Efficient Solutions for a Sophisticated Marketplace


A key strength of KBM Consulting is understanding the complexities of tax law.
We stay abreast of changes in tax legislation and apply our specialized expertise to Tax Preparation & Research, Wealth Transfer, Business Succession Planning, Executive Benefits and Financial Modeling

Advanced Case Design

KBM works with advisors and their teams on all types of cases, ranging from simple product comparisons including life insurance policy reviews to advanced estate planning, wealth transfer, business succession and executive benefit designs.

Life Insurance/eUnderwriting

Our knowledge of the marketplace and latest product developments provides you with the information to make informed decisions. During the sales process, life insurance carrier and product evaluation are critical to efficiently fund the selected planning strategy.

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