National Policy Solutions (NPS)specializes in creative life insurance strategies of estate and wealth planning to help individuals and their families achieve their long term goals. NPS is located in Santa Fe, New Mexico and works with life insurance companies across the country.
(National Policy Solutions operates as NPS Insurance Center in California).
National Advisors Trustwas formed in 2001 to provide a comprehensive selection of trust and custodial services, including complete administration and reporting in the areas of personal trust and estate planning, retirement, and investment planning. It is one of a limited number of nationally charted trust companies in the U.S. The firm is owned by over 140 independent investment advisory firms located nationwide and collectively managing more than $100 billion of client assets. National Advisors Trust of South Dakota (NATSD) is the NATC subsidiary that serves as administrative trustee for PolicyFlex's Term Extension program. Customers of NATSD receive access to modern trust statutes and advanced technology; and all of NATSD’s services are available without the necessity of either the trust, grantor or beneficiaries having to reside in South Dakota.
Stroock provides legal advice and counsel to PolicyFLEX as regarding regulatory, transactional and compliance issues in the life insurance asset space.
Crederian's responsibilities include sending out timely notices to PolicyFLEX clients, confirming their policies are in-force and being adhered to as per PolicyFLEX's agreements.