< Agent Blog
May
08
,
2024

Legal & General now offering application status notifications to advisors

May 8, 2024
Banner Life

Starting in June 2024, Legal & General America will begin to notify advisors of cases waiting to be accepted.

Legal & General will be updating their advisor communications! Starting June 4, LGA will notify advisors of applications in the "Offer Made" status to encourage clients to accept their approved policy. The goal is to ensure 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 this link to do so. If an opt out response is not received by June 4, 2024, all advisors will receive notifications.

View Details >View Details >

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