Michele R.
2/6/2024
STAY AWAY FROM THIS COMPANY - RUN, DON'T WALK! Without getting into too much detail, they will sell you a dream that is built on a house of cards. You will not be a gazillionaire. You will lose...
Burgess Group
Closed
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103 Social Hall Ave
Salt Lake City, UT 84111
The Burgess Group is a renowned wealth creation firm based in Salt Lake City, UT, specializing in premium financed life insurance structures that enable high net worth individuals worldwide to finance substantial amounts of life insurance while securing the loan primarily through the policy itself. With over two decades of experience, their team of experts offers a range of advanced planning techniques for charitable, business, and estate planning, providing clients with a source of capital without disrupting their investment portfolio's cash flow.
With a dedicated premium financed life insurance team boasting over 100 years of combined experience in finance, insurance, and legal aspects, The Burgess Group has developed proprietary funding structures and techniques that have resulted in hundreds of millions of gifts and bequests. Collaborating with top-rated insurance carriers and major domestic and international banks, they offer integrated premium financed life insurance capabilities and comprehensive expertise to support the success of their clients' financed life insurance matters from start to finish.
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