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The Burgess Group - Financial Services jobs and careers

About The Burgess Group - Financial Services

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 primarily through the policy itself. These structures are of particular value in charitable, business and/or estate planning, providing a source of capital without interrupting the cash flow of the client's investment portfolio. TBG has experts in estate planning, product development, banking, estate law, operations and IT, all with unique backgrounds in the premium finance arena. TBG has developed a range of products around financed life insurance as well as patented financial innovations that distinguish it from competitors.

Founded
1999
Employees
11 to 50

Leadership

The top of The Burgess Group - Financial Services's org chart, with how many people report into each leader.

TRPhoto of Todd A. Reid

Todd A. Reid

Chief Executive Officer

3 reports

NBPhoto of Nick Burgess

Nick Burgess

VP & Principal

2 reports

Jobs at The Burgess Group - Financial Services

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