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Superior Guidance, Products, and Services
*Neither Benefit Management Inc. nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult your legal or tax advisor for more information on these subjects.
Whether you're starting a family, building a business, or planning for your retirement, we can help you chart a course and then navigate through changes in the economy or your situation to help you reach your personal and business goals. Benefit Management offers a full line of quality products and services to help our clients accumulate wealth and achieve financial security.
Wealth Accumulation Strategies to help you grow your resources…Mutual Funds, Variable Annuities, Traditional/Roth IRAs, Education Funding Strategies, Retirement Planning, Investment Strategies, Brokerage Accounts, Money Management Strategies.
Personal Needs:
Family Protection and Wealth Preservation to help you keep what you`ve built…Life Insurance, Income Replacement (through Disability Income Insurance), Estate Conservation Strategies, Tax Efficient Strategies*, and Charitable Gift Giving.
Business Needs:
Employee Benefits Products to help you attract and retain employees …Managed Care Medical Benefits, including PPOs, HMOs, Self-Funded Plans, Dental Benefits, Payroll Benefits, Vision Care Benefits, Flexible Benefit Accounts, Group Life Insurance, Accidental Death and Dismemberment Insurance, Short-term and Long-term Disability Income Insurance.
Benefit Planning to help you hold onto key people …Deferred Compensation, Group Carve-Out, Individual Disability Income Insurance, Split Dollar Life Insurance, Selective Executive Retirement Plans.
Tax-qualified Retirement Plans to help you and your employees build wealth…401(k), Profit Sharing, Money Purchase, Target Benefit, Defined Benefit, Simplified Employee Pension Plans(SEPs), Simple IRA, Stretch IRAs, 72+ Distributions.
Business Continuation Strategies to prepare for the inevitable and the unexpected …Business Loan Protection, Business Overhead Insurance, Disability Income Buy-Out, Buy-Sell Arrangements Funding, Section 303 Stock Redemption, Key Employee Insurance, Deferred Compensation Plans.
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All Registered Representatives offer securities products through New England Securities (NES), Member FINRA & SIPC. Branch Office: 9802 Nicholas Street, Suite 350, Omaha, NE 68114, (402) 392-1144. Benefit Management is a separate entity from NES.
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