Insurance Brokerage Services You Can Trust

We deliver advanced planning support and bridge advisors and their clients with insurance companies.

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Who Is Lifebridge?

We are a team of seasoned insurance planners who partner with advisors to provide protection planning solutions for their clients. We support advisors with services ranging from basic product design to comprehensive wealth transfer and business planning. How are we different? Our team is involved from start to finish developing and presenting the plan; TRUE point of sale support!

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Drive Real Results

Meet Your Clients’ Insurance Needs

We help you take a closer look at your clients’ overall financial picture and work with you to develop a plan that covers all the bases.

Drive Revenue & Grow Your Practice

A well-served client with a comprehensive financial plan drives referrals, increases client retention, and boosts practice revenue.

Ease of Doing Business

Put us on your team (not your payroll) and get results. We can guide you from case design to the application and underwriting process.

Let’s Discuss Your Case

Start growing your practice today!

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