We believe the most effective way to build and preserve wealth is to draw on both traditional financial wisdom and innovation.
At Sage Advisory Corp., we blend time-tested strategies with leading-edge approaches that take advantage of new products, new rules and new thinking. Extensive technical knowledge and fresh creative insight enable us to recommend sophisticated insurance-based tax and financial planning solutions.
Sage Advisory Corp. is a boutique, advisory firm, specializing in sophisticated, elegant, insurance-based tax mitigation structures for a range of affluent families, family offices, businesses, trusts and individuals.[/vc_column_text]
Even the most disciplined investment strategy rests on a simple principle: understand where your money goes and never expose yourself to more risk than you can comfortably carry. That same mindset is worth applying to leisure spending, which is why Danish players who enjoy the wider selection of international platforms should take a careful look at operators that sit outside the national self-exclusion register — and a sensible starting point is a guide to casino uden ROFUS , where licensed foreign sites, payment methods and wagering terms are compared side by side. Prudent budgeting and clear limits remain the foundation of any enjoyable pastime, whether the money in question is an investment portfolio or an evening's entertainment budget.
Eric Benchetrit is one of the most intelligent, creative, and knowledgeable people I have come across in the financial services industry… Eric's expertise was immediately clear to me, and I would have to question, any financial services professional who does not utilize his services.
Cory B
Able to relay very complex insurance and tax planning concepts
What I like best about Eric Benchetrit is that he is able to relay very complex insurance and tax planning concepts in an extremely straight-forward manner.
Andrew A
Eric Benchetrit is truly up on top
I have had the privilege from learning from some of the top in the industry… I can honestly say that Eric Benchetrit is truly up on top
R. Latchman
Eric Benchetrit has been an invaluable asset
Eric Benchetrit has been an invaluable asset for me during the time I have been dealing with him. His knowledge of insurance products and companies are second to none
Max Benatar, First Service Brokers Ltd.
Never let me down
For me, the most important thing has always been trust and Eric has never let me down
Jason Abbott, CFP, CLU
Nobody better in the industry
If there is anybody better in the industry then Eric Benchetrit, I haven't met him as yet
Brian Seetner
I would recommend to anyone
I have been in the insurance business for almost 30 years. In all these years I have never come across a more honest and caring person as Eric Benchetrit who I would recommend to anyone
Janice Cloth
Very helpful and knowledgeable
Whenever I call him, I find Eric to be very helpful and knowledgeable about industry trends and products
Mark Usher
Unusual amount of knowledge
Eric possesses an unusual amount of knowledge of the industry
Idan Reshef
My trusted mentor
Eric Benchetrit has been my trusted mentor… He has this unique combination of skills that set him apart... that makes him an extremely well rounded advisor
Denise Armel
Ability to speak at whichever level is necessary
The feedback I get from my clients is that Eric has the unique ability to speak at whichever level is necessary: In layman’s terms for those that might not be as informed AND at a much higher level for those … that might already have extensive tax and estate planning knowledge
A. Anderson
Fortunate to benefit from Eric’s experience
We are fortunate to benefit from Eric’s experience of working with clients, advisors and insurance companies and their wholesalers. This experience gives him a level of expertise to work in all markets – whether it be on complex business market/cases or the family market
Peter O
Strong knowledge of financial products
Eric has a strong knowledge of financial products. His ability to retain and stay current regarding new products and changes among all companies is remarkable
L. Pirrie
Most rounded knowledge in the industry
He happens to have the most rounded knowledge in the industry. He knows about most of the insurance carriers in the North American market place. If you give Eric a scenario, he will always lead you in the right direction!
R. H. L.
“Go-To” Individual
Eric is a key “go-to” individual… knowledgeable and a "big thinker.
T. R.
A pleasure working with Eric
I find Eric to have an excellent grasp of product and possibilities… He is aware of, and anticipates, emerging industry trends and has provided to be skillful and artful in introducing new and emerging trends... It is a pleasure working with Eric
Brenda J. Black, Banking Consultant Manulife Bank of Canada
Smartest, most knowledgeable
Eric is one of the smartest, most knowledgeable people in the insurance industry, as well as investments and banking
S.Z.D.
Always there to answer any questions
He is always there to answer any questions I have and if I leave him a message to call back, he is sure to return my call right away. Eric always brings forward new ideas to present to my clients….Thank God Eric is there to “hold my hand” when I need it
Max B
No way to put a price tag
There would be no way to put a price tag on the value that Eric provided
Cory Budovitch, Budovitch Legacy Planning
Most knowledgeable individuals
Eric is one of the most knowledgeable individuals on industry practices and how products are positioned in the marketplace
Ian Thompson, CLU CHFC CFP Regional Vice President
Industry veterans
Eric Benchetrit is one of those insurance industry veterans that just plain get it!... I promise that if you give this man an hour of your life, he'll help focus & energize you, because he truly cares about you and your success!
Brent W. Swatuk Regional Marketing Consultant
I can’t remember
I can't ever remember a time when Eric didn't know the answer to a question
Susan D
Sees the big picture
Eric has a unique skill in seeing the big picture and benefits of ideas, solutions, products and services presented to him… We greatly appreciate his efforts and hard work. We look forward to building on our great working relationship with Eric and ever greater success
Tony Ramolo | Regional AVP
Prepares strategies
With just a little background information provided to Eric…he can derive and prepare strategies that I would have never thought of
Andy (Andrew) Anderson, Buckler Insurance Service Limited
I love him!
Eric Benchetrit, HE has all the answers! I love him!
Robyn H. Latchman CFP, CLU, EPC
Just have faith in
Eric is one of those people who you just have faith in from the start… I can say that he deserved that trust... and he never once let me down
S. D.
Researching and building
Eric is involved in researching and building the best solutions with advisors for their clients. He is able to explain complex concepts or issues in non-technical terms and is also well versed when dealing with more technical or complex cases… It’s a pleasure dealing with Eric
Lidia Pirrie Manager
Knowledge of products and concepts
His knowledge of products and concepts is second to none. Eric also brings his patience, empathy and knowledge… he is a pleasure to deal with
P. O.
Detail-oriented
Eric is knowledgeable, detail-oriented, a great presenter and trainer, and trustworthy. I couldn't have helped my clients the way I did, if it weren't for him
