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NNA and KCP have adopted the Kanban Method of efficient planning, management, and workflow. Kanban aims to help our planners visualize workflow process and maximize efficiency with continuous improvement. In the ever-changing estate, business, and tax planning industries, this approach helps ensure delivery of information and strategies that produce the best available results for our clients and their professional advisors.
As a National Network of Accountants (NNA) company, PIM has over a decade of experience assisting our clients in building captive insurance companies and more efficiently and profitably manage risk. We have experience in the formation of over 400 captives representing over 25 industries. Our focus has been to utilize best practices in the fields risk management, insurance law, captive accounting, property and casualty insurance integration..
The National Network of Accountants (NNA) provides a "step by step" system to build a planning infrastructure, which works in conjunction within your existing services.
This structure will enhance your core business by building stronger client relationships as the most "trusted advisor" as well as increase firm revenue.
We have been helping businesses and high net worth individuals manage risk and accounting firms enhance client relationships and increase profitability for over 30 years. Our team of financial professionals coordinates individual and business planning for successful business owners and develops customized programs that readily integrate with accountants’ other business, tax and consulting services. Our commitment has always been to educate and serve the accounting community and their clients.
Leveraging all that life insurance makes possible is what we do best. The primary goal and objective or our firm is to always maximize opportunities while preserving a client’s wealth and passing on a legacy.
The success of any business depends upon the effective and efficient use of capital. While a captive insurance company is commonly viewed as a disciplined way of retaining and financing risk, it can be a means to better growth and accessing corporate capital as well as implementing broader corporate strategies.
Premium finance is a strategy used by wealthy individuals and business owners to finance premiums for large life insurance policies. The strategy allows affluent individuals who have a need for permanent life insurance to use an alternative method for paying the premiums.
Protecting an IRA and other retirement financial vehicles is more manageable with the right guidance. NNA helps heirs avoid the double taxation issue upon a principal's death. Most importantly, the value of an IRA can be increased substantially by simply taking advantage of innovative and creative techniques