517-2292 build a relationship with beneco

BUILD A RELATIONSHIP WITH BENECO
Opportunity to partner with us through two channels: Referral Source or Consultant
Our goal is to work with experts who specialize with general contractors, sub-contractors
and service contractors who are connected in commercial business.
We help you provide value to your clients by saving them 8-10% on total labor costs and
providing premium benefits to their employees while the majority of the fiduciary services
are handled by us! Your client will see an immediate value as they are able to bid more
competitively using these strategies.
As a Referral Source, you:
Connect us with the prospect
Set up the introductory meeting
Are paid a referral fee upon plan going live
As a Consultant, you:
Attend a yearly Beneco Broker training session
Meet twice a year with the plan sponsor to
conduct enrollment and participant
education meetings.
Will work with us to prepare and file
annual reports
Are paid a referral fee upon the plan going live AND
are paid a monthly consultant trail
To discuss a Beneco partnership, contact our Regional Director
of Business Development Amanda Asherson at (818)-517-2292
Help your clients strengthen their business with customizable retirement solutions
specifically designed for contractors!
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