Every company wants its key people to be ready and available to work. But there is no shortage of surprises that can disrupt the status quo – from serious illness to loss of life. Save unnecessary delays when filing new transactions by filling out a digital health declaration form for your client. Run your business as usual with the right protection in case the worst happens to your most important employees. You can also email us at businessprotection@landg.com Read our guides on the different types of enterprise protection, as well as more information about the policies we offer: OLP CONNECTCONFIDENTIAL(SA2.2) REQUEST FORM. Family protectionMortgage protectionWelcome to Legal & General. This form is used to mirror OLP Connect. It consists of three parts:Part A – OfferPart B – Standard SubscriptionPart C – Customer Declaration, Consent and Direct DebitPlease answer all the questions on this form to the best of your knowledge and belief, as this will help you avoid delays in processing your application. If you don`t respond completely and accurately, it probably means that a claim will be denied and your policy could be cancelled.
On the following pages, you will find some brief tips to help you with your application. Thank you very much. Consultant Statement – For Consultant UseCompany Full NamePrincipal FCA FirmReg. FCAF Designated Representative No. Irm Registration No. (if applicable)FCA IndividualReg. Legal & General No.Name representativeSignatureAdvisor email addressYour reference date (JYYYY)Please remind your client how important it is to answer questions completely and accurately. We do not ask you to provide proof of identity for customers or 3rd party payers as we perform our own verifications. All intermediaries must maintain processes to prevent them from being used to promote financial crime, and Legal & General`s requirements do not prevent them from collecting client checks for their own purposes. Basis of the advisory statementIn order to comply with our reporting obligations, Legal & General must record whether your client(s) has been advised on this sale. Please select the appropriate answer below.
Was any advice given? Yes No While no one can predict the future, Business Protection is here to help your business in the unfortunate event that a key employee, business owner or manager suddenly becomes seriously ill or dies. Running your own business is rewarding in many ways, but as an entrepreneur, you know there`s a lot at stake, from financial responsibilities to professional relationships. Protecting your business with business protection insurance could give you peace of mind. To learn more, check out our helpful guide. If you would like to discuss the right type of corporate protection for your business and for any other questions relating to business protection, email businessprotection@landg.com or contact Legal & General on 0800 197 9208 (Monday to Friday from 9am to 5pm). Calls can be monitored. If you are an advisor looking for support for your clients, you can get all the information you need in our advisor and wealth management centre. Access is included as standard in our corporate protection products. Practical and emotional personal telephone support from a registered nurse. Provided by RedArc Assured Limited Security and stability enable a business to thrive, and with Business Protection, you can take precautions to ensure your business isn`t put at risk if someone suffers a terminal illness, serious illness, or death. Helps business owners buy shares after losing a partner or director.
This page is for clients, if you are a financial advisor, our advice centre can provide all the information you need. Contact our protection sales team for more information about our products or to get help with your business. Running a business can be an extremely rewarding but challenging experience, and unforeseen events can disrupt or even threaten the stability of a business. To discuss our trade protection plans, call us on 0800 197 9208. The unexpected loss of a major shareholder could complicate your company`s financial arrangements. Our stock protection policy allows you to purchase the shares of a partner or director if they have died or become terminally ill or critically ill if a valid claim is made during the term of the policy. Answer questions about individual conditions with our pre-sales tool for mental health, BMI, cancer and more. The loss of a key person in your business can be destabilizing. Our Key Persons Protection offers you a backup plan if a vital colleague dies or is absent due to a specific serious illness (if selected at the beginning at an additional cost) or an incurable illness (life expectancy of less than 12 months). When you purchase our Business Credit Protection, you can be sure that you will still be able to pay an overdraft, loan or unpaid commercial mortgage, even if the guarantor of the loan has died in your business or is unable to work due to an incurable illness (life expectancy less than 12 months) or a serious illness (if you were initially selected for an additional fee). Save time with online approvals in OLP Connect. You can build trust from the start without the need for signatures and witnesses.
If you want to offer your employees an individual death benefit, you should consider our relevant life plan. This means that if an employee dies while the policy is in effect, their dependents can receive a lump sum.