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:
Christopher.Lamitola@specialtyprogramgroup.com
AgencyONE:
lisa@agencyone.net
BSMG:
jason@bsmg.net
SOURCE
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