Products & Services

What We Offer

Whether you're starting a family, building a business, or planning for your retirement, we can help chart a course to help you navigate through the changes in the economy or your own circumstances to reach your goals.  Benefit Management offers a full line of quality products and services to help our clients accumulate wealth and achieve financial security. 

Business Needs

  • Deferred Compensation
  • Group Carve Out
  • Split Dollar Life Insurance
  • Selective Executive Retirement Plans (SERP)
  • Bank Owned Life Insurance (BOLI)

Retirement Plans

  • Simple IRA
  • 401 (k)
  • Profit Sharing
  • Cash Balance
  • Money Purchase
  • Defined Benefit
  • Target Benefit
  • Simplified Employee Pension (SEP)
  • 403 (b)

Employee Benefits

  • Group Health Plans
  • Group Life Insurance
  • Disability Income Insurances
  • Dental Plans
  • Vision Care
  • Risk Management Expense
  • Long Term Care Insurance
  • Critical Illness

Business Continuation

  • Buy/Sell Arrangement Funding
  • Disability Income Buy-Out Insurance
  • Key Person Insurance
  • Business Overhead Protection
  • Business Succession Planning

Personal Needs

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

Wealth Accumulation Strategies

  • Regular/Roth IRAs
  • Mutual Funds
  • Annuities (Fixed and Variable)
  • Education Funding Strategies
  • Retirement Funding Vehicles
  • Investment Analysis

Estate Planning*

  • Wealth Preservation Strategies
  • Charitable Estate Gifting Srategies
  • Estate Conservation Strategies
  • Family Limited Partnership Strategies
  • GRATS - Grantor Retained Annuity Trusts
  • SLATS - Spousal Lifetime Access Trusts

*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.