Lakeview Financial Services, LLC

Lakeview Financial Services, LLC Lakeview Financial is founded upon the belief that our long-term success depends upon the success of our agents.

Lakeview Financial Services is founded upon the belief that our long-term success depends upon the success of our agents. With that idea in mind we strive to provide the best service and support for our agents. Our ideals are based upon one to one interaction with our agents, from the beginning of the sale to the payment of commission. We strive to provide our agents with cutting edge products, ac

cessible advanced sales support, comprehensive impaired risk evaluations, single point of contact for all status and case updates, same day service for illustrations, website support for forms, and term spreadsheets. Our sales managers have over 50 years of industry experience. The carrier affiliations we have generated allow for us to provide your cases top tier support throughout the underwriting process.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

As life insurance agents, we are often asked about the different types of riders individuals can add to their life insur...
05/19/2026

As life insurance agents, we are often asked about the different types of riders individuals can add to their life insurance policies. Life insurance riders are additional layers of coverage that can help you customize your coverage so it aligns more closely with your needs.

One such rider is the Return of Premium (ROP) rider. Swipe for an overview of what it does, why it matters, how it works, and who it may be best for.

Have questions or want to see what it might look like for your policy? Reach out. We’re here to help you review your options and plan with confidence.

When graduation season rolls around, it can be hard to decide what to get the special graduate in your life. One practic...
05/12/2026

When graduation season rolls around, it can be hard to decide what to get the special graduate in your life. One practical, yet under-utilized, graduation gift is a life insurance policy.

When set up early, a life insurance policy can serve as a vital long-term financial tool that grows with your graduate, locking in premiums at the age when they are often cheapest and sometimes offering a cash value component that can be accessed during your new grad’s lifetime. Additionally, coverage can be adjusted as income and goals evolve, with the insured layering on or even buying more coverage within the existing policy.

If you have questions about options, costs, or how policies are structured, feel free to reach out. We are always happy to help.

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

Happy Derby Day! The "most exciting two minutes in sports" is here. Whether you're in it for the thrill of the race, the...
05/01/2026

Happy Derby Day!

The "most exciting two minutes in sports" is here. Whether you're in it for the thrill of the race, the extravagant hats, or picking a horse based on its name, Derby Day always delivers.

We’re turning 20! 🎉Lakeview Financial Services has proudly served our community for two decades. We are incredibly thank...
04/24/2026

We’re turning 20! 🎉
Lakeview Financial Services has proudly served our community for two decades. We are incredibly thankful for the clients who have trusted us with their financial futures.
Here’s to the next 20 years of helping you plan with confidence.

As we honor Martin Luther King Jr. Day on January 19th, please note that in observance of the holiday, our office is clo...
01/16/2026

As we honor Martin Luther King Jr. Day on January 19th, please note that in observance of the holiday, our office is closed on Monday. We’ll be back on Tuesday, January 20th, and look forward to connecting with you then.

Long-term care insurance (LTC) is an area of growing need, but many Americans aren’t aware of this coverage gap. Since w...
01/14/2026

Long-term care insurance (LTC) is an area of growing need, but many Americans aren’t aware of this coverage gap. Since we’re all about shared success, we’re highlighting agent approaches we’ve seen work well in the past.

Interested in what LTC options are available? Give us a call today. We’re dedicated to providing expert solutions and an efficient process for you and your clients.

Congratulations to our Principal Matt Gallegos for being the 2025 Winner of the Operations and Process Innovation Award....
12/18/2025

Congratulations to our Principal Matt Gallegos for being the 2025 Winner of the Operations and Process Innovation Award. This honor highlights his exceptional leadership in advancing operational excellence within the independent distribution community. Gallegos’ forward-thinking approach and commitment to streamlining processes have not only elevated the efficiency of Lakeview but has also contributed to broader innovations that strengthen the insurance ecosystem as a whole.

Looking for a meaningful way to give back? Charitable giving through life insurance allows you to support causes you car...
12/04/2025

Looking for a meaningful way to give back? Charitable giving through life insurance allows you to support causes you care about, while potentially receiving tax benefits and preserving other assets for your loved ones. Swipe to learn more.

Want to review your current policy or discuss how this strategy could work for you? Give us a call today.

Address

10074 W Fairview Avenue Ste 140
Boise, ID
83704

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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