PRODUCTS

All your business tools in one place.

Take full advantage of the tools that benefitRFP has to offer. Once your subscription is complete, full access is granted to the benefit DIAGNOSTIC™, CONCIERGE™, and wealth management platforms online. With the most awarded A.I. technology in wealth management, the best investment for your company is ready to use.

benefitMATRIX™

The benefitMATRIX™ utilizes the quantitative results from the benefitDIAGNOSTIC™ and determines the most suitable plan(s). Optimal funding options are determined that align with the census and goals, and present a variety of unbiased and suitable plans per user.

benefitCONCIERGE™

The benefitCONCIERGE™ report is tailor-made to deliver retirement income calculations for every individual situation. Use your current savings plan balances, income, and age to estimate your financial outcome upon retirement. The Concierge helps you reach your financial goals, eliminate unnecessary taxes, and maximize government benefits.

benefitDIAGNOSTIC™

The benefitDIAGNOSTIC™ produces complete results for retirement financial goals and savings. Fill out a quick questionnaire that assesses all aspects of your business to fine tune the best set of benefits for you and your team.

riskDIAGNOSTIC™

Obtain a scorecard outlining proper commercial insurance based on risk exposure. Receive an immediate scorecard outlining which coverage adjustments should be made to maximize comprehensive protection.

benefitProTRUST™

The benefitProTRUST™ leverages outside resources to fund company and personal benefit plans.

successionDIAGNOSTIC™

After using the business valuation to start, the successionDIAGNOSTIC™ tool will help build the proper process to meet shareholders financial and timing goals.

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.

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.

CLIENTS

PRICING

$995 – INITIAL SETUP

$995 – PER YEAR

ADVISORS

PRICING

$229 – PER MONTH

$995 – PER YEAR

Annual

$995

PER YEAR

Monthly

$229

PER MONTH

Member Portal

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

Got questions? Let us know.

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

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