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Welcome to The Burgess Group. 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. 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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CONTACTS AT TBGROUP.ORG

The Burgess Group

Steve Burgess

103 So●●●●●●ll Ave

Salt ●●●●● City , UT, 84111

US

1.80●●●●1101
1.80●●●●1151
sb●●●●●●@tbgroup.org

View this contact

The Burgess Group

Steve Burgess

103 So●●●●●●ll Ave

Salt ●●●●● City , UT, 84111

US

1.80●●●●1101
1.80●●●●1151
sb●●●●●●@tbgroup.org

View this contact

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Welcome to The Burgess Group. 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. 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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2 financed life insurance
3 charitable planning
4 m financial group
5 m services
6 financial calculators
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Home | tbgroup.org Reviews

https://tbgroup.org

Welcome to The Burgess Group. 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. TBG has developed a range of products around financed life insurance. As well as patented financial innovations that distinguish it from competitors.

INTERNAL PAGES

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1

Client Profile

http://www.tbgroup.org/index.php/financed-life-insurance/client-profile

More particularly, the client insured must:. Be worth an absolute minimum of $10 million dollars and. Have an annual income of at least $500 thousand. Have ample liquidity (or projected liquidity) to continue paying premiums if the deal collapses or to make interest payments at maturity. Have a balance sheet substantiated by a public accountant or other qualified source. Be acceptable to the Lender's Know Your Client requirements. Meet all the underwriting criteria of the insurance company.

2

FAQs

http://www.tbgroup.org/faqs

Concerning Premium Financed Transactions. 1 What is Premium Financed insurance? By financing the premiums through a major lending institution, affluent clients can achieve the advantage of life insurance without the disadvantage of paying premiums with after-tax dollars. As a result, the client's cash flow and/or investments need not be liquidated to fund the policy and the client's investment portfolio can continue to grow without interruption. 3 How does Premium Financed insurance work? This is not "fr...

3

M Financial Group

http://www.tbgroup.org/m-financial-group

With 140 Member Firms, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000. Please go to mfin.com/DisclosureStatement.htm. For further details regarding this relationship. For more information on M Financial Group go to mfin.com.

4

What is it?

http://www.tbgroup.org/index.php/financed-life-insurance

The reason financing premiums for life insurance works is simple. Lenders like it because it represents a well secured long-term loan. Insurance companies like it because it generates a stream of relatively large premiums. Agents and clients stand to benefit from these common objectives. A schematic of the transaction follows:. An irrevocable life insurance trust is the borrowing entity. The only asset of the trust is the life insurance policy. The Insured can pay less than the scheduled premium and let ...

5

The Company

http://www.tbgroup.org/the-company

The Burgess Group (TBG) specializes in the use of life insurance premium finance as a wealth creation tool to:. Solve estate planning challenges. Build an asset protection and growth chassis for domestic as well as offshore clients. Are US and non-US residents with a net worth in excess of $10,000,000, who also meet lenders' requirements with respect to liquidity, levels of debt and Know Your Customer. The principals of TBG:. Work closely with all the serious funding programs offered by major institution...

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Find a Member Firm - M Financial

http://mfinancialgroup.com/find-a-member-firm

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. Find a Member Firm. Achates Associates, Inc. Ridgeland, MS 39158. Advanced Life Insurance Strategies, Inc. Honolulu, HI 96813. Alvarez Group, Private Client LLC, The. Lake Forest, IL 60045. Rutland, VT 05701. 117 Metro Center Boulevard. Warwick, RI 02886. Atlas Advisory Group, LLC. Cranford, NJ 07016. 5350 South Roslyn Street. Greenwood Village, CO 80111. Barry, Evans, Josephs and Snipes. Charlotte, NC 28204. Naples, FL 34108.

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Find a Member Firm - M Financial

http://mfin.com/find-a-member-firm

How M is Different. Find a Member Firm. How M is Different. Find a Member Firm. Find a Member Firm. Achates Associates, Inc. Ridgeland, MS 39158. Advanced Life Insurance Strategies, Inc. Honolulu, HI 96813. Alvarez Group, Private Client LLC, The. Lake Forest, IL 60045. Rutland, VT 05701. 117 Metro Center Boulevard. Warwick, RI 02886. Atlas Advisory Group, LLC. Cranford, NJ 07016. 5350 South Roslyn Street. Greenwood Village, CO 80111. Barry, Evans, Josephs and Snipes. Charlotte, NC 28204. Naples, FL 34108.

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Welcome to The Burgess Group. 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. 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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