Who We Are

The GB Financial Group (GBFG®) is a life insurance firm focused on wealth preservation and wealth transfer for the affluent client. Our firm provides life insurance-based solutions for a clientele spanning the country and the globe.

As a vertically integrated firm, we provide unparalleled design, underwriting, servicing, financing, and long-term management of life insurance-based solutions. GBFG has distinguished itself within the industry through its extensive knowledge and experience.

We pride ourselves in our ability to offer every client the right solutions, based on a thorough understanding of their needs, desires, and long-term objectives.

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