Working within the life and disability insurance industry consistently and successfully gives our clients a distinct advantage

Leaders in Excess Disability Since 1978

Learn More


Welcome to The MB Group

Since 1978, nationally known law firms, financial advisors, business managers, corporations, professional groups, entertainers and professional athletes have trusted us to advise them on life, health, disability and long term care insurance matters.


We work with estate planning attorneys, CPAs and financial advisors to create a team approach to best serve our clients. We make decisions with our clients – not for our clients.

Milt L. Belfer, CLU
Milt L. Belfer, CLUFounding Partner
Milt is nationally recognized for his expertise in designing innovative insurance programs.

Since beginning his career in 1978, Milt’s clients have enjoyed the benefits of his innovative, cost-effective life, disability and long term care insurance solutions and his exceptional service.

Corporations and high net worth clients rely on Milt for his ability to be objective and knowledgeable in solving complex problems.

Katerina Loza
Katerina LozaOperations Manager
Katerina and her team provide invaluable services to our clients.

Her customer service experience and dedication to providing each client with superior services helps our office run efficiently.

Katerina’s exceptional knowledge and attention to detail enables our clients to receive timely solutions to their concerns/servicing needs.

Michael C. Simon
Michael C. SimonPartner
Michael began his career in 1982 with Connecticut Mutual, and then transitioned to Northwestern Mutual.

A career agent with Northwestern since 1984, Michael has placed in force over $500 million of life insurance, and has collaborated with some of the most successful insurance agents in the country.

Now as a partner of The MB Group, Michael is positioned to expand his areas of expertise to provide unique and innovative insurance solutions.

Bruce spends a great deal of his time attending industry functions to keep informed of the ever changing rules and regulations affecting the health insurance industry.

That understanding is then applied to every health insurance plan The MB Group designs, providing our clients with more cost effective health insurance solutions.


We focus primarily on four main insurance products – Life, Health, Disability and Long Term Care.

40 Years Matters

  • The insurance companies we represent and the clients we serve have learned to trust us.

  • We deliver guaranteed products and guaranteed solutions.

  • We fulfill our promise to provide ongoing superior services especially at claim time when it matters most.

  • We provide creative solutions which are typically not offered by other insurance providers.

Below are four recent examples of how our industry experience has made a difference to our clients.


Below are just a few of our clients’ comments. For obvious reasons of confidentiality, many of our clients request privacy.

“I highly recommend my clients contact The MB Group regarding disability coverage. They specialize in disability coverage and our firm is very pleased with the creativity, timeliness and thoroughness of their service.”

EUGENE JACOBS, ESQ., Partner, Seyfarth Shaw Fairweather & Geraldson

“The MB Group has the ability to clarify difficult insurance issues. They have been invaluable in organizing our insurance programs and have provided ongoing superior service.”

CHARLES T. MANATT, ESQ., Former Partner, Manatt Phelps Phillips

“Today’s business environment is extremely competitive. The programs you helped implement not only provide us with guaranteed costs, but also helps retain our key executive group.”

WILLIAM OVERFELT, Former President, Century Spring Corporation

“The MB Group has been invaluable in organizing our insurance programs, including life insurance, disability and health. Their careful evaluation of an existing pension plan resulted in many changes being made and left us with a more manageable and viable plan. I recommend them to you unhesitatingly.”

RALPH L. HUTCHINGS, MD, Thoracic and Cardiovascular Surgery

“You are so skilled in your profession you make mine easier and more effective when you are involved with clients I represent.”

JOHN G. BUSBY, ESQ., Reicker, Pfau ,Pyle & McRoy, LLP

“MB Group’s knowledge and insight of the insurance industry has made it very easy for us at Brooks Institute to decide on which avenue to choose for our executives and employees. Their expertise allowed everyone to feel comfortable with our decisions and the organization we chose to represent us.”

ERNEST H. BROOKS II, Former President, Brooks Institute of Photography