“I’ve been working with Dana and his team at BSMG for 20+ years now, and they are by far and away the best brokerage agency with whom I have worked. As a “one-man shop” I rely on BSMG for everything from quotes and product recommendations to application processing and underwriting, and even the more complex issues of advanced planning and case design.

To have all of these experts in-house and at my disposal is so important and a real “value-add”. Dana has become an integral part of my practice, and the whole team at BSMG really goes above and beyond with their services and expertise.”

“I have been working with BSMG for over 12 years.  Finding the appropriate strategic partner to enhance my practice’s value proposition was an arduous task.  Over the years, I have worked with other brokerages who ultimately lacked depth and breadth in their ability to assist me in the growth of my firm. 

From BSMG’s advanced case design team to the licensing and commissions department and everything in between, BSMG strives to deliver “white glove” service, and they deliver.  Their commitment is unwavering and as such has been instrumental in helping me grow my practice and remain relevant in these ever-changing times.”

“I’ve worked with BSMG for several years. My experience has been phenomenal. They take the time and put forth the effort to be professional and exacting in their design, their underwriting, and their implementation.

Be it Tim and Chase in underwriting, Meg in New Business, or Mike on the relationship management/design side – they pick up the phone and work through the case until it is in the place that it needs to be. BSMG has become an integral part of my business.”