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Individual Client Group

NFP’s Individual Client Group (ICG) is a leading provider of independent life insurance, annuities, long term care and wealth transfer solutions for high net worth individuals.

In evaluating your near-term and long-term financial goals, the ICG’s advisors serve wealth accumulation, preservation and transfer needs, including estate planning, business succession, charitable giving and financial advisory services.

High net worth individuals can access NFP directly through an NFP office and indirectly through a brokerage general agency, gaining access to the products and services offered.

Products and services offered through ICG include:

ICG Products: 

  • Fixed and variable annuities
  • Individual whole, universal and variable life insurance
  • Long-term care insurance
  • Managed accounts
  • Mutual funds
  • Private placement variable life insurance
  • Property and casualty insurance (individual)
  • Stocks and bonds
  • Survivorship whole, universal and variable life insurance
  • Term life insurance

ICG Services:

  • Alternative investment strategies
  • Asset allocation
  • Asset management
  • Case design
  • Charitable giving planning
  • Closely held business planning
  • Estate planning
  • Financial planning
  • Investment consulting
  • Life settlements
  • Retirement distribution
  • Underwriting advocacy
  • Wealth accumulation planning

 

 

 

 


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