We take the most effective, empathic communication techniques from the world’s most renowned experts in sales, negotiation, and persuasion, experiment and apply them to our conversations with our clients and teach them to you in short, bite-sized articles to which you can read and/or listen …

So that you can have conversations with your clients so that they feel respected and can therefore get protected.

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The face behind NGI

Sam is a CFP® Professional who has been interested in the financial impact of a medical diagnosis on an individual and family since 2009 when it stopped being a theory and started being a reality for him and his family.

Leaving school he went straight into insurance and found it striking how eager people were to purchase life and health insurance but hesitant to get disability insurance. Put simply, he learned that the disability conversation is a difficult conversation and that this was common.

After going to the drawing board about how to discuss it and studying negotiation and persuasion techniques and translating them to the disability conversation, Sam finally started having success. As a result, he is dedicated to helping other CFPs to have better conversations so that their clients get protected.

The simple truth is that this mission is personal. Sam’s life would be much better if someone had had a good conversation with his disabled family member before becoming sick. He is teaching CFPs so that they do not witness the financial distress caused by a disability with their own clients and their families.

The face behind NGI

Sam Newland is a CERTIFIED FINANCIAL PLANNER with over 8 years of experience working in the insurance industry. Sam personally witnessed the effect a bad medical diagnosis such as cancer can have on a family’s finances and the added stress and uncertainty it brings. As a result, he’s always been interested in helping others, advising them on prudent financial planning and life and disability insurances.


Sam believes that the keys to help clients make the right decisions are offering them tailored experiences and having effective life-changing conversations. After helping thousands of clients, Sam is currently dedicated to share his experience and knowledge with other CFP’s, helping them to advise their own clients with their insurance needs.

Itzel Vazquéz is a dedicated professional and a positive person. She has been working for 8 years at different administrative positions, mostly in real estate, and for the past two years in the Insurance industry. She is passionate about helping others and learning new things which makes her a very good asset to the company.

Itzel Vazquéz is a dedicated professional and a positive person. She has been working for 8 years at different administrative positions, mostly in real estate, and for the past two years in the Insurance industry. She is passionate about helping others and learning new things which makes her a very good asset to the company.

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