About Summerlin Benefits Consulting
With over 27 years of professional experience, at Summerlin Benefits Consulting we understand the importance of safety and stability when planning for retirement. It is our mission to help our clients develop strategies that will keep their retirement savings safe. We also believe in making retirement as simple as possible for our clients by providing retirement benefits that suit your individual needs and goals. We work with you and provide all the necessary information you need in order to make an informed decision about saving and protecting your money for retirement.
Click here to learn more about Summerlin and our team.
Play the video above to see what our clients have to say about us!
What You Can Expect
Educational Seminar
New clients will attend one of our complimentary dinner seminars Understanding Retirement Strategies to learn about what we do and see if our Green Line Strategy© is right for you. Following the event, if you've decided that you'd like our help making some of your money safe from market declines, you will schedule a follow-up appointment to meet with an adviser for a financial review and strategy session. Click here to learn more about our educational seminars.
In-Office Meeting
You will come into one of our offices to meet with your adviser. During this time, you and your adviser will work together to analyze your safe money goals. Whether your preference is to protect just one account or do a full portfolio review, it will typically only take about 15 to 20 minutes to establish whether we can help you or not. If so, your adviser will go over options and solutions to help you accomplish your goals.
Processing an Application
Once you decide on the final strategy to best protect your retirement savings and achieve your goals, your adviser will assist you with completing an application for your new account. Approval typically takes 48 hours, at which point we will assist you with your money transfer. Whenever possible, you will be doing a "Like to Like" transfer and there's no taxes or penalties.
Contract Delivery
After the funds have been transferred into your new account, your contract will be issued. Your adviser will meet with you again to deliver the insurance policy and support materials in person. During this meeting, your adviser will review the contract with you, recap the important items discussed in your previous meetings, and will explain our ongoing client care services. You will go home with a fully customized Contract Binder with everything you need regarding your new green line account.
Annual Review
Your adviser will provide an annual review meeting on or around your contract anniversary date. During the meeting, the two of you will review performance, answer questions, process changes, and/or address any other ongoing needs. We also stay in touch with our clients year-round, providing more educational opportunities, fun client events, updates on news/current events and new legislation, etc.
Our Three Core Values
Safety First
Securing a stable retirement income is a major concern to many retirees. Protecting your savings as you move forward in life is a necessity. It is a priority we place before anything else.
Reasonable Rate of Return
Choosing the right strategy should also ensure that your retirement money grows at a reasonable annual rate so that it is not only protected from loss, but will maintain its value to you over time.
Keeping it Simple
We can help you plan for retirement. It doesn't have to be complicated. Enabling you to understand and be confident in your retirement strategy is the foundation of everything we do.
Summerlin Benefits Consulting group really cares about their clientele. Just knowing they are there to discuss financial matters gives me a sense of peace and safety.
~ Sharon G.
Wish I knew about Summerlin Benefits sooner. They opened my eyes to a whole new world. Love them and will not hesitate to tell my friends.
~ Atim I.
SBC looks out for their clients... you and your money. They treat you like a member of the family. My husband and I have been clients for years and have nothing but good things to say.
~ Judy O.
Helping You Protect Your Money. Helping You Protect Your Future.
Our Hours
Monday: 8:30 AM - 4:30 PM
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 4:30 PM
Thursday: 8:30 AM - 4:30 PM
Mon-Thurs: Closed 12:00-12:30 PM for lunch
Friday: 8:30 AM - 1:30 PM
Saturday & Sunday: Closed