Welcome to SRA Benefits

We are advocates on behalf of businesses, individuals and their families who require specialized insurance, financial and advisory services. Our primary goal is to help our clients maximize value and minimize risk to their assets. 

As a member of National Financial Partners Corp., an independent national financial services company, our responsibility is to provide our clients access to professional resources.  Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. 

We facilitate corporate and personal financial decisions our clients must make. For example,

What are strategies to help corporations to: 

• Prepare for leadership and financial contingencies? 
• Balance cost and appreciation of fringe benefits? 
• Maximize the value of retirement plan benefits? 
• Combat erosion of executive benefits? 
• Liquidate corporate owned life insurance policies for more than their cash surrender values?*

What are strategies that help family businesses to: 

Secure the best future for the companies they have built?  

What are strategies that help  affluent individuals to: 

• Protect financial achievement and assure long term goals? 
• Sell their old life insurance policies instead of surrendering them?*
    

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*Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlements transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements.  The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement.

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