We can help you grow your independent business through strategic, institutional partnerships.

By virtue of our relationship with LPL Financial, IFP is associated with the largest third-party provider of brokerage, insurance, and advisory services to financial institutions. We work directly with LPL’s Institution Services team, who specialize in establishing investment programs inside community banks and credit unions, by matching them with our knowledgeable, professional independent advisors.

Benefits of partnering with ifp & lpl 

Presentation &

Marketing Collateral

Tools and resources to market to local banks or credit unions.

Contract & Legal Support

Templates, documents, counsel and subject matter expertise to help forge mutually beneficial agreements with financial institutions.

Negotiation Consultation

Strategic insight and guidance throughout the negotiation process.

Transition Services

Dedicated transition managers responsible for transferring new financial institution-based investment programs and existing books of business to IFP/LPL.