The Burgess Group - Financial Services Employee Directory

InsuranceUtah, United States11-50 Employees

The Burgess Group - Financial Services (TBG) operates in the insurance sector, with a focus on wealth creation through specialized life insurance premium finance structures. These arrangements enable high net worth clients worldwide to fund large life insurance policies, using the policy itself to secure the loan, thereby preserving cash flow for other investments and supporting purposes such as charitable, business, and estate planning. The firm emphasizes expertise in estate planning, product development, banking, estate law, operations, and IT, and has developed a range of financed life insurance products along with patented financial innovations that differentiate it from peers. Based in Salt Lake City, Utah, TBG positions itself as a specialized adviser and solution provider within premium finance, serving high net worth individuals seeking capital efficiency in their insurance and planning needs. The company operates with a professional focus on delivering structured solutions that align with complex estate and wealth management objectives.

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