NFP
NFP Corp., established in 1998 and headquartered in New York, is a leading insurance broker and consultant. It operates through two segments: Insurance Brokerage and Consulting, offering corporate benefits, retirement, property and casualty, and individual insurance solutions; and Advisor Services, providing independent broker/dealer and registered investment advisory services to financial advisors. NFP's expertise spans employee benefits, property and casualty, retirement, and wealth management, serving middle-market companies, advisors, and high-net-worth individuals. Additionally, NFP Ventures, founded in 2018, is a venture capital firm investing in early-stage companies in fintech, insurtech, digital health, and benefits sectors, leveraging NFP's distribution and human capital to accelerate growth.
Diversified Brokerage Services
Acquisition in 2023
Diversified Brokerage Services is an insurance company that specializes in providing a range of insurance brokerage services to financial professionals across the United States. The company offers various types of life insurance, including term life, universal life, and variable universal life insurance, allowing clients to select options that best meet their individual needs. Additionally, Diversified Brokerage Services provides disability insurance and annuities, aiming to deliver tailored solutions that enhance financial security for its clients. Through its comprehensive offerings, the company assists financial professionals in identifying the most suitable insurance products for their clientele.
David A. Marcus and Associates
Acquisition in 2023
David A. Marcus and Associates is a financial planning firm that focuses on providing tailored solutions for individuals and business owners. The company offers a diverse array of services, including estate planning, retirement planning, and wealth transfer strategies. Additionally, it provides disability income insurance and individualized insurance audits, ensuring that clients have comprehensive coverage that meets their specific needs. By addressing both personal and corporate financial requirements, David A. Marcus and Associates aims to assist clients in navigating changing economic conditions effectively.
Foster Park Brokers
Acquisition in 2021
Foster Park Brokers is an insurance brokerage firm located in Western Canada that provides a range of services designed to assist clients in managing risk and protecting their assets. The company specializes in commercial and individual property and casualty insurance, as well as life and group benefits. In addition to underwriting services, Foster Park Brokers offers risk management solutions, private client services, and bonding and surety programs. Their comprehensive approach enables clients to minimize risks and enhance their business growth.
Ogilvy Insurance
Acquisition in 2020
Ogilvy Insurance Inc. is a multidisciplinary insurance brokerage based in Westmount, Canada, with additional offices in Toronto and Oakville. Founded in 1924, the company specializes in providing a comprehensive range of insurance services, including commercial and personal lines property and casualty insurance, group benefits and pensions, as well as life insurance and investment solutions. As of late 2020, Ogilvy Insurance operates as a subsidiary of NFP Corp., focusing on delivering tailored insurance information and advice to help clients make informed decisions.
Ernest R. Shaw
Acquisition in 2020
Ernest R Shaw Limited is a financial advisory and insurance brokerage firm based in London, United Kingdom. Founded in 1964, the company provides a range of financial advisory services to both individuals and businesses, including personal financial planning, tax planning, and advice on restructuring financial arrangements. In addition to these services, Ernest R Shaw specializes in employee benefit packages, which encompass pensions, risk benefits, sick pay, private health care, and voluntary schemes. The firm also offers pre-retirement counseling to assist clients in preparing for their future. As an independent broker, it caters to both the commercial and private sectors, providing property and casualty insurance, commercial combined business insurance, computer insurance, and cyber liability insurance. As of September 1, 2020, Ernest R Shaw operates as a subsidiary of NFP Corp.
Rose & Kiernan
Acquisition in 2020
Rose & Kiernan, Inc. is a general insurance agency based in East Greenbush, New York, established in 1869. The company offers a comprehensive range of insurance products, including property casualty, surety, and specialized insurance solutions, as well as personal insurance options such as automobile, property, and flood insurance. In addition to insurance services, Rose & Kiernan provides employee benefits solutions, which encompass group benefits and administrative services for both individuals and businesses. The agency serves a diverse clientele, including businesses, individuals, and public and private organizations, primarily in New York, Connecticut, and New England. With multiple offices across New York and additional locations in Connecticut and Rhode Island, Rose & Kiernan combines sophisticated capabilities in risk management and employee benefits to help clients effectively anticipate and manage their risks. As of August 2020, it operates as a subsidiary of NFP Corp.
Tomorrow Ideas
Convertible Note in 2018
Tomorrow Ideas, Inc. specializes in developing an application aimed at safeguarding families' financial futures. The app offers a range of features, including tools for creating a last will and testament, establishing a revocable living trust, and setting up guardianship for children and pets. Additionally, it includes calculators for net worth and life insurance, a comparison of term life insurance options, and provides a complimentary insurance policy. The application is accessible on both iOS and Android platforms. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas is committed to helping families navigate important financial decisions.
The Thomas Insurance Agency of Benton
Acquisition in 2017
The Thomas Insurance Agency of Benton, Inc. is an insurance agency based in Benton, Arkansas, that has been serving the local community since its founding in 1960. The agency offers a range of insurance services tailored to meet the needs of individuals, families, and businesses. Its offerings include commercial insurance, home insurance, auto insurance, group health insurance, and life insurance. As of February 1, 2017, the agency operates as a subsidiary of NFP Corp, enhancing its capacity to provide comprehensive insurance solutions.
Serra & DelVecchio
Acquisition in 2017
Serra & DelVecchio, LLC, established in 2008 and headquartered in Middletown, Connecticut, is an insurance agency that provides a range of property and casualty (P&C) products and services. The company specializes in comprehensive insurance solutions tailored for midsized businesses and individuals, including auto, home, business, health, and life insurance. Additionally, it offers human resource services to support its clients. Serra & DelVecchio operates multiple offices across Connecticut, including locations in Shelton, Glastonbury, and South Windsor. As of 2016, the firm functions as a subsidiary of NFP Corp, with Justin DelVecchio serving as Managing Director at NFP Property & Casualty.
Vanorsdale Insurance Services
Acquisition in 2015
Vanorsdale Insurance Services, Inc., founded in 1947 and based in San Diego, California, is an insurance agency that offers a comprehensive range of insurance solutions. The company provides life and non-life insurance services, including business, personal, and medical insurance, as well as commercial and personal property and casualty coverage. In addition to traditional insurance offerings, Vanorsdale Insurance Services specializes in employee benefits, risk analysis, and consulting services, ensuring that clients receive tailored support for their insurance needs. As of December 2015, the company operates as a subsidiary of NFP Property & Casualty Services, Inc., continuing its commitment to delivering high-quality insurance services to clients.
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