LFS is a National Brokerage Agency specializing in Life Insurance, Annuity, Retirement, Disability & Long Term Care.

We are seen as a “performance” agency with a strict focus on efficiency, process and placement.  Our seasoned team of professionals specializes in large case management and impaired risk/complex underwriting.  With extensive experience and deep relationships with every major carrier – your sales experience will be smooth.  Why be in coach when you can sit in first class?

Education. Process. Scale.

We are Committed to Simplicity & Process

1. Education & Process

Our focus on simplicity of process and education gives our partner firms the ability to achieve sustainable growth.

2. Strategic & Tactical Planning

We offer strategic and tactically planning for partner firms that are qualified, committed and coachable.

3. Report, Monitor, & Adapt

Our simple quantitative approach to goal setting and automated monitoring sets us apart from our competitors.

The Power of Partnership

Dedicated Point of Sale Support

We are available to assist both you and your client at the point of sale.  Our point of sale advisors are available to speak directly with your client.

Sales Tools & Quoting

Access our robust quoting system for all your life, annuity, DI, and LTC needs.  You can run term and permanent comparisons as well as advanced planning concepts!

Annuity & Income Rider Comparison

Not sure which annuity or income rider is best for your client?  Take the guess work out and allow us to send you a client approved comparison report.

Custom Business Plan Builder

Why start from scratch?  Let us help you design a custom business plan based on revenue diversification and growth opportunities.

Coaching/Mentoring

We come from a long line of coaches!  LFS offers  mentoring/coaching for partner advisors and agencies who are qualified, committed, and coachable. 

Quick Start Onboard

New to LFS?  Complete a short onboard with our leadership team!  Together we will identify market opportunities and develop a simple and effective action plan to help you reach your goals.

Quick Class Training

Take 20 minutes out of your day to focus on building your business.  Our signature Quick Class training webinars’ focus on relevant market trends and sales ideas.

Client Seminars

We offer client education and appreciation seminars that build client retention and potential advisor revenue.  Want to learn more now?  Talk to the LFS Team today!