Retire with Confidence. Protect Your Legacy.
Personalized Retirement Plans-
Backed by decades of experience and a team of expert Asset Protection Advisors who create Custom Strategies to protect your Retirement and Cement your Legacy!
Retire with Confidence. Protect Your Legacy.
Personalized Retirement Plans.
Backed by decades of experience and a team of expert Asset Protection Advisors who create Custom Strategies to protect your Retirement and Cement your Legacy!
Why Choose S.B.C for Your Retirement Strategies?
Because we genuinely care — and we treat you like family.
At Senior Benefit Counselors, we understand that your
financial future deserves more than a one-size-fits-all solution. With decades
of experience and thousands of clients served, we specialize in creating
personalized retirement plans designed to grow, protect, and preserve your
financial legacy.
Our approach is simple: we listen, we understand your unique
goals, and we craft a strategy that makes sense — for you. Whether you're planning ahead or already in retirement, our team is here to ensure your money works for you, safely and securely.
Let us help you build a future you can count on, with the
peace of mind you deserve.
Why Choose S.B.C for Your Retirement Strategies?
Because we genuinely care — and we treat you like family.
At Senior Benefit Counselors, we understand that your
financial future deserves more than a one-size-fits-all solution. With decades
of experience and thousands of clients served, we specialize in creating
personalized retirement plans designed to grow, protect, and preserve your
financial legacy.
Our approach is simple: we listen, we understand your unique
goals, and we craft a strategy that makes sense — for you. Whether you're planning ahead or already in retirement, our team is here to ensure your money works for you, safely and securely.
Let us help you build a future you can count on, with the
peace of mind you deserve.
Get To Know Our Products
Navigating Medicare can be confusing, but we’re here to make it easy! Our team will help you find the right plan that fits your health needs and budget—so you can enjoy your golden years stress-free!
Retirement
Knowing that everything is managed allows your loved ones to focus on celebrating your life, not scrambling over paperwork and payments. A final expense plan is a way of saying, “Don’t worry, I’ve got this covered.”
Wealth
This plan is more than just a policy—it’s a gift of love and security. It ensures that your wishes are honored, and your family can continue without the added stress of financial concerns. It’s a legacy of care that goes beyond the moment.
Health
Final expense plans are easy to qualify for, with most offering guaranteed acceptance. That means you can get coverage even if your health isn’t perfect. No medical exams or endless forms—just straightforward protection.
Get To Know Our Products
Navigating Medicare can be confusing, but we’re here to make it easy! Our team will help you find the right plan that fits your health needs and budget—so you can enjoy your golden years stress-free!
Retirement
Knowing that everything is managed allows your loved ones to focus on celebrating your life, not scrambling over paperwork and payments. A final expense plan is a way of saying, “Don’t worry, I’ve got this covered.”
Wealth
This plan is more than just a policy—it’s a gift of love and security. It ensures that your wishes are honored, and your family can continue without the added stress of financial concerns. It’s a legacy of care that goes beyond the moment.
Health
Final expense plans are easy to qualify for, with most offering guaranteed acceptance. That means you can get coverage even if your health isn’t perfect. No medical exams or endless forms—just straightforward protection.
Get To Know Our Specialities
Navigating Medicare can be confusing, but we’re here to make it easy! Our team will help you find the right plan that fits your health needs and budget—so you can enjoy your golden years stress-free!
Why Annuities Work
Discover how Fixed Indexed Annuities help you grow your money safely — with no risk of market loss and guaranteed income options you can count on.
Asset Protection 101
Learn how annuities and IULs can help you shield your wealth from inflation, market volatility, and unexpected life events — and create long-term stability.
The Power of IULs
Explore how Indexed Universal Life Insurance provides tax-free retirement income while offering life insurance coverage and market-linked growth with downside protection.
Medicare and You
Avoid costly mistakes with your Medicare plan. We break down Parts A, B, C, and D and help you choose the best coverage for your health and budget
Long Term Care – Why You’ll Need It
Understand the real costs of aging and how long-term care insurance protects your savings, your lifestyle, and your family from financial strain.
Plan Your Legacy – Estate Protection
Don’t leave your loved ones with uncertainty. Discover estate planning strategies that simplify inheritance, reduce taxes, and protect your legacy.
Get To Know Specialities
Navigating Medicare can be confusing, but we’re here to make it easy! Our team will help you find the right plan that fits your health needs and budget—so you can enjoy your golden years stress-free!
Why Annuities Work
Discover how Fixed Indexed Annuities help you grow your money safely — with no risk of market loss and guaranteed income options you can count on.
Asset Protection 101
Learn how annuities and IULs can help you shield your wealth from inflation, market volatility, and unexpected life events — and create long-term stability.
The Power of IULs
Explore how Indexed Universal Life Insurance provides tax-free retirement income while offering life insurance coverage and market-linked growth with downside protection.
Medicare and You
Avoid costly mistakes with your Medicare plan. We break down Parts A, B, C, and D and help you choose the best coverage for your health and budget
Long Term Care – Why You’ll Need It
Understand the real costs of aging and how long-term care insurance protects your savings, your lifestyle, and your family from financial strain.
Plan Your Legacy – Estate Protection
Don’t leave your loved ones with uncertainty. Discover estate planning strategies that simplify inheritance, reduce taxes, and protect your legacy.
Our Trusted Partners
Our Trusted Partners
The #1 Solution in The Game
Growth
Earn competitive returns while minimizing
risk.
Protection
Keep your savings safe from market loss and unexpected expenses.
Security
Create predictable, guaranteed income for
life.
Guidance
Get expert help every step of the way — no pressure, just support.
Stability
Enjoy peace of mind no matter what the market or economy does.
Legacy
Leave a plan, not a burden, for the people you love.
The #1 Solution in The Game
Growth
Earn competitive returns while minimizing
risk.
Protection
Keep your savings safe from market loss and unexpected expenses.
Security
Create predictable, guaranteed income for
life.
Guidance
Get expert help every step of the way — no pressure, just support.
Stability
Enjoy peace of mind no matter what the market or economy does.
Legacy
Leave a plan, not a burden, for the people you love.
Who's This Perfect For
BUSINESS OWNERS
AGENCIES
PUBLIC SERVANT
High-Earning
Professionals
COACHES
LEADERS IN ALL FIELD
Pre-Retirees (Ages 50–65)
SAASPRENEURS
Current Retirees
Who's This Perfect For
BUSINESS OWNERS
AGENCIES
PUBLIC SERVANT
High-Earning
Professionals
COACHES
LEADERS IN ALL FIELD
Pre-Retirees (Ages 50–65)
SAASPRENEURS
Current Retirees
STILL NOT SURE?
Frequently Asked Questions
We understand that making investment decision can be tough and that is why we are here to guide you all the way.
1. What makes Senior Benefit Counselors different from other retirement planning firms?
We specialize in creating personalized, secure, and easy-to-understand retirement strategies — no cookie-cutter solutions. We treat every client like family, with education, transparency, and long-term support at the heart of what we do.
2. Are annuities safe? What happens if the market crashes?
Yes — fixed indexed annuities are designed to protect your principal. Even if the market goes down, your money won’t. You benefit from potential growth when the market performs, but without the risk of losing what you’ve already earned.
3. Can I really get tax-free retirement income with an IUL?
Yes! Indexed Universal Life insurance (IUL) allows your cash value to grow tax-deferred, and you can access it tax-free through policy loans and withdrawals. It's a powerful strategy when structured properly.
4. Do you offer Medicare advice or plan selection help?
Absolutely. Medicare can be confusing, and choosing the wrong plan can cost you. We break it down simply and help you select the right combination of Parts A, B, C, and D based on your unique health and financial situation.
5. What is long-term care insurance, and do I really need it?
Long-term care (LTC) insurance helps cover the cost of in-home care, assisted living, or nursing facilities. Given that 70% of people over 65 will need some form of LTC, having a plan in place protects both your finances and your family.
6. Is estate planning only for the wealthy?
Not at all. Estate planning is for anyone who wants to make sure their assets are distributed according to their wishes — and to avoid unnecessary taxes, delays, or legal issues for their loved ones. We help simplify the process.
7. Can I book a consultation with no obligation?
Yes! We offer free, no-obligation strategy sessions where we simply help you understand your options. There’s no pressure, just information and support to help you make informed decisions.
8. How do I get started?
Click the "Book a Free Consultation" button or visit our Contact page to schedule a call with one of our licensed advisors. We’ll take the time to understand your goals and walk you through your best options.
STILL NOT SURE?
Frequently Asked Questions
We understand that making investment decision can be tough and that is why we are here to guide you all the way.
1. What makes Senior Benefit Counselors different from other retirement planning firms?
We specialize in creating personalized, secure, and easy-to-understand retirement strategies — no cookie-cutter solutions. We treat every client like family, with education, transparency, and long-term support at the heart of what we do.
2. Are annuities safe? What happens if the market crashes?
Yes — fixed indexed annuities are designed to protect your principal. Even if the market goes down, your money won’t. You benefit from potential growth when the market performs, but without the risk of losing what you’ve already earned.
3. Can I really get tax-free retirement income with an IUL?
Yes! Indexed Universal Life insurance (IUL) allows your cash value to grow tax-deferred, and you can access it tax-free through policy loans and withdrawals. It's a powerful strategy when structured properly.
4. Do you offer Medicare advice or plan selection help?
Absolutely. Medicare can be confusing, and choosing the wrong plan can cost you. We break it down simply and help you select the right combination of Parts A, B, C, and D based on your unique health and financial situation.
5. What is long-term care insurance, and do I really need it?
Long-term care (LTC) insurance helps cover the cost of in-home care, assisted living, or nursing facilities. Given that 70% of people over 65 will need some form of LTC, having a plan in place protects both your finances and your family.
6. Is estate planning only for the wealthy?
Not at all. Estate planning is for anyone who wants to make sure their assets are distributed according to their wishes — and to avoid unnecessary taxes, delays, or legal issues for their loved ones. We help simplify the process.
7. Can I book a consultation with no obligation?
Yes! We offer free, no-obligation strategy sessions where we simply help you understand your options. There’s no pressure, just information and support to help you make informed decisions.
8. How do I get started?
Click the "Book a Free Consultation" button or visit our Contact page to schedule a call with one of our licensed advisors. We’ll take the time to understand your goals and walk you through your best options.
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