We want to help you unlock the potential portals can offer your business.
Whether you’re entirely new to Legal & General or looking to generate a quote, the easy steps below will help you get set up to do business with us.
If you're a member of a network or a larger firm, check with your head office as there's probably already an established contact with us or even a master agency already set up. They should be able to help you get a sub-agency number.
If you're directly authorised you should apply directly with us. Find out more
The retirement health and lifestyle form is the Electric Common Quotation Request Form and allows you to gather medical and lifestyle information to present to each individual provider. Once complete, for us, the information will need to be entered into the appropriate whole of market research portal in order to generate a fully guaranteed underwritten quote. Alternatively, if you've medical information in addition to the retirement health and lifestyle form, such as hospital letters, these can be emailed to firstname.lastname@example.org for consideration.
Can I start a quote and complete it later?
Yes, you can 'part complete' the request - for example, if additional information needs to be obtained to help the application. The portal will let you save, retrieve and edit partly and fully completed quote requests.
We provide you our best quote, first time, every time and guarantee this for 35 days. If you need to obtain a new quote or need to change any of the details, you can retrieve and edit your quote on the portal.
My quotes are always indicative?
Please contact email@example.com to assist with your issue.
If your quotations are being returned as indicative due to an agency number issue, the below guides should help to resolve the problem:
Help and support for you
Our in-house portals experts are available to help you make the most of how you can use portals in your annuity business. To contact them please email firstname.lastname@example.org.
We want to help you unlock the potential that portals can offer your business. They offer the speed of return needed in such a time pressured environment. A fully underwritten and guaranteed quote for an enhanced annuity can be with you in a few seconds, subject to medical details provided. To make the most of these tools within your business model, we also give you the support and expertise of our in-house portals experts.
Our team can:
To contact the team please email email@example.com
Quotes for our enhanced annuities are available through the listed portals.
To make the most of these tools within your business model, we can give you the support and expertise of our in-house portals experts.Portal training guides
PDF file: AMS Retirement PDF size: 725KB
*If you're contacting us by email please remember not to send any personal, financial or banking information belonging to you or your client because email is not a secure method of communication.
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.