Zinnia partners with LPL Financial

Zinnia and LPL Financial, a provider of investment and business solutions for independent financial advisors, announced a strategic relationship providing LPL’s network of more than 23,000 financial advisors a simplified way to find, recommend, fulfill, and service life insurance for their clients.

LPL’s network of financial advisors will gain access to Policygenius Pro, a life insurance fulfillment platform that streamlines the process for securing life insurance coverage. LPL advisors will receive support from Policygenius agents for case management, underwriting, and product support.

“Our goal is to help our financial professionals build a competitive business while serving their clients’ best interests and we’re proud to work with Zinnia, which is paving the way in simplifying insurance for agents and consumers. Life insurance is a necessary component of any client’s financial plan, but the fragmented nature of the industry makes it challenging for our advisors to provide a smooth client experience in a timely manner. Aligning with Policygenius Pro is a huge step in the right direction to helping our advisors spend less time chasing administrative requirements and more time helping American families with their goal of achieving financial security.” – Tim Dona, SVP of Insurance at LPL.

“Our solution simplifies the fulfillment process for advisors and is central to our vision to transform how advisors find, recommend, fulfill, and service life insurance for their clients. We’re excited to align with such an innovative institution that believes in our vision of building the modern rails of the insurance industry.” – John Borley, Senior Director of Business Development at Zinnia.