Qualifications & Experience
Training and Experience Needs assessment for Life, Accident & Health Insurance Retirement income planning for pre/post retirement Education in the use of Life Settlements for Estate Planning Reverse Mortgage and other supplemental income planning Estate and Legacy planning Business Continuation and Succession Planning Employee Retention Programs Executive Deferred Compensation Funding for Shareholder Agreements Certifications, Designations, Registrations & Training Instructor for CPE and CLE classes Certified Estate Advisor® Minnesota Mortgage Professional® Reverse Mortgage Specialist Insurance Licensure: MN, WI, FL & CT Real Estate Broker Licensure, GRI, ABR, SRES: MN & FL Mortgage Originator Licensure, MMP: MN NMLS #322773 25+ years experience in the construction industry Inactive Securities Registrations: Series 24, 7 & 66 Other Consulting Services We Are Qualified to Provide Real Estate and Mortgage Services: We offer specialized real estate and financial services for a client's primary residence, second home or investment property. I am a licensed Real Estate Broker in MN & FL, and licensed Mortgage Loan Originator in MN NMLS #322773. Jack Benke is a Forward and Reverse Mortgage Specialist. In addition, Jack Benke specialized training in IRC 1031 Exchanges and holding real estate in Self-directed IRA's. As a National Associate of Engineered Tax Services and Cost Segregation consultant, Jack Benke can provide clients with access to Cost Segregation Studies, Energy Tax Credits and Research & Development Tax Credits. Business Succession Planning: I have 30+ years experience working as a small business owner. I work with clients and their tax and legal professionals on drafting, updating and funding of important business planning documents; such as, buy-sell agreements, business continuation plans, employee retention, retirement planning and developing a business exit strategy. I have presented and co-presented CPE continuing education for CPA’s and CLE courses for attorneys on these topics.
Estate and Legacy Planning: As a Certified Estate Advisor®, I have the training and experience necessary to help you craft suitable solutions for your unique situation. In addition to helping you organize and analyze your current financial status, I will coordinate the efforts of your tax and legal professionals to establish, and/or update critical personal and legal documents; such as, wills/trusts, durable powers of attorney, medical directives, beneficial designations and other important documents.
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