At GBS, we’re dedicated to helping financial professionals and institutions provide sound financial futures for their clients.
Whether you’re a financial advisor or a traditional life insurance professional, your clients trust you to make vital decisions on how to grow and maintain their wealth. At GBS, we make a complex and time-consuming process easy so you can better spend your time managing clients’ assets.
We help both P&C producers and benefit consultants fill gaps in clients’ coverage by providing individual, multi-life and executive benefits solutions. Our team acts as your complete back-office providing everything from quotes and underwriting to case design. We can even assist you with full point-of-sale support, while also generating a new revenue source for your firm.
GBS is an essential resource to financial institutions such as broker dealers, banks and RIA firms. We guide your advisors to solutions that fit within the framework of today’s ever-changing legal and regulatory environment.
When tax and legal professionals partner with GBS they are gaining a trusted and knowledgeable referral source. Our insurance specialists understand the big picture, and are able to help professionals enhance their practices by providing the insurance portion to their clients’ estate plans and business needs.
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