Click through the tabs below to see what partnering with National could do for you and your clients.
National supports your business with a client-centric, integrated solutions platform. From brokerage to advisory to insurance and tax services, National provides you with a sophisticated wealth management and planning platform designed to meet all your clients’ financial needs in one place. Our investment banking group adds value with IPO, syndicate and pre-IPO investment opportunities for qualified clients that you won’t typically find at competitor firms.
Take a look around and consider what partnering with National could do for you and your clients.
National’s Advisory Platform offers comprehensive wealth management and financial planning solutions that allow you to tailor a program to your clients.
We combine a multi-custodial model with industry-leading technology and a robust and diverse investment lineup. One central location provides you everything you need from beginning to end:
- Institutional Research
- Portfolio Creation
- Proposal Generation
- Rebalancing and Trading Tools
- Performance Reporting
- Client Portal Access
Advisory Programs That Showcase Your Value
- Unified Managed Accounts (UMA)
- Fund Strategist Portfolios (FSP)
- Small Account Solutions
- Advisor-as-Portfolio Manager
- Separately Managed Accounts (SMA)
Financial Planning and Consulting Services
The trend toward robo-advisors and other commoditized investment platforms will leave many clients seeking a resource for the advice they need to navigate their financial future. Through the National Consulting Agreement, you can position yourself as a true wealth advisor by allowing you to charge ongoing flat fees, project fees or hourly fees for the advice and time you give your clients—in lieu of or in addition to any asset-based fees you may earn.
Insurance & Annuities
National’s relationships with all major A-rated insurance providers allow us to find solutions and write policies for corporations, institutions, family offices and individuals.
The future of our industry is rich with opportunity, but it demands a new level of commitment and knowledge. Our strategic partnerships provide strong local support, underwriting expertise, advanced marketing and competitive compensation. National is committed to providing you with the tools, strategies, ideas and opportunities needed to succeed.
Our Fixed Product Platform
- Fixed/Index Annuities
- Indexed Life
- Universal Life
- Whole Life
- Term Life
- Variable Universal Life
- Corporate Owned Life “COLI” Insurance
- Premium Financing
- Disability Income
- Long Term Care
- Group Supplemental Insurance
National’s fixed platform provides access to top-rated carriers and guidance through our network of highly experienced industry professionals, who will support you with:
- Case Design and Illustration Preparation
- Education and Training
- Underwriting and Sales Support
- Online Quoting
- Online Case Access
- Online Contracting
- Annuity and Life Audits
- Term Insurance E-Apps
Variable Annuity Platform
Variable annuities can be foundational instruments for long-term financial planning and wealth protection. We offer a suite of annuities that can be used to meet these objectives.
With our Annuity Platform, you will always have the guidance and assistance you require, whether it be directly from National or through one of our expert wholesalers. You will also enjoy access to Annuity Nexus, a leading research tool that provides the most comprehensive fixed, indexed, and variable annuity information in the industry in one simple search.
As part of our full suite of services, National is committed to helping our clients find the most tax efficient solutions for all their financial needs. Our in-house tax team can work with your clients to implement a sound, well-thought out financial strategy to minimize tax liabilities, thereby increasing clients’ personal wealth and improving their family’s financial security.
Tax Service Models
We have several ways for you to incorporate tax services into your clients’ financial plan.
1. Work with an Existing Tax Office
When making your move to National, you may want to consider working with or even joining one of our National Tax and Financial Services branches.
Our team of tax and accounting consultants will work with you and your clients to integrate sophisticated tax planning into your clients’ overall financial and investment plan.
With over 50 tax professionals across 18 offices, National Tax and Financial Services provides a great foundation for you to further your business while leveraging all the products and services National offers.
2. Integrate with a New Tax Practice
National offers a hybrid model, combining our independent and W2 tax practice models, that has become a popular option.
Let National find and purchase an independent tax practice to refer their clients to your local independent branch. Depending on your infrastructure needs, it may make sense to integrate the two practices into a single office, creating a full-service hub for your clients’ financial needs.
National works with many of the top plan providers, record-keepers and TPAs to provide you access to the right programs and investment options to serve the qualified and non-qualified retirement plan marketplace.
We will help you find the right solution for the businesses you work with, regardless of the plan size. Our partners provide support throughout the plan life-cycle, from plan design and proposal, to investment selection and enrollment, through the ongoing maintenance.
We offer a full range of retirement plans including:
Defined Contribution Plans
- 401(k) plans
- 403(b) Plans
- Hybrid Plans
Defined Benefit Plans
- Traditional DB Plans
- Cash Balance Plans
- Solo DB Plans
Fee-Based Retirement Consulting
In addition to the powerful lineup of partners and in-house expertise, National provides the framework to take a truly consultative role with your plans. Through the National Retirement Plan Consulting agreement, you can enter into a flat-fee arrangement with plan sponsors, allowing you to provide the unbiased advice and guidance your clients seek in this space.