Jane E. Upton, CLU
Jane Upton, Chartered Life Underwriter
Jane Upton joined KBM Consulting in 2015 as an Advanced Case Design Consultant with more than 30 years of experience in the life insurance industry. Jane specializes in plan design and funding analysis. She works with our clients’ internal project teams to assist during the entire evaluation process of existing and proposed policy audits as well as concept modeling and the implementation of customized sales solutions including wealth transfer, business succession, and executive retention and retirement strategies. Jane’s varied areas of expertise include production, case design, product analysis, and marketing support, as well as systems, implementation and training on insurance software applications. She has previously served as Director of Case Design for three M Financial Group firms specializing in wealth transfer planning and executive retirement and retention programs. Jane’s past work experiences include executive benefit analysis, programming and user support for a software development company, and systems user training, business analysis and special projects for a major life insurance company.
Jane received her Bachelor of Science in Business Administration (Information Systems) from Colorado State University. Jane holds the Chartered Life Underwriter (CLU) designation, an insurance license, and FINRA Series 6 and 63 licenses.
Jane is an endurance athlete and is active in fundraising for research leading to a cure for cancer, participating in the Race for the Cure and training for triathlons and marathons while fundraising for cancer research with Team in Training (TNT) and the Leukemia and Lymphoma Society. She has been an event participant, mentor, captain and coach with TNT. She has also been a youth sports coach and volunteers in the classroom at local schools.