Why Pilot Financial

Why Pilot Financial

“Never go into strange places on a falling tide without a pilot”
-Thomas Gibson Bowles

Why Pilot Financial Is The Right Choice

Whether you’re looking for a traditional career affiliation or a brokerage relationship, we’re here to support your independence. Pilot Financial offers the resources and tools of a large BGA but with the individual service and attention you would expect from a small company. We work hard to understand how you wish to operate, and conform to your structure and style – not the other way around.

Just-in-Time Service
We know that every call is urgent and every issue is critical.

  • Need extra help while on-boarding a new staff member? 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? The Pilot Lifeline is 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.

Product Portfolio
We work with some of the best carriers in the business to offer you and your clients unsurpassed product options. And we have a special relationship with the Lincoln Financial Group. 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. We call it the Pilot Lifeline.

Pilot will help you determine the best affiliation option – independent contractor or W-2 employee. Whether you choose a career affiliation with all the available benefits or an independent relationship with higher cash payouts, we’ll provide the same dynamic level of support. Our payouts are competitive with the industry, and there is no minimum production threshold for independents. New advisors may be eligible for a customized package of financial assistance, and for top producers additional incentive programs are available through Lincoln.

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
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
Contact Us