Unlock the Secrets to Landing Ultra-High-Net-Worth Clients
Learn from Howard Sharfman, a Renowned Industry Expert, in this Exclusive Virtual Seminar
The wealthiest individuals don’t work with just any life insurance professional. They seek out trusted experts with deep knowledge of wealth preservation, estate planning, and sophisticated risk management.
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Join Howard Sharfman, one of the most respected leaders in the life insurance industry, for an exclusive free virtual seminar where he shares the strategies that top advisors use to build thriving businesses serving ultra-high-net-worth clients.
What You’ll Learn in This Exclusive Event:
The Proven Playbook for Attracting and Retaining UHNW Clients
What Differentiates Successful Producers as Trusted Advisors
The Biggest Mistakes Advisors Make—And How to Avoid Them
Insider Insights on What UHNW Clients Expect from Advisors
Featuring Howard Sharfman: A Leading Authority in Wealth & Risk Management
Howard E. Sharfman is a leading voice in the life insurance industry, advising some of the wealthiest individuals and families. 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.
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He works closely with:​
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Fortune 500 Families
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Professional Athletes & Business Leaders
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Family Offices & Private Equity Firms
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A sought-after speaker, Mr. Sharfman has delivered keynotes at MDRT, TOT, Forum 400, FINSECA, and NAIFA and has shared his insights on CNBC Africa and at top global financial summits. He has also served as President and Chairman of the Forum 400 and as a board member of Partners Financial and The Finseca Foundation.
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His expertise and deep industry relationships continue to shape how top advisors serve ultra-high-net-worth clients.
Howard E. Sharfman
Senior Managing Director
NFP Insurance Solutions
Who Should Attend:
Life insurance professionals & financial advisors
looking to work with
ultra-high-net-worth clients
Producers with 4-15 years of experience
who want to scale their business into the high-net-worth market
Estate planners, CPAs, and risk managers
aiming to expand their network and add value to UHNW clients
