LFS is unique in developing a customized approach for identifying and capitalizing on market trends and product opportunities to implement holistic financial solutions. LFS has positioned itself to be a leader in providing “total back office support” for individuals or financial institutions who want to add a life insurance or retirement division but do not want the expense of providing all the necessary services, which include revenue and expense reporting and projections for financial institutions and financial professionals.
We strive to offer superior and concierge support in every way possible, including support at the point of sale. LFS offers a wide range of services including in-person training, case analysis and advanced sales support to help brokers implement objective and competent personal and estate plans.
Our Clients, Our Partners, Our Community. Our clients and partners are committed to serving their customers and communities, and to meeting all of their customers’ financial needs. LFS holds a team leadership philosophy in the financial services industry as well as the surrounding community. LFS, and its leaders, are committed to the future of the financial services industry and are actively involved in the National Association of Independent Life Brokerage Agencies (NAILBA).