2360 Boy Scout Road
Clearwater, FL 33763

The day you submit any business through LBFG, your case will reside on our advanced tracking system. From start to finish of your life insurance, annuity, long-term care or disability income business will be input into our systems and updated daily. Our Case Management staff are dedicated to placing your cases accurately and timely allowing you to do what you do best. Service your clients and grow your business. No case is too large or too small.  Our staff of case specialists are ready to service your business.

Click Here to Check Your Case Status

If you have any trouble logging in above please contact Heather | 727-216-2013 ext. 430This email address is being protected from spambots. You need JavaScript enabled to view it.

Submitting New Business

Click the links below to view a timeline and frequently asked questions for submitting new business.

  • Formal Applications +

    Getting Started

    - Brokerage Directors

    • Brokerage directors run illustrations
    • Brokerage directors work with agent to determine suitable carrier and product
    • Determines comp level with the agent
  • Read More
  • Informal Applications +

    Getting Started

    • Agent and client complete pre-applicaton
    • If below $2 million UL, below $5,000 target premim or a term product of any face amount, agent
  • Read More
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Contact Us

Holly Bessell

Reception\Brokerage Case Management

727-791-9080 ext.400

Naomi Stekol

Brokerage Case Management