Local Support
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!
Blog Posts
BKA Financial & Proformex Aim to Deliver Exceptional Ownership Experience to Life Insurance Consumers
BKA Financial & Proformex have entered into a strategic partnership aimed at improving the life insurance ownership experience for clients. Their objective is to further redefine the industry standard for post-sale policy servicing by providing easier access to...
Election Effect on Estate Planning
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?
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...
Address
BKA Financial, LLC.
244 W. Water St., Suite 200
Elmira, NY 14901
