Lon Benge
Lon Benge is a highly experienced financial advisor based in Columbia, SC, specializing in annuity strategies designed to maximize growth and income while ensuring safety during market fluctuations. With nearly two decades of expertise, Lon and his Case Design Team offer tailored financial solutions to help clients achieve their long-term financial goals and secure a reliable income stream.
In addition to retirement planning, Lon Benge provides estate planning services to protect legacies and optimize tax efficiency, aiming to minimize liabilities and maximize refunds for clients. His innovative long-term care insurance annuity offers unique benefits, ensuring clients receive their premiums back plus interest if they do not require care, making it a cost-effective alternative to traditional long-term care insurance policies.
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