Case managers are an integral member of the Brokerage General Agency (BGA) team and the BGA value proposition. In this video, you will learn how life insurance is distributed through a BGA, what makes a BGA distinct, and the value BGAs deliver to the advisors and clients they serve. You will learn how your role fits within the BGA service model and other roles within a BGA team.
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THE ROLE OF THE BROKERAGE GENERAL AGENCY (BGA)