Firm Philosophy  

For years, clients and advisors have requested the same level of clarity in life insurance that exists for other major financial decisions.

Our response?  A business model of transparency, confidentiality, and expertise.

Our full disclosure process enables the clients and their advisors to see beyond the more typical opaque sales presentation, to real solutions. Most of our clients already have enough problems and our objective is to solve them rather than add to them. The estate planning process is difficult enough without making it even more complicated with large and cumbersome proposals nearly impossible for lay people and their advisors to understand. After understanding our client’s objectives and current situation and having compared ideas and strategies with their team of other advisors, we collectively make a firm recommendation regarding life insurance.

Our recommendations are on a single page, backed up by complete documentation and due diligence.
     

 


 |
706 Second Ave. South | Suite 600 | Minneapolis, Minnesota 55402 | Phone: (612) 339-7385 | Toll Free : (800) 339-7385

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc.
A Registered Broker/ Dealer and Investment Advisor, Member FINRA/SIPC
NBW Insurance Group is independently owned and operated
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