Our Relationship with LPL and What It Affords Us

Life Brokerage Financial Group today is aligned with LPL Financial as its broker dealer and happy to say that it is a very good fit for us. We interviewed several broker dealers to try and make sure that we were doing what we believed was in our best interest. What was important to us was to have a firm that was strong, stable, dominant, had the right culture, was investing in technology for us, and understood our business.

LPL has proven to be all of those things to us and more. Never considering scale before, we were surprised to see it action with pricing and competitive positions it enables the firm to take.

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Size was an initial concern to us. We were concerned that we’d fall into a rut of no one paying attention to us and our needs. That has proven to also not be the case as we are happy with where we are and where we are headed.

Life Brokerage Financial Group has for many years been in the business of developing distribution with its broker dealer relationship. It is fair to say that LBFG has today the best platform that it has ever had to develop distribution.

We encourage you in your search to look at multiple broker dealers. You should always look for a great fit in your business platform, but we will also tell you that you should look at the LBFG/LPL relationship. Our experience in the business tells us that and we would be happy to explain and show you the difference.