"Our firm focuses on creative applications of life insurance and specialty insurance products
to help solve the unique needs of ultra-high net worth families and business owners."
NBW Insurance Group specializes in sophisticated applications of life insurance in estate planning.
We provide a timeline and transparent process when solving client's life insurance needs. Representing the best interests of our clients, we operate under the principles of full disclosure.
Our model is based on long-term relationships with family offices and advisors providing clarity in life insurance analysis, similar to what you are accustomed to receiving with all other major financial decisions.
Relationships with clients are far more important than specific transactions to us, and solid long-term relationships can only be built by providing legitimate value added service.
To that end, we act as an informed independent advocate for our clients in an increasingly complex insurance marketplace.
| 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.