By Jeffrey D. Sokol, CEO of BeneShield Financial
When I started BeneShield Financial, I had a vision for it to be unlike any other typical “insurance agency”. To me, the term “insurance agent” is some dopey guy in old khakis with an untucked, mustard stained shirt, who is barely making a living flipping term insurance, selling his friends and family on the cheapest price, always going for the highest commission, who knew less about what to do with his OWN money than he did with yours. Needless to say, I didn’t want that image for my company.
I wanted a firm of men and women who solved real world problems, on a massive scale. I wanted true advisors, who saved people from poverty in retirement, and rescued them from the systemic lies they've been told by society and the media, owned by major banks. So I knew what I wanted, and we decided not to be "insurance agents". We decided we wanted more for our clients. Therefore, we became...
How to Beat Your 401(k) by 300%
Without Risking Your Retirement
Jeffrey D. Sokol, author
If I told you there was a retirement plan that gave you 100% market upside, with zero market risk, would you put your money into it? What if I told you it was tax advantaged like a 401(k)? Would that sweeten the deal? How about if it gave your heirs a LOT more money than you had in it, tax free? Sounds even better, right? Now imagine that it would provide you with hundreds of thousands of dollars or even 7 figures if you got really sick and couldn't go to work for a while to pay off all of your business/personal debts, even finish funding your retirement. Then, this same plan, gave you 300% more income at retirement, legally, and ethically, with no market risk. Let's dig into it to see if this is a fit for you.
In the world of retirement planning, life insurance, and investing there are two different schools of thought, and they are completely at odds. However, no matter what anyone says, it all boils down to this. Are you willing to risk your client's retirement money, or aren't you? Most will make the argument of risk vs reward, risk is necessary, etc. However, what if I could show you how to participate in 100% of the upside of the stock market, with none of the downside? Read further to discover how we take risk OFF the table, while still making great gains. Yes, have your cake and eat it too!
Often times in business, principles will insure the lives of key people in their company to cover the expense of replacing a person upon death. Many times these face amounts are in the millions of dollars, with hundreds or even thousands being doled out monthly to cover the premiums.
When working with those planning financial retirements one question keeps coming up. Should I consolidate all my accounts or keep them separate? Chances are that you have several different types of retirement accounts from different companies you've worked for along the way. This is not necessarily a bad thing but can be frustrating to try and keep track of.
For nearly 3 years now we have been hearing about oil and gas industry layoffs, and how much pain this has caused to families throughout the USA. Sure, we're on the "verge" of a turnaround, but how long before we're back operating where we were? Will we ever get there? This has caused people to change jobs, careers, industries, and even venture into entrepreneurship to make ends meet. To make it even more difficult, health insurance premiums are at an all time high leaving people with little to no affordable health coverage.
Health insurance costs have become way too expensive today, and an estimated 86% of insured never meet their annual deductibles, while paying through the nose for health insurance premiums. We offer a simple solution that our founder, Jeff Sokol, has personally used (and still uses today), to replace health insurance with better coverage, for less than half the cost. This plan, individually placed and shared with each employee, will save your company thousands of dollars annually.