There are a lot of good financial planners out there, but few of us are really committed to our true mission: Protecting our clients, their dependents and all for what they have worked for.
Learn more about NGI and what we do to help more CFPs everyday to have effective insurance conversations.
After over 8 years of experience, NGI has tested and developed a series of techniques in the fields of study of positive psychology, behavioral economics and sales and negotiation strategies applied to LTD conversations that have proven to be more effective than the conventional ones used by most CFPs. Particularly when it comes to disability conversations, according to LIMRA, only 1 in 5 consumers get disability insurance despite almost half (48%) saying they believe they need it. NGI has succeeded in convincing everyday more clients and even people in their 20s to get disability insurance by having more effective disability conversations.
The most valuable conversations you can have are the ones where you learn something or that change your perspective on a topic or idea. It is rare to remember conversations or people who never taught us anything new. Yet, we run our mouths about people who have changed us. If you cannot change the way your clients think, you will not have as high of client retention or referrals from them bragging about and teaching their friends and family what they learned from you. Put simply, life-changing conversations are business-changing conversations.
NGI’s mission is sharing over 8 years of experience, conversations, techniques and sales and negotiation strategies with CFP’s to help them have effective LTD conversations with their clients. Our purpose is to close the massive gap that exists between people who believe they need life or disability insurance and the ones that actually have a policy.
With NGI clients, we shop across all the life and disability carriers to make the best recommendations possible based on their needs and health. Sam Newland is also a CFP, so he takes the fiduciary responsibility of doing the best for his and your clients seriously.
NGI is an independent agency with no direct, captive association with carriers. Whenever we recommend a carrier to a CFP or client, it is because we trust their work will help them meet their particular needs.
Anyone who reads our articles or has a free consult with us can be assured that they will be up-to-date with the best strategies possible of having better conversations with their clients. Any CFP that would like to recommend their clients to acquire their life and disability insurance with us can be assured we will make the best recommendation possible and the market and that they will receive the best customer service possible – even possibly Levain cookies and a donation to RIP Medical Debt that forgives $10,000 of medical debt on their behalf. See the “Help Us Help” tab to learn more.
I have never met anyone in the insurance industry more knowledgeable and helpful than Sam. He has always had our family’s best interests at heart and he has never tried to “sell” us something we did not need. In fact, he has even talked us out of (expensive) products.
Dawn Beckman
Compass
As a fee only financial planner, working with Sam is excellent. He understands the fiduciary obligation I have to my clients and is there to assist them in getting the right insurance coverage when there’s a need. He’s a trusted and knowledgeable resource!
T.J. Van Gerven
CFP® Founder at Modern
Wealth Builders, LLC
Sam has a clear understanding of the myriad options available and is able to incisively cut through the clutter in order to help me arrive at the right choice for my needs. Which are more complex than many of my peers… He’s become a trusted adviser, advocate and friend.
Harry Silverstein
Keller Williams Real Estate Agent
There are a lot of good financial planners out there, but few of us are really committed to our true mission: Protecting our clients, their dependents and all for what they have worked for.
Learn more about NGI and what we do to help more CFPs everyday to have effective insurance conversations.
After over 8 years of experience, NGI has tested and developed a series of techniques in the fields of study of positive psychology, behavioral economics and sales and negotiation strategies applied to LTD conversations that have proven to be more effective than the conventional ones used by most CFPs. Particularly when it comes to disability conversations, according to LIMRA, only 1 in 5 consumers get disability insurance despite almost half (48%) saying they believe they need it. NGI has succeeded in convincing everyday more clients and even people in their 20s to get disability insurance by having more effective disability conversations.
The most valuable conversations you can have are the ones where you learn something or that change your perspective on a topic or idea. It is rare to remember conversations or people who never taught us anything new. Yet, we run our mouths about people who have changed us. If you cannot change the way your clients think, you will not have as high of client retention or referrals from them bragging about and teaching their friends and family what they learned from you. Put simply, life-changing conversations are business-changing conversations.
NGI’s mission is sharing over 8 years of experience, conversations, techniques and sales and negotiation strategies with CFP’s to help them have effective LTD conversations with their clients. Our purpose is to close the massive gap that exists between people who believe they need life or disability insurance and the ones that actually have a policy.
With NGI clients, we shop across all the life and disability carriers to make the best recommendations possible based on their needs and health. Sam Newland is also a CFP, so he takes the fiduciary responsibility of doing the best for his and your clients seriously.
NGI is an independent agency with no direct, captive association with carriers. Whenever we recommend a carrier to a CFP or client, it is because we trust their work will help them meet their particular needs.
Anyone who reads our articles or has a free consult with us can be assured that they will be up-to-date with the best strategies possible of having better conversations with their clients. Any CFP that would like to recommend their clients to acquire their life and disability insurance with us can be assured we will make the best recommendation possible and the market and that they will receive the best customer service possible – even possibly Levain cookies and a donation to RIP Medical Debt that forgives $10,000 of medical debt on their behalf. See the “Help Us Help” tab to learn more.
I have never met anyone in the insurance industry more knowledgeable and helpful than Sam. He has always had our family’s best interests at heart and he has never tried to “sell” us something we did not need. In fact, he has even talked us out of (expensive) products.
Dawn Beckman
Compass
As a fee only financial planner, working with Sam is excellent. He understands the fiduciary obligation I have to my clients and is there to assist them in getting the right insurance coverage when there’s a need. He’s a trusted and knowledgeable resource!
T.J. Van Gerven
CFP® Founder at Modern
Wealth Builders, LLC
Sam has a clear understanding of the myriad options available and is able to incisively cut through the clutter in order to help me arrive at the right choice for my needs. Which are more complex than many of my peers… He’s become a trusted adviser, advocate and friend.
Harry Silverstein
Keller Williams Real Estate Agent
