About Mutual Benefit International Group
Mutual Benefit International Group, Ltd is the parent company for several existing, independent companies that include Brock and Associates, LLC. Mutual Benefit exists to expand, scale and automate the process of financial planning for high net worth individuals nationally and internationally.
Of the 76 million baby-boomers, approximately 15% or 11.4 million have or will soon attain high net worth status ($1MM+ net worth). This market-pie is a "mature" market with literally hundreds, even thousands of financial services companies competing for their tiny sliver of the pie, and the size of this pie is growing at about 4% per annum, making market-share more difficult to achieve.
The total “new world” (Asia and Latin America) has a total population of about 3.9 billion persons, of which the high net worth market is about 88 million ($1MM+ USD), or 8-times the size of the U.S. market. Additionally, the size of this pie is expanding at roughly 20-25% per year, and because it is an "immature" market with with far fewer and less sophisticated service providers, we believe market-share should be much easier to achieve of this much-larger and faster-growing pie. These wealthy largely know each other, live together in wealthy enclaves, and move in their circles, and many are anxious to have available to them similar services and products as America has in its mature market. After beginning operations there, Mutual Benefit is targeting 0.25% of that market in its first five years of operation, and 4.5% over 10 years.
The Mutual Benefit Solution
Eleven elements are being combined to help make Mutual Benefit's approach to financial planning thrive. We share five of these elements here. First, the proprietary Expert System software planning tools (often mistakenly referred to as "Artificial Intelligence") which will streamline the financial planning and analysis process. This is combined with an integrated client database that allows for streamlined marketing and customer services. Neither of these resources is available within the industry today.