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.

In his free time, Sam likes to meditate, dance salsa, and play chess.

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.

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.

In his free time, Sam likes to meditate, dance salsa, and play chess.

Itzel Vazquez is a positive and dedicated professional. She has nearly 10 years of experience in different administration roles and over 5 years managing national teams. Itzel is passionate about helping others and improving herself and her performance to provide high-quality service for clients. She dedicates her free time to traveling and creating beautiful memories with her loved ones.

Todd Ashton is our main partner from AFG. With over 25 years of experience in the Life Insurance industry, Todd is one of the four founders of AFG Brokerage, a fixed life, and annuity Brokerage General Agency, that specializes in finding the right solution for their clients’ financial needs. Todd is passionate about giving back to his community, He is active in his local youth group and enjoys helping youth to achieve their potential. He enjoys spending time on the lake, boating, and spending time with his wife, children, and grandchildren.

Adam Dupuis is the President of HRC Total Solution, which helps Benefits Brokers and Employers offer the best in class Consumer Driven Healthcare solutions. Adam has a contagious work ethic, a positive attitude, and an uncompromising commitment to delivering exceptional service. Adam is a passionate advocate for Consumer Driven Healthcare (CDH) and has a strong focus to help Benefit Brokers and Employers alike to provide great benefits to their employees.

Reed Schnittker is our main partner for disability insurance with Plus Group Texas. Reed began his insurance career in 1978. After 12 years, he founded Plus Group Texas. Almost 4 decades later, PGT has grown from a few Disability Insurance carriers to providing solutions from the country’s leading disability carriers. Reed’s passion for the disability industry has been instrumental in his ability to provide the best solutions available. In his free time, Reed enjoys serving in the Dallas Communities and Charity Organizations. He served on the Board of The Boys & Girls Clubs of Dallas and the Folds of Honor.

Itzel Vazquez is a positive and dedicated professional. She has nearly 10 years of experience in different administration roles and over 5 years managing national teams. Itzel is passionate about helping others and improving herself and her performance to provide high-quality service for clients. She dedicates her free time to traveling and creating beautiful memories with her loved ones.

Todd Ashton is our main partner from AFG. With over 25 years of experience in the Life Insurance industry, Todd is one of the four founders of AFG Brokerage, a fixed life, and annuity Brokerage General Agency, that specializes in finding the right solution for their clients’ financial needs. Todd is passionate about giving back to his community, He is active in his local youth group and enjoys helping youth to achieve their potential. He enjoys spending time on the lake, boating, and spending time with his wife, children, and grandchildren.

Adam Dupuis is the President of HRC Total Solution which helps Benefits Brokers and Employers offer the best in class Consumer Driven Healthcare solutions. Adam has a contagious work ethic, a positive attitude, and an uncompromising commitment to delivering exceptional service. Adam is a passionate advocate for Consumer Driven Healthcare (CDH) and has a strong focus to help Benefit Brokers and Employers alike to provide great benefits to their employees.

Reed Schnittker is our main partner for disability insurance with Plus Group Texas. Reed began his insurance career in 1978. After 12 years, he founded Plus Group Texas. Almost 4 decades later, PGT has grown from a few Disability Insurance carriers to providing solutions from the country’s leading disability carriers. Reed’s passion for the disability industry has been instrumental in his ability to provide the best solutions available. In his free time, Reed enjoys serving in the Dallas Communities and Charity Organizations. He served on the Board of The Boys & Girls Clubs of Dallas and the Folds of Honor.

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