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VerifiedInsurance· Founded 2006

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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HeadquartersBoise, United StatesEmployees24(11 to 50)Annual revenue$1M to <$10MFounded year2006Websitelakeviewfinancial.netLinkedIn profileLinkedIn

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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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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