Katz J R & Associates

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For more than 25 years, JR Katz professionals have created innovative insurance-based solutions for wealth transfer, executive deferred compensation and employee benefit programs. Backed by the financial strength of the M Financial Group and National Financial Partners, JR Katz delivers a complete range of integrated services that meet the increasingly complex personal and business financial needs of its clients. It also works with employers that range from small, high-growth startups to large, established corporations with household names. The company is a subsidiary of National Financial Partners, which is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. JR Katz is located in Northbrook, Ill.