Business Details
33 Years
experience
Your Trusted Insurance & Financial Planning Partner in Spartanburg
Benefit Resources and Planning has served the Spartanburg community since 1993, providing personalized insurance and financial planning solutions. Our family-run business prioritizes client needs through tailored strategies for individuals, families, and corporations. With decades of combined experience, our team specializes in life insurance, retirement planning, estate strategies, and commercial insurance.We emphasize community involvement and client education, offering services through partnerships with trusted carriers. Our commitment to excellence ensures clients receive comprehensive protection and wealth management guidance adapted to evolving life circumstances.
Services
Life Insurance
Disability Insurance
Health Insurance
Retirement Planning
Estate Planning
Group Benefit Plans
401-K Rollover
Medicare Supplements
Annuities
Mutual Funds
Details
- Year established: 1993
Highlights and features
- We offer personalized insurance solutions tailored to individual and business needs
- Our team has 40+ years of combined experience in insurance and financial planning
- Family-run business with deep roots in the Spartanburg community
- Comprehensive services spanning life insurance, retirement planning, and commercial coverage
- Partnerships with trusted carriers like BCBS of SC and MetLife ensure quality options
What people say
Personalized solutions
Knowledgeable team
Community involvement
Long-term relationships
Comprehensive coverage
Services
Life Insurance
We provide customized life insurance solutions to protect your loved ones financially. Our policies ensure long-term security while adapting to changing life circumstances. Our experienced team helps clients select coverage amounts and types that align with their family's future needs.
Retirement Planning
Our retirement planning services help clients build sustainable income streams for their post-work years. We develop strategies incorporating tax-efficient withdrawals, Social Security optimization, and investment management tailored to individual retirement goals and risk tolerance levels.
Estate Planning
We create comprehensive estate plans to preserve wealth across generations. Our services include trust establishment, beneficiary designation strategies, and coordination with legal professionals to ensure asset distribution aligns with client wishes.
Group Benefit Plans
Our commercial insurance solutions protect businesses through group health plans, disability coverage, and retirement programs. We assess company-specific risks to create packages that safeguard both employers and employees while maintaining cost-effectiveness.
Annuities
We offer annuity solutions as part of diversified retirement portfolios. Our specialists explain different annuity types, including fixed, variable, and indexed options, helping clients understand how these instruments can provide guaranteed income streams.
People
Ken Brownlee
Founder
With 40+ years in insurance and investment consulting, Ken established BRP in 1993. A Spartanburg native, he specializes in retirement strategies and maintains active community involvement through local outreach programs.
Jennifer McClellan
Vice President
As Vice President since 2009, Jennifer oversees daily operations and new business development. She graduated from USC-Columbia with a Fashion Merchandising degree and brings personalized service to client relationships.
Vickie Webb
Client Services Manager
With 24 years of insurance experience, Vickie manages carrier relations and client service operations. She specializes in policy implementation and claims resolution while maintaining active community church involvement.
Questions
What insurance products does BRP offer?
We provide life, health, disability, and long-term care insurance for individuals, plus group benefit plans and retirement solutions for businesses.
How does BRP personalize financial plans?
Our team conducts detailed assessments of each client's financial situation, goals, and risk tolerance to create customized insurance and investment strategies.
Are BRP's services available for small businesses?
Yes, we specialize in commercial insurance solutions including group health plans, 401(k) rollovers, and employee benefit programs tailored to small business needs.
What investment options are available through BRP?
We offer annuities, mutual funds, and retirement accounts through Cambridge Investment Research, with options matching various risk profiles and financial goals.
Reviews (3)
Robert Alberto
Jun 07, 2022
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Benefit Resources & Planning is amazing! They were very professional, thorough and knowledgeable. They explained everything about the policy, what the company could do for me and the savings provided. I ended up with a health insurance policy for over savings per year. I will renew next year also. Thanks!
Jonathan Chester
Apr 04, 2022
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The entire interaction was short and simple. The cost was likewise the most cutthroat one that I found during my inquiry. Incredible client care and well-disposed accommodating staff. You rock, Benefit Resources, and Planning.
Jaquin James
Dec 04, 2021
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Very helpful explained and went through everything and listened to what I was asking and explained thoroughly my advisor was Rhys Morris very kind and understanding.!
