OUR FIRM
Pro Benefits Group, Inc. is an Arkansas Corporation that has served the professional educator's financial needs for eighteen years. We currently operate in four states: Arkansas - Texas - Florida and most recently, Georgia. We are a company connected to education with many of our representatives coming directly from education. These professionals now wish to serve their peers with the same professional attention they received while in their profession as clients and friends. Any one of our professionals like Mr. Jim H. Tarkington - former High School Principal, Mr. Michael Pounders - former bank executive and husband to a wonderful teacher, Dr. Ray Morgan- former Arkansas Superintendent, Mrs. Diana Holmes - a Certified Financial Planner and Registered Investment Advisor or any others are here to serve your needs in planning for a more secure future. This past year, a bright star in North Arkansas came to us when Mrs. Melody Morgan who is a former asst. High School Principal in north Arkansas, joined the firm. Mr. John Bukowczyk (Buk) hailing from the Cabot area serves teachers in the Central Arkansas area and Dr. Ray Morgan and a wonderful wife Mrs. Debbie Morgan utilize their talents in the Mountain Home/Harrison area. We are very blessed in Arkansas to have such an outstanding group. of dedicated professionals.
Our growth in the State of Texas is something we take great pride in. Michael Verhalen, President of Verhalen Financial Services and Professional Benefits Group of Marshall, Texas represents us as an independent contractor in the east and northeast corner of the great State of Texas. Mr. Verhalen, and his associates, Rory Alexander and Mary Sue Walker, head up the Section 457 market in schools accross Texas. Serving the needs of Texas educators daily with professional products and a willing attitude set these professionals apart in schools. Following the guidelines and successes whe have had in Arkansas, Mr. Verhalen and his staff utiiliz fixed interest products of life insurance and annuities to assist educators in planning for a more secure future at retirement with tax sheltered dollars help budger conscience teachers more easily meet the goals of today and tomorrow.
With the addition of Proffitt & Associates operated under the direction and management of Mr. Bill Proffitt in Jacksonville, Fl, we now have expanded our operations into the great state of Florida. Mr. Proffitt, his daughter Kari and his very capable staff of representatives including Erica Anderson and Deloris Davis. Florida management under Mr. Proffitt in Florida include the team of Tod Ward. His representatives include Jennifer Ward, Cheryl Smith and Anita Tillis of which all have vast experience in serving the needs of insurance planning in Florida's public school systems. Bill and his representatives serve the needs of some of our nations best teachers. Following the rigid guidelines set by PBGroup, Mr. Proffitt stands out as a premier provider of life insurance and annuities on a tax sheltered basis in Florida schools.
Most recently the great State of Georgia has been opened up under the management of Tod Ward and RE Ward Financial Group, Inc. Representatives including Jennifer Ward, Anita Tillis and others are paving the way for Georgia educators to have access to the highest quality services and products for retirement under tax shelters.
OUR METHODS -
Specific recommendations are made to educators requesting assistance in planning for a more secure retirement. These recommendations include life insurance planning as well as fixed annuities. All recommendations are made on generally accepted "needs based analysis". Time is taken to gather information on goals, time horizons and risk/reward prospective with regard to each clients retirement plans. Our goal is to work with each individual personally to develop recommendations that help them toward their financial goals.
We assist our clients in understanding their state retirement plan and the short and long term needs they have individually. Once needs are identified by our clients, whether in section 457 or on an individual basis, we provide products from sound insurance companies including American National Insurance Company and Great AmericanFinancial Resources, Inc.. We currently provide customer service for the AMERICO group of companies including Ohio State Life. The financial management process at Pro Benefits Group, Inc. begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals with recommendations being made based on your needs, not ours.
Disclaimer:
Pro Benefits Group, Inc. is not the Insurance Company underwriting your contract. We are your go-between for customer service. It is our goal to represent you in getting the highest degree of service from the companies we represent. Our Arkansas office staff consist of Mrs. Rhonda Counts, Customer Service Manager and Mrs. Barbara Smith, New Accounts Coordinator. These fine ladies are here to assist in the smooth processing of business and to provide you with the highest level of customer service. Bottom line is, "WE CARE". It is impossible to always tell everyone what they want to hear, but our goal is to provide the very best help and assistance to each client we serve.
Call us if you have need for service, or visit us from this web page at www.pbfsi.com
You may reach us at 1-800-264-1569. Our office hours are from 8:30-4:30 Mon-Thur and 8:30 - 12:30 Fridays.
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