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Life Insurance Planning

BMA offers counseling on business and individual life insurance planning. From funding Buy Sell Agreements to Key Person policies, BMA has over 50 years of industry experience of working with business owners, professionals and highly compensated executives on the importance and strategic advantages of the life insurance vehicle.

Business and Individual policies include multi year term, whole life and universal policies underwritten by A+ rated USA based carriers. The tax advantaged life product offers many benefits from all standpoints—life, death and disability.

BMA takes a conservative, traditional approach to life insurance planning. BMA is well positioned to work with local CPAs and attorneys as many are our clients and familiar with our philosophy.