Are you a top professional advisor seeking to align yourself with the strength and stability of a leading company? NFP provides best-of-breed solutions and services for advisors working in wealth management, corporate benefits and insurance.
Benefits Partners, NFP Corporate Client Group’s membership organization, is a national corporate benefits organization of more than 175 offices across the country. We keep companies ahead of the curve by bringing together leading-edge thinking, compliance and regulatory support and tools, health care reform support and modeling, preferred carrier relationships, advanced benchmarking, analysis tools, staff training, marketing materials, and comprehensive decision and implementation support services. With more than 2,000 benefits professionals, representing over 40,000 corporate clients of all sizes throughout every industry, Benefits Partners has the experience and expertise to accelerate even the most successful firm’s business growth.
Firms join Benefits Partners to add value to their practice – and increase their revenue – by differentiating themselves from the competition. Our value proposition provides distinctive tools, resources, intellectual exchange forums and marketing collateral to foster a unique collaborative culture, help member firms create business efficiencies, and learn best sales practices. Backed by the strength and scale of NFP, a leading provider of insurance, benefits and wealth management services, our members have access to a holistic range of business opportunities that result in exceptional solutions for clients.
All in all, we want the best independent health, retirement, and property and casualty firms in their respective markets. We support independent firms with a minimum of $1 million in annual revenue that fit our culture of idea- and resource-sharing, a desire to cross-sell and an appetite for growth. While major medical may be the primary revenue source for our firms, they all recognize that our value proposition provides opportunities above and beyond preferred access to product, and support the concept of business line integration.
Or contact Robin Johnston Vice President, Member Firm Development at 512-697-6340 | email@example.com for more information.
Fusion Advisor Network, NFP Advisor Services’ membership organization, is a community of independent advisors and a leading provider of premier business management solutions. We empower our 250+ member firms with customized, continuous business management support through our team of experienced professionals, as well as a culturally rich environment.
Our advisors have access to comprehensive, personal support in four key areas of business management: business strategy and planning; growth and marketing; human capital; and technology and operational efficiency. We provide diagnostic reviews, custom plan creation, plan implementation and ongoing coaching in each area. Members also have exclusive access to conferences, workshops, events and webcasts that facilitate members’ interaction with their fellow advisors and Fusion Advisor Network experts. Combined with NFP Advisor Services’ scale, preferred market access and resources, our members have the ultimate competitive advantage.
At the core of Fusion Advisor Network’s business model is its advisors. Our members are a tight-knit community that offers growth opportunities through a wide range of in-person activities and easily accessible online resources. They’re passionate about sharing ideas and exchanging best practices.
Or contact Dan Schwamb Senior Vice President, Business Development at 512-697-6162 | firstname.lastname@example.org for more information.
PartnersFinancial, NFP Life’s membership organization, is a national community of industry-leading, independent life insurance and financial professionals with more than 170 offices nation wide. For more than 25 years, the organization has supported its members as they enrich their insurance industry knowledge and expertise. In the process, PartnersFinancial members have created and sustained a powerful culture of idea-sharing and collaboration — all for the benefit of their clients.
PartnersFinancial members take advantage of the organization’s preferred direct access to carriers to offer clients a comprehensive selection of high-quality insurance and wealth transfer solutions. Members also have access to an extensive range of resources, a robust proprietary technology platform, product and underwriting tools, and knowledge-sharing forums and events. As part of NFP, a leading provider of insurance, benefits and wealth management services, PartnersFinancial also offers members access to capabilities that go far beyond an individual company’s scope.
A highly selective, elite membership, PartnersFinancial empowers successful insurance professionals who are looking for ways to build on that success. Our members understand the advantage of being a part of a tight-knit community of like-minded people who prosper by helping one another and sharing new ideas. They embrace their independence, but know the value of being backed by the strength and scale of a national organization.