Sound retirement and financial planning requires sensitivity to the unique circumstances of each individual client. Global Benefits Group maintains a worldwide staff of fully trained and licensed representatives who can help customize a financial plan for every client. This includes a proper evaluation of the client’s needs, and a complete analysis of investment suitability.

All securities are offered through our affiliated broker/dealer, The Investment Center, Inc., a member firm of the National Association of Securities Dealers (NASD). To ensure professional service at all times, all Global Benefits Group representatives who market and service retirement and financial planning products are NASD licensed.

In order to serve the needs of our diverse clientele, Global Benefits Group utilizes both US registered and offshore products. This enables our retirement and financial planning efforts to maximize the benefit to the individual circumstances of each investor.

Products Include:

• Mutual funds with a full range of investment goals
• Offshore funds for non-US citizens
• Variable annuities
• Universal life insurance plans
• Global annuities for worldwide retirement plans
• Professional money management for larger investments.

Overall, Global Benefits Group can custom tailor a retirement plan for international employees, and individualize an investment portfolio for individual investors.