As your dedicated protection support we are committed to finding innovative solutions which makes working with Legal & General simpler and easier.
Writing policies in trust in many instances is the right thing to do but often seen as a complex and time-consuming step. To help you put the right money in the right hands at the right time we felt we needed to simplify this journey for you.
Why choose ONLINE TRUSTS for new business applications?
- It is EASY
- No need for signatures or witnesses
- Enhanced features for split trusts
- Greater freedom on product options and future policy changes
Click here to watch our 3 minute webinar or view the attached PDF guide
What are the benefits for your client?
- The right people receive the life insurance benefit
- The money is paid out to the people of choice quicker
- The trust should mean that the policy does not form part of your client’s estate and therefore will be free of Inheritance Tax
What are the benefits for you?
- Offers greater benefit and security to your client, helping to maintain a long-term relationship
- Trustees represent a marketing opportunity to a warm, life insurance aware, professional client
- Trusts help protect you from commission clawback – Do you know Life policies in trust are twice as likely to stay in force?
If you have any queries please view our Frequently Asked Questions.
Online trusts are here to make your life easier, however, if you choose to use Paper then you also have our interactive Protection Trust Hub to help.
