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
Tax Law Update: October 2019
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month. • Private letter ruling approves CLAT with term of years determined by formula—In PLR 201933007 (April 22, 2019), the Internal Revenue Service approved a...
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Bulletproofing the Estate Plan
Charles A. Redd discusses restrictions on an laws relating to no contest clauses. A beneficiary may be motivated to contest a will or trust instrument because he believes he has sufficient grounds to invalidate the document (for example, due to forgery, lack of proper...
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Connecticut Adopts Omnibus Trust Code
On June 25th, 2019, the Connecticut legislature enacted Public Act 19-137, an Act Concerning the Connecticut Uniform Trust Code. This massive bill, over 90 pages in length, adopts four major categories of revisions to Connecticut trust law that will greatly enhance...
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Address
BKA Financial, LLC.
244 W. Water St., Suite 200
Elmira, NY 14901
