KBM Consulting, LLC Information

From attracting and serving high net worth clients to increasing client satisfaction and firm revenue—adding and growing insurance sales is a common goal among successful professionals. Whether you are a large producer group, brokerage general agency (BGA), insurance distribution group, advisor, producer, or other professional—we know your time is too valuable to settle for anything less than excellence. We want to empower you to scale your business. To do that, you need turnkey back-office support for insurance services and tax planning. KBM Consulting, LLC delivers reliable back-office solutions, including: • Tax Planning • Life Insurance • Disability Insurance • Long-Term Care Insurance Instantly plug into an established, knowledgeable support team with extensive industry experience; our team at KBM Consulting is already trained on the latest technology, systems and protocols of leading producers’ groups and able to hit the ground running on your behalf. Count on our team of knowledgeable experts to act as an immediate virtual extension of your team to deliver quality and reliable service in the areas you need most, which may include: • Case Design • Case Management • Client Services • Licensing & Contracting • Commission Tracking • Special Projects All of which is available: • Through flexible service agreements • With the ability to white label services to act as a direct extension of your team • And with strict ethical standards & commitment to quality, confidential service Save time, look brilliant and discover your fullest potential. Your journey to delivering comprehensive insurance strategies starts here. Contact us today to discuss your business needs and how we can help. Helpful Links: • Why KBM (https://www.kbmconsultingllc.com/why-kbm/) • How We Can Help: Case Studies (https://www.kbmconsultingllc.com/case-studies/)