Broker Check
Our Process
Our History

Mylo is an industry leader who will guide us to insurance solutions that safeguard our long-term financial plan. As a digital broker launched by Lockton, the world’s largest independent insurance broker, Mylo brings over 50 years of expertise. Their insurance professionals provide expert consultations and assist in developing ideal coverages for every life stage and situation. Mylo partners with over 40 A rated carriers and can help us navigate the insurance maze and plan for a successful financial future by finding the best combination of personal and/or business insurance coverages.

Mylo is a partner we count on for:
• A consultative and collaborative partnership to safeguard your financial assets and the success of your financial plan
• Personalized coverage recommendations
• Solving multiple needs in one place(auto, boat, home, rental, umbrella, business, and more)
• Convenient digital quote comparisons
• Insurance professionals licensed in all 50 states — including hard-to-insure areas like coastal regions
• A proven record in improving coverage levels in a cost-effective manner

You deserve the best. Mylo partners exclusively with A rated carriers, which means they rank at the top of the industry in their financial strength and ability to pay claims. Lincoln Financial Advisors and Charter Financial have formed a strategic alliance with Mylo. Lincoln Financial Advisors and Charter are separate entities.

We selected Mylo as our exclusive insurance partner because:
Mylo engages with us in a consultative and collaborative approach to safeguard your long-term financial health by protecting your real property assets. They recommend the right coverage for your current life situation and goals — which complements and rounds out the comprehensive financial guidance we provide.
Mylo partners exclusively with A rated carriers. After determining what types of coverage you need, Mylo consults with these insurance carriers to find you the best value.
Mylo collaborates with us to pursue your financial plan’s success by providing the levels of coverage you need (especially if you’ve experienced life changes) to help protect and support all of your plan’s objectives.
         • Mylo reviews your coverages annually, just as we do in your annual review, to ensure they are in line with your changing needs
         • You can enjoy the convenience and potential savings of finding policies that fit your lifestyle (auto, boat, home, rental, umbrella, business and more) in one place
We will introduce you to Mylo as part of our comprehensive planning process to equip you with the appropriate and cost-efficient coverages to help ensure the success of your financial plan.

When you’re ready for your personal consultation with Mylo: Contact your Lincoln Financial professional so we can facilitate your personal and business coverage review.

Registered associates of Charter Financial Group are registered representatives of Lincoln Financial Advisors Corp. Branch Office: 1000 Bestgate Road, Suite 300, Annapolis, MD 21401. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Charter Financial Group is not an affiliate of Lincoln Financial Advisors Corp. CRN-3253560-092320.

Click below to learn even more about Mylo:

Mylo Client Guide