National Reach,
Local Support
BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service.
Planning Strategies
The BKA Financial Insurance Planning Specialists serve as a resource to Financial Advisors and their Clients in the design and implementation of numerous advanced planning strategies utilizing life insurance.
About Us
BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service. At BKA Financial we provide customized solutions to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their Clients; CPA’s, and Attorneys.
We are committed to building mutually beneficial relationships with our employees, representatives, Financial Advisors and their clients, and our insurance carrier partners. We also strive to be responsible citizens of the regions where we conduct business.
We continually work to build and maintain the most experienced and knowledgeable team of sales support employees and associates in the insurance industry in order to understand and respond to the specialized estate planning and insurance needs of National Financial Institutions and their Financial Advisors and Clients.
Services & Products
Take a look below to see what BKA Financial can do for you!
Planning Specialists/Team
The BKA Financial Insurance Planning Specialists serve as a resource to Financial Advisors and their Clients in the design and implementation of numerous advanced planning strategies utilizing life insurance.
Carrier Partners
Our firm has established close working relationships with some of the most highly rated insurance companies offering universal Life, variable Life, whole Life, and term life insurance products.
Sales Support
The BKA Financial Case Design Team will work with you to provide the illustrations and client support you need to get your client the best policy to meet their needs.
Blog Posts
Charitable Planning Before the Sale Of Business
Charitable planning in advance of the sale of a closely held business sounds like an effective way to minimize income taxes. The business owner donates stock to a charitable organization or to a charitable trust and receives a full fair market value (FMV) deduction...
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Estate Planners Are Wary of 2020 Election
Clients are concerned about the potential impact of an administration change in 2020, and many planners are already taking action. According to a recent survey of 720 Trust & Estates readers, some 55% report that their clients have expressed consternation about the...
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IRS Releases 2020 Inflation Adjustments
In Revenue Procedure 2019-44, the IRS has released the official inflation adjustments for 2020, and the adjustments relevant to estates, trusts and gifts are all as expected. For an estate of any decedent dying in calendar year 2020, the basic exclusion amount will be...
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Address
BKA Financial, LLC.
244 W. Water St., Suite 200
Elmira, NY 14901
