Integrity Marketing Group announced that JK Financial has joined its platform, expanding access to AI-powered tools and holistic financial planning services across life, health, and wealth. Financial terms of the partnership were not disclosed.
Based in Columbia, Missouri, JK Financial has provided retirement planning and financial services to clients across the Midwest since 1999. Led by co-founders Jeff and Kim Kaufman, the firm has developed a client-focused approach that integrates insurance and wealth management services, including a long-standing collaboration with McNerney Management Group.
Through the partnership, JK Financial will leverage Integrity’s AI-first platform, which combines technology, marketing support, compliance resources, and advisory tools to enhance client service and operational efficiency. The platform includes solutions such as IntegrityCONNECT, which integrates CRM, quoting, and enrollment, and Ask Integrity, an AI-driven and voice-enabled tool designed to help advisors better understand and anticipate client needs.
Integrity Wealth, the firm’s wealth management platform, provides advisors with access to a broad suite of services and resources, supported by more than $52 billion in assets under management and advisement. The platform enables flexible business models while offering the scale and infrastructure of a national organization.
The partnership is expected to enhance JK Financial’s ability to deliver comprehensive planning solutions, combining life insurance, health coverage, and wealth management into a unified client experience.
Integrity continues to expand its network of advisors and firms, positioning its technology-driven platform as a central hub for financial services professionals seeking to scale their practices while maintaining personalized client relationships.
KEY QUOTES:
“I’m thrilled to welcome JK Financial, a partner whose vision and values align perfectly with ours. The JK Financial team embodies Integrity’s commitment to holistic protection and planning — and their symbiotic relationship with McNerney Management Group is a perfect example of how the right partners can elevate the level of care for clients across the board. By joining forces with Integrity, JK Financial’s advisors gain access to cutting-edge platforms that help them prioritize client needs while simplifying processes. They also receive marketing support, as well as digital security and compliance resources that promote sustainable success. We’re honored that JK Financial has chosen to join us in our mission and we look forward to working together to help many more American families prepare for the good days ahead.”
Bryan W. Adams, Co-Founder And CEO, Integrity Marketing Group
“Like us, Integrity is deeply relationship-driven in everything they do. We’ve known Integrity partners for many years — witnessing the exceptional results of Integrity’s partnership with McNerney Management Group further strengthened our confidence in Integrity’s vision of partnership and the synergy it creates. We are committed to serving the broader needs of clients by providing best-in-class services and innovative products that address every aspect of life, health and wealth protection. Integrity Wealth is leading the industry with a truly holistic vision that has the potential to improve client outcomes and we’re energized by this opportunity to enhance our service and growth.”
Jeff Kaufman, Co-Founder, JK Financial
“From the beginning of our partnership discussions, Integrity’s onboarding process has made this experience a complete success. We’ve had a well-prepared transition team that has been extremely responsive to our needs at each step. Their support has enabled us to quickly engage with the technology and resources Integrity offers its partners and extend those opportunities to our advisors. I see our business only getting stronger from this partnership and I’m excited to enter into a new phase of growth with Integrity.”
Kim Kaufman, Co-Founder, JK Financial
“JK Financial has a long history of excellence and trustworthiness with its clients. The Kaufmans bring a uniquely valuable depth of industry knowledge that spans both insurance and wealth management. As we’ve introduced clients to our cross-referral process, I’ve seen JK Financial’s premium level of service in action — and I’m always confident each client will be well cared for. Now that we’re both part of the Integrity family, we can further empower our agents and advisors by deepening the level of interconnected services we offer. It paves the way for shared advancement and I’m looking forward to the journey.”
David McNerney, Co-President, McNerney Management Group And Managing Partner, Integrity
“Jeff and Kim are consistent and loyal leaders who have shown their ability to navigate industry evolutions with tenacity and grace. Their client-first approach and holistic planning mindset make them outstanding additions to the Integrity network. The Integrity platform offers the entire JK Financial team exceptional support to pursue their growth goals and build on their legacy of superior service.”
JoAnn Wray, Co-President, McNerney Management Group And Managing Partner, Integrity
