, through its subsidiaries, distributes financial services primarily to high net worth individuals and entrepreneurial companies in the United States.
The company engages in three primary lines of business: life insurance and wealth transfer, corporate and executive benefits, and financial planning and investment advisory services.
Its life insurance and wealth transfer services include term life insurance; individual whole, universal, and variable life insurance; survivorship whole, universal, and variable life insurance; estate planning; wealth accumulation; and financial planning.
The company’s corporate and executive benefits include insured health plans; self-funded health plans, including stop loss coverage; corporate-owned life insurance; bank-owned life insurance; international employee benefit consulting; COBRA administration; plan design consulting; and plan administration.
Financial planning and investment advisory services include separately managed accounts, mutual funds, investment consulting, trust and fiduciary services, and broker/dealer services.
As of December 31, 2004, the company operated a distribution network with approximately 1,700 producers in 40 states and Puerto Rico.
National Financial was founded in 1998 and is headquartered in New York City.
