BSMG ONE Idea: 2026 Exemption Planning
BSMG
Life Insurance,
Retirement Planning Strategies
No Comments
22 Jan 2026
BSMG ONE Idea: Why "Buy Term and Invest the Difference" No Longer Holds Up
BSMG
Life Insurance,
Retirement Planning Strategies
No Comments
8 Jan 2026
Advisors and clients continue to advocate for "buy term and invest the difference" or BTID. It can look great on a spreadsheet.
In real life, it's a much different story!
Read MoreBSMG ONE Ideas: A New Resource for Advisors
BSMG
No Comments
9 Dec 2025
At BSMG, we know the best way to support advisors is with ideas you can use in client conversations today.
We’ve launched the BSMG ONE Idea Library — a collection of advanced planning articles, sales ideas, and strategy pieces designed to help you bring more value to your best clients.
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Top 10 Helpful Hints for the Broker
BSMG
Life Insurance,
Underwriting,
Insurance Industry News,
Risk Differentiation Underwriting
No Comments
27 Jul 2023
Applying for life insurance can be an arduous process for clients. By setting expectations, you can help your clients avert any pain points and create a more positive experience. Check out these “Helpful Hints” from NAILBA to make sure your clients know what to expect.
Read MoreThe Ultimate Cover Letter for the Underwriting Process
BSMG
Life Insurance,
Underwriting,
Insurance Industry News,
Risk Differentiation Underwriting
No Comments
27 Jul 2023
In those instances where the case submitted isn’t as black and white as one would hope, a well thought out cover letter inclusive of case details will aid in the underwriting process. We worked with our underwriters at Lincoln Financial to provide some guidelines
Read MoreAnnuity Awareness Month 2023
BSMG
Retirement,
Life Insurance,
Annuities,
Fiduciary,
Insurance Industry News
No Comments
5 Jun 2023
Annuity rates have seen unprecedented increases in the past year. Now is a great time to take advantage of the best rates we have seen in a generation despite markets being relatively flat after a year of extreme volatility. For more details, check out the infographic below.
Read More2022 Recap: A Message from Jason Lea
BSMG
Fiduciary,
Insurance Industry News
No Comments
22 Dec 2022
Celebrating 50 Years in Business
BSMG
Fiduciary,
Insurance Industry News
No Comments
30 Sep 2022
Founded by David B. Lea in 1972, Brokers’ Service Marketing Group has spent the last 50 years serving
financial professionals and their clients and graciously giving back to the community.
In celebration of this noteworthy milestone, we’re looking back to some of the circumstances and
people who made BSMG the company it is today.
South Dakota and New Mexico Regulations - Effective Dates
BSMG
Fiduciary,
Insurance Industry News
No Comments
5 Apr 2022
South Dakota Regulation - Goes into effect January 1, 2023
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