Guiding families and professionals toward lasting financial security.
Executive Summary
JKB Advisors Group is an independent insurance and financial services firm dedicated to helping families and business owners protect what matters most—health, wealth, and legacy.
As part of a collaborative network of financial advisors, estate attorneys, and legacy planning experts, JKB Advisors Group provides a holistic, relationship-driven approach to financial protection, growth, and generational wealth transfer.
Beyond traditional financial services, JKB Advisors Group also empowers small businesses and independent professionals with digital marketing support, automated sales funnels, and SaaS-based tools that enhance client engagement and drive sustainable growth.
Through our integrated service model, clients and team members alike benefit from personalized insurance strategies, proven marketing systems, and technology-driven solutions designed to create clarity, confidence, and long-term success.
Mission Statement
To empower individuals, families, and small businesses to make informed financial and marketing decisions—building lasting legacies through protection, planning, innovation, and partnership.
Vision Statement
To build a community where individuals, families, and small businesses thrive with financial confidence, technological empowerment, and lasting legacies.
We envision a future where every client—whether planning for retirement or scaling a business—has access to clear guidance, modern tools, and a trusted team dedicated to helping them protect, grow, and share their success for generations to come.
Core Values
1. Integrity & Trust - We build every relationship on honesty, transparency, and accountability. Our clients trust us to guide them through important life and business decisions with their best interests at heart.
2. Education & Empowerment - We believe knowledge creates freedom. By simplifying complex financial and marketing concepts, we empower our clients to make confident, informed decisions.
3. Innovation & Technology - We embrace digital tools, SaaS platforms, and automation to streamline marketing, improve client communication, and drive smarter business growth.
4. Collaboration & Partnership - We work as an integrated network of professionals—financial advisors, estate planners, digital marketers, and business strategists—combining our strengths to deliver complete solutions.
5. Legacy & Longevity - Every plan we design and every system we build is made to last—supporting not only immediate goals but also long-term financial security and generational impact.
6. Service & Stewardship - We serve with purpose, compassion, and commitment—helping clients protect what matters most while stewarding their resources wisely for the future.
Don't work with a Sales Person, work with a Partner in planning!
When it comes to your financial future, trust and clarity matter. That’s why clients turn to us—not just for advice, but for peace of mind. Our approach blends personal care with professional precision to help you make confident, informed financial decisions.
🧭 We Keep It Simple:
We translate complex strategies into clear, actionable steps
—so you feel empowered, not overwhelmed.
💬 We Listen First:
Before we recommend anything, we ask, listen, and learn about what you value most
—family, freedom, or legacy.
📊 We Customize:
No cookie-cutter plans.
Every solution is crafted to match your goals, your risk comfort, and your timeline.
⏱️ We’re Responsive:
Need guidance?
We’re here—on call, over Zoom, or in person. Prompt answers. No runaround.
💡 Our promise: no pressure, no jargon—just honest, professional guidance that puts you first.
Understand & Prioritize Needs
Help Address Your Problems
Achieve Your Goals
Our Team is Your Team
Client Relationship Lead:
Team Leader, Your primary point of contact and solution strategist - Jennifer Knourek Brusenbach
Client Proactive Coordinator:
Coordinates the meetings and consultations through our Information Questionnaire - Sarah Wright
Client Facilitator:
Team Administration Staff to process quotes, policies, and correspondence.
Our Proactive Planning Team
provides your Virtual Advisors Group
Medicare
Advisor
Medical
Professionals
Business
Financing
Our Proactive Planning Team
provides your Virtual Advisors Group
Medicare
Advisor
Medical
Professionals
Business
Financing
(c)2025 - JKB Advisors Group / Jennifer Knourek Brusenbach - Licenced Producer in Illinois, Wisconsin, Ohio, Pennsilvania, Michigan, & Texas. - NPN - 21445141 - Privacy & Terms and Conditions
DISCLAIMER! Consult with your legal or tax advisor before making any decision based on the tax-related educational materials here.