Independent Marketing Organizations

We help the industry’s top financial professionals with ALL of their business needs — helping the best get even better and crushing goals along the way.

AgencyONE, a boutique BGA located in Rockville, MD., offers a select group of producers superior medical and financial underwriting and advanced planning expertise. With a stellar reputation in the BGA marketplace and significant carrier relationships, AgencyONE provides outstanding service and support to insure the successful placement of life insurance and annuities.

The two principals of AllSquare Wealth Management, LLC have been providing comprehensive wealth management services to high net worth individuals and small business owners in the Capital District for a combined 60 years.

The firm’s services include retirement income analysis, estate and wealth transfer planning, investment policy statement development, fee-based portfolio management, and risk management strategies. We also offer tax preparation services for individuals, trusts, and estates.

ABS is an insurance Brokerage General Agency (BGA).  We work with financial professionals who are certified to sell insurance. Those advisors come to us with information and ideas about planning for their clients, and we offer insurance products that will fit their needs and objectives.  We leverage our relationships with insurance companies in order to find the product that may best fit their client’s needs.   

We are strategic business partners with successful financial advisors. The ASA Group will help you identify and solve the financial concerns of your most valued clients. We have something that other BGA’s don’t…

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information about insurance services and products to help you reach your goals.

BGA is a premier Life Insurance Brokerage General Agency representing Life, Annuity, Long Term Care and Disability insurance products. As with most industries, relationships are important. BGA has earned the privilege of being aligned with only the best run and highest rated carriers. We are proud of what our relationships have brought to us and what we are able to offer you, our client.
Here at BGA we go beyond a mission statement. We believe in ongoing training and education to maintain our leadership role. We share our expertise and experience to collaborate with you. We are committed to providing to you the most current products and sales concepts that fit your client’s individual needs. If you make your living selling insurance products, you owe it to yourself to call us.

Providing 21st Century solutions for the 21st Century insurance professional, Brokers Alliance® is focused upon providing you with unique, innovative, and personalized support. As one of the country’s leading independently- owned distributors of life insurance and annuities, we provide solutions that harness the power of new  technology - combined with practical field experience - to help the insurance professional attract and implement solutions for the 21st Century client today, and grow and sustain their practice for tomorrow.  Find out why we are one of the most trusted brokerage general agencies (BGA) in the industry.

BBFG provides a professional environment of honest advice and unparalleled customer service to guide you through each stage of your life, as well as your family and/or business’s future. We are proud of the multitude of client relationships developed since our inception in 1949.

Investment management strikes a delicate balance among three primary ingredients: the science of managing risk and return, the art associated with experience and insight, and the reality of managing emotions. Nowhere is this balance more evident than in the process of designing and executing an investment strategy.

Castle uses a variety of tools to meet the unique challenges of crafting and executing an effective investment strategy.  Applying an innovative investment model we encourage creative solutions and outside of the box thinking.  We focus these ideas to provide clients with a conservative investment framework tailored to their individual needs.

We are independent financial advisors.  We work with families and individuals to help them identify their income, lifestyle and wealth transfer needs, and how best to meet those needs.  We provide income options designed to help protect our clients from market uncertainties.  We explore with our clients all the appropriate tools to help them to organize their financial lives to meet their goals for themselves and their children.

The foundation of a sound financial vision begins with competent, objective advice. While many firms focus on a single aspect of a client’s overall plan, CREATIVE utilizes a holistic approach. We understand that our clients often face challenges involving far more than just meeting investment objectives.

Our credentialed and skilled Financial Professionals strive to build relationships with each client in order to provide guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals.  Our mission is to offer dedicated, creative and professional financial problem solving.

e4 Brokerage, LLC, is an independent brokerage agency that offers high-level expertise for life, annuity and health agents. We provide top tier resources for agents working with advanced markets, bank-owned life insurance and the trust-owned life insurance marketplace.

Our innovative planning and review process for Independent Insurance Professionals, Trust Departments, Accounting Firms, Estate Planning Attorneys, and Financial Institutions, allows you to make a difference for your clients. We can help provide you with the resources and expertise to succeed.

Exclusive Insurance Brokerage is a full service, boutique life insurance general agency. We partner with financial professionals to grow their business by connecting them to a variety of carriers, products, and services to efficiently incorporate life insurance to their clients’ financial plans. By concentrating our efforts on life insurance distribution, we are uniquely positioned to constantly monitor trends in the life insurance industry for the benefit of the client.

Financial Independence Group (FIG) is driven by a framework of shared beliefs whose principles guide behavior and have become the blueprint of how business is conducted. Our emphasis is on people more than product. We have built a foundation based upon the core values of ethical standards, a commitment to excellence, respect for individuals, investment in our people and accountability in order to provide you with award winning customer service and tailored business and marketing support.

The main objective has been the same since FIG’s beginning: under-promise and over-deliver.

First Financial Resources is the only 100% member-owned life insurance distribution group. We provide your business with the perfect combination of independence, support and control. Members are trusted advisors who work directly with top insurance carriers. There’s a transparency to how we operate. No BGAs. No hidden fees. No more guesswork.

Since 1991, Independent Planners Group has served as an independent insurance partner to financial advisors and insurance professionals. Our model is built on character and a devotion to helping advisors serve their clients. We step up to the plate when it comes to helping people and consider it a privilege to be a part of protecting your clients’ lives, families and businesses.

Level Four Insurance Agency is a national insurance product distributor servicing thousands of insurance agents and financial advisors across the country. In July of 2016 LFIS closed on the acquisition of The Insurance Group, a leading insurance marketing organization since 2001, creating a new, but familiar team of professionals trained and experienced to continue providing excellent sales tools, case design, case management, and commission accounting services.

LIFE Brokerage, LLC (LIFE) provides back office support to the highest quality insurance professionals in the industry.  Our network of licensed agents serve some of the wealthiest individuals and corporations in the United States.  As a life insurance wholesale operation, LIFE designs and implements unbiased solutions as it pertains to your clients business, estate, and legacy planning needs.

The independent marketing organization you've been looking for. Whether it's case design, marketing or lucrative rewards, you've come to the right place.

Lion Street is a leading national financial services company owned by fiercely independent financial advisors who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients.

McGill Brokerage is a nationally recognized wholesale brokerage firm with more than 40 years experience and contracts with 50+ carriers in the life, disability, annuity and long term care markets.

McGill Brokerage is your source for risk management solutions. We lead the way in underwriting impaired risk cases. Our team has the personal relationships with companies and underwriters to help insurance brokers achieve real results.
Our mission is to deliver the industry’s best products, underwriting, service and commissions to brokers everywhere. We analyze product and carrier quality continuously which enables us to point you in the right direction on a case by case basis.

Mercury Financial Group is a premier national advisory firm that works exclusively with financial advisors and their high net worth clients on Wealth Advisory issues. Founded in 2003 by Steven T. Taber, ChFC, Mercury has earned an enviable position in the industry of being the “go-to” firm advisors choose for their most important clients on such issues. Mercury works with the advisors of top Wall Street firms, Registered Investment Advisory firms (RIAs) accounting firms, and family offices.

Millennium Brokerage Group is continuously looking for ways to offer the best possible products and advice to our clients and partners.  We pride ourselves on relationships and will go the extra mile to satisfy the needs of our industry.
Our Purpose
To be a dynamic insurance distribution organization trusted to meet the needs of our customers and their clients.
Our People
Dedicated professionals providing insurance solutions to our partners in a complex financial world.
Our Promise
To be your partner in reaching your business goals in the 21st Century.
No One Knows the Territory Better!

We have learned to follow a simple standardized process to develop a customized plan, a Master Plan. It all starts with a good listening to, a skill that has been honed at Schwan Financial Group over the last 30 years. Our clients value our holistic and integrated planning process that provides a clear path to follow their unique Master Plan.

Stonebridge Financial Group was founded by three independent financial professionals each with independent skills, personality and insight, who collaborated to form a focused team of Private and Corporate Investment Fiduciaries, financial planners and insurance professionals.

The firm offers a full spectrum of corporate and private wealth management services tailored to its clients’ specific financial needs. Stonebridge helps clients achieve their individual objectives through Retirement Plan Consulting, Executive Benefit Plans, Corporate Risk Management, Business Succession Planning, Employee Health and Wellness Benefits, Financial Planning, Wealth Management, Risk management & Insurance Planning, and Financial Analysis for Divorce.

The team’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.

We are a full-service insurance brokerage agency providing impaired risk, life, annuity, and long-term care insurance products to agents nationwide.

At The Optimus Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

TIME, a Crump company, is the planning and insurance consultant to financial advisor firms throughout the United States. TIME brings expertise in estate and tax planning, business planning, charitable planning, and life insurance to the clients of financial advisors. This partnership allows financial advisors to provide a comprehensive process to their clients without losing focus on their own area of specialty. TIME provides advisors with a single resource for all of their planning and insurance needs. We support the comprehensive planning process by providing related carrier and industry marketing materials to help advisors understand complex planning elements. 

As a national distributor of Life Insurance, Long-Term Care Insurance, Disability Insurance, and Annuity products, Triton Brokerage Group, Inc. brings to the financial professional an unparalleled combination of products, sales solutions, underwriting expertise, tools, and resources.

We also specialize in point-of-sale services for our clients regardless of the experience level of the advisor.

With over 100 years of combined experience in the insurance market space, our unique value is bringing insight and efficiency together for your success and your client’s best interests.

Life insurance should be an important part of your client’s wealth strategy. In an uncertain regulatory climate, professionals who rely on revenue from retirement services would be wise to diversify their operations. UFC offers sophisticated professionals the opportunity to help their clients build financially sound retirements, while building fresh revenue streams in a shifting regulatory environment.

Providing Bespoke Solutions And Tailored Portfolio Aggregation Programs To The Alternative Asset Management Industry

Ward Brokerage Associates, LLC is a full-service, value-added insurance brokerage agency for Life, Disability Income, Annuities and Long Term Care. Our mission is to familiarize ourselves with the philosophy of each agent with whom we work and to provide them with appropriate and competitive financial solutions for their clients. Top level financial solutions are achieved through the combination of selective policy design, acumen in advanced markets and skilled underwriting.