Insurance Consulting Services, Inc.

Insurance Consulting Services, Inc. (ICS), based in Portland, Oregon, is a recognized leader for insurance planning and consulting: life insurance, disability insurance, long-term care insurance, wealth transfer, estate planning and business continuation services. Founder and president, Jim Pittman, is one of the top 5% of global producers in the insurance industry and a specialist in the emerging market for long-term care insurance. An affiliate firm of M Benefit Solutions, owned by M Financial, ICS clients enjoy the innovative financial and insurance products.

Pittman has been well regarded in the insurance and financial services industry for offering creative solutions for individual and business insurance planning.

“I have learned that there’s a kind of magic we strive to provide our clients-financial independence, freedom to live life without worry, an understanding that they have a sound long-term financial plan that will support their family. What we put into play today will have an incredible impact tomorrow. Our goal is to deliver financial freedom and independence for our clients.”

jim– Jim Pittman
Founder & President
Insurance Consulting Services

Areas of Experience

Client Experiences

  • “I enjoy working with Jim. He brings a refreshing sense of humor to the estate planning process, along with a sophisticated understanding of the various estate planning strategies. He is attentive to clients without being pushy.”

    – Nancy Cowgill, Partner, Stoel Rives LLP

  • “Jim’s outstanding people skills are matched with superb technical knowledge. I enjoy working with Jim and trust that he will bring the right solution for our client’s circumstances.”

    – Pat Green, Partner, Davis Wright Tremaine LLP

  • “Any referral we give must be of the highest quality and that’s why we choose Jim Pittman for our clients’ risk management and insurance needs. His level of experience, in-depth knowledge and his specialization in life, disability and long-term care insurance speak volumes to what he provides our clients. Jim’s technical knowledge and ability to strategize for our clients and their personal situations are huge assets. He speaks in a language that anybody can understand and our clients come away with a comprehensive education on insurance and income replacement options for all stages of life and career. Plus, he’s a great guy!”

    – Michael O’Reilly, Principal, Vista Capital Partner, Inc.

  • “With the complexity of today’s tax laws and the versatility of insurance products, most people need a knowledgeable guide to help tailor a package to meet their family goals. Jim and his team are that guide for me and my family.”

    – Martin Brantley, Former President and General Manager, KPTV

  • “Jim does an excellent job in a very tough field. His knowledge of products and sage advice concerning alternatives has been very helpful to our company. Additionally, his personal concern for our well-being is evident in all that he does for us.”

    – Bob Walsh, President, Walsh Construction Company

  • “I am fortunate to be the son of parents who planned their estate well enough to preserve and distribute their legacy as they wished. Jim Pittman helped guide us with several options to protect their assets, minimize estate taxes, and maximize family distribution.”

    – Kerry Gillespie, President, Gillespie Decals, Inc.

  • “I most value Jim’s professional attitude. He helps his clients ‘buy’ rather than ‘sells’ them financial services. This is integrity. It is his primary quality.”

    – D. Charles Mauritz, Partner, Duffy Kekel, LLP
Client testimonials may not be representative of the experience of other clients and do not guarantee future performance or success. Clients were not paid for their participation. None of the testimonial content relates in any way to the provision of investment advisory services.