Financial Services

You need to develop and communicate a plan for business continuation to protect your business from potential financial devastation. Our knowledge and experience will guide your path to design the program and implement the strategies in the event of an unexpected death or disability.



  1. Continuity
  2. Life Insurance
  3. Disability Plans
  4. M Financial

Business Continuity

  • We develop a plan for your business continuation in the event of an unexpected incident or catastrophe.
  • We enable business owners to affordably acquire other ownership interests and help preserve the financial security of a deceased owner’s family.
  • We work with you and your professional advisors to bring certainty to the future of your business.

Securities & Investment Advisory Services Offered Through M Holdings Securities Inc.
A Registered Broker / Dealer And Investment Advisor, Member FINRA/SIPC
The JKJ Companies Are Independently Owned And Operated.

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

Key Person Life Insurance

  • We recognize that an unexpected loss of a key employee, not only a business owner, can have a devastating impact on your business.
  •  We will design a program that provides funds to aid in the search for a replacement in the event of a key employee’s death.
  • We will develop a program to account for a temporary loss of revenue as a result of a key employee’s death.

Securities & Investment Advisory Services Offered Through M Holdings Securities Inc.
A Registered Broker / Dealer And Investment Advisor, Member FINRA/SIPC
The JKJ Companies Are Independently Owned And Operated

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

Supplemental Disability Plans

  • Highly compensated employee’s disability coverage usually fails to deliver an adequate level of coverage for the employee
  • Highly compensated employees can obtain a disproportionate amount of compensation in incentives, bonuses, stock options and other forms of contingent compensation
  • We can design a supplemental disability plan to give your leadership team the opportunity to cover these other sources of compensation to protect their families from a sudden life changing event

Securities & Investment Advisory Services Offered Through M Holdings Securities Inc.
A Registered Broker / Dealer And Investment Advisor, Member FINRA/SIPC
The JKJ Companies Are Independently Owned And Operated

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

M Financial Group

  • As one of 140 Member Firms, we are proud to be a part of M Financial Group, one of the nation’s leading financial services design and distribution companies
  • Collectively, M Member firms are among the most experienced and largest buyers of insurance and financial products in the nation, creating an unmatched level of expertise and purchasing power
  • M Financial Group has strategic alliances with a select group of major insurance companies
  • These carrier relationships have allowed the development of the most innovative products to meet the needs of ultra-affluent individuals and corporate clients
  • With a strong focus on the long term attributes of life insurance, M Financial’s commitment to in-force management is a powerful differentiating characteristic

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To Learn More about The Culture of M, click the text: Interview with Fred Jonske, President and CEO of MFinancial

 

Securities & Investment Advisory Services Offered Through M Holdings Securities Inc.
A Registered Broker / Dealer And Investment Advisor, Member FINRA/SIPC
The JKJ Companies Are Independently Owned And Operated

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

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