Our Story

A Team Culture of Accountability

Our expertise and capability ensures you will not have a usual, or customary, financial services experience.  You are our CLIENT and our objective is to meet each and every interaction with proficiency and accountability. 

Legacy of Leadership

For two generations, LFS has provided a successful platform for Financial Institutions and Advisors that wish to incorporate insurance solutions as a holistic part of their practice.  With LFS’ comprehensive suite of services, LFS Partner Firms have successfully utilized this central relationship to better serve their clients efficiently, professionally, and successfully.  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) and the National Association of Insurance and Financial Advisors (NAIFA).

A Quantitative Approach to Success

LFS offers a wide range of services including in person education, coaching/mentoring, tactical and strategic business planning solutions.  Metrics are a quantitative and objective way to measure and manage growth.  LFS is dedicated to helping Partner’s identify and achieve sustainable growth.  Diversification of revenue streams and tactical planning are key ingredients in each Partner Firm’s success.  LFS offers custom reporting to each Partner Firm to ensure goals are tracked and assessed in a timely manner. 

The Power of Partnership | Point of Sale

Our highly qualified Point of Sale professionals are dedicated to providing concierge support at the point of sale.  Our deep industry knowledge and unparalleled resources will ensure a first class client experience.  LFS is a proud member of the Professional Life Advisor Network (PLAN) which is an organization dedicated to providing point of sale support to financial institutions nationwide.

 

Our Markets

Broker Dealer | RIA

LFS is unique in developing a customized approach for Broker Dealers and Registered Investment Advisers (RIA). This approach focuses on identifying and capitalizing on market trends and product opportunities to implement holistic financial solutions. LFS specializes in case design and advanced sales support to help brokers implement objective and competent personal and estate plans. LFS leverages relationships with advanced planning attorneys at every major carrier.  Call LFS if you are interested in building client retention and revenue by offering individual life insurance and annuity solutions.

Financial Institutions | Banks | Credit Unions

LFS has positioned itself to be a leader in providing “total back office support” for financial institutions that want to add Life Insurance, Retirement/Annuity, Asset Based LTC or Disability services but do not want the expense of providing all the necessary services.  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.  Whether an extension of a current offering or implementing a brand new insurance & annuity division – LFS is here to help.

Independent Advisors | Advisory Groups

LFS is committed to helping financial professionals, independent agents, and general agencies establish insurance and retirement programs for their clients. Our partners enjoy having access to tier one carriers and their innovative products in the marketplace while continuing to focus on your clients’ needs. Our commitment is to provide full back office support, competitive payouts, and turnkey systems to ensure advisors spend the majority of their day in front of clients  Whether new to the business or a seasoned professional – we are here to help each advisor and agency reach their full potential.

National Wirehouse | Point of Sale

Our highly qualified Point of Sale professionals are dedicated to providing concierge support at the point of sale.  Our deep industry knowledge and unparalleled resources will ensure a first class client experience.  LFS is a proud member of the Professional Life Advisor Network (PLAN) which is an organization dedicated to providing point of sale support to national wirehouses and financial institutions nationwide.

P & C, Benefits & Commercial Agencies

Our P&C partners are committed to serving their customers and communities, and to meeting all of their customers’ financial needs.  LFS offers proprietary and customized training systems which focus on individual training for personal lines, benefits, and commercial lines producers.  LFS offers its P&C partners, turnkey marketing programs, in-person education, and support at the point of sale.  LFS is qualified to help you increase your revenues while enhancing your retention ratios through meeting more of your client’s needs.

Brokerage General Agencies

LFS is as an active leader in the national Brokerage General Agency (BGA) space.  LFS has deep and strong industry relationships with leading insurance carriers, partner firms and industry networking groups.  We provide underwriting, advanced marketing, national wirehouse access and agency successor consulting.  We partner with BGA firms nationwide and offer consulting services to those who are qualified, committed and coachable.  Our firm is very active and committed to growth and sustainability in the independent insurance brokerage space.  Our President, Britt Cross, proudly serves of the board of the National Association of Independent Life Brokerage Agencies (NAILBA) and the Professional Life Advisor Network (PLAN).  She also chairs NAILBA’s Annual Meeting Workshop Committee and serves on the national advisory council for a major insurance carrier.  

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