LFS is qualified to help you increase your revenues while enhancing your retention ratios through meeting more of your client’s needs.
LFS can help you develop a new or enhance an existing planned giving program.
Enjoy having access to tier one carriers and their innovative products in the marketplace while continuing to focus on your clients needs
Professional advisors can complement and increase the value of their practice by expanding the range of their services.
Let us help you expand the range of services for your financial institution’s clients. Whether an extension of a current offering or implementing a brand new insurance & annuity division – LFS is here to help.