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Executive Vice President GARY BALDRIDGE EmployeeBenefitsHealthRetirement.blogspot.com

Gary baldridge - Kibble and Prentice

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Page 1: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 2: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

With over 21 years of experience evaluating health care and workforce

trends, I bring a unique set of skills and perspective to create sustainable

health & benefit strategies that allow my customers to achieve optimal

health and financial outcomes.

His drive to partner with clients, coupled with a rich understanding of the

market, requirements under ACA and emerging innovation, ensures

consistent and predictable outcomes that are in alignment with

predetermined goals and objectives.

Page 3: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

His financial and underwriting experience affords his clients the expertise

necessary to drive down and manage the cost of risk while delivering

exceptional value to their workforce. Further, Kibble's complete suite of

services, including retirement planning, wealth management, business

planning and risk management provides a holistic approach to

addressing the unique needs of each customer.

One of Kibble's guiding principles is commitment to the community. As

such, He enjoys participating in many of the company sponsored events

and serving the community that has supported his organization for over

40 years. In his free time, He enjoys activities with his family and the

company of friends over one of Washington's premier wines.

Page 4: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 5: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

ABOUT KIBBLE & PRENTICE

Founded in 1972 by Ted Kibble and Arnie Prentice, Kibble & Prentice began as a small firm

offering life insurance and estate and business succession planning, as well as private client

services. Since then, we’ve grown into the leading regionally-based employee benefits

brokerage firm in the Pacific Northwest. We are ranked the second largest in the Puget Sound

in terms of premium volume, according to the Puget Sound Business Journal in October

2012, and our downtown Seattle headquarters is home to more than 270 industry specialists

and professionals. In addition, we have 78 associates distributed across 3 regional offices in:

Portland, Oregon and Concord and Stockton, California.

Over the past 41 years, we have fulfilled our mission to create value, manage risk and build net

worth for companies and individuals alike by providing world-class knowledge and service in:

Employee Benefits Consulting and Brokering Services

Commercial Insurance and Risk Management Consulting

Retirement Plan Services

Executive Benefits

Business Continuation Planning

Private Client Services

Page 6: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

In 2006, Kibble & Prentice became a wholly-owned subsidiary of USI Holdings (“USI”).

Founded in 1994 and headquartered in Valhalla, New York, USI is the 3rd largest privately-held

independent insurance broker—and the 9th largest broker overall—in the United States, and

the 13th largest insurance broker in the world. USI employs more than 4,000 associates in

nearly 100 offices across 26 states. USI's private equity partner, Onex, is one of the oldest and

most successful private equity firms in the world.

Our relationship with USI affords us access to a full range of national products and

services, while our local office and long-standing ties to the Puget Sound community allow us

to offer a level of client focus and knowledge that’s unique to regional firms.

Page 7: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

OUR PHILOSOPHYKibble & Prentice is dedicated to providing its clients with access to an unsurpassed variety

of premier benefits, insurance and wealth management solutions. We offer a unique, holistic

approach that’s backed by a powerful assemblage of resources, industry expertise and

creativity, and delivered with attentive, timely, courteous service.

Even through periods of significant growth and change, we have remained true to the

philosophy and principles that have guided us since our inception:

Leadership

Long-term relationships

Commitment to the community

Investment in our associates

A belief in respect and authenticity

In support of our commitment to the communities in which we live, work and do

business, we have donated hundreds of thousands of dollars to numerous organizations

and business partners, with a focus on: helping families in need, healthcare, disease

research and the arts. In 2012 alone, we contributed more than $320,000 to over 120

organizations across our region, and were honored to be included on the Puget Sound

Business Journal’s list of the Top 75 Corporate Philanthropists in the Puget Sound region.

Page 8: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 9: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 10: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 11: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 12: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 13: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 14: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Kibble & Prentice Commercial Services

WE WILL HELP YOU CREATE VALUE FOR YOUR COMPANY

At Kibble & Prentice, we build in-depth relationships with clients, based on mutual

understanding and appreciation of their business objectives. This spirit of collaboration

provides the foundation for creating the optimal risk management solution for each

company. Kibble & Prentice consultants are recognized specialists in their respective

disciplines, including risk management, business continuation and employee programs.

We work with you as a creative and knowledgeable partner — leaving you with more

time to focus on your core operations and growth strategy.

CLIENT-FOCUSED SOLUTIONS

In order to craft the right solutions, we make it a point to understand your needs and

concerns and pay attention to the details unique to your industry and to you. The result

is a program comprehensively tailored to your specifications and challenges. We are

headquartered in the Northwest, but no matter where you are based, you’ll be working

with professionals who know you and are committed to your long-term success.

SPECIALIST KNOWLEDGE

Custom work requires insight, experience and the mindset of an entrepreneur — always

on the lookout for a better way to do things. At Kibble & Prentice, our professionals

command the full repertoire of risk management and benefits tools. We enable you to

keep pace with legal changes and market conditions, solve problems, anticipate

potential risks and, most importantly, ensure that you are properly prepared.

Page 15: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

CONTINUITY AND DEPTH OF RELATIONSHIPS

Our consultative approach requires a high level of client contact. We have

structured our organization so that our most experienced executives remain

involved in client relationships. And our teams have depth: Several support staff

to every sales executive. We know it makes a big difference in the level and

quality of access, communication and outcomes for clients.

ACCESS TO EXCLUSIVE PRODUCTS AND PRICING

At Kibble & Prentice, our solutions are structured to control costs and optimize

value. We’ve established strong relationships with many of our industry’s most

highly regarded investment and insurance product providers. As a result, we are

able to provide access to proprietary products and competitive pricing with top

insurers. Whatever product is best for your needs, we can structure it for you.

Page 16: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Kibble & Prentice Private Client Services

HOW DO WE PROTECT YOUR INTERESTS?

At Kibble & Prentice, this question drives everything we do. Risk management is a dual

proposition: We help clients protect their property and invest their assets to meet their

objectives and build net worth. But we place an equally strong focus on identifying and

addressing potential liabilities and exposures that can impact your financial health and well-

being.

BIG-PICTURE RISK MANAGEMENT

Our clients have multiple roles as investors, family providers, entrepreneurs, executives and

philanthropists. We provide a comprehensive approach to the wide-ranging and complex

concerns you face. We help you set your goals, protect and grow your assets, and identify

and fund against specific risks to your livelihood and resources, both present and future.

Page 17: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Kibble & Prentice Private Client Services

OBJECTIVE ADVICE

Our interests are aligned with yours. Unlike many of the large financial services

companies, we are truly independent in our analysis of solutions for our clients. We

painstakingly analyze insurance products to make sure they can meet their commitments. As

an independent, fee-based asset management advisor, we screen the universe of investment

opportunities for those that most fit our clients’ individual needs.

DEEP KNOWLEDGE OF OUR DISCIPLINE

Our professional team is our chief asset. As tax laws and market conditions constantly change

and evolve, our tested advisors respond with product and strategy innovations that enable you

to keep pace.

Page 18: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Kibble & Prentice Private Client Services

ACCESS TO PRODUCTS AND PRICING

We enjoy premier relationships with many of our industry’s most highly regarded product

providers, such as Chubb, Fidelity Investments, Charles Schwab, Russell Investment

Group, Dimensional Fund Advisors, and our partner carriers (New York Life, John

Hancock, ING, Lincoln, Pacific Life, Prudential and others). These relationships give Kibble &

Prentice clients access to unique products and preferred pricing with a wide range of the

nation’s top insurers and investment management firms.

COLLABORATIVE, CLIENT-FOCUSED RELATIONSHIPS

Regionally based, relationship-minded and service-oriented — we’re focused on you. As a

Kibble & Prentice client, you’ll participate fully in the planning and decision-making process.

You’ll control your planning decisions, backed by the advice and support of our team of

dedicated professionals.

Page 19: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 20: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 21: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 22: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 23: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 24: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 25: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 26: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 27: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Page 28: Gary baldridge - Kibble and Prentice

Executive Vice President

GARY BALDRIDGE

EmployeeBenefitsHealthRetirement.blogspot.com

Gary Baldridge

Vice President

Kibble and Prentice

[email protected]

206-383-7049

Specialties

Commercial Insurance, Health & Welfare Benefits, Retirement Plan

Services, Executive Benefits, Surety, Business Continuation

Planning, Industry Expertise, Private Client Services, Estate

Planning, Asset Management, Personal Insurance