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Work out how to the spread cost easily between shareholders or partners

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Share Protection and Partnership Protection

About our suitability letter tool

To help justify your Business Protection recommendation, we’ve produced a set of standard suitability paragraphs for you to use. You can include these in your suitability letter and save it in your client’s file.

The paragraphs explain how LV= Business Protection works and some of the options available. They cover the core reasons for choosing Business Protection only – you may want to add your own wording. Although these paragraphs have been approved by LV=, you should check with your own compliance department before using them.

LV= has taken every care to ensure these paragraphs are accurate, although you’re responsible for ensuring they’re used to accurately reflect the advice and recommendations you've made to your clients.

Share Protection and Partnership Protection suitability letter builder

Use the drop down menu to select the relevant section, then copy and paste it into your suitability letter.

 

About our suitability letter builder

A good suitability letter is:

  • your opportunity to justify and reinforce the reasons for your advice and recommendations
  • an excellent opportunity to document future needs and the importance of on-going review discussions
  • your record of the discussions held and the recommendations made/not made and why

It should be clear, fair and not misleading. It should be personal, explain the reasons why a recommendation has been made and how it meets the customers’ needs and objectives. It should highlight any risks involved.

LV= has taken care to ensure the accuracy of the information at the time of issue but does not accept liability resulting from your use of it.

0800 032 3962

TextDirect: first dial 18001


Business Protection Specialist Team

Option 1 – New and current applications

Option 2 – Underwriting

Option 3 - New agency set up and login queries

Option 4 - Business Protection sales team and quotes

Options 1-3, 8.30am - 6.30pm Mon - Fri

Option 4, 9:00am - 5:00pm Mon - Fri

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

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Business Protection options

Find out more about the type of businesses we cover and the policies available.

More about our Business Protection options

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Calculators and tools

See all our business protection calculators available to simplify your client conversations.

Our Business Protection calculators

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LV= Business Care

Our Business Protection includes valuable telephone support for your clients and their employees.

LV= Business Care

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Business Protection support team

Our team will make sure that all your Business Protection applications are dealt with quickly and efficiently.

More about our business support team

Connect with us

About protection

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