Happy Hour Presentation

NFP Insurance Solutions is a 100 year old independent insurance advisory firm specializing in risk management and life insurance solutions for HNW, UHNW and emerging HNW families and businesses. We have built our business being the insurance expert and strategic partner to the advisors who serve these clients. Our team of 25 individuals brings together a collaborative expertise to the insurance placement and process from case design and underwriting, all the way to servicing the 50 year promises we make to clients and our strategic Alliances. Over the past 10 years, we placed over $17 billion in life insurance coverage and paid over $1 billion in life insurance death benefit claims.

Presentation Highlights

During the presentation, you will learn how to use life insurance as a charitable contribution, why term insurance is not always about the lowest price, the state of financed life insurance,  as well as additional case studies of evergreen insurance planning. In addition we will cover the value of servicing your clients insurance policies and why it is important to work with a multi-generational insurance partner to maintain that level of service.

Here's a glimpse of our featured advisors:

John Irvin

Managing Director

John Irvin joined NFP Insurance Solutions as a Managing Director in 2014. He is a leading life insurance producer nationally and has been involved in the industry for 30+ years.

Read more about John here.

Warren McGuire

President and Managing Director

Warren McGuire is the President of NFP Insurance Solutions after starting as a Director in 2018. He specializes in advising professionals, business owners, and high-net-worth families on asset accumulation and wealth preservation strategies.

Read more about Warren here.

Howard Sharfman

Senior Managing Director

Howard Sharfman, Senior Managing Director of NFP Insurance Solutions, has been recognized as an innovative leader in the insurance business for over two decades. He manages one of the premier and largest wealth transfer consulting and planning firms in the country and has been recognized as one of the top financial security professionals in the country by Forbes.

Read more about Mr. Sharfman here.

Feel free to learn more about the firm at www.nfpis.com, where you'll discover the depth of knowledge and dedication that each of our advisors brings to the world of insurance planning.

By joining us for this event, you will gain valuable insights into how NFP Insurance Solutions can enhance your wealth advisory practice and help you better serve your clients' financial needs. Our team is excited to explore the potential for a collaborative partnership.