Knowledgeable attention to detail

From pulling forms to hitting key deadlines, KBM Consulting can help organize and execute licensing and contracting paperwork needed to maintain your licensing and carrier appointments, including:

  • Licensing the entity and advisors in various states
  • Carrier appointments
  • Registered for securities and variable business
  • Licensing renewals
  • Anti-Money Laundering Requirements
  • Continuing Education
  • Organization memberships / accreditation (i.e. MDRT, etc.)
  • Broker of Record (BOR) Changes
  • Reassigning commissions

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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.

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