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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

Roger Brooks

Roger Brooks

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Managing Director

Larry Lubin

Larry Lubin

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Managing Director

Guy Zomick

Guy Zomick

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Managing Director

Leigh Harter

Leigh Harter

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Managing Director

Steve Schaumberger

Steve Schaumberger

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Managing Director

Jordan Berger

Jordan Berger

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Managing Director

Peter Friend

Peter Friend

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Director

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Mark Migliaccio

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Director

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Kevin Bewley

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Case Designer / Multi-Life Specialist

Eric Diaz

Eric Diaz

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Case Design and Products Specialist

Devra Gerber

Devra Gerber

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Director

Nate Hobaugh

Nathan Hobaugh

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Director of Variable Products

Rebecca Peterson
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Insurance Consultant

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Senior Project Manager

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Tina Witt

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Service Manager

Melissa Vandenbark

Melissa Vandenbark

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Senior Case Manager

Lizzy Morrissey

Lizzy Morrissey

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Marketing and Business Development Manager

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Sam Griffin

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Technology Manager

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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