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Insights
Stay in the loop on NFPIS updates, industry trends, expert insights, and more.


Howard Sharfman and Warren McGuire named Forbes Best-in-State and Best-in-Nation for 2025
July 15, 2025, Chicago IL  – We’re proud to share that Howard E. Sharfman , Senior Managing Director, and Warren McGuire , President and...

NFP Insurance Solutions
3 days ago1 min read


From Pickleball to Pop Culture: How to Actually Connect with Young Financial Professionals
If you're looking to connect with younger financial professionals (i.e. Millennials and Gen Z), you’ll need to take a different approach...

Sam Steinberg
Jul 24 min read


My Journey to Saving Clients Millions in Current Taxes Using Cash Balance Plans
When I first heard about cash balance plans, I brushed them off. They sounded complicated. Too niche. And frankly, like something that...

Steve Schaumberger
Jun 249 min read
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