Broker Check

JBC Companies

Position Your Financial Institution for the Future.

JBC Companies is a committed partner to financial institutions, empowering them to identify, develop, and implement new strategies for their financial service programs.

JBC Companies is a full-service, practice management firm offering marketing and back office support for fixed and indexed annuities, extended health care, disability, and life insurance through several proven, proprietary systems.

We work with many excellent, A+ rated companies:

Life Insurance

  • Allianz Life Insurance Company of North America
  • American General Life Insurance Company (AIG)
  • American National Insurance Company
  • Global Atlantic Financial Group
  • John Hancock Financial
  • Lafayette Life Insurance Company
  • Lincoln Financial Group
  • Minnesota Life Insurance Company/Securian Financial
  • Mutual of Omaha Insurance Company
  • North American Company for Life and Health Insurance
  • OneAmerica Financial Partners, Inc.
  • Pacific Life
  • Protective Life Insurance Company
  • Prudential Insurance Company of America
  • Savings Bank Life Insurance Company (SBLI)
  • Symetra Life Insurance Company
  • Transamerica Life Insurance Company

Call JBC Life Sales Consultant, Daniel Branson, toll-free at 866-490-4233 Ext. 122 or email him at [email protected], or email JBC Sales Consultant Wesley Privett at [email protected].


  • American General Life Insurance Company (AIG)
  • American National Insurance Company
  • Integrity Life Insurance Company
  • Lafayette Life Insurance Company
  • Lincoln Financial Group
  • Mutual of Omaha Insurance Company
  • North American Company for Life and Health Insurance
  • Oxford Life
  • Symetra Life Insurance Company

Call JBC Sales Consultant, Wesley Privett, toll-free at 866-490-4233 Ext. 108 or email him at [email protected].

Optimum Income Tool

JBC Companies offers a propriety system for illustrating income modeling, known as the Optimum Income Tool, perfect for clients looking to grow or protect their assets and increase their retirement income. As the ideal answer to the typical question about "the best CD rate," the Optimum Income Tool can help your clients gain the security they need without any direct market risk and higher returns than the typical low bond or money market interest rate.  

The Optimum Income Tool will provide your clients:

  • Stable, consistent income payments
  • Fixed periods of 5 – 7 years
  • Simple illustration model
  • Increased quality of life
  • No direct market risk

Call the JBC Annuity Team toll-free at 866-490-4233 or email JBC Sales Consultant Wesley Privett at [email protected].

Preserving Dignity & Independence

Our customer-centric client appreciation event and marketing seminar system are guaranteed to generate leads, build trust, and establish advisors as thought leaders in the field of extended health care and asset-based insurance.

We would love to show you how to protect your client’s assets and those of their loved ones, by helping them to develop a “peace of mind plan.”

If you have clients interested in...

  • Protecting their hard-earned assets
  • Transferring this money to their heirs
  • Cash value in other life insurance policies
  • Large balances in cash accounts
  • Maturing certificates of deposit

Then JBC Companies has some exciting solutions for your institution's financial services program!

To discuss setting up your client appreciation seminar, call JBC Life Case Manager & Client Seminar Coordinator, Megan Buchan, toll-free at 866-490-4233 Ext. 120 or email her at [email protected].

Catalyst Communication

JBC Companies can help your financial institution raise overall client satisfaction and generate new business across your organization, with a simplified and proven holistic referral system and lead generator.

With the ability to privately label the Your Views Matter holistic referral system to match your institution’s custom marketing template and brand standard, anyone in your organization, from teller lines to customer service representatives, will be able to cross-market and receive referral leads for the investment and insurance program. This marketing piece will also apply to personal lines of business and commercial products through the complementary institution-specific piece that advertises traditional financial services.

What are Your Clients' Views?

  • Quickly determine your client’s financial goals
  • Discuss net worth and life expectancies  
  • Help them consider market risk
  • Solve for supplemental income

Call Josh Jackson, the National Coordinator for Your Views Matter, toll-free at 866-490-4233 Ext. 104 or email him at [email protected].