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JBC Companies

Position Your Financial Institution for the Future

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

JBC 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.

These systems include:


Life Insurance

  • Life Insurance Growth-Coaching
  • Preserving Dignity & Independence
  • Implementing Asset Based Insurance
  • Life Happens
  • Roadmap to Success
  • Life Insurance Simple Conversation
  • Life Events Checklist

We also work in a diverse group of advanced markets, some of these are:

  • Buy/Sell Agreements
  • Executive Bonus
  • Key Person Insurance
  • Life Insurance Retirement Plans
  • Irrevocable Life Insurance Trust
  • Pension Maximization
  • Longevity Planning

We work with many great, A+ rated companies, such as:

  • 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 Daniel.Branson@JBCTeam.com, or email JBC Sales Consultant Wesley Privett at Wesley.Privett@JBCTeam.com.


Annuities

  • Annuity Growth-Coaching
  • Optimum Income Tool / Income Wealth Transfer
  • Tax-Deferred Annuity Sales Concept
  • SPLINT
  • Pension Protection Act Annuities

We also work in a diverse group of advanced markets, some of these are:

  • Fully Underwritten SPIA
  • Qualifying Longevity Annuity Contract (QLAC)
  • Life Insurance Supplement
  • Medicaid-Compliant Annuity Planning

We work with many great, A+ rated companies, such as:

  • American Equity Investment Life Insurance Company
  • 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 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 Wesley.Privett@JBCTeam.com.


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 want 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 program!

To discuss setting up your client appreciation seminar, call JBC Life Sales Consultant, Daniel Branson, toll-free at 866-490-4233 Ext. 409 or email him at Daniel.Branson@JBCTeam.com.


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 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 Wesley.Privett@JBCTeam.com.


Catalyst Communication

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

With the ability to privately label the Your Views Matter system to match your 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 all lines of business and commercial products.

What are Your Clients’ Objectives?

  • 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 Director of Catalyst Communication, toll-free at 866-490-4233 Ext. 404 or email him at Josh.Jackson@JBCTeam.com.