BCG Holleman is an independent and entrepreneurial boutique insurance advisory firm.
Our mission is to continually deepen our client relationships through a commitment to listening before speaking, asking better questions of our clients and ourselves, and a never-ending improvement of our knowledge, ideas, teamwork, strategic relationships, and delivery of client service.More About our Firm
Life, Disability & Long-Term Care
We have an unfair advantage with the products we offer - many are simply priced better because of our position in the marketplace...
From vision clarity to insurance funding for the unforeseen, our work provides entrepreneurs clarity and protection in this vital planning area...
Our work designing and implementing enhanced income protection plans allows the maximum in protection, flexibility, and cost savings...
Benefits Liability Funding
From executive benefit promises to pension obligations and retiree life/health, we analyze and match the latest ideas and financial tools...
Wealth Transfer/Charitable Planning
Working as part of a cohesive team of advisors, we want our clients to create plans that excite and leave a legacy that matches their highest ideals...
Life Insurance Audits
Our Life Insurance Audit Program helps Trustees, Fiduciaries, and Owners provide the clarity to the life insurance portfolios they are responsible for...