High Net Worth
Our proposition provides an exceptional level of service for both you and your clients to help drive your High Net Worth business through to completion quickly and efficiently.
An application will be eligible for this service when the sum assured meets the following criteria:
- Term Assurance and Whole of Life Protection Plan - £600,000+
- Critical Illness Cover - £350,000+
- Family and Personal Income Plan - £600,000+ (Based on commuted benefit)
- Income Protection Benefit - £2,000+ (per month)
- Mortgage Payment Insurance - £2,500+ (per month)
You can download our High Net Worth Adviser and Customer Literature below. Alternatively you can order these from your usual Legal & General service team.
High Net Worth Customer Brochure - W11576
High Net Worth IFA Adviser Guide (Hove) - W11575
High Net Worth Price Beater flyer - Q20778
High Net Worth IFA Adviser Guide (Cardiff) - W11575
The High Net Worth Service offers a wealth of benefits to you and your clients, including:
- A dedicated High Net Worth team to manage your applications, from receipt to completion. They have instant priority access to our most experienced underwriters. The team will acknowledge receipt of the application, indicate missing information and confirm medical and financial evidence. They will also provide active management of submitted applications through to completion and provide regular updates based on your specific needs.
- UK-wide coverage for medical examinations through Harley Street Doctors Group. Every appointment is managed centrally and ensures GP coverage, including illness and holidays. This ensures clients can choose a time, date and location for a medical appointment that is convenient to them.
- Financial underwriting limits amongst the best in the marketplace. This significantly reduces the burden on you and your clients to provide supplementary evidence for your High Net Worth business, resulting in quicker completion times and faster commission payments.
- Price Beater – We are so confident that our High Net Worth Service will exceed your expectations, we won’t let price be an issue. We will beat any competitors like for like level or decreasing Term and Term plus CIC quote to give you even more of a reason to try us. Further details of our Price Beater offer.
