Multiple Affiliation Options
LFIA 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 LFIA Branding Services to market yourself
- Full-Service Case-Design and Management
- Training Opportunities
Affiliated Office
- Use of the LFIA Brand
- Featured Advisor on LFIA Client Website
- LFIA-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