Document Category: <span>Process</span>

Please use this form when requesting a Key Person case design from NFG Brokerage Advanced Markets.

The Lifecycle of Your Policy

Life New Business Checklist

This is a 1-page needs analysis for long-term care insurance.   This is helpful for organizing your client’s need for LTC.

This is a 1-page needs analysis for disability insurance.

This is a basic life insurance needs analysis.  It allows your to organize your clients needs alongside assets they may already have and want to use for their planning, even allows for offsetting current insurance as well.