Bensman Risk Management, Inc.

Insurable Interests

Bensman Risk Management, Inc.
2333 Waukegan Road Suite 275
Bannockburn, IL 60015
847-572-0800 Phone
847-572-0502 Fax

Insurable Interests may offer general financial, insurance, tax and business ideas. However, due to the ever-changing tax laws as well as the complexity of the financial industry, you should seek professional advice before implementing any of the ideas contained in this newsletter. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc. or Schemata, L.L.C. assumes no liability whatsoever in connection with the use of this newsletter.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS). Kestra IS and Kestra AS are not affiliated with The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc. or Schemata, L.L.C.

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Insurable Interests

Vol. 1, Issue 6November 2005


Key Principles to Wealth Management

By David Miller

At The Bensman Group we strive to conduct our business on the basis of sound principles. These principles serve to guide us in defining our relationship with you and how we deliver our services.

This past summer we talked about cornerstone relationships, which for us is a key principle that defines how we relate to our clients. In my message I shared that “as one of your trusted advocates, we strive to be a cornerstone advisor that comprises the foundation of your financial picture.” For me, as one of those trusted advocates, my role is to bring customized solutions that help address one of the keys to sound wealth management: Managing risk and protecting your assets.

Managing the risk of losing those assets is critical because often clients overlook the financially devastating consequences of not properly protecting what they have. A strong plan for defending your assets also provides a great foundation for accumulating assets. In our approach with our clients, we take a very holistic view. We look beyond just protection, but seek to find solutions for the other two keys to sound wealth management: Accumulating and distributing your assets.

When all three key areas are addressed in your planning, you can be confident that you are taking all the appropriate steps towards building a sound financial future.

As we approach this Thanksgiving season, with the familiar holiday time for family, feasting, and football, we are reminded of one more meaningful principle: The principle of Being Thankful. Nothing is more powerful in life than to take stock on a regular basis and be grateful for the many blessings that you have in your life.

Thank you for the opportunity to be one of your trusted advocates and from all of us at The Bensman Group, we wish you and your loved ones a most joyous Thanksgiving holiday.

All the best,

Dave Miller

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