Wealth Preservation Solutions, LLC
Chris Szem has 25+ years of experience in the Employee Benefit Service and Retirement Plan Industry. He specializes in delivering Medical, Dental, Long Term Disability, Vision and Retirement Plan solutions for mid to large size employers. Chris focuses on the ever-changing, complex environment of employee benefits in the private/public sectors and works closely with clients throughout the review, selection, rate negotiation, procurement and renewal processes. He provides goal oriented oversight, management, education and ongoing service that consistently exceeds client expectations. In this enhanced regulatory environment, he focuses on compliance which protects plan sponsors from tax penalties and fiduciary liabilities and litigation.
Chris is the Principal of BeneCept Consultants, Inc. (Founded 1982), a Finra Registered Representative (Series 7 and 63) and is a Licensed Life & Health Insurance Producer in New Jersey. He and his family live in Monmouth County, NJ.