Efficient Solutions for a Sophisticated Marketplace

Strategic Relationships with KBM Consulting

Strategic Relationships with KBM Consulting

Our consulting team has broad experience in all areas of product analysis, comprehensive advanced case design, life insurance and annuity product knowledge, as well as customized tax planning. We are able to objectively listen to the goals of your clients and utilize cutting edge planning and funding techniques. The variety of expertise available from KBM allows your firm to reduce in-house costs in terms of staff, time and resources while gaining a competitive advantage. Our strengths are:


Given KBM’s background in taxation, life insurance, disability insurance, long-term care and tax planning, we provide a wealth of knowledge that adds value to the services a firm may offer.


Hiring KBM Consulting is a cost effective alternative to hiring a full-time employee. You have the flexibility to hire KBM based on your specific needs. We customize scope of services, time lines, and our interface with your team to help you achieve your goals.

Quality Work

Your presentations and insurance analyses are completed efficiently with a thorough evaluation of available alternative strategies and funding techniques.

Ethical Standards

KBM is committed to earning your trust and building an alliance with you. Our primary concern is the best interest of your clients and facilitating those relationships for you. KBM is a proud member of the Society of Financial Service Professionals and the AICPA (American Institute of Certified Public Accountants).