In years past, it was possible to serve many, if not most, of your clients’ needs by yourself. Today, not only is it difficult to advise clients outside of your practice specialty, it’s risky. That’s why more and more advisors are choosing to combine the talents of multiple professionals to provide clients with broader, deeper expertise. By bringing together specialists in life insurance as well as accounting, tax, law, financing and wealth management, you can provide a higher, more comprehensive level of service and satisfaction. However, it is important to choose your team carefully.

When you partner with us, you get the full resources of NFP Insurance Solutions and PartnersFinancial. Through PartnersFinancial we have leverage. We don't have sales quotas or restrictions. We are independent, transparent and free to recommend a wide range of strategies, products or companies that we feel best serve your clients’ interests. We analyze each client’s unique situation and only then do we recommend an approach tailored to his or her unique needs.