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Insurance Associates

Doing business with LPL Insurance Associates, Inc.(LPL Insurance), results in competitive payouts, less work for you and your staff and more time to spend on other revenue-generating activities.

Competitive payouts

By placing your life insurance business through LPL Insurance, you receive competitive payouts for all your business, as well as conference and production credits. *

Resources

LPL Insurance offers you a broad range of resources from planning and underwriting to  field support and consultations. Insurance services and resources include:

  • Underwriting and Premier Case Services (PCS) – Our dedicated on-staff underwriter has over 15 years experience and oversees our concierge large case team—Premier Case Services—which is dedicated to placing cases above $25,000 in premium.
  • Advanced Planning Team – Our advanced planning specialist can help you with sophisticated concepts such as: Complex Estate Management; Asset and Income Maximization; Buy-Sell Funding; B Trust Leverage; Charitable Giving; Executive Bonus Arrangements; Key Person; Private Finance and Split Dollar Planning.
  • Field and Internal Sales Support – With eight dedicated teams consisting of both a territory manager in the field, and an internal insurance specialist, we’ve maximized your opportunities for personal contact. You can engage with your team either at your office, over the phone, through formal training programs or in one-on-one consultations—all focused on helping you grow sales.
  • Dedicated Long-Term Care Support – We have three dedicated long-term care specialists to offer you expert advice in helping your clients secure long-term care insurance.
  • Illustration and Policy Review Specialists – Our specialists can evaluate your client’s policy to ensure it is performing as planned and offer suggestions to enhance coverage, lower costs or both.

Technology and Services

Advanced technology from LPL Financial enhances our robust platform of services aimed at improving efficiency:

  • Online Term electronic processing helps close your term cases in half the time with no paper
  • Dedicated operations and case managers oversee logistics for the entire process
  • Imaging systems increase efficiency and reduce paper
  • Online quoting and forms available on demand through the Resource Center save time
  • XRAE technology provides field-level underwriting capabilities
  • Streamlined process for entering fixed life insurance eliminates the Branch Trade Report (BTR) if you submit the case to LPL Insurance

Insurance Training

We offer a full training platform for beginning to advanced insurance producers, providing product information, prospecting and sales ideas. Our insurance training curriculum includes:

  • E-Learning modules
  • Webcasts
  • Regional training
  • Insurance Champions
  • Annual Insurance Symposium
    We will host our 6th annual Insurance Symposium In Baltimore, MD on October 3-5, 2012. Our symposium offers a terrific opportunity to help advisors build insurance sales. Complimentary registration includes the opportunity to hear nationally recognized experts in the field of insurance and planning, network with industry representatives from top insurance carriers and obtain valuable insurance CE, CFP® and ChFC continuing education credits. Included in the program are all meeting materials, breakfast and lunch over the course of the program and a Welcome Dinner.

* Variable life payouts are based on your LPL Financial payout grid