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


Success Story of the Month: Protecting the growing estate of two high-income medical professionals
Quick Facts Age: Husband (41), Wife (38) Client goal: To protect their fast-growing estate against potential estate tax charges and...

NFP Insurance Solutions
Feb 20, 20221 min read


Three Tax-Free Investments for Affluent Millennials
You have just turned 35 and already hit the major milestones! With a family you love, your forever home and a career that both...

Warren McGuire
Feb 8, 20224 min read


Buy-sell arrangements and installment sales
Client profile • Client owns a profitable firm, built up over decades of work • Desires to install a succession plan to smooth the...

Guy Zomick, J.D.
Feb 2, 20223 min read
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