Welcome to Benefit Concepts, Ltd.

Providing group benefits, health insurance, retirement, estate, investment and insurance planning

Welcome and thank you for visiting.

At Benefit Concepts we strive to be your most trusted advisor.

Our unique process starts with focusing on what matters to you most; your aspirations, hopes, dreams, plans and concerns. We will then assess all the facts necessary to help you achieve those goals. We will maintain your best interest throughout the process and stay true to our values. 
We strive to offer our client’s meaningful solutions to their objectives. The associates of Benefit Concepts, Ltd. care not only about our clients, but also their families, their businesses, and their community.

We hope you find this site informative and useful. Feel free to contact us if you would like more information about a particular product or service.

We look forward to hearing from you.

I am licensed and registered to offer products and services in [CO, FL, NC, NY, PA, SC, VA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

More Newsletters →