Client Solutions |
Grow and Preserve Your Wealth
Our Proven Process
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At NFP Insurance Solutions, we are dedicated to securing your financial future through our comprehensive and client-centric approach. Our proven process ensures that each step is tailored to meet your unique needs, providing you with peace of mind and financial security.
Initial Meeting
We start by sharing information about NFP Insurance Solutions and learning about your financial goals. This meeting helps us gather the essential information needed to create a personalized insurance plan that fits your needs.
Underwriting
We then move into the underwriting phase, where we negotiate on your behalf to secure the best possible pricing and terms. Our experienced underwriting team leverages our extensive network of insurance carriers to ensure you receive the most favorable outcomes.​
Case Design
After our initial discussion, our team carefully reviews the information you've shared. We then identify potential solutions that can optimize your insurance policy, ensuring that every detail is tailored to your unique situation.​​
Final Recommendations
After underwriting is complete, we confirm the recommendations and put your coverage in place. To ensure your policy continues to meet your needs, we establish a service schedule for ongoing optimization.
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Findings
Once we have a clear understanding of your needs, we present you with custom solutions. These are designed to meet your specific financial objectives. We’ll work closely with you to prioritize these options, making sure they align with your expectations.
Ongoing Review
As life changes, so might your insurance needs. That’s why we conduct regular reviews to assess any changes in your financial situation, family circumstances, or priorities. We’ll adjust your policy as needed to keep it aligned with your goals.
OUR APPROACH
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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.
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PLAN DESIGN
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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.
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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
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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.
