Our Reputation

From partner firm: “As advocates for excellent care & service to seniors, we’ve found Jon Kidd & his Banyan team to be highly professional and specialized on their product”
Barbara Mascio, Founder of Senior Approved Services

From CPA: “Banyan understands the real concerns relative to the estate tax and multigenerational wealth transfer. We’ve found their experience in financing ample life insurance coverage leverages a more efficient estate plan.
Marshall Lipner, Partner -Theiss Lipner, LLP New York, Miami

From Banyan: “Our firm has protected over $500 million in assets, ranging from medical technology to gold collections, casinos, historical real estate and timber businesses.”
Jon Kidd, CEO -Banyan Life Financial

From Client: “Banyan brought the best experience to our estate plan and helped us protect valuable casino and real estate holdings that will be passed onto our children.”
William Siskind, Palm Beach, FL

From Life Insurance Agent/ Producer: “I have known Jon Kidd, CEO of Banyan, for several years and his unparalleled premium finance expertise has helped our clients purchase substantial life insurance to augment their estate planning needs.”
Scott Neubauer, Managing Partner, Wealth Acceleration Group

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