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NFP Insurance Solutions Announces Strategic Acquisition of Forvis Insurance Agency

Writer: NFP Insurance SolutionsNFP Insurance Solutions

Chicago, IL – January 2025 – SBSI Inc., DBA NFP Insurance Solutions, is excited to announce the acquisition of Forvis Insurance Agency. This strategic move further strengthens NFP’s mission to deliver personalized and tailored insurance solutions to ultra-high-net-worth individuals, families, and businesses.


Effective January 15, 2025, this acquisition builds on a decades-long relationship between NFP Insurance Solutions and Forvis Mazars. With over 30 years of collaboration and more than 500 shared clients, this transition solidifies a shared commitment to providing comprehensive, innovative strategies designed to meet the evolving needs of clients.


“Our partnership with Forvis has always been built on trust and a shared dedication to excellence,” said Howard E. Sharfman, Senior Managing Director at NFP Insurance Solutions. “This acquisition represents an exciting opportunity to deepen those ties and bring even greater value to our clients through enhanced capabilities and resources.”


As part of this transition, we are pleased to welcome Todd Loving, a seasoned insurance professional from Forvis Insurance Agency, to our team as a Managing Director. Todd’s expertise and long-standing client relationships will play a key role in ensuring a seamless integration and continued excellence in service. Learn more about Todd Loving here.


At NFP Insurance Solutions, we are honored to continue the exceptional service Forvis Insurance Agency clients have come to expect. We look forward to building on this legacy and delivering innovative solutions tailored to their unique needs.

 

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Insurance services provided by SBSI, Inc.

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). 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.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

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