Sep 26, 2024

LPL advisers will receive support from a team of expert licensed insurance agents from Policygenius. Life and annuity firm Zinnia has teamed up with LPL Financial to provide its 23,000 advisers a simplified way to find, recommend, fulfill, and service life insurance for their clients. By leveraging these unique quoting tools from Zinnia along with its built-in referral processes, LPL advisers can cut down on time spent on life insurance applications and cut placement times, while providing their clients top-tier customer service. Go deeper with GlobalData In addition, LPL advisers will receive support from a team of expert licensed insurance agents from Policygenius for case management, underwriting, and product support. Policygenius Pro by Zinnia is a turnkey insurance platform that will help LPL’s network of financial advisers and credit unions accelerate life insurance sales and enable their clients to access the wide variety of insurers, coverage types, and policy options. “Our goal is to help our financial professionals build a competitive business while serving their clients’ best interests and we’re proud to work with Zinnia, which is paving the way in simplifying insurance for agents and consumers,” Tim Dona, SVP of Insurance at LPL, said. “Life insurance is a necessary component of any client’s financial plan, but the fragmented nature of the industry makes it challenging for our advisors to provide a smooth client experience in a timely manner. Aligning with Policygenius Pro is a huge step in the right direction to helping our advisers spend less time chasing administrative requirements and more time helping American families with their goal of achieving financial security.” How well do you really know your competitors? Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge. Not ready to buy yet? Download a free sample We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form By GlobalData Submit Tick here to opt out of curated industry news, reports, and event updates from Life Insurance International. Submit and download Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address. “Our solution simplifies the fulfillment process for advisers and is central to our vision to transform how advisers find, recommend, fulfill, and service life insurance for their clients,” John Borley, senior director of business development at Zinnia, added. “We’re excited to align with such an innovative institution that believes in our vision of building the modern rails of the insurance industry.” Sign up for our daily news round-up! Give your business an edge with our leading industry insights.