Credentials

The Secure Benefits team has spent almost 30 years amassing a wide skill set with which they serve their clients’ individual needs to the fullest. Along the way, they have earned the following designations from licensing organizations.

• MDRT (Million Dollar Round Table, Lifetime Member)
• Advocis Member
• EPC (Elder Planning Counselor)
• FLMI (Fellow of the Life Management Institute)
• RPA (Retirement Plan Associate)
• CMS (Compensation Management Specialist)
• CEBS (Certified Employee Benefit Specialist)

Among our core team, we maintain membership in numerous industry organizations, through which we are constantly upgrading our skills and staying on top of marketplace changes. Membership also provides us with a wide network of individuals we can work with to provide the products and services you require, should they not be immediately available directly through our firm.