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Our Founding Beliefs  

ndependent financial advisors and insurance agents have never had a greater opportunity than today to make meaningful changes in the lives of their clients.  The landscape of the industry continues to be ever evolving and financial advisors need partners that can add value and revenue to their bottom line.  Lead Brokerage, LLC is that partner.

Lead Brokerage is a nationally recognized brokerage general agency (BGA) built on the following premise:

  • Advisors need access to many top quality carriers in order to maintain a level of independence that many consumers are demanding in the marketplace.
  • Advisors need to know that their business is being processed and serviced quickly and professionally.
  • Advisors need access to cutting edge technology.
  • Advisors need to have knowledge that is current with the ever evolving financial services landscape.
  • Advisors need to have marketing support to open new and larger markets.
  • Advisors need to know that their business is important and appreciated.


This may sound like a simple premise, but somewhere along the way, the industry became lost in a series of mergers and acquisitions.  The “bigger is better” service model has become omnipresent and brokers have simply become numbers on a production grid.

Lead Brokerage is big enough to offer everything you’re looking for in a BGA, but small enough to provide personal service and attention both before and after the sale.