Lakeview Financial
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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Verified contacts
11
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
436
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AC
Andrea Cooper
Large Case Team Manager · General Business & Management
EmailPhone - EP
Ed Philp
National Sales Manager · Sales & Business Development
EmailPhone - RG
Rick Gallegos
Office Manager · Operations
EmailPhone - VH
Vicki Hathorn
Case Manager · Healthcare & Human Services
EmailPhone - CJ
Cheryl Jeffs
Chief Operating Officer · General Business & Management
EmailPhone - MG
Mike Grooms
VP of Annuity Sales · Other
EmailPhone - LC
Lindsay Carlson
Case Manager · Healthcare & Human Services
EmailPhone - TG
Tiana Gallegos
Case Manager · Healthcare & Human Services
EmailPhone - VW
Veronica Wheaton
Office Manager · Operations
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Lakeview Financial
8 distinct titles indexed · top 8 shown.
- 3case manager
- 2office manager
- 1case manager licensing and commissions admin
- 1chief operating officer
- 1large case team manager
- 1national sales manager
- 1vp of annuity sales
- 1wealth management & estate planning advisor
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