Partnering with BSI enables Financial Advisors to offer cost effective custom designed benefit programs to customers. BSI brings over 200 years in collective industry experience with an average of 16 years as qualified plan administrators, ensuring programs are designed to maximize tax savings in full compliance with pension laws and regulations.
With expertise in all plan types, BSI designs custom retirement programs structured to meet each business owner’s objectives – from independent business owners to corporations with thousands of employees. BSI does not market investment products, but focuses on plan administration. We empower financial advisors by providing the expertise in benefit plan design that enables professionals to close more sales and expand their business.Financial Advisors can depend on us as trusted strategic partners to seamlessly manage customer accounts.
BSI develops long standing relationships with Financial Advisors by:
designing custom benefit
programs most
advantageous to
business owners
ensuring accurate plan
administration
delivering a high level of
consistent customer
service
assisting in new plan
acquisitions
preparing complimentary
customized illustrations
for prospects