Personable, solutions-focused service
Both your clients’ lives and the life insurance industry are constantly changing. Too often policies are considered set-it-and-forget-it, leading to neglected changes and missed opportunities.
At KBM Consulting, our team can provide the ongoing service to help ensure your clients’ best interests continue to be met. Plus, we are skilled at identifying additional planning and sales opportunities to help you discover new business opportunities during these annual reviews.
Client services may include:
- Annual Reviews
- Term Conversions, Underwriting Reconsiderations (non-smoker versus smoker)
- Change of Owner/Beneficiary
- Policy Changes