• Referral source provides client introduction to NFP Insurance Solutions
  • Work with advisor on gathering client information and any inforce coverage authorizations
  • Review initial analysis with advisor and determine next steps
  • Initial underwriting assessment
  • NFP Insurance Solutions develops life insurance planning strategies


  • Work with client and their 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