So that you can have conversations with your clients so that they feel respected and can therefore get protected
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Collaborating Towards Your Clients' Future Success
At NGI, we specialize in providing comprehensive insurance solutions tailored specifically for fee-only financial planners who prioritize their clients’ financial well-being. Our expertise lies in assisting fee-only CFP professionals in addressing their clients’ life, health, disability, and long-term care insurance needs with precision and care.
Our Process Guarantees :
Independence
We are not captive to any mutual companies. We are committed solely to finding the best carriers, coverage, and rates for every client need.
Transparency
We keep you informed of where your clients are in their process saving you and your clients time and energy on trivial emails.
Consistency
With over a decade of industry expertise and another forty years to come, entrust your clients’ financial future to a seasoned CFP who adds a personal touch. Our established client experience model ensures a lifetime partnership that is both simple, efficient, and reliable.
The face behind NGI
Sam is a CFP® Professional who has been interested in the financial impact of a medical diagnosis on an individual and family since 2009 when it stopped being a theory and started being a reality for him and his family.
In and after school, he studied health care, economics, behavioral economics, and personal finance, which eventually led other CFP®s to recommend that he get certified as one in his own right. He applies the principles he has learned from these subjects such as paradox of choice and decision fatigue to make complicated processes simpler and with better outcomes for businesses and their employees.
By being independent, Sam is driven to provide the best solutions on the market and to have conversations that make positive impacts on business and employee outcomes. He is a firm believer that providing good benefits to employees is not only good for employees, but it is good for revenue.
In his free time, Sam likes to meditate, dance salsa, and play chess.-
The face behind NGI
Sam is a CFP® Professional who has been interested in the financial impact of a medical diagnosis on an individual and family since 2009 when it stopped being a theory and started being a reality for him and his family.
Leaving school he went straight into insurance and found it striking how eager people were to purchase life and health insurance but hesitant to get disability insurance. Put simply, he learned that the disability conversation is a difficult conversation and that this was common.
After going to the drawing board about how to discuss it and studying negotiation and persuasion techniques and translating them to the disability conversation, Sam finally started having success. As a result, he is dedicated to helping other CFPs to have better conversations so that their clients get protected.
The simple truth is that this mission is personal. Sam’s life would be much better if someone had had a good conversation with his disabled family member before becoming sick. He is teaching CFPs so that they do not witness the financial distress caused by a disability with their own clients and their families.
Sam believes that the keys to help clients make the right decisions are offering them tailored experiences and having effective life-changing conversations. After helping thousands of clients, Sam is currently dedicated to share his experience and knowledge with other CFP’s, helping them to advise their own clients with their insurance needs.
In his free time, Sam likes to meditate, dance salsa, and play chess.
Lucie Dermanoulian is a dynamic Marketing Manager with a proven track record of delivering results. She is a seasoned marketing professional with over a decade of experience in digital marketing, content strategy, and community management. With a creative mindset and a passion for innovation, Lucie has been instrumental in developing and executing successful marketing campaigns that drive business growth. She thrives in fast-paced environments and is always eager to tackle new challenges.
Dave is a great asset to the insurance sales industry, showcasing unparalleled skills as a cold caller, lead generator, and prospector. His ability to connect with potential clients sets him apart. Beyond his sales prowess, Dave’s passion for music, language learning, and travel demonstrates his well-rounded nature and thirst for knowledge. His dedication to personal growth and diverse interests not only enrich his own life but also contribute to his success as a dynamic and versatile employee.
Todd Ashton is our main partner from AFG. With over 25 years of experience in the Life Insurance industry, Todd is one of the four founders of AFG Brokerage, a fixed life, and annuity Brokerage General Agency, that specializes in finding the right solution for their clients’ financial needs. Todd is passionate about giving back to his community, He is active in his local youth group and enjoys helping youth to achieve their potential. He enjoys spending time on the lake, boating, and spending time with his wife, children, and grandchildren.
Adam Dupuis is the President of HRC Total Solution, which helps Benefits Brokers and Employers offer the best in class Consumer Driven Healthcare solutions. Adam has a contagious work ethic, a positive attitude, and an uncompromising commitment to delivering exceptional service. Adam is a passionate advocate for Consumer Driven Healthcare (CDH) and has a strong focus to help Benefit Brokers and Employers alike to provide great benefits to their employees.
Reed Schnittker is our main partner for disability insurance with Plus Group Texas. Reed began his insurance career in 1978. After 12 years, he founded Plus Group Texas. Almost 4 decades later, PGT has grown from a few Disability Insurance carriers to providing solutions from the country’s leading disability carriers. Reed’s passion for the disability industry has been instrumental in his ability to provide the best solutions available. In his free time, Reed enjoys serving in the Dallas Communities and Charity Organizations. He served on the Board of The Boys & Girls Clubs of Dallas and the Folds of Honor.
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So that you can have conversations with your clients so that they feel respected and can therefore get protected
Follow us
The access token could not be decrypted. Your access token is currently invalid. Please re-authorize your Instagram account.
The face behind NGI
Sam is a CFP® Professional who has been interested in the financial impact of a medical diagnosis on an individual and family since 2009 when it stopped being a theory and started being a reality for him and his family.
In and after school, he studied health care, economics, behavioral economics, and personal finance, which eventually led other CFP®s to recommend that he get certified as one in his own right. He applies the principles he has learned from these subjects such as paradox of choice and decision fatigue to make complicated processes simpler and with better outcomes for businesses and their employees.
By being independent, Sam is driven to provide the best solutions on the market and to have conversations that make positive impacts on business and employee outcomes. He is a firm believer that providing good benefits to employees is not only good for employees, but it is good for revenue.
In his free time, Sam likes to meditate, dance salsa, and play chess.-
The face behind NGI
Sam is a CFP® Professional who has been interested in the financial impact of a medical diagnosis on an individual and family since 2009 when it stopped being a theory and started being a reality for him and his family.
Leaving school he went straight into insurance and found it striking how eager people were to purchase life and health insurance but hesitant to get disability insurance. Put simply, he learned that the disability conversation is a difficult conversation and that this was common.
After going to the drawing board about how to discuss it and studying negotiation and persuasion techniques and translating them to the disability conversation, Sam finally started having success. As a result, he is dedicated to helping other CFPs to have better conversations so that their clients get protected.
The simple truth is that this mission is personal. Sam’s life would be much better if someone had had a good conversation with his disabled family member before becoming sick. He is teaching CFPs so that they do not witness the financial distress caused by a disability with their own clients and their families.
Sam believes that the keys to help clients make the right decisions are offering them tailored experiences and having effective life-changing conversations. After helping thousands of clients, Sam is currently dedicated to share his experience and knowledge with other CFP’s, helping them to advise their own clients with their insurance needs.
In his free time, Sam likes to meditate, dance salsa, and play chess.
Lucie Dermanoulian is a dynamic Marketing Manager with a proven track record of delivering results. She is a seasoned marketing professional with over a decade of experience in digital marketing, content strategy, and community management. With a creative mindset and a passion for innovation, Lucie has been instrumental in developing and executing successful marketing campaigns that drive business growth. She thrives in fast-paced environments and is always eager to tackle new challenges.
Dave is a great asset to the insurance sales industry, showcasing unparalleled skills as a cold caller, lead generator, and prospector. His ability to connect with potential clients sets him apart. Beyond his sales prowess, Dave’s passion for music, language learning, and travel demonstrates his well-rounded nature and thirst for knowledge. His dedication to personal growth and diverse interests not only enrich his own life but also contribute to his success as a dynamic and versatile employee.
Todd Ashton is our main partner from AFG. With over 25 years of experience in the Life Insurance industry, Todd is one of the four founders of AFG Brokerage, a fixed life, and annuity Brokerage General Agency, that specializes in finding the right solution for their clients’ financial needs. Todd is passionate about giving back to his community, He is active in his local youth group and enjoys helping youth to achieve their potential. He enjoys spending time on the lake, boating, and spending time with his wife, children, and grandchildren.
Adam Dupuis is the President of HRC Total Solution, which helps Benefits Brokers and Employers offer the best in class Consumer Driven Healthcare solutions. Adam has a contagious work ethic, a positive attitude, and an uncompromising commitment to delivering exceptional service. Adam is a passionate advocate for Consumer Driven Healthcare (CDH) and has a strong focus to help Benefit Brokers and Employers alike to provide great benefits to their employees.
Reed Schnittker is our main partner for disability insurance with Plus Group Texas. Reed began his insurance career in 1978. After 12 years, he founded Plus Group Texas. Almost 4 decades later, PGT has grown from a few Disability Insurance carriers to providing solutions from the country’s leading disability carriers. Reed’s passion for the disability industry has been instrumental in his ability to provide the best solutions available. In his free time, Reed enjoys serving in the Dallas Communities and Charity Organizations. He served on the Board of The Boys & Girls Clubs of Dallas and the Folds of Honor.
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