Meet the CiG Wealth Team

Our team members are our greatest asset. Our ability to deliver outstanding results for our clients starts with our team of smart, capable industry experts. We come from a diverse set of experiences and backgrounds which adds to our ability to address your needs whatever they may be.

Heidi Donaldson

Heidi Donaldson

Managing Director

Heidi brings all her experience registered Financial Planner with over 12 years experience in the financial services  industry. She has received numerous accolades and rewards, just to mention some, the New National Broker of the year and Platinum Awards at Absa Financial Services, also the CEO Award for her excellence at Discovery Health. Heidi is a versatile, self-driven profession with broad experience in a variety of financial products and an undying commitment to client service. She is independent, has an entrepreneurial flair and is passionate about engaging with people.

Henry James Simpson

Henry James Simpson

Director Operations

Henry Simpson started his financial services career at Old Mutual where he was employed as head of Direct Marketing. Later in his tenure he was seconded by Old Mutual to the J&J Group and BOE/Nedbank. When leaving Old Mutual to start his own business he consulted to Kopano Ke Matla the investment company of COSATU setting up their financial services business. He started Simpson Consulting (Pty) Ltd wich is managed by his wife Sharon Simpson focusing on Equine and Short Term Insurance. Henry consults as key individual for several businesses, which include public listed companies. Henry is a graduate and attended the following business schools, University of Cape Town, Damelin, Louis Group, International; he holds several accolades in Marketing, Management and Financial Services.

Gay Klein

Gay Klein

Manager HealthCare Administration 

Hannes Joubert

Hannes Joubert

Financial Planner 

Experts are waiting to

Help your business

A STRATEGIC PARTNER WHO UNDERSTANDS YOUR BUSINESS
The changeable nature of the insurance industry and the marketplace as a whole presents a number of challenges to insurers, as they launch new products with limited or prohibitively expensive technical and administrative internal resources. CiG Wealth is managed by insurance industry veterans who provide you with the tools and resources to scale up quickly and capture opportunities in the marketplace without hiring in-house staff, while ensuring that the customer experience continues to meet your high quality standards.

As a third-party administrator (TPA), CiG Wealth offers unmatched agility, proven operating efficiency, and product-specific experience that is second to none. We operate very much like your home office, providing a full range of insurance administrative functions, from application processing and underwriting to premium billing and collection, claims adjudication, and commission management. Our profound understanding of the insurance space, combined with our ability to quickly add staff and our dedication to outstanding customer service, give you all the benefits of a large company platform with the personalized attention of a boutique outsourcing provider.

OUR MISSION
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OUR VISION
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OUR HISTORY
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OUR ADVANTAGES
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PRODUCTS WE SUPPORT

  • Permanent and Term Life Insurance
  • Fixed Annuities
  • Long Term Care Insurance
  • Life Insurance
  • Accident Medical Expense
  • Critical Illness
  • Medicare Supplements

INSURANCE ADMINISTRATION AT CiG WEALTH IS A SET OF COMPLEX TASKS MADE SIMPLE

We are insurance industry experts, first and foremost, and we understand that no two companies are alike. So we take a consultative approach and wrap around our administrative solutions with a full suite of professional services. From policy drafting, to compliance filing, regulatory monitoring, and reporting, CiG Wealth is your complete solution if you need that level of service, or we can augment your core competencies as desired. CiG Wealth handles reinsurance accounting, 1099 processing, and a range of complimentary functions. Lastly, we deliver all services with technology and processes customized to your unique needs.

ADVANTAGES OF WORKING WITH

Scalability – We can customize an administrative solution for your business and add or remove functions as your business evolves. Our policyholder and agent services and Web-based applications can help you improve efficiency for the full market development cycle and drive the growth of your business.

Customer Retention – Our customer retention strategy is built on an unwavering commitment to exemplary customer service combined with a consultative approach that provides us a deeper understanding of your brand and business culture. We operate as an extension of your own staff, delivering an enhanced client experience that fosters brand loyalty and gives you a competitive advantage.

Compliance Support – Our compliance and regulatory team ensures that you meet all state and federal regulations and IRS requirements. We continually monitor regulatory developments and provide weekly regulatory reporting, timely responses to complaints and inquiries, and document production for dispute resolution.

Seamless Transition – We use a proprietary and established conversion process to transition your book of business seamlessly, working in collaboration with an executive group comprised of leaders and key stakeholders within your company to implement solutions that support your business. Our proven relationship governance model extends beyond the onboarding process to ensure the day-to-day operations continually meet your high standards, and your dedicated Client Satisfaction Executive is there to help you manage the transition with unprecedented ease.

Predictable Costs – Our scalable and customizable solutions and our team of seasoned administrators and professionals eliminate the need for you to invest in expensive infrastructures or incur additional employee overhead. Costs are calculated on a predictable combination of transaction and monthly fees and you can seamlessly scale as necessary to stay on the cutting edge of products, services and technology for your distribution partners and customers.

CiG Wealth supports hundreds of thousands of policyholders and processes millions of claims each year. Speak with one of our representatives today to learn how you can leverage our operational efficiency, experience, agility and technical capacity to drive growth at every point in the market cycle and achieve your business goals.

About us

A STRATEGIC PARTNER WHO UNDERSTANDS YOUR BUSINESS

The changeable nature of the insurance industry and the marketplace as a whole presents a number of challenges to insurers, as they launch new products with limited or prohibitively expensive technical and administrative internal resources. We are managed by insurance industry veterans who provide you with the tools and resources to scale up quickly and capture opportunities in the marketplace without hiring in-house staff, while ensuring that the customer experience continues to meet your high quality standards.

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