WHAT WE OFFER
Diversify Your Portfolio
We provide a variety of insurance and alternative investment opportunites to financial advisors, which in turn they are able to offfer investors.
We do the due diligence on these products and let the advisors know what kinds of returns to expect as well as the level of risk to the investor.
When our advisors meet with you, they will discuss clearly and explain the level of risk for each investment as they work with you to build your portfolio based on your comfort level of risk.
Insurance Opportunities Available Through BSP and Our Insurance Affiliate
We have access to hundreds of carriers and prefer doing business with A-rated firms. Our advisors use insurance as a solution to your financial needs and as a tool to help you achieve your goals. They include:
Fixed-Index Annuities
Variable Annuities
Fixed Annuities
Premium Finance
Long-Term Care
Term Life Insurance
Whole Life Insurance
Variable Life Insurance
Key Man Insurance
And More….
Alternative Investment Opportunities Available Through BSP
We have access to dozens of alternative investment opportunities. Whether you are looking for income, growth, or both, we have solutions that may fit your needs.
Work with your advisor to learn about available opportunities Your advisor should first do a risk analysis to understand how much risk you are willing and able to take on. Our alternative investments include:
1031 Exchange into a DST
Private Placements
Opportunity Zones
Hedge Funds
REITs
Tax Easements
And More….
Start The Conversation
We're Ready To Listen
Twenty minutes is all it takes to start securing your financial future. We’ll help you determine your financial needs and goals for the long run and show you how you can get there using a variety of dependable – and affordable – options.