As of August 1, We Will No Longer Accept the Traditional Paper LIA

Last month, we reached out to you with important news affecting those advisors using the traditional paper LIA (ICC08-LIA and state variations) to submit business for Banner (non-NY) business.  

Highlights included:

  • introduction of an alternative application to the traditional paper LIA — a new  LIA (ICC17-LIA and state variations for CA, DE, FL, ND, SD) that is accessible in the Forms section of our Partner Dashboard 
  • overview of changes made to our traditional application process until we retire the traditional paper LIA  

Effective August 1, we will no longer accept the traditional LIA (ICC08-LIA and state variations). As of this date, these forms will no longer be accepted. All applications must be submitted with either the new LIA or the digital application through our Horizon platform.

Click below to review and download our FAQs, process map including pro tips for making this transition easily, and Horizon marketing resources to share with your advisors.