PEOPLE. PASSION. PROMISE.

BSMG IS A LEADING
LIFE INSURANCEANNUITY AND LTC BROKERAGE GENERAL AGENCY.

OUR INNOVATION, PASSION AND EXPERTISE HELPS ADVISORS NATIONWIDE TO DELIVER THE BEST RESULTS EVERY DAY.

ABOUT BSMG

RDU

Risk Differentiation Underwriting

Deliver remarkable life insurance results to affluent, impaired-risk clients.

See how we do it

Vive | Get on with Life

Vive is an award-winning online, paperless application process that is revolutionizing term insurance for 21st-century professionals.

Explore Vive

common good awards logo

BSMG is a proud recipient of the 2018 Common Good Award

BSMG EMPOWERS FINANCIAL ADVISORS AND INSTITUTIONS TO TRANSFORM AND PROTECT THE FUTURE OF THEIR CLIENTS’ FAMILIES AND BUSINESSES.

IF YOU ARE A:

Financial Advisor
Life Insurance Producer
Financial Institution
Estate Planner
Family Office

YOU CAN RELY ON BSMG FOR

Retirement Income

Fixed and Fixed Indexed Annuities are an excellent solutions to provide your clients guaranteed retirement income. Whether your clients have money sitting in a retirement account, or on the sidelines in a CD, we can help you to match a solution to their risk tolerance. Indexed annuities offer your clients the upside potential they may be looking for and protection from market volatility.

Wealth Protection

Your clients have worked hard to build a nest egg for their family. The protection of life insurance is a critical element to ensuring their family realizes this hard work in the event of an unforeseen circumstance. Whether your clients are looking for term insurance to match their mortgage or college planning for their children, or looking for Guaranteed Universal Life Insurance for an estate planning need, BSMG has the in-depth product expertise to deliver the best possible solution for your client every time.

Business Succession Planning

Advanced Life Insurance planning can be a critical component of a healthy business plan. It is an unfortunate reality that the vast majority of business owners fail to develop a written succession plan. BSMG can work with you to put together an agreement for your client that will ensure a successful transition; making it clear who will receive the business, what the purchase price is, what the terms of payment are; and also establishes a price for estate tax purposes.

Estate Planning

Our advanced sales and life insurance planning team is here to guide you through the complexities of financial, legal, tax and estate planning concepts. We are positioned to help you analyze your clients’ financial position, assess their needs and offer the best possible solutions.

© 2018 Brokers’ Service Marketing Group. All Rights Reserved. Securities offered through The Leaders Group, Inc. member FINRA/SPIC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. Brokers' Service Marketing Group is not affiliated with The Leaders Group, Inc.

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