David Levitz, Clu®, Chfc®, Rhu Email & Phone Number

I serve as a Managing Partner for Alera Group (GCG Financial). In this role, I am focused on corporate growth and new business development. My background as a senior leader at Alera Group (GCG Financial) has positioned me perfectly to understand the various facets of employee benefits, risk management and wealth accumulation. My broad expertise will help organizations navigate the complexity and uncertainty that exists in today’s environment. My area of focus centers around the design, marketing, negotiation, and financial analysis of employee benefit programs. Additionally, I have managed care experience in ASO, self-funded contracts and alternatively funded group insurance programs. My current professional memberships include NAIFA (National Association of Insurance and Financial Advisors) and NAHU (National Association of Health Underwriters). I am a past President of the North Branch CALU (Chicago Association of Life Underwriters) and a former MDRT Top of the Table Qualifier.I am married with two grown children and devote quality time to family life. When time permits, I consider myself an avid golfer, skier, hiker and all around sports enthusiast.

Listed skills include Strategic Planning, Leadership, and Employee Benefits Design.