WILKINS INSURANCE GROUP
STRATEGIC LIFE INSURANCE SOLUTIONS
Wilkins Insurance Group focuses on the strategic use of life insurance to enhance and bolster the estate planning of high-net-worth families, and the succession of businesses.
Our team’s mission is to meet our clients where they are by listening to what they are trying to achieve. We also strongly believe that we should always be increasing our knowledge and utilizing our leadership. This allows us to bring best in class advice to our clients and their advisors.
We are passionate about bringing three things to bear for our clients: Creating a legacy, Enhancing the value of the estate and business, and Preserving what has been built.
Our team’s aim is to help guide our clients through the decision making process to arrive at a place where their goals are met. We’re here to enhance the value of your legacy by working alongside your current advisors and aligning ourselves with the direction you are heading.
Bo Wilkins, CLU®, ChFC®, CAP®
President & Founder
After 24 years, Bo still has an undeniable passion for helping his clients make the most of their legacy. Countless families and businesses from across the country have turned to Bo and his expertise for financial guidance.
Bo’s expertise lies in developing life insurance solutions for high net worth families and business owners, particularly in the areas of tax and wealth transfer, business succession/exit strategies, and charitable giving.
Head of Client Management
Victoria works directly with our underwriting, case design and service teams to ensure that the client's experience is pleasant and hassle-free. Her desire to satisfy the client in every stage of the process plays a significant role in setting Wilkins Insurance Group apart from the rest.
Director, Case Design
Kent’s role is to work with the team to design and tailor the specific life insurance products that work to most efficiently accomplish the planning goals of the client. This includes considering all insurance companies and products available in the marketplace.
Director, Advanced Planning
Don’s role is to work with the team in the estate and business succession planning phase. His expertise in this area allows the team to consider where life insurance can be used as a tool to leverage the existing planning.
Shelley primarily works with our underwriting and service areas to provide the client a smooth and timely experience.
BusinessEXECUTIVE Roundtable’s inaugural episode from the new studio. Bo Wilkins of Wilkins Insurance Group joined us to talk about life insurance. He explained some differences between Term Life Insurance and other forms of Permanent Life Insurance. He answers such questions as, “Who needs it?” “When should you consider life insurance?” “What are tax benefits related … Read More
By Jennifer Pendergast of The Family Business Consulting Group, Inc. and guest contributor Bo Wilkins of Wilkins Insurance Group Enterprise-owning families work for generations to build their wealth but most do not invest the time to plan for transferring it effectively. Preparing for transfer of assets can be a very daunting — and emotionally challenging … Read More
One of our key areas of focus [at Wilkins Insurance Group] is working with privately held family businesses in the area of succession/transition planning. Seeing that family businesses make up 50% of our gross domestic product, it is vital that these companies successfully transition to the next generation. Therein lies the problem: the senior generation is … Read More
Thanks so much to everyone who supported and donated to our Kyle Pease Foundation race team! For those of you that have been following along, please enjoy the video link below that highlights moments from the race. Thank you again for all of the support. For more information on the Kyle Pease Foundation, please go … Read More
Thank you for visiting my fundraising page! On March 18, 2018, I will be competing in the Publix Half Marathon (13.1 Miles)! I am excited to race to support inclusion with our wonderful friends at the Kyle Pease Foundation (KPF). KPF was founded in 2011 to create awareness and raise funds to promote success for … Read More
We are excited to announce the details below for our 4th annual Food and Music Fest to benefit Songs For Kids. Please come out and support us and have a great time! Songs For Kids Foundation Food and Music Festival is back! Sunday, March 25 from 1pm-5pm at Park Tavern, this year’s fest features creations … Read More
Want to work with us? Contact Wilkins Insurance Group today to get started.
309 East Paces Ferry Rd NE
Atlanta, GA 30305