Pilot Financial merges with RD Financial Services.
2011
Pilot Financial merges with Roney Financial Group.
2001
Pilot Financial is established, and today’s Pilot Financial is born.
1997
Jefferson-Pilot acquires Chubb Life, including Chubb Securities.
1987
Jefferson Standard Life Insurance and Pilot Life Insurance merge to form Jefferson-Pilot Corporation.
1907
Jefferson Standard Life Insurance is founded in Raleigh, North Carolina.
1905
Lincoln National Life Insurance is founded in Fort Wayne, Indiana.
1903
Pilot Life Insurance is founded in Greensboro, North Carolina.
Through the years
Proof we’ve been doing this for a while.
You can bank on us to help steer your in the right direction.
Some banks hold money. This one holds history. The original Jefferson Standard Building reminds us that a strong foundation is key to a long-term business.
Presented to staff in 1928, this silver coin symbolizes more than a milestone. It's a reminder of where we came from and how we've grown.
Our expertise in working with advisors and preparing them for the long game has always been in the cards.
This trowel helped lay more than stone — it helped lay our legacy. Used in 1927 during the cornerstone ceremony for Pilot Life’s home office in Greensboro, NC, it's a reminder of how far we've come.
We are proud to be a beacon of light for advisors dedicated to their independence and to serving clients with the utmost care and respect.
While times have changed, the promise etched on this Jefferson Standard Life Insurance policy lockbox — “Not merely to sell, but to serve” — remains as relevant as ever in how we care for our clients.
Our dedication to independent advisors has always been a "cut above."
Helping independent advisors with timeless energy, values, and reliability is truly what makes us tick.
