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Insurance Advisors

Better Options for You and Your Clients

High-net-worth investors increasingly seek objective guidance and holistic solutions to their wealth building, estate and income planning needs. For many of these individuals, insurance and related products including annuities and variable annuities play an important role in the achievement of these goals.

Yet, insurance-affiliated investment advisors often find they are unable to offer high-net-worth clients the broader product line-ups they seek. Many of our most successful financial advisors joined LPL Financial for that very reason.

In addition to term, whole life, universal life and variable universal life, LPL Financial offers independent advisors an opportunity to expand their product offerings through a broad range of investment products, including:

  • Annuities
  • Equity and fixed income securities
  • Mutual funds

LPL Financial also offers some of the most flexible and sophisticated investment advisory programs, tools and planning software available in the industry today.

  • Our advisors have access to a robust lineup of alternative investments and broad choice among non-proprietary investment and advisory platforms
  • Our objective research capabilities are unsurpassed in the industry today
  • LPL Financial provides the best combination of centralized and de-centralized decision making that enables your practice to optimize its growth

Discover why more of the nation’s most successful insurance-affiliated investment advisors are moving their practices to America’s number one independent broker/dealer*, LPL Financial.

* As reported by Financial Planning magazine, June 1996-2015, based on total revenue.