Client Portal
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Client portal - reserved for
Lexington Financial Group Clients, Register now to access common documents for your policy.
Please register below for access to the client portal. Contact a member of our team for questions.
After registration, an email will be sent to a member of our team who will approve your registration request. Depending on the time of day, this process could take up to 24 hours. Please check your “junk” folder if you do not receive the link. Depending on your email provider, you may need to allow emails from info@lex-financial.com
This is where you will be granted access to the documents you need for changes or service to your account. If you need something that isn’t listed in the portal, please contact us at 859-967-4663 to immediately get in contact with a team member who can provide the documents you need!
Making changes to your account can be expedited by using this portal. We have included the most important account maintenance forms, such as beneficiary change requests, withdrawal forms or allocation adjustment forms.
Additionally, by submitting these documents directly to your insurance carrier, it reduces processing time by several days. In the event you need a document processed the same day, please reach out to a member of our staff for immediate assistance. If there are any documents or companies missing, please notify a team member to have the portal updated. We occasionally add new products and companies to our offerings, and will update this portal as needed.
Information provided to Lexington Financial for client portal access will not be used for any purpose beyond verification of your status as a client.
