Our Expertise


GBS helps advisors design and implement creative solutions for their clients with a hands-on, consultative approach. From the initial quote through the life of the policy, we use our extensive industry knowledge to help you provide your clients with long-term financial security and peace of mind.

  • Policy Review

    Periodic policy evaluation is critical to ensuring your clients’ continued protection. Conducting a thorough insurance review can reveal deficiencies in coverage, underperforming policies, or new products that may be more suitable to your clients’ current needs.

  • Underwriting

    Underwriting is at the core of our business. Our in-house underwriters give each case the attention and care it deserves, and use our strong relationships with carriers to solve complex problems that allow us to negotiate the best possible protection.

  • Advanced Planning

    Our team can help identify and tackle complex business and estate planning situations for your affluent clients. Our insurance specialists empower our agents by providing integrated and diverse planning strategies such as tax efficiency, retirement planning and wealth transfer.

  • Business Planning

    Business owners know that in order to preserve their legacy they need a comprehensive plan in place. GBS will help you build a robust plan that can include employee retention, succession and retirement planning to safeguard your company’s success for future generations.

  • Specialty Markets

    GBS serves the unique needs of individuals that provide challenges to the traditional underwriting process – delivering coverage for professional athletes, entertainers, international residents and ultra-high net worth clients. We even have special access to jumbo lines of coverage exceeding $100 million on a single life when needed.


“As a financial advisor, I rely on GBS to streamline the insurance side of my business. They continue to keep me up to date with not only the most competitive products, but industry trends as well. The entire staff at GBS is an invaluable asset to the growth of my firm.”

- Mike M., Rocky Hill, CT

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