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BCG Companies – Business Succession, Executive Disability, Benefits Liability, Wealth Transfer & Charitable Planning, Life & Disablility Insurance

As an independent, regional firm, we implement and manage large life insurance portfolios for affluent families and private and public corporations. Provide you with the highest quality strategic planning, products, and post-sale support in the life insurance industry. Collaboration. We provide information, ideas, and insight to you and your team of advisors. Listen to your unique needs. Educate with objective advice. Act with practical ideas. Deliver custom products and personal service.

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BCG Companies, Inc.

707 E. MAI●●●●●●●●●●SUITE 1450

RIC●●●OND , VA, 23218

UNITED STATES

1804●●●●0005

1999●●●●9999

tm●●●●●@BCGCO.COM

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BCG Companies, Inc.

BCG Companies, Inc.

707 E. MAI●●●●●●●●●●SUITE 1450

RIC●●●OND , VA, 23218

UNITED STATES

1804●●●●0005

1999●●●●9999

JB●●●@BCGCO.COM

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BCG Companies, Inc.

BCG Companies, Inc.

707 E. MAI●●●●●●●●●●SUITE 1450

RIC●●●OND , VA, 23218

UNITED STATES

1804●●●●0005

1999●●●●9999

JB●●●@BCGCO.COM

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BCG Companies – Business Succession, Executive Disability, Benefits Liability, Wealth Transfer & Charitable Planning, Life & Disablility Insurance | bcgco.com Reviews

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As an independent, regional firm, we implement and manage large life insurance portfolios for affluent families and private and public corporations. Provide you with the highest quality strategic planning, products, and post-sale support in the life insurance industry. Collaboration. We provide information, ideas, and insight to you and your team of advisors. Listen to your unique needs. Educate with objective advice. Act with practical ideas. Deliver custom products and personal service.

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who we are,your firm,your team,m financial,what we do,families,corporations,advocacy,the holleman library,the holleman legacy,the m story,business succession podcasts,due care bulletins,industry topics,marketing intelligence reports,white papers,mission

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BCG Companies – Business Succession, Executive Disability, Benefits Liability, Wealth Transfer & Charitable Planning, Life & Disablility Insurance | bcgco.com Reviews

https://bcgco.com

As an independent, regional firm, we implement and manage large life insurance portfolios for affluent families and private and public corporations. Provide you with the highest quality strategic planning, products, and post-sale support in the life insurance industry. Collaboration. We provide information, ideas, and insight to you and your team of advisors. Listen to your unique needs. Educate with objective advice. Act with practical ideas. Deliver custom products and personal service.

INTERNAL PAGES

bcgco.com

1

Our Services

http://www.bcgco.com/OurServices.aspx

Our Services. Next to Excellence is the Appreciation of It. We operate a specialized firm for a good reason: Personalized Service. Our primary goal is to serve the specialized insurance needs of our clients. Our professional team acts as an extension of your own. Together, we develop sophisticated plans that integrate estate planning, tax, insurance and legal issues. We offer expertise and a distinct advantage in:. 800 East Canal Street, Suite 1901. Richmond, VA 23219 ( map. 804648.0035 ( fax. Securities...

2

Our Firm

http://www.bcgco.com/BCGAdvantage_OurFirm.aspx

Our Firm. An Essential Resource. We are stewards of your lifelong objectives. In 1988, our company was founded on a simple premise: Serve the specialized insurance needs of affluent families and corporations. From minute personal preferences to the reality of a corporation's future, we develop strategies to accommodate all details, even as they evolve. 800 East Canal Street, Suite 1901. Richmond, VA 23219 ( map. 804648.0035 ( fax. Securities and Investment advisory services offered through M Holdings Sec...

3

Our Professionals

http://www.bcgco.com/BCGAdvantage_OurProfessionals.aspx

Our Professionals. People are the foundation of our success. Our team of professionals is dedicated to helping our clients - both old and new - by finding and designing the best solution tailored to their specific needs. Advisor and Client Relations. James P. Belk. Vernon W. Holleman III, CLU. Jeri L. Turley. Eric J. Hieber. Director, Plan Design. Kelly E. Terrell. Caroline E. Artley. Director, Client Service. Jennifer L. Fitzgerald. Sheree N. Engle. Erin C. Wilder. Director, First Impressions. Jeri Turl...

4

News & Resources

http://www.bcgco.com/NewsResources.aspx

News and Resources. Innovation. Leadership. Education. The following information is intended to keep you informed of recent events impacting the financial markets. We welcome the opportunity to discuss the information with you. Please do not hesitate to contact us. With any question or comments you may have. BCG Holleman Merger Announcement. 2016 Q1 Quarterly Economic News. 2015 Q4 Quarterly Economic News. 2015 Q3 Quarterly Economic News. 2015 Q2 Quarterly Economic News. Year-End Insurance Planning (pdf).

5

Corporations

http://www.bcgco.com/OurServices_Corporations.aspx

Corporations. Solutions to Achieve Business Objectives. We design, implement and administer executive benefit plans and asset liability matching strategies. The right non-qualified benefit funding strategy is critical for a company and its executives' future. A well-designed and implemented executive benefits program provides incentives that help attract new executives and retain talent over time. The services we provide to corporations include:. Executive Advice and Education. Richmond, VA 23219 ( map.

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bcgholleman.com

BCG Holleman | Services | Overview

http://www.bcgholleman.com/services

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Although...

bcgholleman.com

BCG Holleman | Podcast | Michele V. Hagans | Podcasts

http://www.bcgholleman.com/podcast/hagans.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Michele ...

bcgholleman.com

BCG Holleman | Podcast | Podcasts

http://www.bcgholleman.com/podcast

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. From an ...

bcgholleman.com

BCG Holleman | Podcast | Gilbert Melville Grosvenor | Podcasts

http://www.bcgholleman.com/podcast/grosvenor.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. A day do...

bcgholleman.com

BCG Holleman | Resources | Published Articles

http://www.bcgholleman.com/resources/published-articles.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. November...

bcgholleman.com

BCG Holleman | Firm | Contact

http://www.bcgholleman.com/firm

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. The Boar...

bcgholleman.com

BCG Holleman | Podcast | Kathy Kolbe | Podcasts

http://www.bcgholleman.com/podcast/kolbe.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. From an ...

bcgholleman.com

BCG Holleman | Podcast | Austin H. Kiplinger | Podcasts

http://www.bcgholleman.com/podcast/kiplinger.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Father-S...

bcgholleman.com

BCG Holleman | Services | Benefits Liability Funding

http://www.bcgholleman.com/services/benefits-liability-funding.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Whether ...

bcgholleman.com

BCG Holleman | Services | Wealth Transfer/Charitable Planning

http://www.bcgholleman.com/services/wealth-transfer.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Our goal...

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BCG Companies – Business Succession, Executive Disability, Benefits Liability, Wealth Transfer & Charitable Planning, Life & Disablility Insurance

As an independent, regional firm, we implement and manage large life insurance portfolios for affluent families and private and public corporations. Provide you with the highest quality strategic planning, products, and post-sale support in the life insurance industry. Collaboration. We provide information, ideas, and insight to you and your team of advisors. Listen to your unique needs. Educate with objective advice. Act with practical ideas. Deliver custom products and personal service.

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