Online Trusts – The simple, straightforward way to help protect clients
Legal & General are committed to making life easier for their intermediary partners. That’s why they’ve launched five Online Trusts for personal, business and relevant life plans.
By completing a trust online, it will help to reduce errors by removing the need to duplicate information, as well as remove the complexity associated with completing a trust form with your customers – making it easier for everyone. They will even make sure you, the trustees and the customer get sent a copy of the trust either by paper or by making it available online.
It’s so easy to complete
They’ve taken the hassle out of completing a trust:
- Removed the need for signatures
- Pre-populated information so there’s less to enter
- Created ready-made groups who can benefit
Going further for your customers
Legal & General have introduced some new benefits for your customers too. Your customers can now choose to retain a % of their terminal illness or critical illness benefit and can also now make some changes to their policy without consulting the trustees for approval.
See for yourself how easy it is to set up
To view our range of trusts available online and discover how easy it is to place your customers policy in trust, visit our new page on our adviser centre.
