Insurance & Benefits Support That Works for Real People
Financial Protection Insurance in Greenville SC-Clear Choices, Real Support
We help individuals, families, and small businesses across South Carolina, North Carolina, Georgia & Tennessee find the right insurance plans—and stay supported long after enrollment. From Medicare to financial protection, we’ll walk you through your options and advocate for you every step of the way.
34
Licensed in 34 states
300+
Google 5-star Reviews

Protecting Your Income, Family, and Future-Without the Overwhelm
Worrying that one event could derail your family's finances is common, especially with mortgages, caregiving, and changing household needs in Upstate SC. Strategic Benefits, Inc. guides you through real options-life, disability, long-term care, and more-so you can make protection decisions with clarity, not pressure. We compare coverage from multiple carriers, explain every detail in plain English, and support you before, during, and after enrollment. Whether you're planning for income loss, protecting your loved ones, or ensuring your retirement plans stay on track, you get straightforward help that fits your real life.

Turn 'What If' Into a Clear Plan
Nobody wants to leave their family or business exposed to sudden costs, health events, or lost income. With Strategic Benefits, Inc., you get:
- Life Insurance Choices
Options that match your family's budget and goals-term, whole, and more-explained in ways that make sense, with coverage tailored to your needs. - Disability Coverage That Protects Income
Short- and long-term solutions to replace your paycheck if you can't work, with clear answers on eligibility and benefit amounts. - Long-Term Care Insurance
Plans that help safeguard savings and ease caregiving for families facing aging or chronic health challenges. - Critical Illness Coverage
Get a lump sum benefit for cancer, heart attack, or other major diagnoses-relieving financial stress during recovery. - Employer-Sponsored & Voluntary Options
Flexible plans that employers can offer as benefits or employees can add on their own-great for multi-state and Upstate teams. - Retirement & Beneficiary Planning
Guidance on annuities, 401k rollovers, and making sure your coverage supports your long-term goals and the people you care about.
Financial Security Services Made Simple
Life Insurance
Protect what matters most-term, whole, and universal life options with real-world recommendations and ongoing support.
Disability Insurance
Replace lost income due to accident or illness-short-term and long-term options for all working ages.
Long-Term Care
Plan for future care needs with options that ease the burden on family and protect your assets.
Critical Illness & Cancer Insurance
Get financial relief when the unexpected strikes-customize coverage based on your risk and family history.
Annuities
Looking for predictable retirement income but not sure which annuity makes sense? We compare fixed and indexed options, explain surrender periods and fees in plain English, and help you decide if an annuity fits your long-term plan.
401(k) Plans
Thinking about offering a 401(k) but not sure where to start? We’ll walk you through plan options, employer match strategies, and enrollment steps—so you can offer retirement benefits without adding unnecessary complexity.
Settlement Planning Guidance
Structured settlements can provide steady income—but only if the structure fits your needs. We’ll walk you through timing, flexibility, and trade-offs in clear, practical terms.
Trusted by Families and Businesses Across Upstate SC
"The support team is very helpful. Whenever I need assistance, they provide accurate information and patient guidance. I’ve never felt lost or ignored, even during busy times."
- Francis G.
"Mr. Lipscomb was very friendly and professional. He knew exactly what Medicare plan would suit my needs. He definitely deserves 5 stars!"
- Becky B.
"I can say this was the right decision for my health and finances. The coverage is clear and my doctor visits are finally affordable again. I am thankful for this plan"
- Carlos R.
"Professional and efficient service. The agency made the insurance process straightforward and provided valuable advice along the way."
- Alexia D.

What to Expect-Step by Step
- Tell us your goals, budget, and any past coverage.
- We compare available plans from multiple carriers, outlining key differences in everyday language.
- You get help with paperwork, enrollment, and beneficiary decisions-no jargon.
- After enrollment, we remain your point of contact for questions, updates, or claims.
Checklist for Your Appointment:
- Details about family or business coverage needs
- Current or prior policies (if any)
- Household budget and savings priorities
- Questions about income replacement, long-term care, or retirement plans
- List of beneficiaries or special considerations
Your Questions, Answered
What insurance protects my income if I can't work?
Disability insurance provides a monthly benefit to replace lost income during illness or injury. We'll help you find the right fit based on your occupation and financial needs.
How much life insurance do I need?
It depends on your family, debts, income, and long-term plans. We review your situation and provide clear, no-pressure guidance on what's appropriate.
Is long-term care insurance worth it?
For many Upstate families, long-term care coverage provides peace of mind and protects savings from the high costs of extended care. We'll walk through scenarios and costs so you can decide.
Can employers offer these benefits to teams in multiple states?
Yes-Strategic Benefits, Inc. supports multi-state, Upstate, and remote teams, with plans that work across regions and flexible support.
Will you help after I sign up?
Absolutely. Ongoing support for changes, claims, and questions is part of our service.








