Jeff King
Financial Services Professional
Since 1982, Jeff King has been providing holistic financial strategies to business owners, individuals, and families that help them protect their assets and meet their long-term financial objectives. Building the business from the ground up, he has a complete understanding of what it takes to create and conserve wealth while considering the taxation** of income and assets during the working years and in retirement.
Some of the core areas he helps his clients with include comprehensive benefits management, business continuation planning, estate and legacy planning, charitable planning, retirement planning and deferred compensation.
When he’s not in the office, he enjoys spending time with his wife, Kim, his four children and nine grandchildren.
Some of his professional accomplishments include:
Multiple-Time Qualifier for New York Life Insurance Company's Chairman's Council, President’s Council and Executive Council^
Life and Qualifying Member of the Million Dollar Round Table (MDRT) with 33 years of membership in The Premier Association of Financial Professionals*
Member of the NAIFA
Mulitple-Time Life Case Rate Leader in the Toledo Office and South Central Zone
Kim King
Agent
Kim King has worked with New York Life for over 28 years helping individuals, families and businesses alike in creating programs and strategies to best plan for current and future needs. Kim specializes in voluntary payroll deduction plans, employee benefits and individual life insurance solutions. Always concerned with the client’s best interest, Kim provides unmatched customer service to her numerous clients across the country.
Kim has a Bachelor’s Degree in Business Administration from Bowling Green State University. In her free time, she enjoys working in her garden and spoiling her children and grandchildren.
Some of her professional accomplishments include:
Multiple-Time Qualifier for New York Life Insurance Company's President’s Council & Executive Council^
Life Member of the Million Dollar Round Table (MDRT) with 28 years of membership in The Premier Association of Financial Professionals*
Member of the NAIFA
Multiple-Time Life Case Rate Leader in the Toledo Office
Luke King
Financial Services Professional
Luke King is a financial services representative focused on the financial and insurance needs of businesses, families and individuals. Luke prides himself in finding solutions to the financial challenges facing people today, such as how to reward and retain key executives and personnel, plan for business succession, grow and conserve assets and protect families from financial hardship. Luke is also one of a select number of agents authorized to offer AARP life insurance and long-term care products.
Luke holds a Master’s Degree from the University of Michigan and a Bachelor’s degree from the Ohio State University. He holds Series 7 & 63 licenses.
Luke is a member of the Toledo Rotary Club and the Toledo Estate Planning Council. He also serves as a Board Member of Doctors and Engineers Expediting Advancement for Global Humanity (DEXA). He and his wife, Aimee, are the proud parents of twins, Rex & Winnie.