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

The Market for Integrated Insurance Planning
Earlier this month, Wall Street Journal reporter Akane Otani tweeted an eye-catching chart from BofA, noting that "the 60/40 portfolio is...
Jacob L. Hartz, J.D.
Oct 25, 20222 min read

Irrevocable Life Insurance Trusts (ILIT) They're not just about tax planning!
For estate liquidity, where clients are heavily invested in: - Closely held businesses - Venture capital - Private equity - Hedge funds...
Leigh Harter
Sep 16, 20222 min read


Success Story: Life Insurance Providing Liquidity for a Cross Purchase Buy-Sell Agreement
Quick Facts Age: 32/39 Client goal: To provide liquidity for a cross purchase buy-sell agreement in the event of a premature death of one...
NFP Insurance Solutions
Jun 29, 20221 min read
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