As independent advisors, our planning would not be complete without a full-service life insurance planning practice. If life insurance makes sense as part of your business transition or private wealth plan, we have the capability to provide:

Needs Analysis:
When appropriate, we present life insurance as a valuable tool that can cost-effectively help clients achieve their business transition and wealth planning goals.

Case Design:
We select the carrier, product and the funding strategy that best aligns with a client’s overall goals.

Underwriting:
We do extensive informal underwriting to obtain the best possible underwriting offers for our clients while protecting their privacy.

Full-Service Back Office Support:
From presales to application and delivery, The Benchmark Group supports clients and their advisors every step of the way.

Independent Planners Who Understand Life Insurance

In our experience, life insurance is often misunderstood and poorly utilized as a planning tool. At The Benchmark Group, we view life insurance as a valuable resource to help business owners successfully carry out their business transition and private wealth goals. We are committed to meeting your needs by providing exceptional service and the best insurance products at the most competitive rates in the industry.

As part of one of the largest and most respected independent brokerage agencies in the country, we can offer a level of experience, sophistication and professionalism that you would expect in a trusted insurance advisor, such as :

Innovative Insurance Products from Highly-Rated Insurers
As an independent agency, we enjoy a much greater degree of flexibility in
the products and solutions we can offer to our clients. We choose to work
with insurers with strong financial ratings and products that best meet our
client’s needs.

Flexible Solutions
We build flexibility into our solutions to anticipate the cash flow needs
of business owners, and select products that enable this flexibility.
We implement and monitor each insurance solution to ensure
continued alignment with your needs and goals.

Long-Term Focus on Your Interests, Goals and Success
Whether it’s estate liquidity, a stock repurchase, equalization
to an heir, or financial security for a spouse, our main priority
is to help you accomplish your long-term objectives and goals.
We make every effort to design a comprehensive, tax-efficient
insurance solution to meet long-term demands. We understand that you have taken enough risks with your business and do not want to take any unnecessary chances with your insurance and succession plan.