Exclusive Dedicated Distribution Partner
Benefit Bank Distributors delivers concierge service to its customers. We offer comprehensive, custom-tailored structure and support to help advisors find the right solution for their clients, becoming an extension of the firm partners we serve.
Our History
Benefit Bank Distributors is proudly the number one independently owned provider of life and annuity solutions in financial institutions. Although our history isn't lengthy, our hard-working founders, sales team, business administration, and operations teams have worked to make us number one in many categories. For starters, we're proudly the first privately owned firm to produce over $100 Million in annual life sales within a financial institution. In addition, we're the first to bring a Dow Jones Industrial Index Annuity to financial institutions and the first to bring Simple Issue Single Premium Indexed Life Products to financial institutions. We look forward to having many more firsts in the financial industry, and through our partnership, we can be first in many different categories together.
Who We Are
Benefit Bank Distributors is a financial institution distributor specialized in asset-based insurance products and integrated solutions for the Financial Institution Market. Our company seamlessly supports financial advisors, registered investment advisors, private wealth advisors, and broker-dealers. We provide access to asset-based insurance products and professional sales support, creative marketing assistance, and reliable administrative assistance – all with the confidentiality and discretion essential to you and your clients. Our success in this market comes from our knowledge of the financial institution’s culture, clients, practices, and procedures. Through our partnership, we can find success together.
Sales
The Benefit Bank Distributors Sales Team offers financial professionals with product knowledge and expertise that they need to help guide their clients.
External Support
We deploy experienced financial institution professionals to help advisors improve their skills, knowledge, and practice management.
Internal Support
Benefit Bank Distributors’ top tier and professional support add value by implementing our proactive (not reactive) approach.
Training
We make custom training programs to fit your schedule. Nothing is off the shelf.
Operations
Our operations department offers best-in-class support for your clients.
Leadership
Our executive team has a long history of success in the financial services industry.