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.

Multiple Affiliation Options

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


  • 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


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