CLIENT FOCUSED
"Clients don't care how much you know
until they know how much you care."
~ David Maister, Harvard Business School
Development
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NFP Insurance Solutions develops life insurance planning strategies
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Our independence and transparency assures strategies are developed with your best interest in mind
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We review initial analysis with your advisors and determine next steps
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We work with you and your advisor on gathering information and any inforce coverage authorizations
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Initial underwriting assessment
Process
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We work with both you and your advisor to select the most appropriate insurance plan
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Begin the insurance underwriting and examination process
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Collaborate with carriers and negotiate best offers through longstanding relationships
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Receive the best possible underwriting and carrier outcomes
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Place coverage and provide client with new coverage summary
Technology
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We have secure, proprietary technology, and software to assist with:
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Storing and transferring of confidential medical and financial documents to carriers for underwriting
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Compiling and analyzing carrier products and illustrations
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Providing ongoing client service through our secure database
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Ongoing Client Service
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Monitor existing policies to help ensure coverage is performing as illustrated
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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
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Engage with advisor and/or you over time to assess any life changes that could trigger changes to your life insurance plan