Broker Check

Insurance Solutions

Helping clients close the gap on potential risks is a core element of wealth planning. And risk analysis is an integral part of the services and advice we offer. At LPL Financial we’ve assembled the resources needed to identify and analyze client risk factors and make objective and unbiased recommendations to provide clients with greater peace of mind.

Our life insurance agency, LPL Insurance Associates, Inc., offers a full suite of life insurance solutions, including:

  • Term life
  • Whole life
  • Universal life
  • Variable universal life
  • Long-term care solutions
  • Advanced Planning
  • Concierge Services for complex cases