LBF Financial: Where Technology Meets Wealth Strategy

We serve two distinct client bases with the same principle: sophisticated solutions delivered with white-glove service.

FOR HIGH-NET-WORTH CLIENTS:

We specialize in executive protection, estate planning, and wealth preservation for individuals and business owners who need more than basic coverage.

Our Expertise:
→ Key person insurance & buy-sell agreements
→ Premium financing & ILIT strategies
→ Tax-advantaged retirement income (IUL, annuities)
→ Business succession & asset protection
→ Pension maximization for public employees

What Sets Us Apart:
✓ Carrier-agnostic (15+ top carriers)
✓ AI-powered service (proactive reviews, seamless experience)
✓ Consultative approach (we solve problems, not push products)
✓ Nationwide service from Atlanta headquarters

FOR INSURANCE PROFESSIONALS:

We're building a modern insurance agency powered by AI automation. If you're an experienced agent tired of outdated systems, capped commissions, or doing everything manually—we should talk.

What We Provide Agents:
→ Pre-qualified appointments (past clients, teacher database, automated marketing)
→ AI tech stack (CRM, email/SMS nurture, auto-booking)
→ First-class training & carrier contracting support
→ Unlimited commission potential
Let’s start the conversation. Your financial security is worth it.

Tyler Brummett
937-779-0190
Tyler@LBfamilyfinancial.com

Orlando Lewis
708-310-5981
Orlando@LBfamilyfinancial.com

LBF Financial

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LBF Financial

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