Working with Beacon Financial

What is it like to work with Beacon? The advisors who work with us say it best. 

  • “What I have found at Beacon for the last 8 years is a true desire to help me grow my business. Their personal care and concern for me and other advisors is second to none. I didn’t think this way of doing business existed but it does!”
  • “I prefer to do business with Beacon Financial because in Jeff Lewis and Stan Benfell you have men who keep their word. In this day and age being able to do business with people you don’t have to second guess is a rare thing.”
  • “I do business with Beacon Financial because I trust them. They handle my business like it is their own production and they take care of the necessary follow-up, conversations, and issues, so I can spend my time writing business.”

Let’s Do Lunch

  • Business lunch at working place. Businessman in office. Healthy, diet food take away in aluminium boxes: roasted turkey with salad. Cell phone, mobile, fitness bracelet on hand. Top view, flat lay

  • We periodically team up with our carrier partners to host informative lunches. These Lunch & Learns are a great opportunity to learn about new products and sales ideas. Plus, you will meet key contacts at Beacon and the carriers.

    We love meeting with our advisors to share our story and, more importantly, learn more about yours.

    Check the schedule for an upcoming event