Curious to see how KBM Consulting can impact your business? Here are case studies of our work in action:
Maximizing your life after retirement by designing a compelling LONG·TERM CARE plan. Long-term care includes a vast array of services aimed at helping people when they are no longer able to function independently. The types of long-term care services depend upon the individual’s needs. Some long-term care is aimed at providing help with day-to-day activities...
Case Studies, Executive Benefits
Helping a producer write $35 million in new life insurance policies by designing a compelling EXECUTIVE BENEFIT plan. Facts of Case: This case involved an S corporation with three highly compensated, key employees. One of these key employees was a minority owner in the business and owned 10% of the company. The other two employees...
Giving a producer confidence to work in advanced markets with high net worth clients by providing estate planning support. Facts of Case: This case involved a husband age 53 and his wife age 51. They have two grown children and one grandchild, and they have accumulated a rather substantial net worth. Although they had done...
Case Studies, Succession Benefits
Helping a producer write $IO million in new life insurance policies by designing a compelling BUSINESS SUCCESSION plan. Facts of Case: This case involved an entrepreneur who owned a very successful potato farm and business operation, Pleasant Farms, Inc., and the underlying farmland, First Properties, LLC. Pleasant Farms is an S corporation worth about $15...
