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A LEADER
IN MANAGING
WEALTH THROUGH
LIFE INSURANCE.
VISION
WE'RE CHANGING THE WAY THE WORLD THINKS ABOUT LIFE INSURANCE, ONE FAMILY AT A TIME.
We are a concierge life insurance company serving families and business owners. We provide unsurpassed expertise to our clients in life insurance, business planning and executive and employee benefits.
OUR VALUES
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CLIENT FIRST
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INTEGRITY
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INDEPENDENCE
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EXPERTISE
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PRIVACY & SECURITY
BHR IN NUMBERS
50
FAMILIES
40
YEARS IN BUSINESS
1B
PORTFOLIO
4
GENERATIONS OF CLIENTS
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