About KBP

KBP Financial & Insurance marketing

KBP Financial & Insurance marketing

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 commissions 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 Buena Park, Orange County CA . 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.