Bensure brings your accounts, your assets, and the people you care about into a single, clear picture with guidance from our team to help you understand what you have and make sure it's set up right.
Life changes with marriage, divorce, death, or job changes. Your accounts don't update themselves. Millions of Americans self-manage their accounts at Vanguard, Fidelity, and Schwab with nobody looking out for the gaps. The consequences can fall on grieving families at the worst possible moment.
Share what you have. We help you understand it. You always know where things stand.
Tell us about your accounts retirement, bank, and more along with any recent life events. Our team listens and helps you understand your full picture, securely and simply.
We put everything in one place, offering a clear view of every account, who it's connected to, and what may need attention. No jargon, just clarity.
Life changes: marriage, kids, a new job. We keep you current with annual check-ins and support whenever something shifts.
Bensure helps your employees understand why beneficiary designations matter and what they need to know without your HR team or Bensure ever crossing into legal or financial advice.
You've spent decades building retirement savings. Bensure makes sure those assets reach the people you intend not an ex-spouse, a deceased parent, or a probate court.
A common situation. A critical gap. A simple fix that made all the difference.
A client came to us believing everything was in order. He had named his children as beneficiaries years ago. He had a will. He had remarried. He assumed all three pointed in the same direction.
They didn't. There was a critical gap between what his documents said and what was actually required. Without intervention, his children would have received nothing from his largest retirement account despite being named on the form.
One conversation with our team identified the issue. One straightforward process resolved it. His children are now fully protected. A potential family crisis avoided before it ever happened.
For individuals
Sarah Mitchell
Last reviewed March 2026
Account
Beneficiary
On file
Amounts optional add them if it's helpful to you.
For HR teams
Acme Corp
Benefits program overview Q1 2026
78%
Accounts listed
61
Now on file
Completion by department
Example view. Your dashboard is built around your own accounts and information.
At Bensure, our mission is to educate people and make sure their assets reach the people they intend to leave them to. We exist because naming a beneficiary is not enough.
Most people don't know that even if a beneficiary is named, that person may not receive a dollar if the right documentation isn't on file, if the form wasn't updated after a life event, or if the requirements of the account type weren't met. A name on a form without the right documentation behind it may not be enough.
And today, more people than ever manage their own accounts. Vanguard, Fidelity, Schwab, employer plans self-directed and self-managed. There is no advisor reviewing their designations. No one flagging a gap after a divorce or a new child. For millions of people, nobody is looking out for this at all.
Bensure closes that gap. We educate, we guide, and we make sure nothing is left to chance so that when the time comes, the right people are protected.
Educate
Most people set a beneficiary designation once and never think about it again. We work directly with individuals and families to help them understand what they have on file and whether it reflects their intentions and we partner with organizations to reach the people who need us most.
Protect
A named beneficiary is not always a guarantee. Additional documentation, updated designations, and account-specific requirements all determine whether assets actually transfer as intended. We make sure the full picture is addressed.
Guide
We walk people through the process not as attorneys or financial advisors, but as a knowledgeable, caring team that takes the time to listen, explain, and follow up until everything is in order.
"Your accounts. Your people. All in one place. Bensure exists to make sure that everything you've built has a clear picture behind it and reaches those it was always intended for."
Bensure Mission Statement
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