Life Insurance Case Design

Kim is responsible for advanced case design at The Alvarez Group. She specializes in planning strategies utilizing life insurance and product analysis, developing innovative and customized solutions.

Prior to joining The Alvarez Group, Kim worked with M Financial Group for seven years. Beginning with M Benefit Solutions, she specialized in Bank Owned Life Insurance (BOLI) client presentations and worked with the administrative team on executive benefit plan annual reports. Following M Benefit Solutions, Kim joined M Financial Group, where she worked with the Product Development, Sales Support, and Advanced Market Teams. She supported more than 135 M Member Firms with a focus on consulting and design of Corporate Owned Life Insurance (COLI), Executive Benefits and advanced planning strategies, gaining experience in the utilization of life insurance for wealth transfer applications, product analysis and insurance carrier due diligence. In addition, she has developed many personal relationships with the executives at M Financial and our core carrier partners.

She and her husband Jacob have three daughters and live in Portland, Oregon.

Education

Kim received her Bachelor of Science (BS) in Economics with a minor in Mathematics from Linfield College in McMinnville, Oregon.