Life Insurance Resources

In order to provide access to many of the products and services available, National Financial Partners has built strong relationships with an elite group of inevstment-grade life insurance companies, distinguished by their competitive pricing.  In addition to relationships with these core carriers, NFP has agreements with other major insurance companies that enhance our ability to offer customized solutions for your needs.

As an NFP company, PRW has access to financial and management data on more than 400 life insurance companies.  We conduct side-by-side comparisons of the relative strength of carriers to assist you in making the most informed product decisions.

To help us determine the products that are right for you, we look not only at performance, but also at suitability.  With our advanced analytic tools, we offer a clear understanding of the conceptual goals behind different types of policies.  Further, by evaluating how different assumptions affect product performance, we develop guidelines to assist you in the selection of appropriate products and services.

Underwriting Advocacy

PRW's Underwriting Advocacy Program allows us to obtain favorable underwriting offers for our clients.  Our Underwriting Advocates work with us to manage large cases, provide consulting services, and help streamline the underwriting process.  Because each client is evaluated based upon his/her unique medical situation rather than how he/she fits into a statistical model, we can often place medically-complex cases on a favorable basis.  In addition, NFP is one of the largest independent distrubutors of life insurance in the country*.  This scale provides exceptional underwriting results for our clients.

*Based on total revenue (2009) – Investment News, April 2010

Advanced Sales Resources

In addition to our in-house support staff, our Wealth Transfer Planning team is aided by the resources of NFP's Advanced Sales team, which provides technical support in the fields of Premium Finance, Case/Product Design, Tax and Legal, Advanced Illustration Support and Life Solutions Support.  Our team is comprised of the following professionals:

Leilani J. Van Auken, CLU, ChFC, MSFS Advanced Design Strategist Assistant Vice President

Leilani brings 30 years of practical experience to helping producers find the optimal solution to a client's estate planning needs. She works closely with our firm to illustrate advanced sales strategies that take into consideration a case's medical and financial underwriting limitations, and to identify the right products for the strategies. Leilani joined NFP in 2006, providing sales strategy and presentation support for $250,000 and above target premium cases. Previously she was instrumental in building a number of marketing strategies for PartnersFinancial and its predecessor, The Partners Group. Prior to joining The Partners Group, Leilani spent several years operating in the high net worth marketplace with a national executive benefits operation in Los Angeles, CA, and an estate planning firm in Houston, TX. She received her Bachelor of Science degree in biology from Syracuse University.

Amanda Zukowski, CLU, ChFC Life Finance Specialist Assistant Vice President

Amanda creates and maintains new relationships within the capital markets area, monitors and distributes current capital market information related to the wealth transfer arena, and analyzes future trends in the financial marketplace. From case consultation to case management, she also actively works with producers in premium finance to help manage and place business with the appropriate lender. Amanda joined NFP in 2004, focusing on executive benefits and developing advanced marketing strategies. Prior to joining NFP, she gained six years of experience in qualified retirement plans and executive benefits, serving as an actuarial analyst with Mercer Human Resource Consulting. Amanda received a bachelor’s in mathematics from the University of Texas at Austin.

Martha R. Welborn, CLU, FLMI Advanced Sales Director, Case Design

Martha has 30+ years of practical experience in helping producers find the optimal product solution to a client's estate planning needs. She works closely with our firm to illustrate advanced sales strategies that take into consideration a client's medical and financial underwriting limitations, and to identify the right products for the strategies. Martha joined NFP in 2007, providing sales strategy and presentation support for $250,000 and above target premium cases. Previously she was a director of marketing for PartnersFinancial and its predecessor, The Partners Group. Prior to joining The Partners Group, Martha spent several years operating in the high net worth marketplace with a financial services firm in Houston, TX. She holds the CLU and FLMI designations.

Steven A. Larson, J.D., CLU Tax and Legal Strategist Director

Steve works closely with our producers to increase sales by consulting with them and their clients' professional advisor teams on life insurance-related estate, gift and income tax planning. He also serves as a legal consultant for NFP's proprietary advanced marketing concepts illustration system and provides in-depth analysis of advanced sales concepts issues to firms through a wide range of marketing materials. Prior to joining NFP in 2006, Steve was in private practice for eight years in California, where he focused on trusts and estates, business, tax and related litigation. He received his Bachelor of Arts in economics from the University of California, Davis, and his Juris Doctor from the University of Pacific McGeorge School of Law. Steve is a member of the State Bar of California, the State Bar of Texas and the Order of the Coif, but is not currently engaged in the practice of law.

Keith A. Miller, MBA, CLU, ChFC Life Solutions Architect Assistant Vice President

Keith serves as our resource on customized wealth transfer solutions. From advanced plan design to implementation of multiple sales concepts with integrated life insurance solutions, Keith gives producers the extra edge they need to close business. He is also actively involved in conducting presentations and training sessions on advanced sales concepts and NFP's proprietary advanced marketing concepts illustration system. Prior to joining NFP, Keith provided support to Highland Capital Brokerage for nine years as part of the Advanced Markets team and through key leadership roles in various accounting and financing positions. He is a graduate of Samford University and earned a Master of Business Administration in finance from the University of Alabama at Birmingham

Kris Stegall Life Solutions Architect Director

Kris creates and deploys life insurance based concepts through NFP's proprietary advanced marketing concepts illustration system. He also manages the NFP Advanced Sales team's customer relationship management software. Prior to joining NFP, Kris served as an operations manager for various fast-paced workforces, where he was responsible for increasing profitability and ensuring cost effectiveness and efficiencies. Kris received a Bachelor of Science in applied mathematics, with a minor in business administration, from Texas State University.

Jacqueline Estrada Life Solutions Architect Manager

Jacqueline specializes in maintaining the National Financial Partners Corp. (NFP) proprietary advanced marketing concepts illustration system that allows our firm to create customizable advanced sales presentations for clients.  Prior to joining NFP in 2008, Jacqueline served as an advanced case coordinator for Highland Capital Brokerage. She received a Bachelor of Business Administration in finance from St. Edward's University and has a Texas insurance license.