Skip to content

Facebook-f Youtube Linkedin-in

About
NFA Client Resources

About
NFA Client Resources

Facebook-f Youtube Linkedin-in

Glossary

Modified Endowment Contract (MEC)

A life insurance policy that fails the IRS 7-pay test, causing it to be taxed more like an investment than traditional life insurance.

Ready to Feel Confident About Your Coverage?

Talk to one of our experienced agents today.

Name

Email

Business

No pressure. Just honest guidance.

Contact Us

210-737-7800
nfainsurance@tnfa.net

Office Location

901 NE Loop 410
Suite 100
San Antonio, TX 78209

Stay Connected

Facebook-f Youtube Linkedin-in

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts LLC, NFA Wealth Management, National Financial Alliance, NFA Institutional Services and NFA Insurance are separate entities from LPL Financial.

Quick Links

Office Location

901 NE Loop 410
Suite 100
San Antonio, TX 78209

Stay Connected

Facebook-f Youtube Linkedin-in

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts LLC, NFA Wealth Management, National Financial Alliance, NFA Institutional Services and NFA Insurance are separate entities from LPL Financial.

Privacy

Copyright National Financial Alliance. All Rights Reserved

Please enable JavaScript in your browser to complete this form.

Contact Information

Name *

Email *

Phone Numbers

Business Information

their (YTD):

Previous Year GDC

Current GDC (YTD):

Total Assets Under Management (AUM)

Current Broker-Dealer (if applicable)

Current Custodians

Licensing & Services

Licenses Held (check all that apply) *

Series 6
Series 7
Series 63
Series 65
Series 24
Life & Health
Other

Services You’re Interested In (check all that apply)

Premier Admin Support
Money Management
Financial Planning
Premier Insurance
Other

Support & Resources

Do you currently have back-office support or an administrative assistant?

Yes
No

Would you need office space?

Yes
No
Possibly in the future

Are you part of a team?

Yes
No

If you are part of a team please list team members and their roles:

Join the NFA Family