Our Qualifications


Meet Our Family!  We believe in families helping other families! 

SO, IT IS ALL ABOUT FAMILY!!!

 

A Well-Coordinated Team Approach:

Senior Strategies, Inc. is a FAMILY OWNED and operated organization, devoted to helping other families – plan, protect and preserve for the future.  Along with the assistance of qualified Attorneys, Certified Public Accountants, Insurance companies and others; we can find the right solutions and strategies for you and your family. While many companies promise Service, but seldom deliver; we understand that Service is what separates great companies from all the others. Our team provides every client with personalized service and we believe our

Tradition of “Service Excellence” has helped us earn an A+ Credit Rating (highest rating you can have) with the Better Business Bureau; in addition to making Senior Strategies a trusted name among clients.

 

CREDENTIALS YOU CAN TRUST

 

Benjie Lloyd, (Estate Planning, Asset Protection), Benjie Lloyd is devoted to two things:  First he is a devoted family man.  He's an active Music Ministry Leader in his church and an accomplished pianist and organist.  Second, he has devoted his entire career to helping retired people protect their estates.  In the constant pursuit of helping at a higher level, Benjie has achieved uncommon credentials:

  • President and Founder of Senior Strategies, Inc.
  • Co-Chairman, Business Advisory Council, State of Alabama, NRCC
  • Associate Member, American Bar Association
  • Certified Senior Advisor (CSA)
  • Licensed Insurance Professional                                                                                
  • Member, Society of Certified Senior Advisors
  • NRCC National Leadership Award
  • Member of the National Ethics Bureau

 

CREDENTIALS YOU CAN TRUST

 

Ann Lloyd(Estate Planning, Asset Protection), In addition to being licensed in several states across the country, Ann is a devoted Christian and the mother of five incredible children.  Like Benjie, she has over 2 decades of experience helping retirees with their estate planning needs.

  • Certified Senior Advisor (CSA)                                                                                
  • Licensed Insurance Agent
  • Member, Society of Certified Senior Advisors
  • Assisting Seniors since September 1986
  • Specializes in Medicare, and Long Term Care Issues
  • Licensed Real Estate Agent

 

CREDENTIALS YOU CAN TRUST

 

Benjie Lloyd III, (Estate Planning, Asset Protection), In addition to being licensed in several states, our son Benjie specializes in safe money strategies and Long Term Care issues.  He is a loving and devoted father to his son and our Grandson, Benjie IV.  Benjie manages our Senior Strategies Tennessee branch; which is located in Nashville and services areas across the state of TN, as well as Northern AL and GA.

  • Certified Senior Advisor (CSA)
  • Licensed Insurance Agent
  • Member, Society of Certified Senior Advisors
  • Member of the National Ethics Association
  • Associate Member, American Bar Association
  • Specializes in Safe Money Solutions, and Long Term Care Issues