhammer has more than 20 years of experience in executive benefits, asset management, and various applications of life insurance and financial planning. As Chief Operating Officer, he is responsible for managing investment and portfolio strategy for Gallagher.

Kraig works closely with asset management firms, life insurance companies, and other financial service organizations to ensure the firm’s principals and consultants have competitive solutions to meet unique client objectives. In addition, he is responsible for monitoring performance and diversification metrics of client impermissible investment portfolios and will recommend adjustments if necessary to keep them properly aligned with investment guidelines.

Prior to joining Gallagher, Kraig served as manager of the bank-owned insurance portfolio for a large regional bank where he was responsible for the oversight of insurance investments exceeding $5 billion. In this role, he was also responsible for budgets, forecasted revenue/expenses, cash flow management, P&L impact, Sarbanes-Oxley/GAAP compliance and financial account procedures.

Kraig is a graduate from Portland State University in Oregon, where he received a Master of Science in Financial Analysis and Bachelor of Science in Finance-Law.