Efficient Solutions for a Sophisticated Marketplace

What Our Clients Have to Say


Our firm has been working with KBM Consulting for over 3 years. We use KBM exclusively as our case design resource. KBM has provided advanced case design services ranging from estate planning and survivor needs presentations to product analysis, tax research and legal document reviews. We enjoy the collaboration with an outside resource that brings a wealth of knowledge as well as a fresh view to our firm. We have confidence in recommending KBM Consulting to firms needing either a key advanced case design resource or bench strength to enhance their in-house team.

Ronald J. Greenberg, CLU, AEP

Founding Partner

Greenberg & Rapp Financial Group, Inc.

72 Eagle Rock Avenue, Suite 302
East Hanover, NJ 07936


KBM Consulting’s work analyzing client situations and key documents has been an invaluable resource to us. We always know that when we ask KBM to research situations, the work will be highly detailed yet thoroughly readable. With your work in hand we always make a very positive impression with our clients. Your organization is a very valuable resource and enhances our ability to confidently tackle opportunities that otherwise would not be in our skill set. Thank you and while I can easily recommend the work of Karen and the KBM team; it is a bitter sweet recommendation, because I want KBM to continue to do great work for HORAN!

Terence L. Horan, CLU, ChFC

President, CEO, Registered Representative


Corporate Headquarters
4990 East Galbraith Road
Cincinnati, Ohio 45236


Karen and her crew are always on top of whatever I need. They are knowledgeable and easy to talk to about any life insurance product, sales concept or policy illustration situation.

T. Mark Pace, CLU, RHU, ChFC


Achates Associates, Inc.

P O Box 3264, Ridgeland, MS 39158-3264
Main: (601) 709-0400 | Mobile: (601) 946-1057 | Fax: (601) 620-4235

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I have personally worked with Karen Meck for several years. I find her to be prompt, accurate and creative with her client presentations. She also understands the various products that are available in the market place.

Michael I. Silverberg, ChFC, CLU

Managing Partner

Lindberg and Ripple

176 Westbrook Road
Essex, CT 06426