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Serving the Whole Client
By Joel Feiger
At The Bensman Group, we know that there is much more to your life than the need for insurance or investment advice. We want to get to know you, because if we know you better, we can do more to serve several important aspects of your life.
When we meet with you as a client, we encourage you to talk not only about the specific risk, goal, or question you came to us with, but about a wide variety of issues. The best way for you to obtain the greatest value from our relationship is to discuss your overall risk situation, your goals and your progress toward those goals, your family, your health, as well as your values, needs and expectations. This holistic approach deepens our understanding of you, which in turn deepens the relationship we are building.
We are committed to giving you the best possible information and assistance in our four core businesses: group insurance, fee-based asset management, individual property/casualty coverage, and life insurance and related products. But we also know areas exist in which we do not provide the service you need. In order to address your needs, we have identified and developed relationships with a wide variety of professionals, so if we can’t help you, we can direct you to someone who can. For example, we can refer you to a variety of well-established estate planning attorneys, accountants or bankers. In addition, we represent a very high-end health advocacy group which is designed to support the variety of health-related needs of you and your family. If you want to establish a foundation or require assistance in determining where to philanthropically invest, we work with well-qualified organizations in those areas as well.
We want you to have an integrated team of professional advisers who can help with several important aspects of your life. And we want to be part of that team. We can take a leadership role, if that is appropriate, or we can be an active member. You decide how you want us to help you.
We believe this holistic, integrated team approach works best for you, as our client. You know that all the members of your team are on the same page, rather than working at cross-purposes. There is communication and cooperation among the members of that team.
At The Bensman Group, you work with people who care about you, people you can trust, people who look at you as a relationship rather than a transaction, and who can work together to provide the customized solutions you deserve. For more information on ways we can help, please contact me, or any member of The Bensman Group team, at 847-572-0800 or email@example.com.