The Burgess Group - Financial Services
www.tbgroup.orgThe 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.
Read moreThe 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.
Read moreCountry
State
Utah
City (Headquarters)
Salt Lake City
Employees
11-50
Founded
1999
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Founder and Executive Chairman
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****Executive Assistant
Email ****** @****.comPhone (***) ****-****
Technologies
(17)