Your retirement and benefits plan is 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 we want you to have that security. We want you to have answers to your questions. We want you to know you’re in the best hands.
So below is a list of questions. If you answer no to any one of these questions, it means you are not getting the service and all the information you deserve, and you should schedule a no obligation meeting with BFS.
1. Do you meet face to face with the representative from your BOLI and Benefits advisor every 6 months? That’s the policy at BFS and we know for a fact, it helps us keep each client better informed and provide them with better service.
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. Do you feel confident that your current BOLI and Benefits advisor is supported by an experienced back office with the ability to constantly analyse and review the latest changes, opportunities and updates 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 the top mutual insurance companies in the industry? If not, you’re not getting a true analysis of the opportunities available to you and your family in retirement.
6. During you last review did your advisor discuss how to enhance the long-term net yield of your BOLI portfolio by adding Whole Life? If not, then you are not getting the full service and advice you deserve.
Again, if you answered no to any one of these questions, you may be missing out on major retirement opportunities.
So 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.