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"Clients don't care how much you know
until they know how much you care."
~ David Maister, Harvard Business School

  • NFP Insurance Solutions develops life insurance planning strategies

  • Our independence and transparency assures strategies are developed with your best interest in mind

  • We review initial analysis with your advisors and determine next steps

  • We work with you and your advisor on gathering information and any inforce coverage authorizations

  • Initial underwriting assessment

  • We work with both you and your advisor to select the most appropriate insurance plan

  • Begin the insurance underwriting and examination process

  • Collaborate with carriers and negotiate best offers through longstanding relationships

  • Receive the best possible underwriting and carrier outcomes

  • Place coverage and provide client with new coverage summary

  • We have secure, proprietary technology, and software to assist with:

    • Storing and transferring of confidential medical and financial documents to carriers for underwriting

    • Compiling and analyzing carrier products and illustrations

    • Providing ongoing client service through our secure database  

Ongoing Client Service
  • Monitor existing policies to help ensure coverage is performing as illustrated

  • Update policies as life changes occur i.e. owner/beneficiary changes, changes in death benefit, premium, etc.  All changes are confirmed and documented in client file

  • Engage with advisor and/or you over time to assess any life changes that could trigger changes to your life insurance plan

Need more information? Contact us

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

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