Broker Check

JBC Companies

Position Your Financial Institution for the Future.

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

We are 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 great, A+ rated companies, such as:

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 Insurance Company
  • 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. 409 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
  • Oxford Life Insurance Company
  • Symetra Life Insurance Company

Call JBC Annuity Sales Consultant, Wesley Privett, toll-free at 866-490-4233 Ext. 408 or email him at [email protected].

Preserving Dignity & Independence

Our customer-centric, client appreciation event and marketing seminar system, 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 like 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….

  • a desire to protect their hard-earned assets
  • a wish to transfer this money to their heirs
  • cash value in other life insurance policies
  • large balances in cash accounts
  • maturing Certificate of Deposits

then We have 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. 403 or email her at [email protected].

Optimum Income Tool

We offer 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. The perfect 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].

Catalyst Communication

We can help your financial institution raise overall client satisfaction and generate new business across your financial institution, with a simplified and proven cross-marketing, lead generation and enhanced referral process.

With the ability to privately label the Your Views Matter brochure to match your institution’s custom marketing template and brand standard, anyone in your institution, from teller lines to customer service representatives, will be able to cross-market and receive referral leads for the investment and insurance program, as well as for all other lines of business and commercial products through the corresponding institution-specific brochure piece that promotes traditional financial services.

What are Your Clients’ Objectives?

  • Easily 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 Catalyst Communication, toll-free at 866-490-4233 Ext. 404 or email him at [email protected].