Danilo Francis: Primerica-Financial Services

Benefit Equity Inc. is a third-party administrator (TPA) specializing in retirement plan administration and consulting for small to mid-sized businesses. They offer services such as custom retirement plan design, compliance testing, and financial planning.

Primerica is a financial services company founded in 1977, dedicated to educating Main Street families on personal finance through its HOW MONEY WORKSTM program. The company is committed to providing solutions that prioritize consumer needs, including term life insurance and investment opportunities, operating under the philosophy of "Buy Term and Invest the Difference." With a focus on helping individuals achieve financial security regardless of their income level, Primerica offers a range of services including life insurance, mortgage loans, and investment advice. Their representatives operate as independent contractors, ensuring that products and services are tailored to meet the specific licensing requirements of various jurisdictions. Generated from the website

Serving Santa Ana, CA and outlying areas, Daniel Roberts and associates are offering the following services not limited to: Asset Management, Retirement Planning, Business Planning, Insurance Planning and Risk Management.