Company Information

Get to know Life Planning Agency, Inc.

Life Planning Agency, Inc. (LPA) is a Field Marketing Organization (FMO) dedicated to serving independent insurance agents across the United States. Rather than selling policies directly to consumers, LPA acts as an intermediary, providing agents with access to a wide portfolio of top-rated insurance products, including life insurance, health insurance, Medicare, and annuities. The company's mission is to empower agents to succeed by offering comprehensive support services, which include professional marketing assistance, proprietary technology and CRM tools, ongoing training, and back-office administrative support.

Industry

Financial InsurancePRIMARY
Financial Other Service

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Life Planning Agency, Inc.

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.