It’s Simple. We Serve You, The LPL Advisor

We lead the charge to develop and deliver very unique and robust coverage that is custom-tailored to the LPL financial advisor.

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Your Group Benefit Options

  • Advisor Long-Term Disability Insurance

    Advisor Long-Term Disability Insurance

    When it comes to long-term disability, we don’t do things like everyone else. Our plans are custom tailored to fit the needs of the financial advisor.

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  • Advisor Employees' Disability Insurance

    Employees of Advisors Disability Insurance

    Your team is the backbone of your organization, and we understand. That’s why in addition to covering Independent Financial Advisors, we also provide coverage for their full-time staff.

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  • Term Life Insurance

    Term Life Insurance

    With our process, there are no applications or underwriting during your enrollment period. Adding dependent coverage can be as easy as checking a box!

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  • Dental Insurance

    Dental Insurance

    It’s well known that oral health is virtually key to your body’s overall health. We provide our dental participants and their dependents with access to an extensive nationwide network of dentists.

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  • Vision Insurance

    Vision Insurance

    The importance of taking care of your eyesight can’t be understated. When it comes to providing you and your family with vision coverage, it’s important to us to bring vision products to our advisors that truly reflect our dedication to high quality care.

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Your Medical Concierge Service

  • Medical Concierge Service

    Medical Concierge Service

    Our goal is to help Advisors and their staff find the right Healthcare coverage for themselves and their families. We provide a Medical Concierge Service to connect you with Individual and Small-Group plan options available in your area.

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The benefits described in these materials are intended to be voluntary benefits and are not subject to ERISA. LPL Financial permits HSA Benefits to describe these benefits to LPL financial advisors as a convenience, but this should not be considered an endorsement, and these are not employer-sponsored benefits.