NFP Insurance Solutions
Leigh Harter is a seasoned professional in risk management and insurance solutions, currently serving as Managing Director at NFP Insurance Solutions since March 2014, where tailored strategies for high net worth individuals are emphasized to enhance wealth preservation and growth. Previous roles include Managing Director at Pinnacle Financial Group and The Insurance Design Center LLC, where responsibilities ranged from case design management to establishing industry thought leadership. As Executive Vice President at Goldstein Financial Group, Leigh focused on estate and succession planning while facilitating superior underwriting decisions. Earlier experience includes positions as Case Design Manager at The Orchard Group and Case Designer at J R Katz, contributing to life and disability case design. Leigh's academic background includes a Bachelor of Commerce degree in Business Administration and Economics from DePaul University, augmented by studies at St. Louis University in Madrid and the University of Wisconsin.
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NFP Insurance Solutions
NFP Insurance Solutions is an independent insurance advisory firm specializing in risk management and life insurance solutions for the high net worth community. We work with clients and their advisors to craft custom insurance solutions to help grow and preserve their wealth. We are completely transparent and independent and have earned a reputation within the advisor community as one of the best resources to access large, complicated insurance transactions. Founded in 1919, the Schwartz Brothers Companies, located in Chicago, have a strong track record of combining years of experience with innovative management strategies to provide customized risk management, insurance, and corporate benefit solutions. In 2014, NFP acquired Schwartz Brothers Insurance strengthening NFP's property and casualty and corporate benefits business in the Midwest region. Formerly, Schwartz Benefit Services, Inc., now SBSI, Inc. D/B/A NFP Insurance Solutions shares a strong bond with NFP helping to meet the needs of affluent individuals and families faced with complex life insurance needs. NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp (NFP). Insurance services are provided through SBSI, Inc., which is not affiliated with NFP. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS and Kestra AS are not affiliated with SBSI, Inc., NFPISI, or NFP. NFPISI, NFP, Kestra IS, Kestra AS, or SBSI, Inc. do not provide tax or legal advice.