CLIENT FOCUSED

"Clients don't care how much you know
until they know how much you care."
~ David Maister, Harvard Business School
Development

  • NFP Insurance Solutions develops life insurance planning strategies

  • Our independence and transparency assures strategies are developed with your best interest in mind

  • We review initial analysis with your advisors and determine next steps

  • We work with you and your advisor on gathering information and any inforce coverage authorizations

  • Initial underwriting assessment

Process
  • We work with both you and your advisor to select the most appropriate insurance plan

  • Begin the insurance underwriting and examination process

  • Collaborate with carriers and negotiate best offers through longstanding relationships

  • Receive the best possible underwriting and carrier outcomes

  • Place coverage and provide client with new coverage summary

Technology
  • We have secure, proprietary technology, and software to assist with:

    • Storing and transferring of confidential medical and financial documents to carriers for underwriting

    • Compiling and analyzing carrier products and illustrations

    • Providing ongoing client service through our secure database  

Ongoing Client Service
  • Monitor existing policies to help ensure coverage is performing as illustrated

  • Update policies as life changes occur i.e. owner/beneficiary changes, changes in death benefit, premium, etc.  All changes are confirmed and documented in client file

  • Engage with advisor and/or you over time to assess any life changes that could trigger changes to your life insurance plan

Need more information? Contact us

We are here to assist. Contact us by phone or email.

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Insurance services provided by SBSI, Inc.

*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. SBSI, Inc. is not affiliated with Kestra IS, Kestra AS, or NFP Corp.. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.