"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
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