Providence Partners provides access to the Corporate Life Insurance specialist firm National Benefits Group (NBG LLC) based in Minneapolis, MN.
As a consulting and third-party administration organization, NBG is dedicated to providing the full A to Z of Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI), non-qualified plan and advanced life insurance services to advisors and their clients. In general, our services are as follows ...
Corporate Owned Life Solutions (COLI)
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Multi-Life Guaranteed Issue
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Key Person
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Buy-Sell
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Non-Qualified Deferred Compensation
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Banking Market
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Bank Owned Life Insurance (BOLI)
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Dave Soczek, CLU, ChFC
Owner/Vice President, National Benefits Group LLC
(952) 449-4055
"My focus is working with other financial professionals throughout the country to provide solutions to many of the issues their business clients face."