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Text Content

 * WHY bRFP
 * PRODUCTS
 * ABOUT US
 * LEARN MORE
 * CONTACT US

GET STARTED
LOGIN



 * WHY bRFP
 * PRODUCTS
 * ABOUT US
 * LEARN MORE
 * CONTACT US

GET STARTED
LOGIN



 * Why bRFP
 * Products
 * About Us
 * Learn More
 * Contact Us
 * Get Started
 * Login

 * Why bRFP
 * Products
 * About Us
 * Learn More
 * Contact Us
 * Get Started
 * Login

 * Why bRFP
 * Products
 * About Us
 * Learn More
 * Contact Us
 * Get Started
 * Login

 * Why bRFP
 * Products
 * About Us
 * Learn More
 * Contact Us
 * Get Started
 * Login


YOUR COMPANY NEEDS EXECUTIVE BENEFIT PLANS FOR
YOUR KEY PEOPLE AND SHAREHOLDERS. WE DESIGN AND
IMPLEMENT TOP, COMPETITIVE PLANS. CONTACT US TODAY.






STREAMLINED PROCESS, UNPARALLELED RESULTS.

When you already know your benefit plan is working to give you a brighter
future, you don’t have to wait for retirement to feel at ease. benefitRFP, Inc
(bRFP) is a direct, high-end national provider of benefit & insurance plan
solutions that uses high-speed data technology, white glove service, and the
utmost integrity to help simplify an otherwise complex (and often time-biased)
process.

Our team has over 25 years of industry experience and continues to champion the
importance of benefit & insurance plan solutions for owners of public, private,
and non-profit corporations. We’ll help you identify financial strategies that
align with your business goals to retain and reward your top talent, all without
the drawn-out process.



2019 CELENT INTERNATIONAL A.I. AWARD WINNER

Asset and Risk Management



2019 A.I. GLOBAL MEDIA INTERNATIONAL FINANCE AWARD WINNER

Client A.I. Risk and Wealth Management






EXECUTIVE BENEFITS

benefitRFP’s exclusive, award-winning A.I. technology ranks your current
benefits and identifies cost-effective ways to reward and retain your top
talent.






WEALTH MANAGEMENT

We help both companies and individuals maximize their assets by aligning our
tools and strategies with industry best practices.






SUCCESSION PLANNING

When it’s time to start thinking about stepping aside and you’re not sure if you
should sell, transition using an ESOP, or merge with another company, our
successionDIAGNOSTIC™ will identify long-term and immediate goals to give you a
clear plan.






COMMERCIAL P&C

Your business funds your life, so don’t leave it open to vulnerabilities. Our
team will help identify what areas need more coverage to ensure you stay
protected.







EXECUTIVE BENEFITS

benefitRFP’s exclusive, award-winning A.I. technology ranks your current
benefits and identifies cost-effective ways to reward and retain your top
talent.






WEALTH MANAGEMENT

We help both companies and individuals maximize their assets by aligning our
tools and strategies with industry best practices.







SUCCESSION PLANNING

When it’s time to start thinking about stepping aside and you’re not sure if you
should sell, transition using an ESOP, or merge with another company, our
successionDIAGNOSTIC™ will identify long-term and immediate goals to give you a
clear plan.






COMMERCIAL P&C

Your business funds your life, so don’t leave it open to vulnerabilities. Our
team will help identify what areas need more coverage to ensure you stay
protected.





   


 * CLIENTS
   
   We specialize in corporate benefit plan solutions as well as business and
   wealth management so you can reward and retain your top talent in a
   cost-efficient way.
   
   Get Started
   


 * ADVISORS
   
   Let our exclusive technology do the heavy lifting so you can spend more time
   focusing on what really matters – your client.
   
   Get Started









US BUSINESS NEWS

Best National Benefit & Insurance Plan Solutions Provider




LEARN THE VALUE OF YOUR BUSINESS.

Owning and running your own business is one of the most difficult, yet rewarding
paths you can choose. A business valuation can inform strategic decisions, track
company growth, and help you prepare for the next phase of your journey.

GET VALUATION




LEARN THE VALUE OF YOUR BUSINESS.

Owning and running your own business is one of the most difficult, yet rewarding
paths you can choose. A business valuation can inform strategic decisions, track
company growth, and help you prepare for the next phase of your journey.

GET VALUATION




GOT QUESTIONS? WE'RE HERE TO HELP.

Ask a benefitRFP expert how they can help regarding your business planning,
executive benefits, and wealth management.


CONTACT US


PAGES

 * Landing Page – Business Owners
 * Home
 * About Us
 * Get Started
 * Why bRFP
 * Contact Us
 * Learn More
 * Products


POSTS


BENEFIT PLANS

 * Auditing Your Executive Benefits - 24 June 2020
 * Profitable Benefit Plans - 17 June 2020


RETIREMENT PLANNING

 * The Oh Hell Yeah! Business Owner Retirement Plan - 9 October 2020


SUCCESSION AND SALES PLANNING

 * Succession and Business Sales Planning - 1 July 2020


TAX STRATEGIES

 * Simple Math for Saving Part 2 - 15 July 2020
 * A Better Way - 4 June 2020


UNCATEGORIZED

 * Simple Math for Savings - 8 July 2020





 * HOME
 * WHY bRFP
 * PRODUCTS
 * ABOUT US

 * LEARN MORE
 * CONTACT US
 * GET STARTED
 * LOGIN


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Securities offered through Lion Street Financial, LLC., member FINRA / SIPC.
Investment advisory services offered through Lion Street Advisors, LLC., a
Registered Investment Advisor. Lion Street Financial and benefitRFP are not
affiliated. Lion Street Financial, LLC does not offer tax or legal advice. This
site is published for residents of the United States only. Registered
Representatives and Investment Advisor Representatives of Lion Street Financial,
LLC may only conduct business with residents of the states and jurisdictions in
which they are properly registered. Therefore, a response to a request for
information may be delayed. Not all products and services referenced on this
site are available in every state and through every representative or advisor
listed. For additional information, please contact Lion Street Financial, LLC
Compliance Department at 512-776-8400.




in Partnership with Lion Street Financial


benefitRFP © 2019 All Rights Reserved




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