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What Sets BC Apart
The "BC Difference"
As a independent insurance brokerage, BC Brokerage is committed to providing Fee-Only Financial Planners and their clients' with an innovative approach to insurance.
Our team of experts works with Financial Planners in all 50 states to provide customized insurance solutions that are tailored to meet the unique needs of each client.
Insurance We Provide
Life
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Disability
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Long Term Care
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Annuities
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Personal Lines
P+C
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Why BC
BC Brokerage partners with Fee-Only Financial Planners to deliver tailored insurance solutions to their clients.
With strong carrier relationships and an experienced team, we help clients achieve lasting financial security and peace of mind.
Every solid financial plan deserves protection—let us help safeguard your clients’ future.
What to Expect
Analyze
Analyze your client's situation to determine the best coverage
Apply
Apply for the right policies
Service
Implement the policy(s) and assist with claims
WHAT ADVISORS SAY
"If you're looking for someone to help you with insurance planning at a high level look no further. I've sent countless clients their way and they've had nothing but positive things to say"
Angel Escobedo, CFP®
Capasso Planning Partners
WHAT ADVISORS SAY
"Wow! Just wow! The guys at BC Brokerage make it feel like they are on your planning team with their seamless follow-up and looking around corners on behalf of our clients. Just go one tough-to-insure client her policy with an absolute minimum of static. We are huge fan!"
Erica Ryberg, CFP®
Montoya Wealth Management
WHAT ADVISORS SAY
"The client service is outstanding, the insurance products are competitively priced and consultative approach for difficult client situations is unmatched. I've yet to have a client case that BC Brokerage hasn't been able to solve. I'm so happy to have found a trusted insurance partner for our clients."
Tim Woodward, CFP®, CKA®, MBA
Blend Wealth