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Securing Growth in Any Market

Finding stability for your clients’ future can seem daunting, Index Annuities offer a unique blend of security and growth potential.

Click here to check out our latest BSMG newsletter packed with exciting updates, expert opinions, and the latest industry innovations.

Expect  expert problem solving. 

You never knew this is what you should expect from your BGA. We’re relentless in our commitment to providing you the best service in the industry, regardless of the complexity.

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Securing Growth in Any Market

Finding stability for your clients’ future can seem daunting, Index Annuities offer a unique blend of security and growth potential.

Click here to check out our latest BSMG newsletter packed with exciting updates, expert opinions, and the latest industry innovations.

Expect
 expert 
 problem 
 solving. 

You never knew this is what you should expect from your BGA. We’re relentless in our commitment to providing you the best service in the industry, regardless of the complexity.

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

Product Expertise

Our full suite of Product and Solution tools, marketing materials, and unparalleled support work in concert to elevate your productivity and your business to the next level.

Our team of product experts provides exceptional guidance to help you achieve transformational results for your clients.

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FREE DOWNLOAD

2023 Tax
Reference Guide

The 10th edition of the BSMG Tax Reference Guide is now available for download.  The highly anticipated 2023 version of the Guide provides a wealth of tax-related data to help you keep your client’s financial plans on track.  The Guide has a wide variety of inflation adjusted tax information in the following categories:

Federal Income Tax Brackets, Rates, and Standard Deductions Federal Income Tax Brackets, Rates, and Standard Deductions
Federal Estate and Gift Tax Exemptions and Rates Federal Estate and Gift Tax Exemptions and Rates
States with Estate and Inheritance Taxes States with Estate and Inheritance Taxes
Income Limits of Education Incentives Income Limits of Education Incentives
IRA, Roth IRA, and Qualified Plan Limits and Phase Outs IRA, Roth IRA, and Qualified Plan Limits and Phase Outs
Social Security Benefits Social Security Benefits
Uniform Lifetime Table for Required Minimum Distributions Uniform Lifetime Table for Required Minimum Distributions
Long Term Care Deduction Limits for S Corp and LLC Owners Long Term Care Deduction Limits for S Corp and LLC Owners
Business Income Taxes for C Corps, S Corps, and LLCs  Business Income Taxes for C Corps, S Corps, and LLCs

Download now!

FREE DOWNLOAD

2024 Tax
Reference Guide

The 11th edition of the BSMG Tax Reference Guide is now available for download.  The highly anticipated 2024 version of the Guide provides a wealth of tax-related data to help you keep your client’s financial plans on track.  The Guide has a wide variety of inflation adjusted tax information in the following categories:

Federal Income Tax Brackets, Rates, and Standard Deductions Federal Income Tax Brackets, Rates, and Standard Deductions
Federal Estate and Gift Tax Exemptions and Rates Federal Estate and Gift Tax Exemptions and Rates
States with Estate and Inheritance Taxes States with Estate and Inheritance Taxes
Income Limits of Education Incentives Income Limits of Education Incentives
IRA, Roth IRA, and Qualified Plan Limits and Phase Outs IRA, Roth IRA, and Qualified Plan Limits and Phase Outs
Social Security Benefits Social Security Benefits
Uniform Lifetime Table for Required Minimum Distributions Uniform Lifetime Table for Required Minimum Distributions
Long Term Care Deduction Limits for S Corp and LLC Owners Long Term Care Deduction Limits for S Corp and LLC Owners
Business Income Taxes for C Corps, S Corps, and LLCs  Business Income Taxes for C Corps, S Corps, and LLCs

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

Who We Are

Dedicated to building a world-class life insurance brokerage firm for advisors and institutions, David B. Lea, Jr. launched Brokers’ Service Marketing Group in 1972.

For over 50 years, we have delivered uncompromising support and service to top producers in Life, Annuity, and Long Term Care Insurance.

BSMG
Vive-Logo

Meet the ridiculously fast way to write term life insurance.

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Key Carrier Relationships

By leveraging our carrier relationships we are able to provide the best results for our advisors and their clients every time. In doing so, we continue to strengthen our outstanding reputation.

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© 2022 Brokers’ Service Marketing Group, a division of Specialty Program Group LLC. Doing business in California as SPG Insurance Solutions License No. 0L09546. All Rights Reserved.
Securities offered through The Leaders Group, Inc. member FINRA/SIPC
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Brokers’ Service Marketing Group is not affiliated with The Leaders Group, Inc.
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