LAD Financial · Independent broker journal Vol. 01 · MAY 2026
For licensed insurance professionals

Go independent.
Be writing in 14 days.

LAD is the brokerage general agency for licensed agents writing fixed annuities and life. 17 A-rated carriers, a modern broker platform, and direct partner support — built for brokers, not for legacy IMO economics.

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17
A-rated carriers
14 days
Target contracting time
9
Guarantee periods on rate sheet
1
Login to quote every carrier

Top contracts on every carrier that matters.

National carrier breadth, competitive top-street appointments, and a modern broker platform that pulls every carrier into one workflow. No more juggling eight portals.

Athene
Allianz
Global Atlantic
Corebridge
Symetra
Protective Life
Nationwide
MassMutual
Oceanview
American National
North American
F&G
Equitable
Lincoln Financial
Sagicor
National Western
Midland National
17 A-rated carriers · full appointment list available after contracting

Three reasons. That's it.

Three reasons a broker should consider LAD over a legacy BGA. No deck-speak.

💵

Competitive top-street comp

No IMO override skim, no “house haircut,” no opaque grids. LAD pays competitive top-street commission. Full per-carrier grids visible inside the platform once you’re contracted.

Apply to see the grid
📱

Modern broker platform

Quote, submit, track cases, see commissions — all in one login. Built this decade, not 2008. Designed so a broker switching from a 2008-era BGA stops juggling six portals on day one.

See how it works
💬

Real case management

Zeb Wade (CEO) and Justin Breen (Brokerage Director) personally support every new broker through onboarding. No ticket numbers, no offshore queues, no “your case manager is on PTO.”

Meet the team

Quote, submit, track, get paid.

The four-step loop you already run today. The difference is we put it inside one platform with carrier integrations doing the heavy lifting.

Step 01

Quote

Compare every carrier we represent in one screen. Generate a branded PDF proposal in two clicks.

Step 02

Submit

FireLight e-app, prefilled with everything we already know. Sign electronically. Done.

Step 03

Track

Real-time case status. Webhook-driven. NIGO requirements surfaced before they slow you down.

Step 04

Get paid

Expected commissions visible from day one. Automatic statement reconciliation. No mystery overrides.

What's competitive this week.

Most BGAs hide their rate sheets behind a login. We don't. Updated weekly. Click through for the full sheet across every guarantee period.

Top 5-year MYGA rates Live from broker platform
Carrier Product Min Premium Guaranteed Yield
Knighthead Life Staysail 5 (Simple Interest) $100,000 5.63%
American National Insurance Co. Palladium MYG MAX 5 $250,000 5.25%
Knighthead Life Staysail 5 With Liquidity (Simple Interest) $100,000 5.18%

Captive to independent in 14 days.

Most brokers leaving Northwestern Mutual, NYL, or MassMutual think going independent takes 60-90 days. Through LAD it's two weeks.

DAY 0

Apply

Three-step form. License #, NPN, contact. Takes about 4 minutes.

DAY 1

15-min onboarding call

Justin or Zach personally walks you through the platform and which carriers to start with based on your book.

DAY 2-3

SureLC contracting kickoff

Single set of forms, every carrier you select. State licenses verified automatically through PDB.

DAY 7-12

First carrier appointments active

Most carriers come online within 5-10 business days. We track each one and ping you the moment you can write.

DAY 14

Writing business

Quote, submit, track, paid. End-to-end through the LAD platform. Most brokers place their first case in week three.

Questions every broker asks before they apply.

Do I keep my renewals when I move to LAD? +
Yes. Once a policy is placed through LAD it generates trail commissions for as long as it stays in force. We do not have non-compete or non-solicit clauses on commissions you have earned. If you ever leave us, your trails follow you.
How fast can I be writing business? +
Most brokers complete the apply form in under five minutes, kick off SureLC contracting the same day, and have their first carrier appointments active within 7-12 business days. The full timeline is on the home page.
What is the catch on commissions? +
No catch. LAD pays competitive top-street commission and earns the carrier-paid GA bonus on aggregate production — not a skim off broker comp. No “house haircut,” no undisclosed grids. The full per-product grids are visible inside the broker platform once you’re contracted.
Do I have to leave my other BGAs? +
No. Many of our brokers run a multi-BGA strategy and use LAD for the carriers we are strongest with. We are not asking for exclusivity.
What if I am new to annuities or life? +
We can walk you through your first cases. Justin runs joint case reviews with newer brokers, especially P&C agents adding life and annuity. We are not a recruiting operation for unlicensed agents though. State license required.
What states do you operate in? +
National through LAD’s master network contract. If you are licensed in your resident state we can run non-resident license appointments through SureLC for any other state your clients live in.
Final word

Ready to write business through LAD?

Most brokers are contracted in under 14 days. Apply in 4 minutes.

Apply to contract