Providence Partners provides access to the Corporate Life Insurance specialist firm National Benefits Group (NBG LLC) based in Minneapolis, MN.

As a consulting and third-party administration organization, NBG is dedicated to providing the full A to Z of Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI), non-qualified plan and advanced life insurance services to advisors and their clients. In general, our services are as follows ...

Corporate Owned Life Solutions (COLI)

  • Multi-Life Guaranteed Issue

  • Key Person

  • Buy-Sell

  • Non-Qualified Deferred Compensation

  • Bank Owned Life Insurance (BOLI)

Dave Soczek, CLU, ChFC
Owner/Vice President, National Benefits Group LLC
(952) 449-4055

"My focus is working with other financial professionals throughout the country to provide solutions to many of the issues their business clients face."