Strength Through Partnership

What Contributes To Our Success?

Finding The Right Fit

Everyone at Apogee Financial Partners believes it's important to have a strong relationship with a financially sound and innovative primary insurance company, an independent investment company, and easy access to third-party insurance products when needed. Our financial professionals are dedicated to working with them to help you make the right choices when it comes to your financial goals and objectives.

What Is The Right Fit?

National Life Group

National Life Group is one of only a small handful of companies to offer a product portfolio which gives our clients the flexibility to choose between term life, universal life, whole life, and indexed universal life insurance. Being a financially strong, growing, mutually-held company with innovations such as living benefits* and charitable riders* are enough to make them our first choice whenever suitable.


*Living and Charitable benefits are provided by riders.  Riders are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance.  Riders are optional, may require additional premium and may not be available in all states or on all products.  This is not a solicitation of any specific insurance policy.

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CAUSE! A Business Strategy For Standing Out In A Sea Of Sameness.

Apogee Financial Partners and National Life Group answer the call to keep alive the dreams of families, the hopes of small business owners, and the dignity and independence of seniors

It’s not a job; it’s a calling – a cause. This is work that matters – work that changes the world and inspires greatness. Together we have the power to help this diverse nation pursue the American Dream.

Equity Services Incorporated®

Our clients love the ability to have access to anything from mutual funds, stocks, bonds, ETF's, and fee-only accounts. Our financial advisors love the ability to provide independent investment advice and get the support of a broker-dealer designed specifically for the needs of values-based financial planning clients.

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*National Insurance Brokerage

No one company has all the answers. NIB provides access to hundreds of top rated insurance carriers and provides top-notch support to our clients and advisors.

National Insurance Brokerage is independent of all National Life Group Companies.

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