A Whole New Way of Thinking about - Client Services

Services Overview


Consulting – As a consulting firm, IBG-BMC assists clients in developing and implementing personalized employee benefit and risk management solutions, including advising and assisting clients in implementing

  • Health Insurance Strategies
  • GASB & FASB Funding Solutions
  • Single-, Multiple-, and Multi-Employer Plans
  • Professional Employee Organizations
  • Asset Protection Plans
  • Captive Insurance Companies


Compliance – The ability to navigate the waters between state and federal requirements and between ERISA and the tax code is the hallmark of IBG-BMC’s compliance services. Our multi-disciplinary team ensures that all aspects of a client’s plan are designed and implemented in strict compliance with all applicable laws, regulations and accounting standards. Our in-house legal staff maintains an extensive library of legal and regulatory compliance materials to ensure that all plans are administered in compliance with the ever changing laws.


Marketing – As a marketing firm, IBG-BMC offers proprietary and innovative solutions including Kai-Zen Plan, eHOPE Plan, 401Rx Plan, The ARC Trust and The ABIL Plan. We are regularly called upon by independent professional advisors to develop unique financial planning and benefit solutions for their clients.


Technology – Our technology team has decades of experience in developing IT solutions for some of the largest insurance and financial services companies in the nation. Working with clients we are able to develop proprietary technology solutions to streamline enrollment and day-to-day benefits administration.

Global Resources

Global Resources – Strategic relationships with some of the world’s largest insurance companies and financial institutions allows IBG-BMC to deliver world class employee benefits services and strategies.

"Mind is the great lever of all things; human thought is the process by which human ends are ultimately answered."

Daniel Webster