This portfolio of services through our corporate structure allows LFIA agents and advisors the opportunity to develop a team-based value proposition that brings their clients the services they need in wealth management, risk management, and tax planning.

About Level Four

Level Four Insurance Agency is a national insurance product distributor servicing thousands of insurance agents and financial advisors across the country. In July of 2016 LFIS closed on the acquisition of The Insurance Group, a leading insurance marketing organization since 2001, creating a new, but familiar team of professionals trained and experienced to continue providing excellent sales tools, case design, case management, and commission accounting services.

Level Four Group

LFIS is part of Level Four Advisory Services, an independent wealth management firm dedicated to providing an exceptional client experience. Our focus is on delivering objective advice, which uniquely positions us to act as our clients’ trusted advisors, directing them in life’s most important financial decisions.

For more information on Level Four visit

Carr, Riggs, & Ingram, LLC

Level Four is a portfolio company of Carr, Riggs, and Ingram, LLC, a top-25 CPA firm in the country. CRI is one of the fastest-growing firms in the nation with over 1,500 professionals, 55,000 clients, and over 100,000 tax returns.

For more information on CRI visit