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
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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House Passes SECURE Act – How it Could Impact Your Retirement Plan
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in the House with a 417-3 vote on Thursday, May 28th and is expected to make it through the Senate during this current term. The SECURE Act would be the first real major retirement...
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Why You Must Fear The Estate Tax
(Forbes) -- The estate tax is dead! Long live the estate tax! Like a Phoenix flaming on the political wind, only to extinguish, then burst anew, this now-you-see-me, now-you-don’t tax is overlooked only at the peril of lasting prosperity. For exposed families, the...
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Address
BKA Financial, LLC.
244 W. Water St., Suite 200
Elmira, NY 14901
