Grow Your Business and Unleash Your Full Potential

Partner with our Life and Annuity brokerage for strategies to grow your business and access our best-in-class financial resources.

A comprehensive collection of thought leadership and client videos provides financial professionals like you with a wealth of knowledge and insights. Our wide range of financial resources cover the latest industry trends, offering valuable information on emerging markets, regulatory changes and technological advancements. As an added bonus, we equip you with strategies to optimize your operations and drive revenue growth.

By partnering with Gallagher, we can help you build your brand and reach your full potential through sales ideas, white-labeled content and turnkey marketing. Your company logo can be embedded on any of the content for use in client presentations or on your website. Some of our client-facing materials you'll have access to include:

a 2024 guide to understanding the new estate tax rules and the impact on your estate plan
a retirement income planning workbook
a life insurance policy review kit
hosted event kits
and more

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Exclusive access to the resources you need to support and grow your business

Whether you want to expand your client base, increase client retention or improve overall business performance, our thought leadership and client-facing materials — branded with your logo — can help you achieve your goals. Submit the form at the bottom of the page to find out how you can personalize these resources.

Navigating Business Succession Planning in the Connelly Era

How to Craft a Cover Letter for Underwriting Success

DOL Finalizes New Retirement Security Rule

IRS Issues Guidance on Miscellaneous SECURE 2.0 Matters

Personalize our client educational videos to take your business to the next level

Simplify complex topics with our full suite of videos. Capture prospects and intrigue your existing clients using our library of financial videos. Plus, learn how you can stand out from the competition by customizing the videos with your logo.

Outshine your competitors

Learn how you can stand out from the competition by personalizing videos and other assets with your logo.

Disclosure

For Financial Professional use only. Not for use with the public.

GBS Insurance and Financial Services, Inc., its affiliated companies, and their representatives and employees do not give legal or tax advice. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Utilizing third party vendors does not absolve a financial adviser from their fiduciary responsibilities to their clients. Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. As it relates to office set-up broker dealers and registered investment advisors have specific signage requirements privacy policies and other supervisory controls requirements. Shared marketing programs or content in no way supersedes the requirements of a financial professional's license requirement or the policies and procedures of your broker dealer or registered investment advisory firm. Marketing programs or content are not affiliated with or endorsed by any governmental agency.

Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 (303) 797-9080. GBS Insurance and Financial Services, Inc. is not affiliated with The Leaders Group, Inc. You may check the background of investment professionals on FINRA Broker Check. Customer Relationship Summary.