Karen Meck, Mt, Aep®

Karen Meck, Mt, Aep® Email and Phone Number

President at KBM Consulting, LLC | Tax Planning | Life Insurance Portfolio Management @ KBM Consulting, LLC
Karen Meck, Mt, Aep®'s Location
Lancaster, Pennsylvania, United States, United States
Karen Meck, Mt, Aep®'s Contact Details

Karen Meck, Mt, Aep® personal email

n/a
About Karen Meck, Mt, Aep®

KBM Consulting, LLC provides innovative financial solutions in the areas of wealth transfer planning, estate planning, business succession planning, insurance planning, and executive benefits.At KBM Consulting, we take pride in staying abreast of the current tax law changes. We have an array of resources and membership organizations to select from to stay informed.KBM Consulting identified a need where they could add value and provide a superior level of expertise. Comprehensive service capabilities, extensive product knowledge, and customized tax planning recommendations are our fundamental focus. Our goal is to build long-term relationships with companies and serve as an advisor on their team. We operate as an independent financial resource to companies and their clientele. We also serve professionals in the legal, accounting, investment, and banking industries that require a higher level of service and technical expertise.KBM’s reputation is built on the trust and confidence we earn from our clients. Hiring KBM Consulting is a cost-effective alternative to hiring staff or a new employee. We customize the scope of services, timelines, and our interface with your team to help you achieve your goals.Specialties: • Fiduciary & Regulatory Compliant Life Insurance Review• Trust Owned Life Insurance (TOLI)• 1035 Exchange• Life Insurance Tax and Suitability• Life Insurance Planning• Estate Planning• Irrevocable Life Insurance Trusts (ILIT)• Tax Research • Tax Consulting• Case Design•Underwriting & Case Management• Business Succession Planning• Financial Analysis • Financial Consulting & Modeling• Executive Benefits• Sales Presentations• Policyowner Services• Commission Tracking• Licensing & ContractingKaren Meck of KBM Consulting has a passion for health and fitness. In her spare time, she enjoys training competitively and competing in bodybuilding competitions. Additionally, she is fond of her four French bulldogs, Cabernet, Buster, Avalanche (Ava), and Onyx.

Karen Meck, Mt, Aep®'s Current Company Details
KBM Consulting, LLC

Kbm Consulting, Llc

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President at KBM Consulting, LLC | Tax Planning | Life Insurance Portfolio Management
Karen Meck, Mt, Aep® Work Experience Details
  • Kbm Consulting, Llc
    President & Ceo
    Kbm Consulting, Llc Jul 2011 - Present
    Lancaster, Pennsylvania, Us
    KBM Consulting (KBM) is a national independent consulting and insurance advisory firm dedicated to helping financial service companies and professionals in the legal, accounting, investment, and banking industries requiring a higher level of service and technical expertise. Collaborative in nature, KBM Consulting works as an extension of your team to help achieve your client's goals and objectives. The firm advises clients in every aspect of planning and the design of life insurance wealth strategies. Our services include comprehensive financial, business, estate, tax, retirement and executive benefit planning.
  • Policylogix
    President
    Policylogix Aug 2011 - Jan 2016
    Irvine, Ca, Us
    As President, I provide technical expertise to professional advisors and help them understand our methodology which is a transparent evaluation of suitability for life insurance. My goal is to build relationships with advisors and ensure they avoid personal liability by certifying their review is verifiably compliant. Our team provides the skills to accurately manage, investigate, evaluate, design, and monitor complex life insurance portfolios which measures all five factors of suitability. When you partner with PolicyLogix, we help you remove the burden of risk and enhance your client relationships.
  • Auctoris (Formerly Benefit Concepts, Inc.)
    Case Design & Tax Consultant
    Auctoris (Formerly Benefit Concepts, Inc.) Jan 2009 - Jul 2011
    A member firm of M Financial Group specializing in the preservation of family values, personal wealth and perpetuating family businesses; work remotely.
  • The Gold Group, Llc
    Advanced Case Design Consultant
    The Gold Group, Llc Jan 2009 - Nov 2009
    Provider of wealth transfer and estate planning solutions to high-net worth clients; a Partners Financial firm with 250 nationwide offices.
  • Pnc
    Vice President, Senior Wealth Planner
    Pnc Jan 2008 - Jan 2009
    Pittsburgh, Pennsylvania, Us
    A financial services firm with $290B in assets under management; 300 employees.
  • Auctoris (Formerly Benefit Concepts, Inc.)
    Advanced Case Design
    Auctoris (Formerly Benefit Concepts, Inc.) Nov 2004 - Jan 2008
    A member firm of M Financial Group specializing in the preservation of family values, personal wealth and perpetuating family businesses.
  • The Madison Group, Inc.
    Account Manager
    The Madison Group, Inc. Feb 2003 - Nov 2004
    A tax planning firm which of whom is a member of M Financial Group that specializes in affluent families, business owners, key executives and wealth transfer strategies.

Karen Meck, Mt, Aep® Skills

Estate Planning Retirement Planning Retirement Insurance Financial Planning Strategic Financial Planning Financial Advisory Financial Services Finance Wealth Life Insurance Wealth Management Management Small Business Financial Planners High Net Worth Individuals Fixed Annuities Succession Planning Financial Analysis Estate Tax Planning Employee Benefits Irrevocable Life Insurance Trusts Life Insurance Taxation Tax Wealth Management Services Trusts Underwriting Trust Owned Life Insurance 1035 Exchanges Business Succession Planning Life Insurance Review Patented Pricing And Performance Research Life Insurance Policy Loans Logixaudit Term Life Insurance Disability Insurance Long Term Care Insurance Universal Life Asset Management Whole Life Personal Financial Planning Personal Finance

Karen Meck, Mt, Aep® Education Details

  • University Of Denver - Sturm College Of Law
    University Of Denver - Sturm College Of Law
    Taxation
  • Millersville University Of Pennsylvania
    Millersville University Of Pennsylvania
    Speech Communications

Frequently Asked Questions about Karen Meck, Mt, Aep®

What company does Karen Meck, Mt, Aep® work for?

Karen Meck, Mt, Aep® works for Kbm Consulting, Llc

What is Karen Meck, Mt, Aep®'s role at the current company?

Karen Meck, Mt, Aep®'s current role is President at KBM Consulting, LLC | Tax Planning | Life Insurance Portfolio Management.

What is Karen Meck, Mt, Aep®'s email address?

Karen Meck, Mt, Aep®'s email address is ka****@****ing.com

What schools did Karen Meck, Mt, Aep® attend?

Karen Meck, Mt, Aep® attended University Of Denver - Sturm College Of Law, Millersville University Of Pennsylvania.

What are some of Karen Meck, Mt, Aep®'s interests?

Karen Meck, Mt, Aep® has interest in Hiking, Running.

What skills is Karen Meck, Mt, Aep® known for?

Karen Meck, Mt, Aep® has skills like Estate Planning, Retirement Planning, Retirement, Insurance, Financial Planning, Strategic Financial Planning, Financial Advisory, Financial Services, Finance, Wealth, Life Insurance, Wealth Management.

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