President & Founder
Jack Benthall brings nearly fifty years of financial expertise, continuing a century-long family legacy. As an independent agent and Medicare beneficiary, he provides seniors with trusted, unbiased guidance for retirement, healthcare, and asset protection.
Credentials & Highlights
49 Years of Experience — Providing financial and insurance guidance since 1977.
Century-Long Family Lineage — Upholding generational trust started by his grandfather.
Independent Agent Since 1987 — Offering unbiased choices, free from single-carrier constraints.
Medicare Beneficiary & Specialist — Combining personal, firsthand understanding with professional licensing.
Elite Carrier Network — Representing top firms including MetLife, Prudential, and UnitedHealthcare.
Our story reaches back to Jack's grandfather, pictured at a 1939 insurance convention, where a simple promise took shape, help families protect what they earn, save, and hope to leave.
President Jack T. Benthall II has served families since 1977, through New York Life, State Farm, and independent practice. As a Medicare beneficiary and advisor, Jack understands retirement decisions both professionally and personally.
We work independently with many respected insurers, so recommendations start with your needs, not a company quota. Seniors receive clear guidance, relaxed conversations, and steady support for every stage of retirement.