Thoroughbred Financial Agency

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Address:

3217 Summit Square Pl Ste 200
Lexington, KY 40509

Phone:

859-254-6406

Fax/Other:

859-254-6678

Partnering Programs

Partnering Opportunities for Community Banks & Representatives

For over 20 years the Thoroughbred Agency has partnered with independent property and casualty firms to help provide financial service solutions to their clients. The goal is quite simple - increase client retention by meeting varying needs, increase revenue for the P&C agency and providing the representatives with the opportunity to work with a larger client base, increasing personal production.

Our success with this partnership comes through developing a marketing plan designed to meet the specific needs of agency clientele; focusing on the differing needs of commercial and personal lines. The plan may include strategies for business continuation, key person insurance, employee benefits, estate & investment strategies, depending on the "line".  Once implemented and backed by support from the Thoroughbred Agency to help ensure the ultimate success of the strategy, benefitting the client, agent and P&C agency.

 

Partnering Opportunities for Property & Casualty Agencies and Advisors

Through Lincoln Financial Securities, the agents of the Thoroughbred Agency are able to partner as Registered Representative with local community banks. This partnership allows the registered representative of LFS to strive to meet the financial confidence of the banks customers, while avoiding the need for a bank employee to become securities licensed. The goal is quite simple - increase client retention by meeting varying needs, increase revenue for the bank and providing the Registered Representative with the opportunity to work with a larger client base, increasing represenatives personal production.

Our success with this partnership comes through developing a marketing plan designed to meet the specific needs of the bank clientele; focusing on the differing needs of commercial and personal clients. The plan may include strategies for business continuation, key person insurance, employee benefits, estate or investment planning, depending on the consumer. The plan is implemented and backed by support from the Thoroughbred Agency to help ensure the ultimate success of the strategy, benefitting the customer, Registered Representative and bank.

 

Partnering Opportunities for CPA's & Advisors

Through Lincoln Financial Securities, the agents of the Thoroughbred Agency are able to partner as Registered Representative with local CPA Firms. This partnership allows the registered representative of LFS to strive to meet the financial confidence of the CPA's customers, while avoiding the need for the CPA to become securities licensed. The goal is quite simple - increase client retention by meeting varying needs, increase revenue for the CPA and providing the Registered Representative with the opportunity to work with a larger client base, increasing representatives personal production.

Our success with this partnership comes through developing a marketing plan designed to meet the specific needs of the CPA's clientele; focusing on the differing needs of commercial and personal clients. The plan may include strategies for business continuation, key person insurance, employee benefits, estate or investment planning, depending on the consumer. The plan is implemented and backed by support from the Thoroughbred Agency to help ensure the ultimate success of the strategy, benefitting the customer, Registered Representative and CPA.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck