ACCREDITATIONS
"Benefit from the breadth and depth of our experience."
With our collective expertise, we are dedicated to representing your interests and guiding you to make the most informed life insurance decisions.
We are licensed life insurance professionals (License Type: Life Insurance, Variable Life, and Life Settlement), and can practice in all 50 states, the District of Columbia, and three U.S. territories. NIPR serves as a licensing and compliance resource for insurance professionals, offering expertise, agile technical solutions, innovative tools, and data to support the evolving needs of state regulators and the insurance industry.
Since 2011, our life insurance agency has completed thousands of in-depth life insurance reviews, building a strong reputation for expertise and trust. Recently, we earned the prestigious distinction of being licensed as life insurance analyst professionals by the California Department of Insurance—a credential held by fewer than 1% of life insurance professionals. Even more exclusive, an even smaller percentage of agencies hold this license at the entity level, further elevating our standing in the industry.
Under the leadership of attorney James G. Burns, JD, LL.M, TEP®, SBC #208656, who has been in practice since 2000, our TEAM possesses a deep understanding of the complexities inherent in life insurance products. We recognize that life insurance policies are fundamentally legal contracts and expertly review all types of life insurance options to craft comprehensive and effective estate and financial planning strategies. Our meticulous life insurance review process ensures that our recommendations are both thorough and well-rounded.
Our Leadership TEAM’s proficiency in life insurance products is highlighted by our Chartered Life Underwriter (CLU®) professionals. The CLU® designation, established in 1927, is a prestigious and time-honored qualification in the financial services industry. It signifies a comprehensive mastery of life insurance’s practical applications, legal framework, and ethical considerations. CLU® professionals possess a depth of knowledge that distinguishes them in the life insurance industry. Their expertise is integral to our team's commitment to excellence and provides a solid foundation for our life insurance review services.
The inclusion of ChFC® professionals is crucial for our leadership TEAM’s excellence in life insurance planning. This designation is offered by The American College of Financial Services. ChFC® professionals provides knowledgeable advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life insurance, business taxation and planning.
At the core of our leadership team are CFP® professionals, recognized as the gold standard in financial planning. Since its inception in 1985, the CFP Board has upheld the highest standards of excellence in the financial services industry for professionals focused on comprehensive financial planning. Their expertise ensures that life insurance is seamlessly and strategically integrated into holistic planning solutions.
CPA professionals are indispensable to the structural integrity of our Leadership TEAM. Our in-house accounting and tax authorities are not only adept in life insurance but also excel in tax and financial planning. Our comprehensive review services extend to include insightful tax planning and cash value performance analysis. CPAs hold the highest trust among consumers due to their well-earned reputation for accounting and tax expertise.
Our firm is adept at managing life insurance tax cases across all 50 states, underscoring the importance of having Enrolled Agents (EAs) on our Leadership TEAM. Our member professionals are not only experienced in life insurance but also hold the highest credential awarded by the IRS for tax expertise. Their dual proficiency in tax and life insurance matters is crucial for providing our life insurance review cases with holistic financial solutions.
Society of Trust and Estate Practitioners (STEP) was founded by George Tasker in 1991 and is the international professional body for advisers who specialize in inheritance and succession planning. Its members are mostly attorneys, accountants, tax advisers, trust officers and trust administrators as well as banking and insurance professionals in the trust field.
Financial Planning Association (FPA) is the largest membership organization in the US representing financial planners. The organization was formed from the merger of the Institute of Certified Financial Planners and the International Association for Financial Planning. The International Association for Financial Planning was founded in 1970 and the Institute of Certified Financial Planners was formed in 1973 by the first graduating class of the College for Financial Planning.
The American Institute of Certified Public Accountants (AICPA) is the national professional organization of Certified Public Accountants (CPAs) in the United States, with more than 428,000 members in 130 countries. Founded in 1887 as the American Association of Public Accountants (AAPA), the organization sets ethical standards and U.S. auditing standards.
The California Society of Certified Public Accountants (CalCPA) was founded in 1909, and is the largest statewide professional association of certified public accountants in the United States with more than 42,000 members. Affiliated with CalCPA, the CalCPA Education Foundation focuses on continuous professional development, providing a variety of educational programs and resources to enhance the skills and knowledge of accounting professionals.
