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.
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Market Opportunity
Of the 76 million baby-boomers, approximately 15% or 11.4 million have or will soon attain high net worth status ($1M+ in assets), a US financial planning market growing at approximately 6% per annum.
The total “new world” (Asia and Latin America) high net worth market is about 88 million, or 8-times the size of the U.S. market and is expanding at roughly 25% per year, yet with far fewer and less sophisticated service providers. Mutual Benefit is targeting 0.25% of that market over its first five years of operation, and 4.5% over 10 years.
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The Mutual Benefit Solution
Five elements are being combined to help make Mutual Benefit's approach to financial planning thrive. First, the proprietary Artificial Intelligence (AI) software planning tools 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.
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360 Client Centric Organizational Chart
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