Strength through trusted relationships

A partnership built to serve more families.

Lambert & Co. combines boutique, one-on-one guidance with the reach and experience of North American Senior Benefits and the Milner Group—giving clients a stronger path to compare protection and retirement solutions.

Discover our foundation
Lambert & Co. Financial Group and North American Senior Benefits partnership

A legacy of leadership

Built by people who believed this work could change lives.

North American Senior Benefits was co-founded by Seixas “Chad” Milner III and Craig Harvey with a shared commitment to serving families and helping insurance professionals build meaningful careers.

Craig Harvey, NASB’s Co-Founder and President, helped develop an organization recognized for growth in the senior-benefits marketplace. Chad Milner brought a multigenerational insurance legacy, deep annuity expertise, and leadership through the Milner Agency.

In 2019, NASB joined Integrity Marketing Group, expanding the organization’s resources, technology, product infrastructure, and ability to support agents and the families they serve. That foundation has helped create opportunities for professionals to grow while keeping protection and service at the center of the work.

The Milner connection

Generational experience.
Modern solutions.

The Milner Group traces its history to 1958 and has built longstanding relationships across the insurance marketplace. Through Lambert & Co.’s relationship with North American Senior Benefits and the Milner organization, clients benefit from access to competitive life insurance and annuity options from established carriers.

For you, that means the experience remains personal: Courtland listens, compares suitable options, explains the differences, and helps you make a confident decision. Behind that relationship is a broader network of product knowledge and carrier access.

National resources. Local relationships. Guidance centered on you.

What the partnership means for clients

More choice—without losing the personal touch.

Broader life insurance access

Compare life insurance options across established carriers so your recommendation can be shaped around your health, goals, family, and budget.

Retirement-focused annuities

Explore competitive fixed and fixed indexed annuity strategies designed for long-term accumulation, principal protection, and dependable retirement-income options.

Experience behind every conversation

Courtland’s personal guidance is supported by the market knowledge, carrier relationships, and industry infrastructure of established insurance organizations.

Our shared standard

Protect families with integrity. Develop leaders through service. Build relationships that last beyond the policy.

Personal guidance, stronger resources

Let’s compare what may fit your future.

Talk directly with Courtland about life insurance, retirement planning, or annuity options tailored to your priorities.

Start a conversation Call 770-286-6555clambert.nasb@gmail.com
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