Welfare broker

LIFETIME FINANCIAL GROWTH

Mailing address (most recent filing)

9000 KEYSTONE CROSSING

SUITE 300

INDIANAPOLIS, IN 46240

Total comp: $66K
Commissions: $64K
Fees: $2K
Filings: 69
Sponsors: 69

Carrier mix

Where LIFETIME FINANCIAL GROWTH places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$772K	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
OH	1	$772K	0.0%	7.72x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of LIFETIME FINANCIAL GROWTH's plans by broker comp / premium ratio. Median 16.88% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of LIFETIME FINANCIAL GROWTH's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where LIFETIME FINANCIAL GROWTH is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
EQUITAS HEALTH EQUITAS HEALTH EMPLOYEE BENEFITS PLAN	OH	$772K	$130K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY