Built for Independent Annuity & Life Producers

Case design, carrier and product support, contracting, new business, and hands-on help from a team that understands your business.

What You Get With NFI

Case Design & Illustrations

Bring us the client situation and we’ll help evaluate strategies, carriers, and illustrations worth considering for that case.

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Carrier & Product Access

Work with a broad portfolio of annuity and life solutions through carriers NFI is appointed with, so you can match products to the client—not force one answer.

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Contracting & New Business

Work with real people who provide hands-on help with contracting, applications, outstanding requirements, and the process through policy issue.

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Marketing Support

Branding, websites, logos, social pages, and email templates so your practice presents consistently to clients.

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NFI Retirement Academy

Educational seminar campaigns, event support, and follow-up resources for producers who want to offer retirement education in their communities.

Explore Retirement Academy
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NFI Retirement Academy

NFI Retirement Academy helps producers run educational retirement seminars in their communities—with seminar campaigns, coordinated event support, and structured follow-up resources.

Your NFI team

Real People Behind Your Business

Get practical support from people who understand annuity and life business. Our team helps with case design, contracting, carrier coordination, and new-business follow-through.

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Our Services

Everything You Need to Move Business Forward.

From the first client conversation through policy issue, NFI gives independent agents the specialized support, tools, and resources to compete for more annuity and life business.

Explore the services below to see how our team can support your business.

The Solution to Better Conversations and Greater Success

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