Greg Nelson ChFC, CEBS
Strategic Benefits Coach is a completely independent insurance agency specializing in Employee Benefits, Health Insurance, Income Protection Plans, Group Life Insurance and other group and individual benefits. Our clients are located all across Utah, giving us a great feel for the insurance landscape. We design plans with a focus on risk management, low costs, and tax-efficiency, which we combine with personalized financial advice aimed at helping clients make better informed decisions.
Evaluate their unique position by listening and asking the right questions
Educate of not only what the options are but the key points to review for understanding
Empower to be able to make the best choice for themselves, rather than just with “what’s hot” right now
Our mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations. Often times our advice and good counsel is engaged without payment. That underscores our commitment to serve as your advocate, focusing our attention on putting your best interests first.