Financial Institutions

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We are your Premier Financial Outsourcing Firm

As one of the country’s leading independent Life Insurance, Annuity, and Long Term Care wholesalers, we serve as a dedicated partner for financial institutions who want to consistently deliver exceptional results to their clients.

In today’s changing environment financial services firms realize that they play a significant role in wealth management and the need to provide risk management products to their distributors. The key to a successful program is partnering with a consulting firm that meet the needs of your distribution partners.

BSMG is committed to providing customized solutions to a broad array of firms in a number of industries within the financial services marketplace. For over a decade, BSMG has been dedicated to filling the unique needs of these organizations and providing their distribution partners and their clients access to risk management products.


Our staff has the experience and expertise to assist our clients in meeting their goals and objectives. Our wealth of industry knowledge has proven successful for financial service firms looking for a competitive advantage. Whether interested in an end-to-end solution or a more tailored program approach, we specialize in providing the unique solution.

Understanding Your Vision

The BSMG leadership team works with you to identify and achieve growth objectives while incorporating all the necessary elements of compliance, suitability and data security. We provide a platform of support to ensure that your representatives recommend the most optimal Life, Annuity and LTC products, every time.

Technology and Solutions

BSMG has developed a suite of industry-leading tools and technology to offer you and your reps optimal business automation functionality. Our online systems, like Vive, will enhance your operations and remain in compliance with HIPAA and the Gramm-Leach-Bliley Act.

Let's Chat

Interested in learning more about our approach, meeting our team, or have a problem we can solve?

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