Choose your path

We offer the highest level of service, products, support and compensation to build your business.
Choose how you want to connect with us.
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Multiple Affiliation Options

LFIS is unique in that advisors have the opportunity to affiliate with us in three ways, each offering distinct advantages.

Independent

  • Maintain your existing brand
  • Utilize LFIS Branding Services to market yourself
  • Full-Service Case-Design and Management
  • Training Opportunities

Affiliated Office

  • Use of the LFIS Brand
  • Featured Advisor on LFIS Client Website
  • LFIS-Branded materials
  • Invitation to National Level Four Symposium
  • Writing Agent Level Compensation
  • Exclusive Training and Development

Employee

  • Full Branding and Resources Available
  • Corporate Benefits
  • Competitive Compensation Options
  • Ability to Work with Tax Clients of CRI