Knowledge.

Honesty.

Care.

Brevity & Associates is an independent firm that assists businesses and individuals with sourcing the best financial tools for their needs.

Clients

We work as an advocate during the underwriting process, and work with our carriers to present your case in the best possible light by providing value in a streamlined process.

Business Partners

Our specialty is policy review and advanced case design. We can help with wealth preservation, transfer strategies, estate planning, executive benefits, and business continuity.

Business Philosophy

Brevity & Associates is founded and operated by managing partners, Brian Marshburn and Justin Stainback. Together, the two bring a wealth of knowledge in all facets of financial management to provide you with the best solutions with exemplary service. They have the ability to assess your entire portfolio and offer recommendations to augment your existing products. They are happy to work with your other professional advisors to create the best portfolio for your scenario. If you would like to learn more about the team, please click below.

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Recent News

  • Facts of Life Insurance – Policy Review

    POSTED: April 13, 2015

    How different was your life 5 years ago?  How about 10 years ago?  Family.  Technology.  Job.  Investments.  Gas prices.  The only thing certain in this world is change. We meet clients all the time that don’t want to think about reviewing their insurance situation or think everything is fine.  As an advisor you are doing Read More

  • Facts of Life Insurance – Do As You Say Not As You Do

    POSTED: April 8, 2015

    Why would you say do what you say you’re going to do?  Is there any value to it? People can recognize excellence.  It starts with doing what you say you are going to do.  We run across too many people that take this simple exercise for granted. Examples: 1. Client asks us for a term Read More

  • Facts of Life Insurance – How To Handle A Decline

    POSTED: April 3, 2015

    If you have been declined for life insurance all hope is not lost.  Insurance underwriters don’t like uncertainty.  If a client has medical issue the underwriting department would rather see a period of time between the occurrence and the treatment provided as well as successful follow-ups.  Any ambiguity and they always assume the worst.  No Read More

  • Facts Of Life Insurance – How to Avoid Being Declined

    POSTED: March 24, 2015

    Fear of rejection is one of the deepest human fears.  Nobody likes to be rejected.  It happens in the world of relationships and in most industries.  Insurance is no exception. As individuals consider their insurance needs and begin the process of applying for coverage there are some things to consider to avoid a potential declination.  Read More

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Brevity & Associates

Brevity & Associates