Efficient Solutions for a Sophisticated Marketplace

Advanced Case Design

case-designKBM 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.

We approach each case individually, reviewing the current situation and providing alternatives to meet your client’s goals and objectives. Our critical role involves numerous levels of planning, including:

  • Business Development
  • Enhancing Growth through Identification of New Opportunities
  • Sales Illustrations and Solutions

We move beyond product recommendations, illustrations, financial analysis, planning strategies and create clear and concise sales solutions. These include:

  • Business Continuation Plans
  • Asset Protection Trust Planning (Alternative to a Prenuptial)
  • Family Limited Partnerships
  • Valuation Discounts
  • Generation-Skipping Plans
  • Executive Retention and Reward Strategies


KBM creates customized presentation materials for effective communication with your clients. We may develop white papers and other marketing materials to enhance your relationship with clients and advisors, or serve as an advisor to your team on client conference calls, webinars or live speaking engagements.