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.

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.

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.