NBI & Associates was established in January 1986. It is truly a self-made Company story built on values of integrity, determination, and hard work. Its founder, Nathan Beach started the Company with his first employee, his wife Jeannine who left a Hospital career in respiratory therapy. Teaming together, they both fulfilled all the daily functions of sales, services, and responsibilities within the Benefits Agency. When NBI showed early revenue growth, assets generated were reinvested into the company to support additional employee salaries to sustain additional client growth. "It's by our humbled past, by sitting in every chair, by doing every job, that has given us such an appreciation of what each professional person brings to our company!", Nathan Beach.
NBI's professional staff has grown thru the years and now covers all aspects of Benefit Planning. Our clients enjoy a one-stop-shop, one phone number contact for all their benefit needs. NBI's Value Added Services it provides its Clients stands alone, provides real solutions to what you need, distinguishes NBI & Associates as an industry leader. However, NBI's most prized possession is you! For over a quarter of a century our history of growth and experience shows a continued understanding of what it takes to earn your business. At NBI, "Your Benefits just got Easier!" Nathan D. Beach, CBC,CBA Principal/Owner
⚫ Digital Solutions in a paper world for delivery of Benefits
⚫ Group insurance products and benefit plans
⚬ Group Medical Plans
⚬ Group Life Plans
⚬ Group Dental Plans
⚬ Group Disability Plans
⚬ Group Accident Plans
⚬ Group Long Term Care Plans
⚫ Group Retirement Plans
⚬ 401(k) Plans
⚬ Profit Sharing Plans
⚬ SIMPLE Plans
⚬ Simplified Employee Pension (SEP)
⚬ Pension Plans
⚬ Plan Design & Administration
⚫ Compliance Solutions that work in a litigious society
⚫ Business Planning
⚬ Discriminatory Executive Benefits
⚬ Buy-Sell Agreement Planning
⚬ Key Person Life Insurance
⚬ Deferred Compensation
⚬ Executive Bonus
⚬ Split Dollar Plans
⚬ 125 Pretax Cafeteria Plans
⚬ Cobra Administration
⚬ Employee Benefit Statement
⚫ Knowledgeable Staff & Service Team
⚫ Individual products
⚬ Dental, Vision
⚬ Medicare Supplements
⚬ Life Insurance
As owner/founder of NBI, with industry experience for over a quarter of a century, Nathan brings a depth of benefit knowledge and expertise that only few broker consultants ever attain. In the early years, there was more of a focus on corporate estate and retirement planning, however in 1995, the entire circle of benefit planning dominated consulting efforts. As a native Texan born and raised, married to wife Jeannine for 30 + years, Nathan is licensed in the State of Texas as a Life and Health Insurance Counselor. Nathan holds professional designations of Chartered Benefit Consultant (CBC) and Certified Benefits Advisor (CBA). By personally maintaining required annual certifications necessary to advise employer groups employees individually with Medicare options, Nathan adds additional cost saving solutions not offered by many of his competitors. "Many benefit counselors have strong backgrounds of education in strategic planning techniques, however few share my goal to provide customers real solutions that increase coverage levels while lowering cost."
Benefit Specialist and Master Broker with over 35 years experience specializing in all lines of employee benefits and risk management. Designated as a Certified Insurance Counselor, Life Underwriting Training Counsel Fellow, and Certified Identity Theft Risk Management Specialist. Experienced with the skills and ability to service clients with unique strategies and creative methods that benefits those he serves. As an award winning top producer in his field James is a Life Member of the Texas Leaders Round Table, and member of the Who's Who of Insurance Professionals. He has received numerous awards and accolades including the Fort Worth Star Telegram's "Front Page Award" proclaimed by the mayor of Fort Worth. James also served as Chairman and Director on the Fort Worth Insurance Board for over 12 years and is the past President of the Fort Worth Association of Insurance & Financial Advisors. He also taught personal & business insurance courses for over 20 years, and is a national speaker on benefits. James is married to his wife Tammy and has two children Morgan and Sydney.
Becky started as an administrative assistant in with Northwestern Mutual Life office in 1991, while going to college. Two years later, she obtained her insurance license and continued to grow her knowledge and experience in specialties of insurance from personal estate and business planning to corporate benefit planning. After graduating with a Bachelors Degree in Business Administration from the University of Texas at Arlington in 2002; she went "out on her own," forming TAG Benefits Group, L.L.C. In 2007, Becky became a strategic partner with NBI & Associates, specializing in supplemental benefits. In addition to implementing and servicing supplemental benefit programs, she coordinates and oversees Open Enrollment meetings, our bilingual agent team and other facets of supplemental benefit planning. Becky and her husband, Tom, live in Weatherford and enjoy traveling and spending time with family and friends.
Charles has been in the medical insurance business and administration of employee benefit plans since 1976. In 1983, I received my Chartered Life Underwriter (CLU) designation. In 1985, I received my Chartered Financial Consultant (ChFC) designation. I have been a member of various insurance and benefit administration associations over my career. Administration services include POP (Premium Only Plans), Flexible Spending Accounts (FSA) with Debit Cards to be used at point of service for both Full Flex and Limited Purpose FSA, Medical Reimbursement Expense Plans (MERP), and COBRA Administration. We have positioned ourselves over the past several years to help employers deal with and understand the new programs and options and opportunities that are currently taking place. With innovative software and web site utilization for both the employer and employee, we are able to bring extremely high value to the employers benefit plans.
Jeff is the definition of professionalism and experience in the retirement plan industry. He brings a tremendous wealth of knowledge in the areas of third-party administration plan design and fiduciary compliance. He has built a successful career sharing his accumulated knowledge with broker/dealers, financial advisors and plan sponsors around the country. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC. Contact Jeff if you are interested in finding out more about all that Touchstone can do to support your retirement plan book of business.