BKA Financial | Insurance Planning Specialists

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.

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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

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.

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Blog Posts

Election Effect on Estate Planning

Nov 9, 2020

The 2020 election has been fraught with uncertainty and anxiety for most voters. As the dust settles and a clear winner emerges, what does it mean for high and ultra-high net worth families and their estate plans? Although Congress remains divided with Democrats in...

How Does the Covid-19 Low Interest Rate Environment Affect Existing Insurance Policies?

May 29, 2020

The interest rates on loans, including bonds, are at an unbelievable low due to the global pandemic. This will affect the health of existing life insurance policies. What's Happening Whole Life and Universal Life (not variable or indexed). These are called "general...

Charitable Planning Before the Sale Of Business

Mar 23, 2020

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...