Life Policy Management
an independent life insurance brokerage general agency enabling brokers to service their clients in the right way, with the highest integrity.
Our Core Values
We are committed to developing long-lasting relationships with an ethical business approach. Our firm places a significant emphasis on self-discipline and attention to detail, and we take pride in establishing and living up to agreed-upon principles and protocols.
LPM enables brokers to stay at the forefront of federal and state compliance requirements by providing systematized support to assist brokers with their required insurance company licensing and appointments.
Our experienced case designers can assist in running accurate illustrations, give guidance on products, and provide support in advanced planning.
Brokers will be able to download life insurance application packages by logging in to LPM’s Portal.
Pending Case Status Report
Brokers will have access to an interactive status report of pending cases and outstanding requirements.
Tracking of first year and renewal commission reports - Commissions statements will be available and provided on a monthly cycle.