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We are an insurance brokerage general agency empowering advisors and institutions across the country to achieve transformational results for their clients.

LIFE

Unbiased, expert advice and access to the best products. Learn More >

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RDU

Risk Differentiation Underwriting Deliver remarkable life insurance results to affluent, impaired-risk clients. Learn More >

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ANNUITIES

Unbiased, expert advice and access to top products ensures your client’s are retirement-ready. Learn More >

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LINKED BENEFIT

Protect the legacy of a lifetime. Turn the long-term care conversation into a productive opportunity. Learn More >

2021 Tax Reference Guide

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Download 2021 Tax Reference Guide

The 2021 Tax Reference Guide includes changes to:

  • Gift & Estate Tax
  • Long-term Care Insurance Qualified Deductions
  • Single Life “Inherited” Table
  • Uniform Lifetime Tables
  • Retirement & Education Incentives
  • Social Security Benefits
  • Federal Income Taxes & Standard Deductions
  • Business Income Taxes

Our unique approach to insurance goes beyond the predictable to help you connect more personally with your clients and manage their risks more effectively.

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Meet the ridiculously fast way to write term life insurance.

Quote, compare, and submit an order in just 5 minutes.

LEARN MORE
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Fall 2020

GPS 2020

Growth & Protection Summit 

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Critical Information Center

It’s important that you have access to the most up-to-date, trusted information from a variety of sources. CLICK HERE to view our Critical Information Center, this information is updated daily.

Click to View Critical Updates

INDUSTRY INSIGHT

Accelerated Underwriting just got better! Principal Accelerated Underwriting (AU) is being enhanced so that even more of your clients can benefit! Read More >

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BLOG

Donald Trump recently asked the Treasury Department to examine RMD life expectancy and distribution tables due to longer life expectancy and more people working well into their 70’s. Read More >

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Critical Information Center

It’s important that you have access to the most up to date, trusted information from a variety of sources. CLICK HERE to view our Critical Information Center, this information is updated daily.

 
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info@bsmg.net

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Latest Blog Posts

  • NAIC New Best Interest Standard for AZ, AR, IA, & RI
    Annuities | March 1, 2021
    Read More

Industry Articles

  • Marital Deduction/Credit Shelter Plan Design Options for Large Estates after Tax Cuts and Jobs Act of 2017September 18, 2018 - 12:18 pm
  • Linked Benefit Products Offer Flexibility for Section 1035 Exchange OptionsMay 10, 2018 - 1:30 pm

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Securities offered through The Leaders Group, Inc. member FINRA/SPIC
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080.
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