
BryanMark Group
Specializing in large, complex life insurance placements with customized value through proprietary M Financial Group products.
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Acquisition | |
Total Funding | 000k |
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BryanMark Financial Group is an independently owned insurance firm that excels in the niche market of large and complex life insurance placements. The company serves affluent and ultra-affluent clients by providing sophisticated wealth transfer solutions. As a member of the M Financial Group, BryanMark offers its clients access to a suite of proprietary products that are exclusively available to member firms. The firm's business model revolves around leveraging its specialized resources to delve into life insurance pricing practices, thereby unlocking customized value for its clients. BryanMark's team comprises experienced legal, tax, and financial professionals dedicated to delivering high-level advice and service in strategic wealth transfer planning. Additionally, the Worth It Project, a life insurance-based charitable initiative, aims to provide opportunities and hope in underserved areas, reflecting the company's commitment to social responsibility. BryanMark's affiliation with M Financial Group, a network of over 140 independent financial services firms, enhances its ability to offer competitively priced financial products developed in collaboration with selected life insurance companies.
Keywords: life insurance, wealth transfer, affluent clients, proprietary products, M Financial Group, strategic planning, charitable initiative, financial services, complex placements, customized value.