Attract Ideal Clients
Increase Referrals & Retention
Serve as a Valued Partner
Do you currently offer insurance and tax-planning services and need support to keep up with demand? Or are you interested in a strategic partner that you can feel confident about delivering these new service lines to your existing clients? Regardless of where you are on your life insurance journey—KBM Consulting is the perfect partner to help.
Your journey to delivering comprehensive insurance strategies starts here.
Don’t leave your clients exposed to the life-altering repercussions of not being properly insured. Life insurance is a critical piece to a comprehensive plan, and if you are not addressing this need with your clients—someone else will.
At KBM Consulting, we will enable you to deliver meaningful value and discover new revenue opportunities through the use of insurance and tax planning. We regularly work with trusted advisors and professionals of all backgrounds, including:
- Independent Family Offices
- Wealth Managers
- Financial Advisors
- Financial Planners
- Insurance Advisors
- Legal Professionals
- Accounting and Tax Professionals / CPAs
- Banking Executives
Be the trusted advisor your clients deserve.
Serve your clients’ best interests with:
- Tax planning (through the use of insurance)
- Wealth transfer planning
- Disability planning
- Long-term care planning
Whether funding estate plans, business succession plans, or executive benefits for your highly-compensated employees, our advanced case management team can empower you to be the leader in highly desired and lucrative markets.
“I have known Karen and her organization for 7 years now; she has proven responsive and thorough to varied client and prospect inquiries, surrounding long term care considerations and insurance options, as well as tax elements, deserving further study. I am confident introducing Karen and her team, and know she will follow through.”– Thomas Terhaar, CFP®, ChFC®