A full service brokerage general agency

Our team develops effective strategies for forward thinking agents and advisors. We have a proven track record in increasing sales results and client satisfaction.

Social Media Marketing

We pursue relationships based on transparency, persistence, mutual trust, and integrity with our employees, customers and other business partners.

Our team of specialists consistently delivers outstanding results combining creative ideas with our vast experience. We can help you build a sustainable, meaningful relationship with your clients by providing them with thoughtful and relevant insurance strategies.

We work in areas as diverse as income strategies, accumulation strategies, mortgage protection, key-man insurance, buy-sell agreements, split-dollar arrangements, premium finance, and more!  

Leadership Team

Chief Executive Officer
President Life, LTC, DI Divisions
President Annuity Division
Brokerage Operations

5,000+ Advanced Cases

500+ Training Events

3,000+ Advisors & Agents

Available in all 50 States

O U R    V I S I O N

To be the most respected brokerage general agency. We are changing the way agencies, agents and advisors speak about, listen to and share their insurance experience with their clients and their peers.

Passionate About Our Distribution Partners

Our history and experience speaks for itself.  We pride ourselves delivering tailored solutions for every agency, agent, and advisor so they can impress their client — big or small.  Here are a few of our Key Carrier Relationships that are part of delivering these solutions.

Our History

Some remarkable events in our nearly 62 year history.



In 2011 Nelson Financial Group changed its operating name to NFG Brokerage



In 2004 Nelson Financial Group purchased Tax Planning Associates


In 1992 Nelson Financial Group was started by David Nelson, son of Don Nelson.


American Western was sold and then Tax Planning and Associates began.


Don & Darrel in 1965 established American Western, their own insurance company issuing and distributing products.



In 1958 Don & Darrel started American International Marketing.


Our company originally began from 2 brothers starting a career with New York Life, Don and Darrel Nelson.