Secure Your Legacy with the

The Garlock Group provides exclusive shareholder benefits through the Garlock Funds Rewards Program, including life insurance premium financing, trust creation, and mortgage services. Many of these services are offered at no cost, and most include substantial discounts for qualified clients. These solutions are designed to help affluent families and business owners protect and grow their wealth with clarity and confidence.

Our Mission and Values

Garlock Group brokers specialized life insurance solutions for high-net-worth individuals and families, focusing on wealth preservation and financial security. Backed by industry experts and guided by core values like integrity and innovation, we deliver tailored, strategies and exceptional service to help you protect and grow your legacy.

Unlock Financial Flexibility with Strategic Premium Financing Solutions

At Garlock Group, we specialize in premium financing solutions that allow you to obtain high-value life insurance without liquidating assets. Our strategic lending approach supports estate planning, improves tax efficiency, and preserves your financial flexibility while protecting long-term wealth.

Benefits

Maximize estate planning without liquidating assets.

Solutions

Tailored for high-net-worth individuals, business owners, and affluent families.

Secure Your Legacy with Expert Trust Creation Services

At Garlock Group, we specialize in helping you establish and manage trusts that safeguard your assets and ensure your wealth is passed on according to your wishes. Our customized solutions provide lasting peace of mind for future generations.

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Client satisfaction rate with our trust creation services.
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Years of experience in trust and estate planning.

Elevate Your Wealth with Tailored Solutions

At Garlock Group, we understand the unique needs of high-net-worth individuals. Our premium financing and trust services are designed to protect and grow your wealth, providing personalized strategies that secure your financial future and support long-term planning for you and your family.

  • Premium Financing: Acquire high-value policies without liquidating assets.
  • Trust Creation: Protect your assets and ensure their distribution according to your wishes.
  • Personalized Strategies: Tailored solutions to optimize your financial planning.

Solutions Tailored for Business Owners

At Garlock Group, we understand the unique challenges and opportunities business owners face. Our tailored solutions help protect your business, support succession planning, and secure your family’s financial future—with expert guidance and customized strategies built around your goals.

  • Succession Planning: Ensure a smooth transition of your business.
  • Estate Tax Mitigation: Minimize estate taxes and maximize wealth transfer.
  • Business Continuity: Protect your business from unforeseen events.

Securing Your Family's Future with Bexley Insurance Group

At Garlock Group, we understand the unique financial challenges and opportunities faced by affluent families. Our tailored solutions—including premium financing and trust creation—are designed to protect your wealth and preserve your legacy for generations to come.

  • Customized Strategies: Tailored to your family's specific needs and goals.
  • Wealth Preservation: Protect your assets from potential risks and liabilities.
  • Legacy Planning: Ensure your values and wealth are passed on according to your wishes.