SPG Strengthens Wealth Management Offering with Acquisition of Assets of AgencyONE
AgencyONE has established itself as a trusted partner to a select group of independent insurance advisors and wealth managers nationwide who focus on planning and implementing financial strategies using insurance-based solutions designed to help secure their clients' families and businesses. By offering full-service, highly personalized back-office support, AgencyONE enables advisors to prioritize the client experience while delivering tailored solutions for financial security and wealth transition.
By acquiring AgencyONE's operations, SPG builds upon its acquisition of the assets of
"We're thrilled to join forces with AgencyONE - as we continue to build out a national BGA network of like-minded, leading firms - something truly unique in the life and annuity distribution space," said
According to Garcia, "Over the past four years, AgencyONE has explored several partnership opportunities without finding a firm that met our business objectives or values. SPG's recent acquisition of Jason's team at BSMG caught our attention. This move allowed SPG an entrée into the wholesale distribution of life, long-term care, and disability insurance, as well as annuities. My partners and I recognized that SPG aligns perfectly with our business objectives and commitment to serving our advisors' advanced planning and underwriting needs. We are very confident about the future success of this partnership and the growth and expansion it will offer AgencyONE. We are excited to be a part of the SPG Team."
By combining the strengths of BSMG and AgencyONE, financial advisors will benefit from expanded resources, advanced planning techniques, and enhanced access to insurance-based solutions.
About AgencyONE
AgencyONE is a
About
For over 50 years, the BSMG operations have delivered uncompromising support and service to top producers in Life, Annuity, and
About
CONTACT:
SPG Media:
[email protected]
AgencyONE:
[email protected]
BSMG:
[email protected]
View original content to download multimedia:https://www.prnewswire.com/news-releases/spg-strengthens-wealth-management-offering-with-acquisition-of-assets-of-agencyone-301880301.html
SOURCE
Hearing Wrap Up: CMS Fails to Provide Rationale for Attempting to Rewrite Law by Expanding Medicaid to DACA Recipients
Gary Franks: Labor participation rate better reflects economy
Advisor News
- Year-end planning errors retirees should avoid
- Social cultivation: How to talk with wealthy prospects
- How important is a written financial plan?
- Coalition wants to advise people impacted by policy changes in new administration
- Diagnosing miscommunication in retirement planning
More Advisor NewsAnnuity News
Health/Employee Benefits News
- Data on Managed Care Reported by Researchers at Duke University Hospital (Assessment of Embedded Versus Remote Pharmacist Versus Remote Student Pharmacist Outreach On Statin Prescribing): Managed Care
- What your generation needs to know
- Studies in the Area of Human Papillomavirus Vaccines Reported from University of Connecticut (Accountable Care Organizations and Hpv Vaccine Uptake: a Multilevel Analysis): Immunization and Public Health – Human Papillomavirus Vaccines
- New attempt made to drop circumcision from Medicaid coverage in NH
- National Health Insurance Service Ilsan Hospital Reports Findings in Pneumothorax (Impact of Deep Learning-Based Computer-Aided Detection and Electronic Notification System for Pneumothorax on Time to Treatment: Clinical Implementation): Respiratory Tract Diseases and Conditions – Pneumothorax
More Health/Employee Benefits NewsLife Insurance News