information

We use cookies to give you the best possible experience online. By continuing to use our website, you agree to receiving our cookies on your web browser. Visit our cookie policy page to find out more and how to change your cookie settings.

skip to main content

Our specialised team dealing with your high value clients

Large Case Team

Streamlining the application process

Many of the delays in the application process happen when we’re waiting for reports to be returned from your client's General Practitioner (GP), where 3rd party financial evidence is required, or where the applicant needs to attend a medical screening or examination.

To reduce the delays we ask for your clients help in the following areas:

  • Book in their medical examinations or tests as soon as possible.
  • To take their time thinking about their medical history and if they're not sure, tell us anyway and we can decide if it's relevant to the application.
  • To read, complete and return any necessary paperwork accurately and promptly.

And we try to speed things along as well

Our competitive financial and non-medical underwriting limits mean less paperwork for you and a simpler process for your client.

  • We won’t request a financial questionnaire until cover is greater than £2.5m for life insurance and £750,000 for Life and Critical Illness cover.
  • Where medical reports are required we'll ring the surgery to check this has been received and will proactively chase any outstanding requirements.
  • Where a medical examination is required we will try to arrange these with the client's GP where possible, or a convenient location.

Non-medical limits

Our in-house tele-interview team allows us to offer some of the highest limits in the market, without the delays often caused when requesting external medical reports.

0800 678 1902

TextDirect: first dial 18001

8:30am to 6:30pm Monday - Friday

We may record and/or monitor calls for training and audit purposes.

Literature

View our short video to give you an overview of our Large case team.

Suitcase icon

Protection

We offer a range of protection plans to suit your client's needs.

Find out more about our protection products

Graph icon

Protection toolkit

Let us support your advice with our handy online tools.

Find out more about our Protection Toolkit

Green heart icon

Working with LV=

What you can expect when you work with us.

More about working with LV=

People icon

Business Protection Specialist team

Providing a fast track application process and underwriting support.

Meet our Business Protection Specialist team

Connect with us

About protection

Vimeo logoLinkedIn company logoTwitter icon showing a bluebird

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK