Our Value Preposition
Independent broker advice gives you more than you may think.
"Our commitment to a white glove concierge process to your company and employees from implementation and throughout servicing is our core value and foundation to all of our clients." - Jonathan
Get to Know Us
Benegenie's corporate benefit solutions serve as a full-service employee benefits advisory company. We focus on providing employer organizations with full benefit package designs
Through years of experience, we've learned that the only way to successfully do this is to truly understand our business's unique needs — not just your finances, but also your employee's level of overall satisfaction.
Benegenie takes the time to discover the path to your business specifics goals a true client-centered boutique model of personal attention.
Truly independent BENEFITS CONSULTING guidance
Independent
A corporate benefits boutique firm dedicated to helping our clients create the perfect benefits package for their valued employees
Our firm is independent, so our loyalty belongs exclusively to our clients.
Our independence enables us to establish working relationships with a number of industry-leading firms and insurance providers whose products we leverage to help create customized client portfolios.
We recommend only those products and services that can be tailored to suit our clients' unique needs.
expertise
Long-term relationships, that are built on mutual trust.
Benegenie is committed to providing an exceptional level of specialization and expertise.
Jonathan ensures, he has the resources and solutions necessary to create the most comprehensive benefits offering, thereby helping his clients reach their long-term goals and withstand unforeseen fluctuations.
conflict free
Benegenie is not directly affiliated with any carrier, thereby conducting advisory practices that are independent and free from the pressures of recommending proprietary benefits products.
This allows Jonathan to select product solutions that best align with the individual goals of clients.
Trusted guidance, comprehensive solutions.
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Build on Strength
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A Holistic Approach
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Expert Support Resources
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Sophisticated benefits management Tools
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Access to leading insurance carriers
Jonathan has not taken the easy path
Instead, he has got licensed and certified because being independent is very important to us.
Retirement Income Certified Professional®
RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.
Retirement Income Certified Professional®
the RICP® designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement.
The RICP® designation provides the advisor with expertise on relevant solutions to modern retirement income planning scenarios ranging from the common to the complex
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.
MDRT is a global independent association of life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.
MDRT membership is recognized internationally as the standard of excellence in life insurance and finance. MDRT), The Premier Association of Financial Professionals is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Jonathan has the honor to have achieved a qualifying MDRT 4 membership status from 2011 to 2021.
