With relationships with major insurance carriers, DeferTec through its non-affiliated FINRA broker dealer, BG WorldWide Securities, Inc., will be able to work directly with you without any intermediary to add expense to the process. As a result, DeferTec will work to secure competitive products and quality funds on your behalf that are appropriate for your specific situation.

Regulators and regulations require that we offer clients a choice of funding products. We didn’t need regulators to tell us to do that: We have always provided that service and we take it a step further by helping our clients to analyze the cost and efficiency of alternative products so they can make an informed choice as to what best fits their needs.

Our mission is to provide the best product at the lowest cost and to only provide insurance products when needed to achieve expected results for client executive benefit plans. We continue to adhere to our high standards and will only recommend product that is in the best interest of our client.