Dale Lofgren is a financial advisor with Money Concepts Capital Corp.  and licensed insurance professional with Benefit Planning, Inc. (BPI), in West Point, Nebraska. Since 2004, he has been with BPI, an organization that specializes in federal benefit planning for Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees. Since joining BPI, Dale has committed himself to educating and training federal employees to assist them in understanding their federal benefits and retirement systems.  He has a full understanding of the various areas that affect the decisions and plans for federal employees in their working and retirement futures.

HISTORY

Dale is a native of West Point, and he studied Business at Platte Junior College (now Central Community College) in Columbus, Nebraska. Dale began working as a sales person in the Life and Health insurance industry in 1989 for Harvest Life Insurance Company, and after several years he became a District manager for Northeast Nebraska. Gradually, he was promoted through the ranks and was ultimately named Territory Manager of Life, Annuity and Health Insurance sales for the states of Nebraska, Colorado, Missouri, South Dakota and North Dakota. The company was later bought by General Electric Capital, where Dale served as Territory Manager for 15 more years.

In 2002, Dale earned his securities licenses and began offering his clients expanded services including retirement planning, mutual funds, stocks and bonds and annuities in addition to life insurance and long-term care. In 2004, Dale joined BPI and began working as a speaker, providing educational seminars and training sessions to government agencies.  Dale is able to educate his clients and help them understand the complexities of the federal market.

FEDERAL MARKET

Dale provides educational seminars and training sessions to various government agencies in multiple states across the country. These agencies include the Federal Bureau of Investigation (FBI); U.S. Attorneys; United States Department of Agriculture (USDA) Farm Service Agency; Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF); United States Secret Service; U.S. Department of Transportation Federal Highway Administration and many other federal agencies.

Benefit Planning, Inc. ,through Money Concepts Capital Corp., provides financial advice, financial planning and estate planning services to federal employees. Since joining BPI, Dale has developed an in-depth understanding of the federal benefits system, including Thrift Saving Plan (TSP), Social Security Benefits, Federal Employee Group Life Insurance (FEGLI), CSRS/FERS Annuity calculations, CSRS/FERS Survivor Benefits, sick leave calculations, military buy backs, CSRS Voluntary Contributions and deposits and re-deposits.

LICENSES HELD

• Series 24- General Securities Principal Examination
• Series 6- Investment Company Products/Variable Contracts Representative Examination
• Series 7- General Securities Representative Examination
• Series 63- Uniform Securities Agent State Law Examination
• Securities Licensed in NE, WY, TX, SD, OK, ND, MN, IL, IA, CO, AZ
• Insurance Licensed in multiple states

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