Plan Documents

Below you will find the plan documents for the LPL Advisor Group Benefit Program. Please click the coverage titles to view more information or to download copies.

• Disability Documents

  Disability Documents

  Advisor Disability Policy
  Advisor Disability Plan Summary
  Full-time Employee Disability Plan Summary
  Advisor FAQ
  Full-Time Staff Disability Contract
  Full-Time Staff FAQ

• Life Documents

  Life Documents

  Term Life Plan Summary
  Term Life Policy

• Dental Documents

  Dental Documents

  How to Obtain my Lincoln Dental Card
  FAQ
  Dental Plan Summary
  Dental Policy

• Vision Documents

  Vision Documents

  Vision Policy
  Vision Plan Summary
  Vision General Information
  Vision FAQ

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.