The Burgess Group specializes in wealth creation.
Clients of The Burgess Group (TBG) tap into a greater depth of wealth utilizing proprietary premium financed life insurance structures.
These specialized transactions allow high net worth individuals from around the world to finance large amounts of life insurance, funding and securing the loan primarily through the policy itself. These structures are of particular value in charitable, business and/or estate planning, providing a source of capital without interrupting the cash flow of the client's investment portfolio.
TBG has developed a range of advanced planning techniques built around financed life insurance products, supported by financial innovations that distinguish our services from those of competitors.
TBG addresses scenarios varying from compensation plans and salary continuation, succession funding, tax and estate planning, and philanthropy.
TBG clients enjoy the advantages of our integrated premium financed life insurance capabilities. We have made premium financed life insurance our primary focus for more than two decades.
Depth of Experience
TBG’s dedicated premium financed life insurance team has over 100 years of combined experience in finance, insurance, and legal aspects of premium financed insurance.
Proprietary Funding Structures
TBG has developed proprietary funding structures and techniques to supercharge our clients’ planned giving initiatives, resulting in hundreds of millions of gifts and bequests.
TBG works with numerous top rated insurance carriers and the private wealth divisions of over 15 major domestic and international banks to support our transactions.
Our concentrated expertise supports the success of your financed life insurance matter from inception to conclusion. Our team has over 100 years of combined experience.