Lakeview Financial – Boise Financial Agency

Matt Gallegos of Lakeview Financial has been recognized as the 2025 Winner of the Operations and Process Innovation Award in NAILBA’s prestigious ID Twenty Awards program. 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.

Each year, NAILBA’s ID Twenty Awards spotlight 20 insurance professionals whose vision and impact help shape the future of independent distribution. Celebrating the industry’s most courageous innovators and problem-solvers.

Congratulations Matt!

1-800-841-2855

Lakeview Financial’s mission is to develop those who protect the financial futures of the individuals and families they serve.

Our core values are aimed at helping us to achieve that mission:

Always strive to do the right thing
Bring and embrace positive change
Believe in team unity
An attitude of appreciation doesn’t cost anything, always be kind
Never be afraid to be great
Put Interest of the client first, agent second you third.
Be creative, think out of the box

Facing a virtual world:

The traditional way of taking applications or delivering policies face to face with your clients is transitioning into a new virtual world. Our website is up to date and fully equipped with online tools and resources to help expedite the application process from start to finish. There is no need for your client to leave the comfort of their own home. Offering, Online application platforms, access to accelerated underwriting, and exam free programs. Rest assured, our sales reps are ready to help you find the perfect product and process that suits your client’s needs. Now is the time to take advantage of the technology that Lakeview has to offer!

1-800-841-2855