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...