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Being able to discuss the technicalities of this case with Stacey at Legal & General was one of the overriding reasons why they were the recipient of the business. As providers look to cut costs, many are abandoning accessible technical back-up and this has meant that IFAs feel somewhat loathed to place business with them. My discussions with Stacey helped me feel confident about this case and ultimately recommend Legal & General as a solution.
Using our I.T. systems.
We have developed systems so you can generate illustrations, apply online, get valuations or review the status of all your clients’ investment plans at a glance.
Quote and apply
Getting a Bond quote and e-Apply
Obtain multiple illustrations and e-apply for bond products.
Watch this online tutorial to guide you through the basic screen navigation, together with some useful tips to help you get the most out of the system.
Watch this online tutorial to guide you through the basic screen navigation, together with some useful tips to help you get the most out of the system.
Contract enquiries
Making bond contract enquiries
View valuations / Policy details for Legal & General bonds.
Watch this step by step guide on how to get valuation and other policy details.
Making International Portfolio Bond enquiries
View your client’s fund values online.
Getting Collectives valuations
View valuations / Policy details for Legal & General ISAs and Unit Trusts.
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