LPL Financial enters partnership with Zinnia to streamline insurance fulfillment

Zinnia and LPL Financial 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. Policygenius Pro by Zinnia is a turnkey insurance platform that will help LPL’s network of financial advisors and credit unions accelerate life insurance sales and enable their clients to access the wide variety of insurers, coverage types, and policy options. By leveraging these unique quoting tools from Zinnia along with its built-in referral processes, LPL advisors can significantly cut down on time spent on life insurance applications and cut placement times, while providing their clients top-tier customer service. LPL advisors receive support from a team of expert licensed insurance agents from Policygenius for case management, underwriting, and product support.