Case Design & Advanced Client Services Consultant
(717) 435-8144 x1017
mbelic@kbmconsultingllc.com
Michael Belic joined KBM consulting in 2023 as a Case Design and Advanced Client Services Consultant. Mike has over 25 years of experience in the financial services and life insurance industries. He has provided guidance to clients as an advisor, to advisors in leadership roles and to both advisors and clients as a life insurance specialist in a Wholesaler position.
Michael has extensive experience on the sales side but also the client services side of the business and is proficient at educating advisors on products and the designs of life insurance as well as providing inforce illustration support. He provides a high level of professionalism and truly takes the initiative to ensure any client service issues result in a successful outcome.
Michael supports KBM’s clients with case design and product recommendations to assure that the initial solution suits each client’s individual needs. In addition, he prepares and reviews inforce illustrations for annual client reviews to assure that current funding levels are adequate and meet the policy’s objective. During the review process, he also consults with the advisor to uncover additional needs or concerns. He is proficient at reviewing a firm’s existing book of business to determine sales opportunities.
Michael is licensed in life, accident, health, and property and casualty insurance. He holds his FINRA Series 7, 63, 65, 24 and 51.
Michael grew up outside of Pittsburgh and now lives in Richmond, Virginia with his wife Dina. In their free time they enjoy listening to live music and going to festivals, camping, and taking advantage of all that Richmond has to offer.