PROFESSIONAL INSURANCE BROKERAGE

An Agency For The Future

Our team of industry experts provides our advisors with the highest level of support in the areas of complex underwriting, advanced sales, and technology–forward sales solutions. Connect with us today!
Complex Underwriting
Advanced Sales
Technology Solutions
Grow Your Business

Schedule a consultation with one of our expert brokerage directors

Our brokerage directors would love to help you grow your business. Schedule a time to learn how our state-of-the-art technology tools and industry expertise can impact your clients today!
What We Can Do For You

Our Services

Case Design

Our team is here to help our advisors and clients achieve their goals. We take an active role in case design and utilize our vast carrier network to provide you and your clients with the best possible solution.
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Underwriting

If another agency has told your client that they are uninsurable, we want to hear from you! Our in house experts help paint a full client picture and ensure that the best possible underwriting offer is received.
Prequalify Your Client for LifePrequalify Your Client for LTC

Case Management

Customer service is our utmost priority. We are in constant communication with carriers, advisors, and clients to ensure that no preventable delay occurs and policies are issued as efficiently as possible.
Contact Case ManagementDocument Library

Premium Financing

We help ensure that your client receives the best possible financing terms through long-standing banking relationships while our expert design teams structure transactions for maximum benefit.

Exit Planning

It is estimated that between $5-10 trillion of wealth is going to transition in the next 10 years, while 49% of private business owners have done no planning at all. Learn how our advisors have impacted this desperately underserved market.

Cash Balance 401K Plan

Do you have business owner clients who pay very high income taxes? If they could invest $300,000 in something like a 401K, would they?

Advanced Sales Ideas

Our agency was founded to bring the latest advanced sales concepts to our brokers and advisors.
Talk to Your Brokerage Director
What Our Clients Say

Testimonials

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- John Peter
Underwriting Services of America
Frequently Asked Questions

You Asked, We Answered

If you hold yourself out as an advisor who is up to speed with the latest product and planning solutions involving life insurance, annuities, and long-term care insurance, and you need help determining the best choices for your clients, the answer is a resounding “YES!”
USA-BGA is proud of our extensive list of industry experts. Our staff has decades of experience in the advanced brokerage planning market.

Meet the team here.

USA-BGA provides access to virtually all carriers in the Life, LTC, and Annuity Industries. Ask us for a quote today for your next case!

A partial list is available here.

USA-BGA is a leader in developing and supporting the top Advanced Planning Ideas that evolve within our industry. Some areas of expertise include Exit Planning, Premium Financing, Maximizing Qualified Plan opportunities (“Q-Max”), Multi-Life Long Term Care for companies and their employees, Life Settlement evaluations, and a whole lot more…

Reach Your Goals with us

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