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Ben Cruikshank

President at Flourish

Ben Cruikshank is the President of Flourish, a fintech company that provides innovative financial products for Registered Investment Advisors (RIAs) and their clients.12 Here are some key details about Ben Cruikshank:

Professional Background

  • Currently serves as President of Flourish, overseeing all client-facing teams including Sales, Relationship Management, Partnerships, and Support23
  • Previously worked at Betterment, where he was a founding member of the Betterment for Business team and led the 401(k) sales team23
  • Prior to Betterment, worked at NewsCred, a marketing technology company, where he ran the Financial Services sales vertical and built the sales operations organization as the company grew from 15 to 200+ employees2

Expertise and Focus

  • Deep subject-matter expertise in financial technology and wealth management1
  • Passionate about helping Americans better secure their financial futures1
  • Frequent commentator on issues related to investment advisors, appearing in publications like The Wall Street Journal, Barron's, and Marketwatch3

Education and Qualifications

  • Holds a degree in Economics from the University of Pennsylvania2
  • Possesses Series 7, 24, 63, and 99 licenses2

Personal Interests

  • Volunteers for Hour Children, an organization that helps families impacted by incarceration2
  • Currently fixing up an 1880s farmhouse in upstate New York2
  • Passionate about personal finance2
  • Dedicated to brewing the perfect cup of coffee, including roasting his own beans2

Ben Cruikshank's LinkedIn username is benjamincruikshank.14

Highlights

Jan 17 · linkedin

I’m incredibly excited – and proud – to announce the launch of Flourish Annuities, which we believe will transform the way that RIAs engage with the world of fee-based annuities.

A few years ago, one of our largest clients mentioned that a certain type of annuity (a multi-year guaranteed annuity, or MYGA) offered a significantly better risk-adjusted return than many of the fixed income products that they were using – but due to a variety of operational, regulatory, and experiential hurdles, bringing that product to their clients was a complete non-starter. At Flourish, we believe that RIAs should always have access to the best products, regardless of type, and so set off on a mission to completely rebuild the core annuity experience to make it digital, delightful, and “RIA centric.”

After years of development, we’re excited to unveil Flourish Annuities. By combining a marketplace of fee-based products, a fully digital platform, and an outsourced insurance desk, we’ve eliminated key barriers to adoption in order to expand the suite of tools that RIAs have access to in pursuit of improved client outcomes.

We’d love to share our learnings of how certain fee-based annuities often offer higher returns than fixed income instruments commonly used by RIAs today – in addition to tax-deferred growth and complete principal protection – unlocking powerful behavioral benefits for your clients.

Please visit https://lnkd.in/eVbJ_Pwq to see full details.

#annuities #insurance #wealthmanagement #financialplanning

Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies, LLC and to Flourish Insurance Agency, LLC in its capacity as a licensed insurance producer providing insurance services related to such platform, and where applicable, the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). This is not a proposal or a solicitation to purchase insurance. Please visit flourish.com for more information.

Sep 13 · linkedin

I had a truly fantastic time speaking at Future Proof alongside Brett Orvieto of Dakota Wealth Management and Lindsay R. Brock, CFP® of Stearns Financial Group. It was amazing to connect with so many forward-thinking advisors on both the importance of cash and where the industry is headed next.   #cash #events #wealthmanagement #financialplanning

Related Questions

What are Ben Cruikshank's key achievements at Flourish?
How did Ben Cruikshank's role at Betterment for Business prepare him for his current position at Flourish?
What makes Flourish's cash management solution unique?
How does Ben Cruikshank's background in economics influence his leadership at Flourish?
What are Ben Cruikshank's hobbies and interests outside of work?
Ben Cruikshank
Ben Cruikshank, photo 1
Ben Cruikshank, photo 2
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Location

New York City Metropolitan Area