Starting in June 2024, Legal & General America will begin to notify advisors of cases waiting to be accepted.
We're updating our advisor communications! Starting June 4, LGA will notify advisors of applications that are still in the "Offer Made" status at least 3 weeks after approvalto encourage clients to accept their policy. This is a pilot with the goal of ensuring no business is left on the table, commissions are paid promptly, and more families are protected.
What you need to know:
The below communication will be sent to advisors.
Advisors will receive a notification if they have policy offers on the table.
The communication will be sent weekly.
If you wish to opt your advisors out of receiving these notifications, please use the link below to do so. If an opt out response is not received by June 4, 2024, all advisors will receive notifications.
Legal & General America life insurance products are underwritten and issued by Banner Life Insurance Company, Urbana, MD, and William Penn Life Insurance Company of New York, Valley Stream, NY. Banner products are distributed in 49 states and in DC. William Penn products are available exclusively in New York; Banner Life is not authorized as an insurer and does not do business in New York. The Legal & General America companies are part of the worldwide Legal & General Group. CN05202024-1
Legal & General America, 3275 Bennett Creek Ave, Frederick, MD 21704, United States, 800-638-8428