SouthCap Brokerage Group a Division of GBS Insurance and Financial Services, Inc. is a life insurance general agency that specializes in assisting wealth managers, financial advisors and family offices with their clients’ advanced life insurance and estate planning needs. SouthCap is the only dedicated life insurance firm started by individuals with capital markets experience catering to financial services professionals. Services provided include expert policy portfolio analysis and construction, underwriting advocacy, and advanced case design.

We’ve built an incredible team that is dedicated to helping advisors and clients succeed in the insurance sector.  Learn more about each member of our team below.

Principals OperationsPrincipals