Joshua Velasquez

The Burgess Group (TBG) specializes in wealth creation. To do so, TBG uses specialized life insurance premium finance structures. These 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 experts in estate planning, product development, banking, estate law, operations and IT, all with unique backgrounds in the premium finance arena. TBG has developed a range of products around financed life insurance as well as patented financial innovations that distinguish it from competitors.