NEW YORK – December 18, 2018 – NFP, a leading insurance broker and consultant that provides employee benefits, property and casualty, retirement, and individual private client solutions, today announced the consolidation of Windsor Insurance Associates, Inc. (Windsor) with NFP’s life insurance marketing platform, PartnersFinancial. This strategic move continues to align NFP’s life insurance assets, contracts and resources under one management team for the benefit of clients and advisors.
Windsor is a premier, full-service, multicarrier life insurance brokerage general agency for elite advisors. Since 2013, Windsor has been the primary life brokerage partner for PartnersFinancial firms, offering PartnersFinancial members a comprehensive portfolio of life insurance carriers. The alignment of these operations provides an industry-leading, streamlined and efficient platform to meet the needs of top advisors working in the wealth transfer marketplace.
"We are thrilled to deepen our current relationship with Windsor," said Mike James, president of NFP Life Solutions and PartnersFinancial. "Windsor’s industry leadership, over 40 years of underwriting expertise, concierge-level service, and overall scale, is a natural fit for the NFP Life Solutions platform, enabling us to further enhance our offerings."
"We look forward to uniting as one combined team," said Marc Schwartz, President of Windsor. "This enables us to continue serving NFP’s life insurance needs, bringing value to client engagement and growth in life insurance sales."
In 1977, Jerry Schwartz and Hal Brooks set out to create a marketing organization that provided sales ideas, marketing support, underwriting expertise and concierge-level service to life insurance agents working with high net worth clients. In 1999, Windsor was one of the founding member firms of NFP and has successfully established itself as the brokerage general agency within the NFP family.
NFP is a leading insurance broker and consultant that provides employee benefits, property and casualty, retirement, and individual private client solutions through our licensed subsidiaries and affiliates. Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space.
NFP has more than 4,700 employees and global capabilities. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients’ needs. We’ve become one of the largest insurance brokerage, consulting and wealth management firms by building enduring relationships with our clients and helping them realize their goals.
Recently NFP was named the 2nd largest retirement plan aggregator firm, as ranked by Investment News; the 5th largest US-based privately owned broker, the 5th best place to work in insurance and the 6th largest benefits broker by global revenue by Business Insurance; the 9th largest property and casualty agency by total 2016 P&C revenue and the 9th largest commercial lines agency by total 2016 P&C and commercial lines revenue by Insurance Journal; the 10th largest employee benefits broker by Employee Benefit Adviser; the 11th largest broker of US business by Business Insurance; and the 12th largest global insurance broker by Best’s Review.
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