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Our specialised team dealing with your high value clients

Large Case Team

Our service promises

We offer a proactive service, and if there are restrictions along the way, we'll do our best to find a positive outcome for you and your clients.

Direct access to our specialists

  • We know that you need to be able to speak to the right person at the right time, so we provide you with direct access to our specialist teams, including our underwriters. We’ll contact you at each stage, keep you informed of any outstanding requirements, and answer your queries within one day.

Proactive case management experts

  • We provide you with dedicated underwriting support from the very start, including any pre-sales enquiries you have. This can significantly speed up your client’s application, and ensure that they’re on risk, at the best terms, as quickly as possible.
  • We review each piece of medical evidence on the day of receipt or within 24 hours, and we underwrite on each piece of evidence as and when it comes in. We actively chase outstanding requests from GPs and other medical professionals.
  • We look at every case with a view to providing cover and we can, on a case by case basis, review options for non-standard term cases as well as price matching. This is offered on a bespoke basis so please speak to your LV= account manager to discuss this.

Flexible medical examination arrangements

  • For your clients who are asked to undertake a medical, if they can’t be seen by their local GP, we’ll arrange for them to be seen by a medical expert at a location convenient to them. We can do these by utilizing our nationwide network of mobile healthcare specialists.
  • We can use existing medical evidence such as blood tests and health screenings, as long as the tests are clear and less than six months old.
  • To simplify high value business protection applications, we only ask for your client’s company accounts when their cover exceeds £3.5 million for life insurance and £1.5 million for critical illness insurance. And when we do need further financial information, where available, we’ll download your client’s latest reporting accounts directly from our third party provider.

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.

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Protection

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

Find out more about our protection products

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Protection toolkit

Let us support your advice with our handy online tools.

Find out more about our Protection Toolkit

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Working with LV=

What you can expect when you work with us.

More about working with LV=

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Business Protection Specialist team

Providing a fast track application process and underwriting support.

Meet our Business Protection Specialist team

Connect with us

About protection

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