Sarah R. Collelo, CLU ®

Case Design & Advanced Client Services

717-435-8144 x1021

Sarah Colello joined KBM Consulting in 2024 to assist KBM’s clients with Case Design and Advanced Client Services.

Sarah began her career in the life insurance industry in 2002 and has held various roles in sales and service. Her most recent position was managing a client service team at an M Financial firm where she prepared comprehensive life insurance portfolio reviews for ultra-high net worth clientele, ran inforce illustrations and handled all service requests.

Much of Sarah’s career was spent at a mutual life insurance company in various capacities such as wholesaler, client service manager, product management consultant and trainer. She has extensive experience strategizing and designing cases, running illustrations, and building relationships to drive life insurance sales.

Associates of Sarah have said: “Sarah was always so generous with her time, patient to a fault. Sarah’s comprehension/knowledge became an invaluable aid in my learning and development. Her work ethic, commitment to provide producers with advice and guidance, and ability to deliver complicated strategies and policies made an impact that ultimately made it into the hands of our policyholders.”

“Sarah quickly became my go-to person whenever I had product-related questions, both in terms of policy mechanics and in how the product was positioned in the marketplace and utilized by customers once inforce. Sarah was always patient with me, and helped me settle into, and develop in my role immensely.”

Sarah earned her Bachelor of Fine Arts, cum laude, degree from the University of Massachusetts, Amherst. Additionally, she holds her life and health insurance license and is a Charted Life Underwriter (CLU) designation.

In her free time, Sarah enjoys running, snowboarding, and playing golf. She lives with her husband Nick and daughter Elle in Connecticut.