Bencor Financial Wellness Program
The Financial Wellness site is an unbiased educational resource providing a broad range of self-help tools and articles to help our clients achieve financial wellness. Complete with calculators, videos, and informative content, resources are provided to assist individuals seeking guidance on a range of long-term planning topics. Go to https://www.bencorplans.com/ and click on the Financial Wellness Center link at the bottom of the page.
Retirement Planning
Retirement is a significant life event for everyone. The Financial Wellness suite of tools is designed to assist clients in achieving a comfortable retirement.
Saving for College
Surveys show the second largest financial concern for many individuals is saving for their child’s college education. These tools help our clients think through the various paths to achieving that goal.
Employee Benefit Health Plans
Understanding the different types of employee benefit health plans can be challenging for consumers. Our resources can keep your employees informed on how different health plans and insurance benefits work.
Personal Finances
From debt management to financial planning to understanding investments, there is a tool to help clients navigate their way to financial wellness.
Insurance & Protection
The Financial Wellness Program is complete with dedicated tools created to explain insurance and protection solutions to meet your needs. Self-help tools, including calculators, are available to see the extent of what any needs may be.
Social Security & Medicare
For many, Social Security and Medicare can be daunting topics. Financial Wellness tools range from basic to complex levels to help clients understand and plan for Social Security and Medicare needs.