Lakeview Financial Employee Directory
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.