Founded in 1972, Brokers'​ Service Marketing Group is a life insurance consulting firm in Providence, Rhode Island. Our Vision is to protect the future of families and businesses. Our innovation and passion will empower advisors and institutions to achieve transformational results for their clients. 

We are a life insurance, annuity and long term care insurance brokerage general agency. We support advisors and financial institutions whose clients require asset and income protection as well as retirement solutions. Our innovation, passion and expertise helps you to deliver the best results to your clients every day.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080.

Insurance

Brokers' Service Marketing Group (BSMG)

Brokers' Service Marketing Group (BSMG)'s headquarters in Providence, RI, United States

David Greenberg

Jason E. Lea

The Sales Team at Brokers' Service Marketing Group (BSMG) is responsible for driving revenue and growth by promoting life insurance, annuity, and long-term care insurance products. This team, composed of VPs specializing in different areas like life sales, annuity sales, and retirement wealth strategies, as well as internal sales specialists, collaborates closely with advisors and financial institutions to provide tailored asset and income protection solutions. Their expertise and commitment empower clients to achieve their financial goals with innovative and effective strategies.

Sales Team

The Leadership Team at Brokers' Service Marketing Group (BSMG) is responsible for steering the strategic direction and operational efficiency of the company. Comprising senior executives and vice presidents from various departments such as life sales, underwriting, annuity sales, and business & estate planning, the team collaborates to drive innovation, uphold service excellence, and foster the company's vision to empower advisors and institutions for transformational client outcomes. Their combined expertise ensures the alignment of company initiatives with market demands, ultimately protecting the future of families and businesses.

Leadership Team

The Case and Underwriting Management team at Brokers' Service Marketing Group (BSMG) is responsible for managing the entire lifecycle of insurance and annuity cases. This includes reviewing and processing applications, coordinating underwriting requirements, and ensuring cases are completed efficiently and accurately. The team's expertise ensures that advisors and financial institutions can deliver optimal protection and retirement solutions to their clients.

Case and Underwriting Management

The Business and Estate Planning team at Brokers' Service Marketing Group (BSMG) specializes in providing tailored insurance solutions for high-net-worth clients and business owners. They offer expert consultation and strategic planning to secure assets, optimize tax efficiency, and ensure the continuity of family and business legacies. By collaborating closely with advisors and financial institutions, the team helps design and implement insurance strategies that align with the unique needs and goals of their clients.

Business and Estate Planning

The Operations & Planning team at Brokers' Service Marketing Group (BSMG) is responsible for ensuring the seamless execution of internal processes. The team handles procurement, commission analysis, and supports coordination to optimize workflow. Additionally, they provide business analysis and oversee accounting activities to maintain financial accuracy and administrative efficiency. By streamlining operations, they enable advisors and financial institutions to deliver top-tier asset and income protection solutions to clients.

Operations & Planning

The Licensing & Contracting Team at Brokers' Service Marketing Group (BSMG) is responsible for managing and overseeing the licensing and contracting process for advisors and financial institutions. This team ensures that all regulatory requirements are met, facilitating smooth and compliant operations. They handle the necessary documentation, renewals, and communications with relevant authorities, ensuring that advisors are properly credentialed to offer BSMG's life insurance, annuity, and long-term care insurance products.

Brokers' Service Marketing Group (BSMG)

Org chart

Teams

Sales Team

Leadership Team

Case and Underwriting Management

Business and Estate Planning

Operations & Planning

Licensing & Contracting Team

Offices

Brokers' Service Marketing Group (BSMG)

Org chart

Teams

Sales Team

Leadership Team

Case and Underwriting Management

Business and Estate Planning

Operations & Planning

Licensing & Contracting Team

Offices

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