First Summit Financial is a National Independent Marketing Organization founded by its president and CEO, William Pickering in 1980. Bill brings over 32 years of experience in the marketing and sales of life insurance products and services. He is a Life and Qualifying member of the Million Dollar Round Table.  Mr. Pickering is a representative of Lincoln Financial Securities Corporation, member SIPC and is registered to offer securities products and services in 50 states.

First Summit Financial is staffed with experienced professionals. Members of our team have been selected for their specific area of expertise or direct service background. Each member has a minimum of 15 years in the insurance and financial services industry, many of those years in management.

We are committed to supporting and serving independent producers, general agents, marketing organizations, trusted advisors and other financial service professionals.

Recognizing the importance of providing complete financial services, First Summit Financial represents only the nations highest rated, financially sound insurance companies.

Due to our growth and success we continue to invest in technology, which allows us to serve our clients more effectively and efficiently. We support leading edge concepts that provide successful solutions for all insurance and financial service needs.

Click here to view the Financial Playbook Featuring Bill Pickering's article.

*** Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC. Branch office: 100 Colonial Center Parkway, Suite 100, Lake Mary, FL 32746 (321) 206-0015. First Summit Financial and Lincoln Financial Securities Corporation are not affiliated. ***