BKS-PARTNERS LAUNCHES ASSET AND INCOME PROTECTION OFFERING
TAMPA, FL (February 10, 2015) – Baldwin Krystyn Sherman Partners (BKS-Partners) announces the launch of a new division that will work with businesses, entrepreneurs, families and successful individuals to design, procure and implement advanced life insurance and disability insurance for protection from loss of income and assets.
“Our clients have sophisticated assets. We want to ensure their financial legacy is protected against outdated or inefficient life insurance, disability insurance or long-term care coverage,” said Elizabeth Krystyn, Founding Partner at BKS-Partners. “Our firm is differentiated by a holistic approach. We take into account all aspects of a client’s life. This allows us to design the most comprehensive, accurate and meaningful asset and income insurance protection.”
The BKS-Partners asset and income protection business segment will design programs that respond to expected and unexpected events to ensure a client’s liquidity needs are met, business operations continue without interruption, personal and business assets are transitioned in an efficient manner and the impact of estate and business taxation are effectively minimized.
Jordan Loebel, J.D. will spearhead the new offering. “BKS-Partners has developed a reputation as an industry leader and has a history of forging strong relationships with affluent and successful families and entrepreneurs. The addition of the asset and income protection segment is a natural progression as we continue to find new and different ways to protect our clients’ futures.”
For families and individuals, BKS-Partners will implement advanced life insurance and disability insurance strategies to ensure a seamless transition in the event of a death or disability. For businesses, BKS-Partners will design an approach to maintain operations in the event of an anticipated or unanticipated departure of a key person. The asset and income protection division will offer several holistic insurance solutions for the continuity of operations, including key person coverage, funding buy/sell agreements, funding collateralization of business loans and offering disability protection.
Jordan Loebel may be reached at 813.452.3659 or firstname.lastname@example.org.
About Baldwin Krystyn Sherman Partners
Baldwin Krystyn Sherman Partners (BKS-Partners) is an award-winning independent insurance brokerage firm providing private risk management, commercial risk management, employee benefits, and Vitality™ programs to clients wherever life takes them throughout the U.S. and internationally. One of the largest privately held firms in Florida, BKS-Partners takes a holistic and boutique approach to insurance architecture and risk management. The firm builds personalized client relationships and utilizes a proprietary process called RiskMapping™ to examine client lifestyles, passions, professions and business ventures generating a 360° view of their unique risk profile. BKS Holistic Protection™ is then custom designed, which provides integrated coverage for all areas of a clients’ life. Headquartered in Tampa, with six offices located throughout the state of Florida, BKS-Partners is driven to make a difference in their communities, rewarding colleagues’ community involvement and supporting over 40 charitable organizations.