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.
Tools and resources to market to local banks or credit unions.
Templates, documents, counsel and subject matter expertise to help forge mutually beneficial agreements with financial institutions.
Strategic insight and guidance throughout the negotiation process.
Dedicated transition managers responsible for transferring new financial institution-based investment programs and existing books of business to IFP/LPL.