作为怡安保险的子公司，NFP通过收购Levine Group, LLC，显著拓展了其在纳什维尔地区的业务版图。NFP是一家领先的财产和意外险经纪商、福利顾问、财富管理器及退休计划顾问。此次交易涉及位于田纳西州布伦特伍德的Levine Group，该公司已在纳什维尔金融服务领域深耕超过60年。收购行动不仅提升了NFP在本地市场的渗透力，还吸纳了Levine Group的专业团队。Michael Levine、Trevor Coe和Zach Levine等核心成员将加入NFP，继续服务现有客户并推动业务增长。这一战略契合举措使NFP得以利用Levine Group的稳固声誉和深厚客户关系，进一步强化该地区的财富管理和退休服务能力。
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