New Ideas | Better Pricing | Lasting Relationships
Earning the right to your business.
New Ideas
Any advisors can provide products, analytics, spreadsheets and discuss multiple carriers. TKO has a proven track record of creating a well thought out plan that uses the full breath of products available in the market but incorporates them with the latest and most effective ideas and strategies that will stand the test of time for you, your family, your business or your corporation.
Better Pricing
Every couple of years, the market generates new products with new pricing and new mortality projections. TKO has delivered improved pricing of existing programs in over 80% of the time by a minimum of 20% to 30%
Lasting Relationships
For over 63 years our family has earned the right to your serve over 2000 businesses representing over 10,000 individuals delivering a broad array of financial services. All of these clients had an existing advisor or products that we offer. Because we brought new ideas or better pricing to the table, we earned the right to their business. In the process we have built rewarding long term relationships.
Contact us
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13 1/2 North Franklin Street
Chagrin Falls, OH 44022
