Your retirement and benefit plans are critical. You must be confident you are doing what is best for you and your family. You must feel certain that, regardless of what happens, you and your loved ones will be secure.
At BFS Group we want you to have that security. We want you to feel confident that you’re in the best hands.
If you answer no to any of the following questions, you may not be getting the service and information you deserve.
1. Do you meet with a representative from your BOLI and Benefits advisor on an annual or semiannual basis? At BFS we commit to meeting with you and your team at least semi-annually.
2. During your last review did your advisor discuss how to delay pre and post retirement income taxes on your split dollar benefit until death? If not, we should talk.
3.Is your current BOLI and Benefits Advisor supported by an experienced back office with the ability to constantly analyze and review the latest changes, opportunities and updated in the industry?
4. During your last review did your advisor discuss how to retire with a long term care benefit which pays benefits from first dollar (no 30/60/90 day wait) and is guaranteed to have no wait increases? If not, you might be missing out on a major opportunity.
5.Does your current BOLI and Benefits Advisor have the ability to represent all of the top mutual companies in the industry? If not, you may not be getting a true analysis of the opportunities available to you.
6.During your last review did your advisor discuss how to enhance the long-term net yield of your BOLI portfolio by adding Whole Life? If not, you may not be getting the service and advice you deserve.
You might be missing out on major retirement opportunities if you answered no to any of the above questions.
We invite you to contact the Regional Managing Director in your region of the country and schedule a brief meeting today. We will come to you, meet with your team, and perform a complete analysis of your current situation with absolutely no cost and no obligation.
Why take a chance with your retirement? Contact BFS today.