KBM Consulting LLC is a highly experienced and flexible back-office support provider based in Essex, CT. With a focus on delivering turnkey life insurance, disability, and long-term care insurance solutions, as well as tax planning services, KBM Consulting caters to the needs of Large Producer Groups, Brokerage General Agencies (BGAs), and Advisors Professionals. Their team of knowledgeable experts, with nearly 290 years of combined experience, acts as a virtual extension of their clients' teams, offering quality and reliable services such as case design, case management, client services, licensing, contracting, commission tracking, and special projects.
As a trusted partner, KBM Consulting collaborates closely with high-end life insurance planning firm Newton One Advisors, LLC, to deliver sophisticated case design solutions in a time-sensitive manner. Their professional relationship allows Newton One to maximize their investment in infrastructure and better serve their ultra-high net worth individual market, business succession, and non-qualified market clients. With a commitment to excellence and a focus on fueling exponential growth through outsourcing, KBM Consulting is dedicated to helping businesses save time, reduce overhead, increase revenue, and reach their fullest potential.
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