Check the background of this financial professional on FINRA's BrokerCheck.

Frequently Asked Questions
  1. How would you describe a typical Bensman Group client?

    Over 40+ years in the financial services business, we have found that there are several distinct characteristics that typify a Bensman client. Our clients are interested in a cohesive, team-oriented approach when it comes to fulfilling their risk management, financial planning, executive benefits, and insurance needs. In addition, our clients value quality and integrity, as well as building long-term, mutually respectful relationships. Many of our clients are leaders or experts within their own fields, and place a priority on increasing their net worth, reducing their tax liabilities, and preserving their most valuable assets. Our clients are seeking a high degree of expertise, and outside-of-the-box, thoughtful leadership that will benefit their family and/or their organization for generations to come.

  2. How is your organization different from your competition?

    Our ability to listen to our clients, discern their needs, values, and priorities, as well as our commitment to long term relationships, helps us to stand apart from others in the field. Our integrity, expertise, and ability to serve as an integral part of our clients' financial and insurance plan, allow us to address a comprehensive set of client needs. Personal and family insurance needs, investment advisory services, and the needs of your business or organization can be met by our team. It is common for us to address multiple disciplines and client needs simultaneously.

  3. How does The Bensman Group gain new client relationships?

    Ours is a referral business, and established clients are an important source of new business. Many new opportunities arise from positive interactions with centers of influence in the communities in which we work, including formal and informal strategic alliances with local and national banks, accounting firms, law offices, wealth managers, and other satisfied clients.

  4. Family is very important to me - does The Bensman Group serve families?

    We serve many multi-generational client families, of various sizes, and cultures, that we have worked with over the years. These extended relationships have often been the most rewarding based on the families' shared values, and the opportunities to see long-term planning success that will benefit future generations.

  5. I have relationships with other professionals, even friends, who are in your line of businesses, can I still benefit from a relationship with The Bensman Group?

    Absolutely! Many of our most satisfied clients had, and maintain relationships with their current advisory team members. We are committed to developing long-term relationships, and we value the input from all interested parties.

  6. Are there any geographic boundaries to serving your clients?

    We serve clients throughout the globe. Although the majority of our clients reside domestically, we continue to expand our "footprint" as our clientele travel for business or pleasure, and/or reside throughout the world.

  7. Does The Bensman Group focus on a specific individual or client profile?

    Our clients are men and women of all ages, from a wide array of backgrounds and careers, and with varying levels of financial or investment acumen. We work with business owners, athletes, musicians, attorneys, physicians, financial planners, investment bankers, and a myriad of other professionals. The Bensman Group has realized the greatest degree of success with clients when there is a commitment from both sides to work together, and when we embrace similar values.

  8. Are you limited to working with specific insurance companies?

    We are not tied to any single insurance company; however, we represent many, highly rated, quality insurance companies that offer competitive pricing, broad forms of coverage, and exceptional claims philosophies. As needed, we may work with other insurance organizations that embrace values similar to ours and our clients for unusual or unique situations.

  9. How is The Bensman Group compensated?

    Our compensation may be derived from commissions, and/or fees, depending on the products and services that our clients require. We disclose the basis for our compensation, and make certain that you are comfortable and satisfied with our relationship.

  10. Is an initial consultation complimentary?

    Absolutely! You may include a family member, friend or trusted advisor at this consultation. We look forward to meeting you, listening to your concerns, evaluating your needs, and serving you, your family and/or your organization!
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  


 
 
 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc., or Schemata, LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.



This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.