and Guy co-founded BMI Consulting, LLC in 1993.
Both serve as Managing Directors and oversee the
technical implementation and marketing of the
succession plans. Guy actively works with the
professional community to market and explain the
concepts and determine the best strategy for the
client. Stan concentrates on the backroom design
and implementation process.
Stan is a Life and Qualifying
member of the Million Dollar Round Table (MDRT)
since 1977. He is also a consistent member of
the Top of the Table (made up of the top 5% of
all MDRT members worldwide). Stan has spoken extensively
in the industry. He is a nationally known speaker
and author of several articles detailing the uses
and benefits of insurance as a funding vehicle.
In 1995 Stan started Insurance Marketing Systems, Inc., a software development company specializing in programs that model insurance products and concepts. This allow Stan to advance his extensive background in the accounting and legal structuring and application of specialty and customized insurance products. As a nationally recognized expert, Stanís services and problem solving skills are often sought after by professionals and peers throughout the financial services industry.
Guy is a life member of the
Top of the Table, with over 26 qualifications.
He has written several books and spoken to numerous
industry organizations. Guy started in the financial
services field in 1966 after graduating from Claremont
McKenna College. He holds an MBA in Finance from
the University of Southern California. He is also
a Certified Financial Planner and holds a Masters
in Financial Services.
Guy started BTA Advisory Group
in 1977 and services compensation and benefit
plans for over 100 privately held corporations.
As a veteran analyst and business planner, Guy is well known
for his ability to simplify complex tax and financial strategies;
thus, insuring a level of comfort and confidence for the concerned business owner or officer.