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.

Helping Small Businesses
Make Data-Driven Decisions
About HR Systems and Benefits