Elevate your firm

with knowledgeable, flexible back-office support


Increase Revenue | Reduce Overhead | Attract Ideal Prospects

Providing turnkey life insurance, disability and long-term care insurance, tax planning solutions for:

kbm consulting insurance and tax planning solutions

Your time is too valuable to settle for anything less than excellence.

Don’t leave money on the table in missed business opportunities and stop burning the candle at both ends trying to do it all yourself.

If you are looking for knowledgeable, flexible back office support for your insurance and tax planning needs—you have come to the right place.

See How It Works

Save time. Look brilliant. Discover your fullest potential.

With nearly 290+ years of combined experience, count on our team of knowledgeable experts to act as an immediate virtual extension of your team to deliver quality and reliable:

  • Case Design
  • Case Management
  • Client Services
  • Licensing & Contracting
  • Commission Tracking
  • Special Projects

What We Do

kbm consulting back-office support

“As a high-end life insurance planning firm focused on delivering solutions to the ultra-high net worth individual market and the business succession and non-qualified markets, Newton One strives to deliver best in class counsel including case design, underwriting, and service to our valued clients. By utilizing the services of KBM Consulting and Karen Meck, we are able to deliver sophisticated case design solutions in a very collaborative and time-sensitive fashion. We value this professional relationship as we look to maximize our investment in our infrastructure to best serve our clients.”

– Stephen C. Target, CLU®, ChFC®, AEP®
Partner
Newton One Advisors, LLC

Schedule a Call

Ready to fuel your exponential growth through the power of outsourcing? Let’s discuss your business needs and how we can help you.

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