As a large producer group—you work with the best of the best in the financial industry. Holding your position at the top requires constant innovation and improvement of your service offerings.
Maintain your status, drive new business and attract and retain your best advisors with KBM Consulting’s back-office support.
Attract. Capture. Retain. Prosper.
Get more policies issued with expert speed and precision, including large and complex cases. We are here to deliver knowledgeable, flexible and quality insurance and tax-planning services to give you and your top advisors the competitive edge.
Help your advisors serve their clients’ best interests with:
- Tax Planning (through the use of insurance)
- Wealth Transfer Planning
- Business Succession
- Executive Benefits
- Disability Planning
- Long-term Care Planning
Drive your business forward with a high-performance & flexible back-office team.
“BoliColi.com has always viewed itself as an executive benefits consulting firm. We have always strived to provide the best advice possible to our clients. In order to be as efficient as possible, we have looked to form relationships with firms that can provide the highest level of expertise in areas where we find it better to buy than build internally. Karen Meck and her team have done an outstanding job of providing case design and underwriting services that have allowed us to continue the growth of our firm knowing we are working with industry experts in these areas.”– D. John Gagon
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Ready to fuel your exponential growth through the power of outsourcing? Let’s discuss your business needs and how we can help you.