Insights

Broad carrier access Lakeview Financial is a top distributor representing over 100 statutory companies across all 50 states, signaling strong carrier relationships and a wide product mix to meet varying client needs.

Industry leadership With a claim to being industry leaders in innovation and advanced processing technology, there is an opportunity to partner on pilot programs or co-marketed solutions that showcase speed and efficiency to producers' clients.

Scale and reach As a Boise-based BGA with national licensing and affiliation to large marketing groups, Lakeview can help regional agencies scale services nationally, expanding distribution channels for insurers and reinsurers.

Technology edge The emphasis on the most advanced technology and streamlined processing offers a value proposition for tech-focused carriers seeking efficient case management, faster approvals, and improved producer experience to win more business.

Revenue opportunities A substantial revenue range and a large breadth of products in life, disability, long-term care, and fixed annuities indicate cross-sell potential and collaboration with firms seeking diversified insurance solutions for diverse client portfolios.

Similar companies to Lakeview Financial

Lakeview Financial Tech Stack

Lakeview Financial uses 8 technology products and services including LiteSpeed Cache, WordPress, Microsoft 365, and more. Explore Lakeview Financial's tech stack below.

  • LiteSpeed Cache
    Caching
  • Content Management System
  • Font Awesome
    Font Scripts
  • Chart.js
    Javascript Graphics
  • ProgressBar.js
    Javascript Libraries
  • PHP
    Programming Languages
  • jQuery Waypoints
    Web Tools And Plugins

Lakeview Financial's Email Address Formats

Lakeview Financial uses at least 2 email formats:
Lakeview Financial Email FormatsExamplePercentage
FirstL@lakeviewfinancial.netJohnD@lakeviewfinancial.net
88%
First.Last@lakeviewfinancial.netJohn.Doe@lakeviewfinancial.net
12%

Frequently Asked Questions

What is Lakeview Financial's phone number?

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You can contact Lakeview Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lakeview Financial's official website and social media links?

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Lakeview Financial's official website is lakeviewfinancial.net and has social profiles on LinkedIn.

How much revenue does Lakeview Financial generate?

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As of September 2026, Lakeview Financial's annual revenue is estimated to be $1B - $10B.

What is Lakeview Financial's SIC code and NAICS code?

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Lakeview Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Lakeview Financial have currently?

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As of September 2026, Lakeview Financial has approximately 24 employees across 1 continents, including North America. Key team members include Chief Operating Officer: C. J. and Principal: M. A. Explore Lakeview Financial's employee directory with LeadIQ.

What industry does Lakeview Financial belong to?

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Lakeview Financial operates in the Insurance industry.

What technology does Lakeview Financial use?

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Lakeview Financial's tech stack includes LiteSpeed Cache, WordPress, Microsoft 365, Font Awesome, Chart.js, ProgressBar.js, PHP and jQuery Waypoints.

What is Lakeview Financial's email format?

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Lakeview Financial's email format typically follows the pattern of FirstL@lakeviewfinancial.net. Find more Lakeview Financial email formats with LeadIQ.

When was Lakeview Financial founded?

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Lakeview Financial was founded in 2006.
Lakeview Financial logo

Lakeview Financial

InsuranceIdaho, United States11-50 Employees

Lakeview Financial, officially Lakeview Financial Services, LLC, operates as a Brokerage General Agency in the insurance sector. Founded in 2006 and based in Boise, Idaho, it represents a broad slate of carriers and more than 100 statutory companies, aiming to support producers with access to competitive products, streamlined processing, and experienced case management. The organization emphasizes a team of sales experts and a structured support system to help producers achieve success, particularly in life insurance, disability income, long-term care insurance, and fixed annuities. With a history spanning over a century of combined experience in the BGA space, the firm positions itself as a conduit between carriers and agents, leveraging advanced technology and industry collaboration to facilitate efficiency and pilot programs. The company operates at corporate and individual levels across all 50 states and is part of large marketing networks within the industry, reflecting its role as a substantial distributor and facilitator in its market.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2006
Employees
11-50

Section iconFunding & Financials

  • $1B - $10B

    Lakeview Financial's revenue is estimated to be in the range of $1B - $10B

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