Kevin Bontrager, Life Insurance Agent

About Me

Work and Education

Kevin has been guiding clients to plan for financial security since 2003. Growing up in a small-town family-owned construction business, he learned early on the value of hard work and excellence. He established himself as a leader by cultivating relationships based upon integrity, knowledge, and a commitment to listening well. He learned that a well-crafted financial plan—just like a quality crafted home—begins with a blueprint and a solid foundation.

He is a founding partner of Summit Financial Group along with Rob Hayworth and Randy Lehman. Kevin specializes in working with business owners, retirees and executives, with a focus on business planning and executive benefits. During his career in the financial services and wealth management industry, he has earned the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), the Wealth Management Certified Professional (WMCP® ) and and Accredited Estate Planner (AEP®).

Examples of individual clients that have worked well with Kevin include the following:

Successful Entrepreneurs that think ‘Big Picture’

Pre-Retirees needing a second opinion on their retirement distribution strategy

Business owners that want to reward their employees and key management teams

Business owners facing tax challenges due to high income restrictions on retirement savings ability

Business owners getting ready to sell and anticipating a liquidity event

High Net Worth families that have estate tax and liquidity issues

Examples of business clients that have worked well with Kevin include the following:

Businesses that are 2nd to 4th generation needing to create a solid benefit package for recruiting, retaining, and rewarding

Businesses that have family and closely held ownership and are in need of a transition plan

Businesses that have any layer of key person management

Non-Profit Organizations and Churches that have creative employee benefit needs