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Welcome to LM Financial & Insurance Services
Your Partners in 
Brokerage
        Over 40 Years of Excellence 

LM Financial & Insurance Services is a privately owned agency that has been in business for over 40 years servicing the brokerage community.  We are located in Northern California of the state capitol. We specialized in senior products such as Medicare Supplement (Medi-gap), Medicare Advantage, and Medicare Part D (prescription drug plan).  We represent over many of the major insurance companies. We are committed to work with agents/agencies to find the best solution for their clients. 

Our Mission Statement

As a National Field Marketing Organization (FMO) contracted to sell senior products, LM Financial is looking to partner with dynamic and motivated agents or agencies that want to take their business to the next level. As our affiliate you will receive an outstanding service and support, comprehensive and ongoing training, and a rich portfolio of products that will help you grow your business.

Start your journey to success and learn more about it! Click below the FAQs for independent agents/agencies: 


Get Contracted
LM Financial provides partners contracting and appointment opportunities with carriers that are leaders in their industry.



For more question and/or concern please contact us.  Our recruiting specialists are determined to help you succeed!