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Why work with SPG Life & Annuity?

Three industry leaders, one powerful partner. Brokers’ Service Marketing Group (BSMG), AgencyONE, and Business Underwriters Associates (BUA) have merged into SPG Life & Annuity, making up the Life & Annuity Division of Specialty Program Group. We lead with a customer-first mindset, doing the right thing, and delivering a best-in-class client experience. Together, we combine complementary strengths in advanced planning, underwriting, case design, and service to help you win more and keep more clients. We offer a full portfolio of solutions including Life Insurance, Annuities, Long-Term Care Insurance, Disability Insurance, and Health Insurance.

The Numbers

  • 120+ people focused on life, annuity, LTC, DI, and health solutions
  • Over $1B in annual annuity premium and $60M+ in annual life premium
  • Over 50 years serving advisors and their clients

We partner with top producers nationwide to help them deliver more for their clients. Our strength is simple: expert people, deep carrier relationships, and an advisor-first culture of advocacy. That combination gives you leading carriers, responsive case design, and relationships that open doors and keep cases moving.

Experience

Depth matters. Our bench includes one of the strongest advanced markets teams in the business, senior underwriters who engage early and advocate well, and experienced case managers who can read an APS and underwrite a file. Our sales team knows the field and brings practical guidance to every conversation. We are developing the next generation of underwriters and specialists, so advisors get expertise today and leadership tomorrow. Our advisors do not have to be experts. We are.

Technology and Enablement

We build tools that change outcomes. Risk Differentiation Underwriting began here. We created it. We refined it. Our underwriting team works directly with the client, the advisor, health providers, and the carrier to surface favorable risk details and secure better life insurance offers. RDU is a disciplined process that sets us apart and delivers wins that matter for advisors and their clients.

Our technology stack is built for speed, clarity, and control. We created Vive to make term life quoting and submission fast and intuitive. Digital intake, eApp workflows, real-time status, and secure data integrations keep cases moving and everyone aligned. Advisors get visibility. Clients get a smoother experience. Our team gets the tools to deliver, every time.

Carrier Partners

We partner with a broad, highly rated roster of carriers across life insurance, annuities, long-term care, disability insurance, and health insurance. Our relationships run deep at the underwriting and advanced case levels, which helps secure the right offer and keep cases moving. As a member of LIBRA, we benefit from shared market intelligence, collaborative programs, and expanded access, giving advisors stronger options and a better overall placement experience.

Values

Advisor first. Do the right thing. Pursue excellence. Love the work. We listen, ask better questions, and design solutions that serve the plan, not just the product. We deliver reliable support to top advisors with advanced planning, underwriting advocacy, and day-to-day concierge service excellence.