Key Benefits & Planning

KBP (Key Benefits & Planning, Inc.) Financial & Insurance Marketing has been providing professional and personalized services to the Life & Annuity Brokerage community since 2003. As a leading, Brokerage General Agency (BGA) and Independent Marketing Organization (IMO) KBP always provides the best products, caring supports and highly competitive co... mmissions to our distribution partners. With an emphasis on training, sales & marketing supports, case management we also provide many beneficial services in the follow areas: Underwriting Consulting & Case Design Availability of staff underwriter for declined or rated cases Case design and carrier selection for best underwriting offer Impaired case assessment and placement Distribution Partner Tool Availability of comprehensive producer tools for Application and L&C forms for many carriers Multi quote comparisons Marketing ideas and concepts Dedicated case management team Advance sales support Estate Planning Premium Financing Business Continuation Partner Incentive Program Carrier training and sale & marketing seminars The main office is located in Artesia, CA and KBP East is located in Annadale, VA. We are licensed in various states and serving our distribution partners from Hawaii to East Coast. KBP is your ideal solution for life insurance, annuity, long term and DI business.Read More