The Burgess Group - Financial Services

www.tbgroup.org

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.

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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.

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Country

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State

Utah

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City (Headquarters)

Salt Lake City

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Employees

11-50

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Founded

1999

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Founder and Executive Chairman

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Executive Assistant

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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