All your business tools in one place.

Take full advantage of the proprietary technology that benefitRFP has to offer. With the top awarded A.I. technology in wealth management, the best investment for your company is right at your fingertips.

The benefitMATRIX™ utilizes quantitative results from multiple diagnostics to determine specific solutions to insure maximum wealth management, reward and retention, risk management, pension performance and shareholder transitions for your Company and all eligible participants. Click here to get started and to have access all available diagnostics

Your Foundation for Success

Let us do the heavy lifting by identifying, analyzing, and implementing a benefits package that is specifically tailored to your company’s needs.

Take your first Diagnostic free of charge by clicking get started!


The benefitDIAGNOSTIC™ enables you to build plans to recruit, retain, and reward your top talent while improving related cash flows and help produces a profit for your company.


The riskDIAGNOSTIC™ enables you to identify and manage risk while utilizing competitive costs.


The successionDIAGNOSTIC™ coupled with the business valuation can help audit an existing plan or create a new plan when business owners are ready to retire or sell their company or to help secure ownership.


pensionDIAGNOSTIC™ audits your current plan or helps you build a new plan to improve the offering of your qualified plans for all participants while helping to minimize expense and maximize results.

Business Valuation

Receive a proper business valuation from the largest patented online provider. This is the most critical step to providing a proper, comprehensive succession.

Life Settlements

A life settlement is the sale of a life insurance policy-usually insuring the life of an individual age 65 or older-to a third party for an amount greater than the cash surrender value. Find out what your life insurance could be worth before you cancel it.

Enrollment is easy.

Get immediate access to the benefit DIAGNOSTIC™, CONCIERGE™ and wealth management platforms online and start experiencing the technology of benefitRFP for yourself.

For Businesses

For Advisors







Member Portal

Returning benefitRFP members have the convenience of logging into our portal to gain access to benefitRFP features at any time.

Got questions? We're here to help.

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

Start typing and press Enter to search