Help your clients to protect their dependants.
Placing their protection policy in trust can help your clients to financially protect their dependants or help with estate planning.
A trust allows your clients to give away the policy proceeds for the benefit of the others (the beneficiaries). A trust allows them to do this without giving the beneficiaries full control or access to the proceeds. The trust assets (or policy proceeds) will be looked after and controlled by trustees chosen by your client.
We’ll show you how to submit an online application, plus we’ve got the tools to help you work out the right amount of cover for your clients.
OLP Connect is now simpler, faster and easier to use. With fewer underwriting referrals and a faster underwriting journey you’ll get more point of sale decisions for your clients.
Our Critical Illness Cover and Income Protection Benefit plans can help protect your client's quality of life. Visit the Critical Illness website and Income Protection Benefit website to understand why you should consider our cover.
Monday to Friday 9.00am to 5.00pm.
We may record and monitor calls. Call charges will vary.
Please send completed Trust Forms to: Trust Team, City Park,
The Droveway, Hove, East Sussex, BN3 7PY