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Frustrated with Agents Overselling Coverage?
At BC Brokerage, our commitment is simple: transparent, tailored solutions that prioritize your clients' unique needs. Our experienced team collaborates closely with fee-only advisors to deliver precisely the right coverage, avoiding unnecessary add-ons.
Trust us to be the insurance partner that respects your values and supports your mission to provide unbiased financial guidance.
With BC Brokerage, you can confidently protect your clients while maintaining their trust in your expertise.
All About Us
What Sets Us Apart
As an independent insurance brokerage, BC Brokerage is committed to providing fee-only financial advisors with an innovative approach to insurance. Our team of experts works with advisors across the country to provide customized solutions that are tailored to meet the unique needs of each client. We believe that individualized solutions and exceptional customer service are the keys to building trust and creating long-lasting relationships. We are dedicated to making the insurance buying process as simple and straightforward as possible, allowing advisors to focus their attention on what matters most- building and maintaining relationships with their clients.
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 is a leading insurance partner for fee-only financial advisors. We specialize in providing our clients with comprehensive insurance solutions tailored to their specific needs. Our team of experienced and dedicated professionals is committed to helping clients achieve financial security and peace of mind. We have built longstanding partnerships with major insurance providers to offer our clients the best possible coverage. At BC Brokerage, we believe that a sound financial plan is one that is well-protected. Contact us today to learn how we can help protect you and your clients financial 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