SecuRetirement, Inc., Hollywood FL
Bruce Elfenbein, CFF® from SecuRetirement, Inc.

Bruce Elfenbein, CFF®

SecuRetirement, Inc.

About Us

We can provide total debt elimination and increased cash flow, both for businesses and personal, within nine years (or less), without spending any more than you currently do.

We also design advanced tax strategies for business owners and successful individuals. (*Note - this is not the kind of stuff you find on Main Street)

For example, we can move your money from an IRA, covert it to a ROTH IRA, and defer the conversion taxes for life.

If you are selling your business, we can dramatically reduce (or eliminate altogether) your capital gains taxes.

To see if you qualify for these and many other powerful strategies, please check my website at www.securetirement.life and click on the "Advanced Tax Strategies" tab, or email me.

To learn more about Bruce, go to: https://www.youtube.com/watch?v=6ApdikCCjd4&amp...

Products & Services
If you like this video, I will send you another one with more information. https://www.qlsvideoprogram.co...
Are you 100% confident that you will enjoy a comfortable retirement...or do you have any doubts? What if I could show you how to get out of debt i...
A smart, flexible, realistic budget is the backbone of your business. SecuRetirement, Inc. offers budgeting services to business owners in and arou...
Recommendations Given (27)
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"Henry's videos are the BEST! He will make you (and your business) a star!"
Recent Activity

Bruce from SecuRetirement, Inc. Answered this on September 03, 2020
Word of mouth.  Referrals.  Way to live the dream Doing a great job?  A given.  Outstanding service?  Of course.  Love what you do and have it show?  Best reputation in town?  Doesn't hurt...but none of this matters.  If you're in business...any business, all of these things must be true, or go... (more) Word of mouth.  Referrals.  Way to live the dream Doing a great job?  A given.  Outstanding service?  Of course.  Love what you do and have it show?  Best reputation in town?  Doesn't hurt...but none of this matters.  If you're in business...any business, all of these things must be true, or go get a job. While all of the above might make you feel as though you've "earned" a referral, you really haven't.  You are expecting to be rewarded for doing your job and (hopefully) doing it well.  Kudos.   Do you remember the last time (OK, pre-plague on this one) you had really good service at a resstaurant.  Truly great.  How many times did you refer people to your waitstaff?  They did a great job, but hey, isn't that what they get paid (and tipped) for?  Why are you so special?  You're simply doing what is expected of you. Here's the key.  No one cares how much you know , until they know how much you care.  What does that mean?  Touches.  I reach out to my clients anywhere from six to twelve times a year.  Maybe a phone call with the latest joke, or a birthday card, or an email with an article you think they'd like.  I'm one of the lucky ones.  I love what I do (greatest job in the world!), but my services lend themselves to high touch.  Maybe it's to address a shift in the market, review a statement, adjust our plan for the year...any number of reasons.  And at least two or three times a year, just because.   By staying in the front of their mind, you'e the one who will be on the tip of their tongue.

Bruce from SecuRetirement, Inc. Answered this on February 24, 2020
great stuff...keep it coming! (more) great stuff...keep it coming!
1 Reply

Bruce from SecuRetirement, Inc. Answered this on February 06, 2020
I find that when new agents enter the workplace, they can be overwhelmed by the plethora of products available and all of the markets they can serve.  The big rookie mistake is to try to be everything to everyone.  However, you learn quickly to find your niche and specialize in one market,... (more) I find that when new agents enter the workplace, they can be overwhelmed by the plethora of products available and all of the markets they can serve.  The big rookie mistake is to try to be everything to everyone.  However, you learn quickly to find your niche and specialize in one market, learning everything you can about that market.  Remember, your primary care doctor tries to keep you healthy, but it's the specialist who saves your life. So...find your niche, discover your passion.  It's never about the products you sell, it's about helping people and the lives you'll change.  We have one of the best jobs in the world: we actually get compensated for helping people.  Marinate on that a little. Focusing on the most lucrative product is only focusing on yourself.  Don't worry about that part.  Focus on your client's needs and how you can best serve them.  The money will take care of itself.  If you do your job right, you will build relationships that last for a lifetime.  After a while, you will begin to feel like you're being paid to hang around with your friends, and help them along the way.  Now, that's awesome! Who would want to do that?
2 Replies

Bruce from SecuRetirement, Inc. Answered this on January 03, 2020
No matter what industry you're in (we're lucky...we're in the best one), you are in the MARKETING BUSINESS.  Social media should be a part of everyone's marketing plan.  Not the only thing, but one of the things.  If you need any help, try reaching out to Roddy Camper at Clique Success...he... (more) No matter what industry you're in (we're lucky...we're in the best one), you are in the MARKETING BUSINESS.  Social media should be a part of everyone's marketing plan.  Not the only thing, but one of the things.  If you need any help, try reaching out to Roddy Camper at Clique Success...he really knows his stuff.

Bruce from SecuRetirement, Inc. Answered this on December 11, 2019
There are quite a number of variables here.  If you only have a handful of employees, then I'd go with a spreadsheet.  As your company scales larger, meaning more employees and more benefits (health insurance, 401k, etc.), you'll be better served with a payroll service and direct YOUR valuable... (more) There are quite a number of variables here.  If you only have a handful of employees, then I'd go with a spreadsheet.  As your company scales larger, meaning more employees and more benefits (health insurance, 401k, etc.), you'll be better served with a payroll service and direct YOUR valuable time to doing what you do best...bringing in business to pay for all that.
1 Reply

Bruce from SecuRetirement, Inc. Answered this on November 01, 2019
I receive an average of 15 robocalls per day.  At this point, I'm abusive.  If you're cold calling me, I'm lumping you in with the others. (more) I receive an average of 15 robocalls per day.  At this point, I'm abusive.  If you're cold calling me, I'm lumping you in with the others.

Bruce from SecuRetirement, Inc. Answered this on October 05, 2019
Here's a question: If you knew the exact day you were going to die, how much life insurance would you buy the month before?  Why? When you have that answer, share that with your business owners. (more) Here's a question: If you knew the exact day you were going to die, how much life insurance would you buy the month before?  Why? When you have that answer, share that with your business owners.

Bruce from SecuRetirement, Inc. Answered this on July 03, 2019
As contrary to your initial feelings on this, the best way to advertise a website is through conventional, not digital media to drive traffic.  Yes, that includes papers, magazines, radio, TV, etc.  You could also try "backdooring".  That's where you post a question on this forum to create... (more) As contrary to your initial feelings on this, the best way to advertise a website is through conventional, not digital media to drive traffic.  Yes, that includes papers, magazines, radio, TV, etc.  You could also try "backdooring".  That's where you post a question on this forum to create curiosity and (hopefully) drive traffic that way as well.  Good luck with your business.

Bruce from SecuRetirement, Inc. Answered this on June 22, 2019
I have more questions than answers. First, what is the true purpose of this question??  Is it to attract/retain good employees?  Is it to provide a good benefits package for you?  That answer alone will determine your direction. If it's about your employees, simple.  Ask them what the most... (more) I have more questions than answers. First, what is the true purpose of this question??  Is it to attract/retain good employees?  Is it to provide a good benefits package for you?  That answer alone will determine your direction. If it's about your employees, simple.  Ask them what the most important benefits to them are.  Health care?  Insurance?  Retirement plans such as a 401(k)/403(b)?  In actuality, these are all a form of profit sharing. If the end product is to design a program that rewards employees, yet maximizes the potential for the owner, that's a different direction. Since I am a fiduciary I am precluded from making a recommendation without much more information.  If you'd like, reach out to me privately and I'll be happy to point you in the right direction...and yes, for gratis.
1 Reply

Bruce from SecuRetirement, Inc. Answered this on May 25, 2019
I don't employ promotional products that often, but when I do, I have one rule: don't give them crap.  To me, that item is like a silent, omnipresent billboard.  It's not going to make the sale for me.  I only need it to do one thing: keep me in the front of the mind of the prospect. If I were... (more) I don't employ promotional products that often, but when I do, I have one rule: don't give them crap.  To me, that item is like a silent, omnipresent billboard.  It's not going to make the sale for me.  I only need it to do one thing: keep me in the front of the mind of the prospect. If I were to give a cheap pen, for example, it does no good to just be thrown into a drawer with the other worthless crap they've previously acquired.  But, if it's a nice pen, it will find it's way to the pocket of my prospect, and do it's job.

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