Company Information

Get to know creative benefit strategies, inc.

Founded in 1999, Creative Benefit Strategies, Inc. (CBS) is a specialized consulting firm that partners with small to mid-sized employers to create customized employee benefit packages. As an independent broker, CBS is not tied to any single insurance carrier, allowing it to provide objective advice and source a wide range of products including medical, dental, vision, life, and disability insurance. In addition to insurance, the firm offers expertise in retirement plan solutions, such as 401(k)s, and provides comprehensive support for benefits administration and regulatory compliance (including COBRA, FMLA, and ACA).

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Financial InsurancePRIMARY
Financial Other Service

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creative benefit strategies, inc.

United States

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.