Centers of Influence

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BSMG brings order to the complex financial services universe.

We deliver exceptional results to you and your client, knowing that successful collaboration between the CPA; the Estate Planning Attorney; and the Financial Professional (financial planner, financial advisor, wealth manager, family office, etc.) is essential.

Our life insurance and annuity advisors understand the complexity and are centers of influence to give you access to the best information for your clients. Â

  • Estate Planning Law Firms

    The complexities of estate planning are a daily part of our environment.

    Over the past 25 years, our team has worked on some of the largest taxable estates in the country and are proud leaders in that market. For clients who have coverage inforce, but no longer have a taxable estate, we have reinvented estate planning. We will help re-purpose their existing policies to provide benefits that they can use while alive!

    We can help with:

    • Specimen of legal documents;
    • Income, estate and gift tax issues;
    • Matching your client’s financial needs with the ideal financial products;
    • Consultation on the creation of trusts and buy-sell agreements.
    • Recommendations based on sound principles of finance and actuarial science.
  • CPA Firms

    DIFFERENTIATE YOUR BUSINESS IN THE HIGHLY COMPETITIVE INSURANCE PLANNING ENVIRONMENT.

    BSMG represents a unique and effective practice enhancement partner for growth-oriented CPA firms striving to differentiate their business.

    We have an in-house legal expert with extensive knowledge about the intricacies and nuances of gift and estate tax planning available for consultations.

    Experience unprecedented results by utilizing BSMG’s proprietary life insurance underwriting strategy – Risk Differentiation Underwriting for engagements that require more time and medical inquiry to deliver optimal results to your client.

  • Family Offices

    BSMG works closely with family offices to help tailor specialized financial solutions for your clients.

    We support you in executing an effective estate plan now and for the future to protect your clients’ income, assets and families. We help facilitate the estate planning process by managing all the key pieces of the puzzle for your client by providing integrated legal, tax, and financial plan designs.

    BSMG offers unmatched case design, underwriting & risk appraisal, advanced planning consulting, complex case negotiation, and first-class customer service that will exceed your expectations at every interaction. Our financial solutions are designed to help offset state and federal estate tax burdens.

    Our unique approach to large case and impaired risk underwriting strategy- Risk Differentiation Underwriting provides results that are second to none.

    Our advanced planning services include:

    • Business succession planning;
    • Retirement accumulation & distribution planning;
    • Charitable giving; and
    • Other estate planning services such as the design of multi-generation irrevocable life insurance trusts (ILITs), charitable remainder trusts (CRTs), grantor retained annuity trusts (GRAT), and qualified personal residence trusts (QPRT).

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