Why Pilot Financial

Why Pilot Financial

“It is not the ship so much as the skilled sailing that assures the prosperous voyage”
-George William Curtis

Why Pilot Financial

Flexibility
Whether you’re looking for a traditional career affiliation, a brokerage relationship or to operate independently, Pilot Financial offers a full spectrum of platforms to take your business to the next level. Securities, life, retirement products or all of the above, regardless of your business mix we’ll work hard to understand how you wish to operate, and we’ll conform to your structure and style – not the other way around.

Just-in-time Service
Need help establishing your business or setting up a new office? We do that. Reached a plateau and need coaching and marketing programs to move forward? We can help. A seasoned veteran who just needs a problem resolved? We’re there for you. The fact is the people at Pilot Financial have worked through just about every issue a financial services professional can encounter, but we’re always willing to tackle something new.

Lincoln
Lincoln Financial Securities Corporation (LFSC), the second largest independent broker-dealer in the country, offers unsurpassed resources, tools and technology. And as Lincoln’s second largest OSJ, Pilot Financial enjoys an unparalleled level of service for our clients. Our longstanding relationship with Lincoln, and the fact that they are located right down the street, ensures a swift and cooperative response to any client issue or obstacle.

Compensation
Pilot will help you determine the best affiliation option – independent contractor or W-2 employee. Our payouts are competitive with the industry, and there is no minimum production threshold. Pilot pays at or above the stated payout of a direct OSJ contract. New advisors who generate over $100,000 in annual production will receive a customized package of financial assistance and transition support. For top producers additional incentive programs are available through LFSC.

The Power of Independence and Choice –
What Makes Our Affiliation Model Different Than the Rest
  LFSC Registered Representative Life Affiliation
Full Service Broker-Dealer Yes Optional
Compliance Support Yes Yes
Transition Assistance & Financing Yes Yes
PREMIER PARTNER® Program Yes Yes
Technology: Paperless Office and Electronic Business Submission Yes Yes
Succession Planning Yes Yes
Competitive Payouts Yes Yes
Pilot Branding Optional Optional
Incentive Trips Yes Yes
Full Service Fixed Product Support Optional Yes
Assistance With Staff Hires and Training Yes Yes
Office Space Set Up Optional Optional
Deferred Compensation Yes Yes
Benefit Package:
Medical, Dental, Disability, Vision, Supplemental Term, HSA, 401(k) with Match, Pension Plan
Optional Optional
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