Welcome to LM Financial & Insurance Services, Inc.
Specializing in Medicare
LM Financial & Insurance Services is a privately owned FMO that has been in business for over 45 years. Located in California’s capitol city of Sacramento, we specialize in Medicare Supplement (Medi-gap), Medicare Advantage, and Medicare Part D (prescription drug plan). We represent many of the major insurance companies nationwide providing agents with only the best products and carriers.
At LM Financial our mission is to help agencies and brokers grow their business. We are dedicated to servicing, supporting, and empowering our agents to ensure success. In our long history of working in the Medicare market, we know that as an independent agent having a support system in place is essential for growing their business.
Why Choose LM Financial
We are here to help you grow your business and make your life easier.
- Fast and easy contracting
- Friendly and Experienced Support staff- we have high level contacts at major carriers to help get quick resolutions
- Sales Training- frequent medicare training sessions as well as webinars to keep up with the ever-changing medicare market
- Marketing- earn marketing dollars and get support and ideas from our dedicated marketing staff
- Compliance- compliance is paramount for the medicare agent. We are here to help you with sales ideas, Ahip information and assistance, and training materials to help you stay compliant.
- Commissions/ book of business- From day one all of our agents receive 100% of their commission. Working with us we will help you build your book of business and generate more revenue.
- Back-office support- Our team will handle the things that take up your time but don’t make you money.
Our friendly Senior Health Specialist are here to answers all of your questions. We are eager to help and educate you to make the right choice!
We are one phone call away (916) 635-4066 and one click away contact us!