BryanMark Group

Our Firm

At BryanMark, we focus on one thing – the design, analysis and implementation of large face amount life insurance policies.

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Core Goals

Our Focus

We focus on working with a select number of affluent clients ranging from Forbes 400 individuals to highly successful business owners. Our clients have accumulated significant assets and recognize they face numerous planning challenges that must be adequately addressed to preserve their wealth for generations to come.

The procurement of large life insurance policies for implementation within estate and business succession planning structures is a complicated transaction and BryanMark has the highly specialized expertise to ensure the desired result is achieved.

Furthermore, we leverage our insight into policy design and pricing practices to unlock customized value for our clients.



Specialized Experience in Large Life Insurance Placements




Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. BryanMark Group is independently owned and operated. BryanMark Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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