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 Serving the Complex Insurance Needs of High Net Worth 
Individuals, Families, and Their Businesses for Over 100 Years

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ABOUT US

NFP Insurance Solutions is an independent insurance advisory firm specializing in risk management and life insurance solutions for the high net worth community.


We work with clients and their advisors to craft custom insurance solutions to help grow and preserve their wealth. We have earned a reputation within the advisor community as one of the best resources to structure large, complicated insurance transactions.

ABOUT US
OUR APPROACH

Our knowledgeable team of professionals have strong backgrounds in estate planning, public accounting, advanced case design, and advanced underwriting. We are able to blend disciplines together to better communicate with advisors and their clients. Our independence and experience allows us to effectively leverage and personalize complex solutions that can help ensure our clients leave a legacy that lasts for generations.

PLAN DESIGN

Our advanced planning team maintains a broad knowledge of the life insurance product landscape. Our planning specialists work closely in collaboration with our insurance advisors to identify and implement sophisticated insurance-based estate, business, charitable, and retirement planning concepts and strategies. We believe it is important to ensure that every case design is constructed with the client’s best interest in mind. 

UNDERWRITING ADVOCACY

Underwriting is the critical component on how cases are priced. Our large footprint offers us the ability to negotiate with carriers and we are committed to consult with experts on behalf of our clients. Additionally, our expertise in underwriting allows us to look at each client’s health and financial situation individually to get the best rating possible. 

CLIENT SERVICES

We have a robust service platform that allows us to maintain and service clients and advisors post sale. Based on a client’s situation we will review inforce illustrations on an annual basis to help ensure that their policies are performing as expected.

OUR APPROACH
OUR TEAM

Meet The Team

Howard Sharfman

Howard E. Sharfman

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Senior Managing Director

Warren McGuire

Warren McGuire

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President and Managing Director

Ferne Landman

Ferne Landman

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Director of Operations

John Irvin

John Irvin

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Managing Director

Jacob Hartz

Jacob Hartz

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Managing Director

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Roger Brooks

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Managing Director

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Larry Lubin

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Managing Director

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Guy Zomick

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Managing Director

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Leigh Harter

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Managing Director

Steve Schaumberger

Steve Schaumberger

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Managing Director

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Jordan Berger

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Managing Director

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Peter Friend

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Director

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Narra Megli

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Senior Manager, Case Design and Products

Eric Diaz

Eric Diaz

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Case Design and Products Specialist

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Tina Witt

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Service Manager

Devra Gerber

Devra Gerber

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Director

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Nathan Hobaugh

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Director of Variable Products

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Insurance Advisor

Sam Griffin

Sam Griffin

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Technology Manager

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Lizzy Morrissey

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Marketing and Business Development Manager

Melissa Vandenbark

Melissa Vandenbark

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Executive Assistant to
Howard E. Sharfman

Gwendolyn Daniel

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Senior Underwriter

Joyce Sizemore

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Customer Service Representative

Need more information? Contact us

We are here to assist. Contact us by phone or email.

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