Benny Perez is an Investment Adviser Representative and investment advisory services are offered solely by ESI Financial Advisors. Cornerstone Advisor Group independent of ESI Financial Advisors. One National Life Dr., Montpelier, VT 05604, 800-344-7437. An "endorsement" of this individual is not a referral of him for investment advisory services and may not reflect others' views or experience. TC6957126(0824)3

Insurance Advisor with the world's largest Catholic FraternityOver $40 million in life insurance volume, over $350,000 in first year premiumsIssued Court of the Table Insurance producer in 2023Million Dollar Round Table insurance producer in 2022Managed relationships with more than 1,000 policy and account holdersAdded More than 25 investment clients and insurance customers per yearBuilt network of sponsorships and events to acquire new customersManaged 3 employees in an office with 7 agentsMentored 5 agents across multiple agencies and states to MDRT production54% YoY profit growth 2021 2022, 27% growth 2022 2023Worked collaboratively with experienced insurance advisors to create processesLed monthly meetings to improve outcomes for clients and shorten sales cyclesMaintained compliance using SamSuite and SmartOffice CRM

Independent Contractor working through insurance agency for Catholic Fraternal OrderStarted the investment business for KofC in northern VirginiaAcquired and managed over $17 million in assets in 3 years, helped 4 other advisors bring in over $50 million in assets under management, building the book of business from insurance customersAssisted clients identify goals for their investments, match their goals with model portfolios, and acquire results in line with their risk toleranceIn the top 5 asset advisors within the Knights of Columbus for 2022 and 2023 by assets under managementRan quarterly marketing campaigns and built referral business systemsRegistered with the SECMaintained compliance with financial planning and reporting software

Now called Laurel Ridge Community College, governor's school specialized in math and scienceDesigned and taught Macroeconomics and Microeconomics survey coursesDesigned and taught Psychology survey coursesMaintained compliance with the Virginia Community College System requirements for courses 4 sections per semester