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Our Value Preposition

Independent broker advice gives you more than you may think.

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"Our commitment to a white glove concierge process to your company and employees from implementation and throughout servicing is our core value and foundation to all of our clients." - Jonathan

Get to Know Us

Benegenie's corporate benefit solutions serve as a full-service employee benefits advisory company. We focus on providing employer organizations with full benefit package designs

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Through years of experience, we've learned that the only way to successfully do this is to truly understand our business's unique needs — not just your finances, but also your employee's level of overall satisfaction.

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Benegenie takes the time to discover the path to your business specifics goals a true client-centered boutique model of personal attention.

Truly independent BENEFITS CONSULTING guidance

Team Building

Trusted guidance, comprehensive solutions.

  • Build on Strength

  • A Holistic Approach

  • Expert Support Resources

  • Sophisticated benefits management Tools

  • Access to leading insurance carriers

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Jonathan has not taken the easy path

Instead, he has got licensed and certified because being independent is very important to us.

Retirement Income Certified Professional®

RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.

Retirement Income Certified Professional®

 

the RICP® designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement.

The RICP® designation provides the advisor with expertise on relevant solutions to modern retirement income planning scenarios ranging from the common to the complex

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.

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MDRT is a global independent association of life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.

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MDRT membership is recognized internationally as the standard of excellence in life insurance and finance. MDRT), The Premier Association of Financial Professionals is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

 

Jonathan has the honor to have achieved a qualifying MDRT 4 membership status from 2011 to 2021.

Ready to start the conversation?
Request your complimentary first appointment.
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