2.jpg

We protect and provide for what you care about most.

Bridge the gap between financial confidence and living your best life.

 

Learn what it means to have a financial advisor by your side.

STATES

50

PROTECTION IN FORCE

$6,695,893,929

ASSETS UNDER ADMINISTRATION

$1,620,775,807

CLIENTS

11,002²

Note: All figures reflect policies and contracts of the primary servicing agency. ¹Reflects all in-force policies and contracts serviced by this agency as of 12/31/2021. ²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts. ­3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2021). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. ⁴Represents Dividends paid in 2021 on Whole Life policies, excluding closed and surrendered policies. Represents all Life and Disability claims paid in 2021.

Planning with purpose

Every individual has a purpose. It’s your reason for getting up in the morning and what motivates you to take action.

Whatever your ‘why’ - we build a future that aligns your needs, values, and aspirations with the impact you want to have in your world.

Meaningful careers

The financial services industry is one of the only careers that offer the fulfillment of service and family.

We provide the opportunity to be in business for yourself but not by yourself.

EXCLUSIVE TOOLS

The Living Balance Sheet®

Unlock a new narrative of all things related - finances. Start your wealth building journey right by simplifying the storyboard that narrates your financial life - and keep it all in one safe place. We are proud to provide a one-of-a-kind tool that tracks and reports your finances in real-time, securely stores documentation, plus access to countless educational recourses and calculators to help you maximize your money now and in your future.

Watch video?

Connect the dots between all established accounts with our Wealth Building Account as you monitor your progress, in real-time, on the LBS website or mobile app.

The Wealth Building Account process works in conjunction with the financial plan established and illustrated on your Living Balance Sheet.

Together, you achieve greater clarity into what’s going on in your world but also serves as an effective tracking mechanism to understand how good of a job you are doing in saving, how much excess cash flow is building up into your Wealth Building Account, and how much excess cash flow you have going into the account versus going out. Your “flow” allows your licensed advisor to make accurate determinations on how to optimize the use of that excess money towards your established goals.