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Bret L Benham

from Charlotte, NC
Age ~65
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Also known as:
Bret Lavin Benham, Bret Amherst Benham, Bret C Benham, Bret L Brenham
Related to:
Brenda R Benham, 61
Connected to:
Amber A Benham, 36Anne M Benham, 60Aria S Benham, 39Ashley Benham, 41Ayisha Benham, 71Barbara Benham, 60Bruce A Benham, 73Cameron Benham, 34Carl T Benham, 89Carol L Benham, 66

Bret Benham Phones & Addresses

  • Charlotte, NC
  • Springfield, IL
  • Lincoln, NE
  • 9005 Longview Club Dr, Waxhaw, NC 28173 (704) 443-0026
  • Amherst, NH
  • Union, NC
  • PO Box 77268, Charlotte, NC 28271 (704) 443-0026

Work

Position: Clerical/White Collar

Resumes

Resumes

Bret Benham Photo 1

Executive Vice President - Life And Retirement

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Location:
P/O Box 6130, Amherst, NH
Industry:
Financial Services
Work:
Confluent Solution Group LLC - Charlotte, North Carolina Area since 2012
CEO
Benham Consulting LLC since 2008
President
Innovation Partners, LLC Sep 2010 - Jul 2012
Executive Managing Director
TIAA-CREF Life Insurance Company 2004 - 2008
Chairman, President and CEO
TIAA-CREF 2004 - 2008
President TIAA-CREF Life Insurance Company
Education:
Drake University 1982 - 1983
MBA Drake University 1978 - 1982
BSBA, Operations and Production Management
Skills:
Investments
Insurance
Executive Management
Finance
Fixed Annuities
Financial Modeling
Mergers and Acquisitions
Retirement
Entrepreneurship
Mutual Funds
Risk Management
Financial Services
Leadership
Life Insurance
Asset Management
Thought Leadership
Strategic Planning
Strategy
Venture Integration
Mergers
Business Development
Business Strategy
Consulting
New Business Development
Series 7
Asset Managment
Estate Planning
Financial Planning
Hedge Funds
Marketing
Portfolio Management
Securities
Strategic Financial Planning
Wealth Management
Certifications:
Clu®, Chartered Life Underwriter
Chfc®, Chartered Financial Consultant
Flmi®, Fellow Life Management Institute With Distinction | Specialization In Selection of Risk
Hia®, Health Insurance Associate
Alu® 1, Advanced Life Underwriter
Series 7 - Inactive
Series 63 - Inactive
Series 24 - Inactive
Celemi Enterprise
The American College of Financial Services
Loma
America's Health Insurance Plans (Ahip)
Academy of Life Underwriting
Financial Industry Regulatory Authority (Finra)
Bret Benham Photo 2

Bret Benham

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Business Records

Name / Title
Company / Classification
Phones & Addresses
Bret Benham
Organizer, Manager
TIAA-CREF INSURANCE AGENCY, LLC
A Licensed Insurance Agency Which Will Offer Insurance Services And Products When It Begins Operations In 2006 · A licensed insurance agency · Serve As A Life Ins Agent For Life Ins Companies In Us · A Licensed Life Insurance Agent
8500 Andrew Carnegie Blvd, Charlotte, NC 28262
209 W Washington St, Charleston, WV 25302
730 3 Ave Lbby 1, New York, NY 10017
730 3 Ave, New York, NY 10017

Publications

Us Patents

Method Of Providing Insurance

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US Patent:
8271301, Sep 18, 2012
Filed:
Jun 1, 2007
Appl. No.:
11/757284
Inventors:
Craig K. Nordyke - Huntersville NC, US
Bret Benham - Weddington NC, US
Assignee:
Teachers Insurance and Annuity Association - New York NY
International Classification:
G06Q 40/00
US Classification:
705 4, 705 35, 705 36 R
Abstract:
This disclosure details the implementation of methods for providing a permanent life insurance policy, such as a universal life or variable universal life insurance policy, that may provide a level cost of insurance and may be marketed to clients of an asset manager. A need exists for a life insurance policy that provides level cost of insurance rates for a specific duration, while providing a death benefit and a cash value. The instant invention provides a method and an insurance policy that addresses these and other issues. In some embodiments, the level cost of insurance rate for a universal or variable universal life insurance policy may be provided for a fixed period of time and determined based on the corresponding cost of insurance rate for a comparable term life insurance policy having a term substantially similar to that fixed period of time. In further embodiments, the asset manager may receive compensation for advising the client based on the total value of assets in the insurance policy.

System For Creating, Issuing, Managing And Redeeming Annuity-Based Retirement Funding Instruments

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US Patent:
8396770, Mar 12, 2013
Filed:
Jul 20, 2010
Appl. No.:
12/804329
Inventors:
Bret L. Benham - Weddington NC, US
James Benjamin Williams - Sherborn MA, US
Francois G. Gadenne - Marblehead MA, US
International Classification:
G06Q 40/00
US Classification:
705 35, 705 4, 705 40
Abstract:
A method for administering an annuity-based retirement funding in which an investor's funds or current income is used to make incremental purchases of immediate annuity benefits at market rates, with the annuity payments received from previous purchases being applied purchase additional annuity benefits. The investor allocates a first allocated portion of each received benefit into an account and the reinvested funds are thereafter available in combination with new investment payments from the investor for the purchase of additional immediate annuity benefits. At the direction of the investor, typically after retirement, all or part of the received annuity payments can be received for the use of the investor.

Methods For Creating, Issuing, Managing And Redeeming Annuity-Based Retirement Funding Instruments

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US Patent:
20050234821, Oct 20, 2005
Filed:
Apr 15, 2005
Appl. No.:
11/108079
Inventors:
Bret Benham - Weddington NC, US
James Williams - Sherborn, MA
Francois Gadenne - Marblehead MA, US
Assignee:
Retirement Engineering, Inc. - Boston MA
International Classification:
G06F017/60
US Classification:
705040000
Abstract:
A method for administering an annuity-based retirement funding in which an investor's funds or current income is used to make incremental purchases of immediate annuity benefits at market rates, with the annuity payments received from previous purchases being applied purchase additional annuity benefits. The investor allocates a first allocated portion of each received benefit into an account and the reinvested funds are thereafter available in combination with new investment payments from the investor for the purchase of additional immediate annuity benefits. At the direction of the investor, typically after retirement, all or part of the received annuity payments can be received for the use of the investor.
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Bret L Benham from Charlotte, NC, age ~65 Get Report