Jeffrey Benowitz, CLU, Chfc - Financial Representative

Jeffrey Benowitz, CLU, Chfc - Financial Representative Nationally recognized financial representative helping physicians & professionals protect their future.

Forbes Top Financial Professional & White Coat Investor endorsed agent.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
05/15/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

05/13/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

If you’re on of the 53 million Americans who act as caregivers, so much relies on you. It’s important to find the time t...
05/11/2026

If you’re on of the 53 million Americans who act as caregivers, so much relies on you. It’s important to find the time to make well-being a priority. Here are 5 easy ideas to get started.

Self-care is a necessity for caregivers. Here are 5 ideas for making self-care fun.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/08/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

If menopause and midlife is challenging you physically and mentally, it’s something you might have predicted. But did yo...
05/06/2026

If menopause and midlife is challenging you physically and mentally, it’s something you might have predicted. But did you anticipate its impact on your wallet and your financial future? By boosting your financial resilience now, you can step into you

Five things women in midlife can do to help boost their financial confidence. 

A family-centered financial plan can help you:✅ Prepare for college costs✅ Plan for retirement (yours and your parents’)...
05/04/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzhe...
05/01/2026

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzheimer’s strikes, would you be ready financially? Let’s find out together. Reducing the risk of dementia

Things you can do to reduce the risk of dementia

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready —...
04/29/2026

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready — and is your business ready — for that change? It’s never too early to start strategizing succession and transition plans. Here ar

With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

The loss of a spouse or family member can be overwhelming.  The last thing you want to worry about is managing your fina...
04/27/2026

The loss of a spouse or family member can be overwhelming. The last thing you want to worry about is managing your finances. I can work with you to help you manage the anxiety that comes with the financial aspects of losing a loved one.

A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

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