Heartfelt and well-earned congratulations to good friend Jason Lea and the staff of Brokers’ Service Marketing Group (BSMG)—celebrating 50 years of invaluable service to agents and the customers they serve. BSMG is a life insurance, annuity and long term care insurance brokerage general agency headquartered in Providence, RI. They assist producers in the upscale market by providing a range of marketable sales solutions including mutual funds and fixed and variable life contracts.
With a vision of building a world-class life insurance brokerage firm for advisors and institutions, Founder David B. Lea, Jr., launched BSMG in 1972 and delivered uncompromising support and service to top producers until his retirement in 2017. Under David’s leadership BSMG developed a national reputation for excellence and innovation and has become the largest New England-based agency of its kind. Sadly, David passed away in August 2019.
To this day, led by current CEO Jason E. Lea, the company maintains a long standing and well earned reputation for excellence in providing exceptional guidance to financial service professionals and financial institutions. Their team of top industry professionals strives to put clients in the best viable position every time to make agents’ business more profitable.
“We support advisors and financial institutions whose clients require asset and income protection as well as retirement solutions. Our expertise helps our customers deliver the best results to their clients every day,” relates Jason Lea. “Our Vision is to protect the future of families and businesses. Our innovation and passion empowers advisors and institutions across the country to achieve transformational results for their clients.”
One of the unique and most laudable aspects of the BSMG mission is striving to strengthen the communities in which they do business and help improve the quality of life for their neighbors. For many years Broker World has recognized BSMG for their premier producer engagement event, the BSMG Annual Charity Invitational at the Rhode Island Country Club, which has raised more than $1 million for local charities. In fact, it is no accident that we are running coverage of the 21st hosting of this event in this very issue, distributed at the NAILBA annual meeting (the industry’s premier BGA conference) hoping to encourage other BGAs to focus their agent gatherings on charitable causes. Some other BSMG community enrichment efforts include an annual toy and clothing drive for Children’s Friend, Rhode Island’s oldest child welfare organization, employees working with Habitat for Humanity Providence to build affordable houses for low-income families, and support of The Outreach Program, a nonprofit organization that focuses their attention on ending hunger. Early next year the staff members of BSMG will come together to package 58,000 meals for local Rhode Island charities.
“Our team members are our most valued resource,” Lea says, “BSMG goes the extra mile to foster a team-oriented, family-like atmosphere that enables our employees to thrive both inside and outside the workplace.” I’ve seen this firsthand on many occasions attending their wonderful golf tournament.
It has been a great gift to the Howards and Broker World to be associated with BSMG for more than 40 years and for a wonderful friendship shared with the Leas. David’s boisterous humor and rich laugh, his wife Pat’s fussing over every detail to make certain each event was as fantastic as possible, and, in particular for me, Jason’s sincere, appreciative and warm friendship has brightened many a BSMG, NAILBA, BRAMCO and now LIBRA meeting. Congratulations, and thank you, BSMG and the Leas, for 50 years of dedicated service to our industry and the countless lives your efforts have touched.
