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FINANCIAL ADVISORS

Partnering with our team:
One of our primary goals is to support you, the investment professional, in a way that allows you to focus on what you do best. From the initial client meeting, through the fact-finding process to the final presentation, the BEI team is here to support your efforts.

As a financial advisor, you rely on industry experts to provide a full range of services you can offer to your clients. In working with the BEI Marketing team, you can have confidence that you are offering your clients the latest approved retirement plan solutions.

Let us assist you in designing the right plan for your clients:

Strategic Alliances:
BEI has developed strategic relationships with the best investment and payroll partners throughout the U.S. Each relationship offers a unique approach to the retirement plan industry. Together we can determine the appropriate service at the best price for your client.

  • Transamerica Retirement Services
  • John Hancock USA
  • Nationwide Financial
  • American Funds
  • The Hartford
  • Principal Financial
  • Oppenheimer Funds
  • Aspire Financial Services
  • ING
  • PenCal
  • E-Chx Payroll Services
  • Lincoln Financial

 

Bond . . . ERISA bond

Many nonprofit organizations offer 403(b) plans to their employees, just as for-profit businesses offer 401(k) plans. In the past, 403(b) sponsors had a ... READ MORE


Busy CEO's rarely have time to learn how their 401(k) operates. The job of managing the 401(k) plan is delegated which creates liability for the company officers. Understanding the terminology and the concepts inherent with retirement plans will keep you out of trouble. America's Retirement Plan is designed to tell you what you need to know.

CONTACT US FOR A FREE COPY!

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