Who We Are
We Help & Guide You To Achieve Success
Our Story
Our families’ roots in the financial services business dates way back to 1957. Over this period of time we have helped over 2000 closely held businesses, publicly traded corporations, banks, Insurance Companies, and high net worth families with their succession and benefit planning needs.
In 2001, our core family business, Pollock & Pollock, Inc. was sold to Huntington National Bank, a $104 billion bank holding company based in Columbus, Ohio, which formed the nucleus of Huntington Insurance Services. At the same time, as a Principal of Clark Bardes, we participated in a company IPO on the NYSE and helped forge a new market which became known as BOLI (Bank Owned Life Insurance). Today, over 3300 banks representing $179 billion in assets enjoy the benefits of BOLI on their financial statements. In 2005 Clark Bardes was sold to Aegon, a $907 billion multinational life insurance and management company conglomerate.
Today, our TKO Advisors are earning the right to serve a wide range of clients which include:
- Family Businesses
- High Net Worth Individuals and Families
- Publicly Traded Companies
- Banks and Credit Unions
- Insurance Companies
- Hospitals and Non-Profits
- First Responders, including Police, Fire, EMS, Coast Guard and Vets
- Main Street USA, including Pastors, Rabbi’s, Teachers, Individuals and Mom & Pop Businesses
Representing over 100 of the top Financial Providers and Insurance Carriers, we are poised to provide state of the art products and services covering a wide variety of core services and planning areas including:
- Family Business Succession
- Non-Family Business Succession
- Maximum Family Wealth Transfer
- Corporate Buy-Sell Strategies
- Key Employee Retention
- Medical, Health Care, and Group Benefits
- Retirement Programs
- Wealth Management
- Premium Financing Strategies
- Long Term Corporate Benefit Plan Cost Recovery
- Financial Planning
- Educational Seminars and Small Group Meetings
Our Value Proposition
- We believe that we need to earn the right to your business. Historically, we have found that most all successful businesses and individual have some relationship with a current financial advisor, insurance professional, consultant or broker.
- Our proposition is simple: We want to earn the right to your business by either improving the pricing of your current programs by at least 20-30% or by bringing a new idea or technique to your attention. Otherwise, we would expect you to maintain your current relationships.
- Historically, we have proven that we can deliver better pricing or new ideas in 8 out of 10 planning opportunities.