Why Pilot Financial is the Right Choice
Why Pilot Financial
“Never go into strange places on a falling tide without a pilot”
-Thomas Gibson Bowles
Independence
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.
Compensation
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 |
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 |

You're in Good Hands
Five Points that define Our Reliability.
- In depth resources for financial information
- A personal interest in your future success
- We help to reduce risk
- We help to protect your future dreams and goals
- Personal problem solving