Published on:

15th Jul 2021

Advance Your Wealth - Interview Series (Frank Seneco: Part 1)

In the first installment of our interview series, on Advance Your Wealth, Homer is joined by Frank Seneco, President of Seneco & Associates, Inc., to discuss advanced insurance planning strategies and how they relate to wealth management as a whole.

Bringing over three decades worth of experience in the financial services sector, Frank is no stranger to this subject and provides services across the nation, as well as internationally. Frank believes in services that best meets the clients needs!

So sit back, relax, and enjoy the first part in our three-part interview series with Frank!


0:20 - Background information on Frank Seneco and his experience in the financial services sector

1:40 - An overview on the Benefit-Focused Defined Benefit Plan and how its value can be maximized

3:17 - Why so few people have heard of this particular plan

4:20 - The type of business owner or business structure this plan makes sense for

6:32 - The biggest opportunities Frank sees when reviewing retirement plans for clients

8:40 - This is a plan that focuses benefits towards the owner

9:58 - How life insurance fits into this type of plan

11:25 - Summarizing this plan once more and who it truly applies to

12:30 - Closing remarks

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.