AFFORDABLE

LIFE INSURANCE & FINANCIAL PLANNING SERVICES

Benchmark Insurance Group is a full-service insurance and financial planning services agency in North Carolina. We focus on providing affordable, innovative solutions to our clients to provide a secure financial future.

    INSURANCE SERVICES

    Financial Planning

    Life Insurance

    Annuities

    Annuities

    Long Term Care

    Long Term Care

    Disability Insurance

    Disability Income Insurance

    Financial Planning

    Medicare Supplements

    Identity Theft

    Identity Theft

    Financial Planning

    WHY CHOOSE BENCHMARK INSURANCE GROUP?

    Stable, Steady Asset Growth

    For the 40 years we’ve been in business, our investments have outperformed the expectations of our clients.

    Over 40 Years in Business

    Benchmark Insurance Group has been operating for over 40 years where we’ve helped thousands of clients achieve their financial goals. Using this experience, we’ll definitely offer perfect solutions to meet your today’s and future financial goals.

    Client Satisfaction

    When you contact us for insurance or financial planning, our agents will take time to listen and understand your needs. Then, we’ll provide unique solutions that match your current and future financial needs.

    Fast, Free, Courteous Support

    While working with you, we look beyond investments. Our financial planner will help you take charge of your savings, insurance, and tax strategies.
    And we don’t just stop there… we make regular evaluations on your current and future plans and then, plan accordingly.

    We Only Work with Reputable Insurance companies

    To get you the most beneficial covers, we only work with top-rated companies for all your insurance covers. And for each carrier, we ensure that it meets our excellence criteria which include:

    • Fair, affordable, innovative solutions
    • Timely, high-level compensation
    • High-quality services
    • Positive reputation
    • Competitive products
    • Client satisfaction
    No Risk of Market Loss

    Innovative, Solutions, Values

    INSURANCE SERVICES

    Life Insurance

    To ensure that your family maintains the same standard of living after the loss of a bread-winner, life insurance is the only solution. Life Insurance is a key component of every worthwhile financial plan.

    Life Insurance Carriers
    Prudential
    Trans America
    North American Company
    American National Insurance Company
    AIG
    Assurity Life Insurance
    Lincoln Financial Group
    Protective Life
    Banner Life
    Among others

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    Annuities

    If you are seeking investment options that will earn guaranteed life time distributions, annuities are the perfect answer. Annuities allow you to create stable cash flow to supplement your retirement income. Call to learn more about how an Annuity can contribute to your financial security.
    Our Annuity Options
    Immediate Annuity
    This is where your payment begins immediately after you invest. Here, you can opt to get your income within a specified period or for life.
    Deferred Annuity
    Deferred annuities can either be accumulation or distribution annuities depending on your future plans.
    To know more about making future plans with annuities, call us here at Benchmark Insurance Group.

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    Annuities
    Medicare Supplements

    Medicare Supplements

    Health insurance, specifically Medicare, is a confusing and complex topic for everyone. With no obligation, please contact us for learning which strategy is best for you!
    Medicare Supplement Carriers:

    • Aetna
    • Americo
    • Bankers Fidelity
    • Cigna
    • Thrivent Financial
    • TransAmerica
      Medicare Advantage Carriers
    • Aetna
    • Cigna
    • United Health Group
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    Long Term
    Care

    Avoid costly mistakes in choosing the Long Term Care options available to you. Learn all of the choices involving, features, benefits, and discounts. Make sure that you understand how to plan for your greatest financial threat in retirement.

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    Disability Income Insurance

    Our 40 years in working with disability income insurance allows us to share plans with comprehensive coverage to suit your individual needs.

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    Identity
    Theft

    Do you know that identity theft is more than just credit card fraud? When fraudsters access your SSN, birthdate, bank accounts, 401 “k”, debit account, tax filings, website, cell phone, and more, they can literally wipe you out! We offer the best value and comprehensive coverage at a ridiculously low price.

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    Medicare Consulting

    Medicare is complicated and any poor decision will lead to negative financial consequences that you cannot undo. At Benchmark Insurance Group, we offer educational planning to allow you to choose the plan which you feel is best for you.

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    Innovative, Solutions, Values

    FINANCIAL SERVICES

    Financial Planning

    Financial Planning

    When it comes to financial planning, we know that every client has unique needs. This is why we provide financial planning solutions unique only to you. Whether you need to manage your cash flow, save for your childrens’ education, plan for your retirement, plan for long term care and more, we’ll be there. While doing this we’ll consider your income, expenses, and your future plans. We assist in clarifying these solutions which fit your needs, fit your risk tolerance, and fit your budget.

    Asset
    Growth

    Best in guarantees, best in potential growth, with no risk of market loss.

    Asset
    Preservation

    What you accumulate come, you want to keep. We respect your hard-earned dollars and the sacrifice made to assure your future financial security.

    Retirement
    Planning

    We Maximize and protect your resources to make sure you have dependable income to maintain your standard of living throughout your retirement.

    College Financial Planning

    Most families find it difficult to plan to pay the cost of college. We help you plan ahead and maximize your chances to receive financial aid. We assure your children are able to choose the right college, help your children choose their major, focus on the differences among colleges and improve changes for being admitted to the college of their choice.

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    Tax
    Minimization

    We help you legally reduce taxation of your asset accumulation and distribution, and help you create tax free income.

    Social Security Consulting

    We understand social security, and can walk you through your options. You will learn how the numerous details apply to your situation, and allow you to be able to decide which option is most suitable to you and your family.

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    Tax-Free Income

    In light of the current national crisis and huge stimulus spending legislation and increasing national deficit, taxes will inevitably increase. We can help you create a substantial, tax-free retirement income.

    Innovative, Solutions, Values

    CONTACT US

    To get more information about our financial planning and insurance services, give us a call. Also, you can send us a message using the contact form on our website.