Creative Strategies
Transfer your wealth tax free to the next generation
Turn a taxable asset into a tax-preferred or tax-free asset using individual and corporate life insurance strategies
Estate conservation
Fund estate taxes for pennies on the dollar using insurance plans that can be implemented using a zero net cost strategy.
Corporate wage loss replacement program
Turn non-deductible disability premiums into tax deductible premiums
Corporate Estate Bond
Capitalize on tax advantages available on certain insurance plans that offer a risk adjusted return on corporate investments that cannot be matched elsewhere in the marketplace.
Set up a “guaranteed” high yield income bond
Generate additional income at retirement while protecting your capital.
Personal & Corporate Insured Retirement Programs
These flexible tax-exempt insurance plans for your estate conservation also offer an interesting feature that can provide additional retirement income.
Premium-Free Life Insurance
Eliminate premium payments and own your policies outright for life.
Review your existing coverage
Benefit from tax deductions by donating a policy to your favorite charity
A donation of an existing policy may result in a lump sum tax deduction equal to the fair market value of the policy as well as a tax deduction to the estate from the death benefit.
Relationship Building is Key to Our Success
At BMG Financial we create, preserve & manage wealth for future delivery
Relationship Building is Key to Our Success!
We are a professional team who are fiercely independent with a wealth of knowledge, experience and resources to draw upon.
We believe each client; business or individual is unique, with their own specific needs. Our role is to help you to determine those needs, design a plan to meet them, and only then recommend, and implement your plan using the most appropriate financial products.