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Insurance Planning

The right insurance can help you address your clients’ financial goals, and LPL Insurance Associates can offer strategies on how to tap into these products.

Insurance offerings

Tap into the expertise of LPL Insurance Associates to help solve your clients’ needs for insurance products and to grow your business. 

Protection in a portfolio

As part of a portfolio, insurance can be a much-needed solution that helps your clients pursue their goals.

LPL Insurance Associates is focused on helping you assist clients with insurance products and growing your business by expanding your menu of services. You’ll enjoy personal guidance and support, point-of sale guidance, case consultation, and more from our insurance industry expertise. 

Your partnership with LPL Insurance Associates includes access to a comprehensive scope of product options like annuities, life insurance, long-term care, disability protection, advanced client solutions—all supported by fully integrated technology, underwriting, and training.