Important Levinson News and Updates – 5/22/24 Banner/Legal & General

Banner / Legal & General

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

We’re updating our advisor communications! Starting June 4, LGA will notify advisors of applications that are still in the “Offer Made” status at least 3 weeks after approval to encourage clients to accept their policy. This is a pilot with the goal of ensuring 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 out of receiving these notifications, please use the link below to do so.
  
  
  
• If an opt out response is not received by June 4, 2024, all advisors will receive notifications.