Jason Lea

CEO,

SPG Life & Annuity

Jason Lea is the Chief Executive Officer of SPG Life & Annuity, a division of Specialty Program Group, LLC, where he leads the firm’s executive team, drives a high-performance sales culture, and oversees strategic account management. Since joining what was then Brokers’ Service Marketing Group (BSMG) in 2000 to develop its annuity division, Jason has played a central role in the company’s evolution. He became a partner in 2011, advanced to CEO in 2016, and later acquired the company.

Under his leadership, BSMG experienced significant growth and transformation. In December 2021, Jason led the firm through a strategic partnership with HUB International and Specialty Program Group (SPG), ultimately bringing together BSMG, Business Underwriters Associates, and AgencyONE under the unified SPG Life & Annuity platform. He now serves as CEO of SPG Life & Annuity and is a key member of SPG’s Executive Management team.

Jason has been instrumental in expanding SPG’s Life and Annuity operations nationwide, helping establish the platform as one of the fastest-growing and most influential wholesale distribution networks in the insurance industry. The platform serves advisors in all 50 states, providing access to life insurance, annuity, and long-term care solutions.

A respected industry leader, Jason currently serves on the board of Finseca and has held previous board roles with BRAMCO and LIBRA. He also served as President of the NAILBA board, contributing to the advancement of the independent brokerage channel.

In addition to his professional accomplishments, Jason is committed to giving back. Through BSMG’s annual charitable initiatives, he has helped raise over $1 million in support of Amos House, Day One, and End Hunger New England.

Jason earned a Bachelor of Science in Economics from Davidson College and holds the Certified Financial Planner™ (CFP®) designation, along with FINRA Series 6 and 63 registrations. He began his career at MFS Investment Management.

He resides in Rhode Island with his wife, Catherine, and their four children.

Jason Lea's Sessions

Enter, Grow, or Excel: Positioning Your Business for the Annuity Market
Whether you’re thinking of entering the market, are already there and are looking to grow, and are ready to truly excel—this session is for you.

In this breakout session, fellow BGAs share how they’re positioning their firms for the annuity market—whether entering, scaling, or refining an established book—and how cross-selling fits into that strategy. Expect practical takeaways on positioning and growth you can apply right away.

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