CONNECT

Address:

9915 Mira Mesa Blvd Ste 110
San Diego, CA 92131

Phone:

858-731-3115 ,, Toll Free: 877-731-3115

Fax/Other:

858-546-3978

Media

Keith's Interview on the Exit Coach Radio Show: August 15, 2014

August 2014

Recently, Keith was a featured guest on the radio show and podcast, Exit Coach Radio. The Exit Coach Radio Show is hosted by Bill Black and covers a variety of topics such as growing a small business, when is the right time to exit, and exit strategies for business owners age 50+. Bill Black has conducted over 275 radio interviews with top advisors to help business owners grow and protect their businesses. On August 15th, 2014 Keith spoke to Bill about the special planning needs of farming business owners. Please listen to the interview and share it with your friends and any business owners you know!

 

 

Keith Attends BEI's 11th Annual Exit Planning Conference in Colorado: August 22 & 23, 2014

August 2014

BEI's 11th Annual Exit Planning Conference is the only meeting of its kind, bringing together experienced professional advisors from across North America, including CPAs, business attorneys, estate planning attorneys, wealth and investment advisors, insurance professionals, business consultants, business brokers and investment bankers in a multi-disciplinary, collaborative meeting to share best practices and recent trends in helping business owner clients plan for the future. These trained and qualified advisors get together every year in Denver to discuss the latest trends in planning for business owner clients and to talk through case studies. The purpose of the Annual Conference is to maintain the cutting-edge and up-to-date knowledge base of the advisors in BEI's network so that business owners everywhere can benefit from the training and ideas shared at the Conference.

 

 

Keith Eck Financial Launches "Exit Planning 411" Blog

September 2012

Keith created this blog as a resource for business owners, advisors, and friends to provide information on important business succession and exit planning issues. Other topics include estate planning, wealth transfer, and retirement. We encourage you to save our blog as a favorite and to follow our blog via email to get all of the latest updates!

 

 

Keith Eck Joins the Business Enterprise Institute's International Network of Exit Planning Advisors

May 2012

This month Keith became a member of the Business Enterprise Institute’s International Network of Exit Planning Advisors™! BEI was founded by John Brown, an attorney, who developed The Seven Step Exit Planning Process™ to help business owners exit their companies in style and benefit from their life’s work. Keith has been working for over 35 years to manage the exit planning process for his clients by providing them with all the people, tools and strategies necessary to achieve their successful business exit. To learn more about the services Keith can provide through BEI or to sign up for our bi-monthly Exit Planning e-newsletter, please email us at keck@psfin.com.

 

Walk for Wishes with Team Succession!

April 2012

On April 28, 2012 Team Succession will be walking in the Make-AWish Foundation of San Diego's annual Walk For Wishes at The Embarcadero San Diego. This event will raise important funds needed to grant the wishes of San Diego children who are battling life-threatening medical conditions. Last year through the generosity of donors just like you, the foundation realized $109,000 to grant over 14 life-affirming wishes! This year the foundation is on track to grant nearly 200 wishes to children in the San Diego and Imperial counties. We hope you will consider supporting this worthy cause since every dollar counts and no amount is too small to help reach the goal of $150,000! Visit my personal fundraising page to join our team or make a donation.

 

Keith's Article in the Imperial Valley Press!

January 2012

This month Keith wrote an article directed to business owners to briefly summarize the types of questions that are necessary for every business owner to review to ensure that their financial house is in order. The article was featured in the business section of the Sunday the 29th paper and will be a recurring monthly article!
 



Keith Eck Financial, Senior Investor for the EMC Steve Fisher Presentation

October 2011
Keith Eck Financial is among the senior investors for the “Power of Team Leadership” presentation hosted by the SDSU Entrepreneurial Management Center this October 11th, 2011. This event will feature Head Coach of the SDSU Basketball team, Steve Fisher, who will be speaking to local executives who aspire to build great teams. Please click the icon for more information.

 

 

Keith featured in Life Insurance Selling Magazine

December 2010
This December Keith was selected among life insurance producers, Guy Baker (the MDRT’s immediate past president) and Julian Good (president of the MDRT) for an expert look at universal life insurance.

Please click this link to read this educational article online.

 

 


Keith participates as judge at The San Diego Business Journal Family Owned & Closely Held Business Awards

December 2010

Keith was honored one again to participate as a judge at The San Diego Business Journal Family-Owned & Closely Held Business Awards to recognize and honor the accomplishments of San Diego County's family-owned and closely held businesses. The awards ceremony took place this December, and Keith enjoyed the opportunity to meet the new business owners that were in attendance.

 

 

Keith qualifies for “Court of the Table” Million Dollar Round Table Recognition

May 2010

In 2009 Keith achieved ‘Court of the Table’ status from the Million Dollar Round Table, an international association that represents the world’s best life insurance and financial services professionals (less than 1%). Keith is also a member of the Honor Roll, a member of the Quarter Century Club, has earned “Court of the Table” status for 10 years, and earned “Top of the Table”, the highest level of recognition, in 2008.

The Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. The award is not indicative of future performance. Working with a Million Dollar Round Table professional is no guarantee of future investment success. Individuals who have qualified for membership in the MDRT with production of a least 15 years in the aggregate shall be designated as members of the Honor Roll
Top of the Table is exclusive to MDRT's top membership level. It is unique in that it is designed to help high performers improve their professional and personal lives simultaneously. 
Pinnacle Study Group - The objective of the Pinnacle Group is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are "Top of the Table" or "Court of the Table" producers, and each with several years of experience. A prospective member is carefully screened before he or she is invited to join the study group and he or she maintains membership on a provisional basis for the first year. The group is limited to a maximum of 18 members.

 

Click here to see the accompanying press release

 

 

Keith participates as judge at The San Diego Business Journal Family-Owned & Closely Held Business Awards

December 2009

Keith was honored this December to participate as a judge at The San Diego Business Journal Family-Owned & Closely Held Business Awards to recognize and honor the accomplishments of San Diego County's family-owned and closely held businesses. The awards ceremony took place on December 17th, and Keith enjoyed the opportunity to meet the business owners that were in attendance.

 

 

Make-a-Wish Foundation Welcomes Keith Eck as Returning Board Member

July 2009

Click here to view the page in the Summer 2009 Make-A-Wish newsletter that welcomes the three new Board Members (Keith was last on the board in 2014, but still volunteers)

 

 

Keith qualifies for “Top of the Table” Million Dollar Round Table Recognition

May 2009

In 2008 Keith achieved ‘Top of the Table’ status, the highest level of recognition from the Million Dollar Round Table, an international association that represents the world’s best life insurance and financial services professionals (less than 1%). Keith is also a member of the Honor Roll, a member of the Quarter Century Club, and has earned “Court of the Table” status for 10 years.

Click Here to see the accompanying Press Release.

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck