Bbim is a local insurance planning support company based in Lexington, MA, offering services to financial professionals in the areas of annuities, life insurance, and long-term care insurance. Their client-first approach aims to seamlessly integrate optimal insurance strategies into strategic holistic planning, saving advisors time and accelerating meaningful conversations to strengthen clients' financial plans.
With a mission to support financial professionals, Bbim provides exclusive access to their Insurance Planning Portal, offering custom business development resources, invite-only events, and more for their members. Their team is dedicated to delivering a client-centric experience and accelerating advisors' due diligence process through the implementation of insurance planning strategies.
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