Innovative Concepts is a financial planning firm that specializes in the use of life insurance for estate, business, and charitable planning. We are a firm that has spent almost 30 years working in these areas, and we have had the opportunity to work with thousands of estates and hundreds of businesses. Our specialty is the art of connecting a host of resources to a client and the client's team of advisors. Through the years we have been fortunate to structure a number of relationships and strategic alliances that allow us to bring some of the country's finest advisors to the table to assist with our client's planning.
We are unique in that we secure most of our clients through a referral partnership with agents throughout the country. Our partner agents all specialize in various areas, but they do not concentrate on life insurance as a primary planning tool. We act as a wrap around for them, enhancing their practice and the client's experience, by bringing our expertise to the planning table.
Administration
- President
- Kenneth J. Bojarski, CLU
- Director Underwriting
- Becky Nisbet
- IT Services
- Christopher Bojarski
Support
- Major Marketing Projects
- Ron Nisbet
- Underwriting Specialist
- Jo Moses
- Marketing Concepts
- Henry Hammond
- Ralph Campbell
Underwriting and Marketing Partnerships
- Ash Brokerage
- RD Marketing
- USA Financial