Lakeview Financial

www.lakeviewfinancial.net

Lakeview Finanical Services, LLC is a Brokerage General Agency, founded in 2006, in Boise, Idaho. Our main goal is to make sure our producers are successful. To be successful you need a team of advanced sales experts who know the industry, access to the most competitive carriers, the most efficient processing systems and an experienced case management team. We have over 100 years of combined experience in the BGA space. That experience ensures you get top tier service. We are licensed to conduct business at the Corporate level and Individual level in all 50 states and are part of the largest marketing organizations in the country. We represent over 100 statutory companies, and are the largest distributors of Life Insurance, Disability Income, Long Term Care Insurance and Fixed Annuities. We it comes to innovation, we lead the industry. We are dedicated to figuring out new and better ways of doing things. The carriers we represent know this, and come to us when they have ideas about new concepts and pilot programs. We offer the most advanced technology available, which streamlines processing and saves time. The benefits we provide give you a competitive edge. Follow us. You`ll lead.

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Lakeview Finanical Services, LLC is a Brokerage General Agency, founded in 2006, in Boise, Idaho. Our main goal is to make sure our producers are successful. To be successful you need a team of advanced sales experts who know the industry, access to the most competitive carriers, the most efficient processing systems and an experienced case management team. We have over 100 years of combined experience in the BGA space. That experience ensures you get top tier service. We are licensed to conduct business at the Corporate level and Individual level in all 50 states and are part of the largest marketing organizations in the country. We represent over 100 statutory companies, and are the largest distributors of Life Insurance, Disability Income, Long Term Care Insurance and Fixed Annuities. We it comes to innovation, we lead the industry. We are dedicated to figuring out new and better ways of doing things. The carriers we represent know this, and come to us when they have ideas about new concepts and pilot programs. We offer the most advanced technology available, which streamlines processing and saves time. The benefits we provide give you a competitive edge. Follow us. You`ll lead.

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Country

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State

Idaho

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City (Headquarters)

Boise

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Industry

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Employees

11-50

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Founded

2006

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President of Annuity Sales

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Sales Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Large Case Team Manager

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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