What we do

The BKA PWC Insurance Planning Partners serve as a resource to Financial Advisors and their clients in the design and implementation of numerous advanced planning strategies utilizing life insurance.

We believe there is power in experience

This team of licensed professionals is experienced in the areas of estate planning, wealth preservation, business succession planning, and charitable planning.

It is important that our Insurance Planning Partners build a relationship with our clients and their Financial Advisors. The needs of individuals and family members are often times different. It is through respect, trust, and careful planning that they will work to be a valuable partner to your team. The BKA PWC Insurance Planning Partners and their licensed internal sales support team will manage the entire planning and insurance process from start to finish. They are a national sales team that provide local support.

Strategies

Estate Planning

For many, the phrase “Estate Planning” sounds as though it is something only the ultra-wealthy need to do. In truth, every family, no matter their net-worth, could benefit from an estate plan.

Business Planning

Only about 30% of family and businesses survive into the second generation, 12% are still viable into the third generation, and only about 3% of all family businesses operate into the fourth generation…

Charitable Planning

One such way to leave a lasting legacy to your favorite charity is through the gift of life insurance. Life insurance provides the charity with a tax-free death benefit, and because the cost of life insurance…

Retirement Planning

Life insurance, as you know, provides valuable death benefit protection. What you need to understand is that life insurance provides an added value when used as a supplemental retirement tool.

Insurance Planning

Life insurance, as you know, provides valuable death benefit protection. What you need to understand is that life insurance provides an added value when used as a supplemental retirement tool…

Contact us

Call Us:

(617) 274-8281

Email Us:

info@bkapwc.com