Better Process, Better results


 

 
 
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We believe that our client engagements go well beyond the outdated approach of shopping for insurance and financial products. Once you join the benefitRFP community you will work with a team of experts from each discipline to comprehensively identify your needs, identify business goals & philosophy and then develop and implement a comprehensive plan that addresses your specific situation. Gone are the days that require you to interact with as many as a dozen broker or consulting firms who we feel only focus on their specific niche rather than a total solution that covers your unique situation as a whole. This approach frees up your time to focus on the bold choices to help move your business and your life forward.

 

Time for Bold Choices

Working with benefitRFP will free you up to spend time the way you choose to. We combine our expertise in executive benefits, business owner planning, business planning and wealth management to craft plans that support each other. Imagine how creating harmony within your plans may lessen anxiety of decision-making and help promote peace of mind.

Comprehensive Expertise and Technology

We think much deeper about the intricate interactions between performance plans executive benefits, tax planning and other factors. For example: We ascertain how your benefits mitigate the risk of your key employees leaving or how your executive benefits impact key stakeholder tax situation. This creates a more robust enterprise and personal financial success posture that can lead to smoother financial journey, less turnover and a better bottom line.

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Our Process

Our experts will use our proprietary state of the art technology innovations to diagnose your risk profile.

Next, we create a customized recommendations report and project plan to comprehensively address your needs.

To implement the plan we scour the market for just the right product solutions and also work with you to create and implement other necessary benefits and planning initiatives.

Finally, our fanatical support team proactively reviews your program on an ongoing basis.