Geoffrey Pfeiffer

Former Advanced Planning Consultant at New York Life Insurance Company (Retired)

Role: Advanced Markets Consultant at KBM Consulting, LLC
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Geoffrey Pfeiffer

Advanced Markets Consultant for several companies including AXA/Equitable, MONY, and…

Experience

Advanced Markets Consultant
KBM Consulting, LLC
May 2025 — Present
Consultant for estate and business tax planning for clients.

Education

University of Cincinnati College of Law
JD

Skills

Series 7
Project Planning
Financial Planners
Financial Services
401k
Wealth Accumulation
Securities
Estate Planning
Portfolio Management
Long-Term Care
Fixed Annuities
Life Insurance
Finance
Financial Advisory
Employee Benefits
Series 63
Small Business
Asset Protection
High Net Worth Individuals
Business Planning
Defined Benefit
Investment Advisory
Asset Allocation
Mutual Funds
Tax
Wealth Management Services
Iras
Financial Planning
Wealth
Asset Management
Investments
Estate Tax Planning
Disability Insurance
Series 6
Insurance
Term Life Insurance
Long Term Care Insurance
401(K) Retirement Savings Plans
Pensions
Personal Finance

Contact information

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Work email
g••••••••@kbmconsultingllc.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••38

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Current company

KBM Consulting, LLC

Financial Services · 16 employees · Founded 2011 · Lancaster, Pennsylvania, United States

From attracting and serving high net worth clients to increasing client satisfaction and firm revenue—adding and growing insurance sales is a common goal among successful professionals. Whether you are a large producer group, brokerage general agency (BGA), insurance distribution group, advisor, producer, or other professional—we know your time is too valuable to settle for anything less than excellence. We want to empower you to scale your business. To do that, you need turnkey back-office support for insurance services and tax planning. KBM Consulting, LLC delivers reliable back-office solutions, including: • Tax Planning • Life Insurance • Disability Insurance • Long-Term Care Insurance Instantly plug into an established, knowledgeable support team with extensive industry experience; our team at KBM Consulting is already trained on the latest technology, systems and protocols of leading producers’ groups and able to hit the ground running on your behalf. Count on our team of knowledgeable experts to act as an immediate virtual extension of your team to deliver quality and reliable service in the areas you need most, which may include: • Case Design • Case Management • Client Services • Licensing & Contracting • Commission Tracking • Special Projects All of which is available: • Through flexible service agreements • With the ability to white label services to act as a direct extension of your team • And with strict ethical standards & commitment to quality, confidential service Save time, look brilliant and discover your fullest potential. Your journey to delivering comprehensive insurance strategies starts here. Contact us today to discuss your business needs and how we can help. Helpful Links: • Why KBM (https://www.kbmconsultingllc.com/why-kbm/) • How We Can Help: Case Studies (https://www.kbmconsultingllc.com/case-studies/)

kbmconsultingllc.com

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About Geoffrey Pfeiffer

Experience

Advanced Markets Consultant

Education

University of Cincinnati College of Law

Skills

Find verified contacts for anyone on LinkedIn