Presented are four sample cases that illustrate how Bentzen Financial takes a unique client-focused approach to helping annuitants with their liquidity needs. Names have been changed for client privacy.
Jim usually drove his car to work, but on one fateful day he decided to ride his bike instead. Just as he reached an intersection, his light turned green. Since his view was obstructed… More >>
After settling all of the medical liens and paying the attorney, Phoebe had netted about $180,000. Phoebe was 12 years old and playing at a neighborhood friend’s house when she was singled out and… More >>
Sarah found herself unexpectedly widowed with little savings and a lot of bills. Sarah, a mother of five, can still recall the horrifying moment surrounding the phone call. Two of her boys had just… More >>