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Life Quotes

Quote Engine

Disability Insurance (DI)

LBFG Preliminary Application

Life Insurance Needs Analysis

Long-Term Care

Quotes | Insurance Policies

One of the first things each client is going to want to know and have is a quote for their life insurance policy, or the requirements for their financial services.

As an independent agent or representative for Life Brokerage Financial Group, you will have access to some knowledgeable underwriters and analysts in the business to draft quotes for you. And if you are capable of writing your own quotes, you can ask the advice of those who have years more of experience in doing so, to help you create the comprehensive proposal.

Finally, we will help you negotiate with the insurance providers themselves to ensure that we can get the most suitable policy for any of your clients.

Where many other insurance and financial service providers stumble, is that they do not have the ability to provide the same extent of possibilities that we can for our independent insurance agents.

Long-Term Care

Long Term Care Insurance Solutions

Life Brokerage Financial Group, a leading distributor of long term care insurance, has the expertise and resources to help you find the right coverage for you clients. We make the sale of long term care insurance easier and less time consuming.

We provide access to the top tier LTCi carriers and offer you expert guidance from start to finish. We can assist you with comparisons of cost, benefits as well as case design. Does your client have health concerns?  With a convenient and confidential one page form we can pre-qualify the client’s health using our direct access to each company’s underwriters.

We’ll help you get the most comprehensive coverage with the most discounts at the best price for your clients.

Need a quote? There is an interactive online “Quote Request” on the website. Do you want to see a one page comparison of what the other carriers would charge the client for similar coverage? Need an explanation about policy provisions, tax-deductions, business group coverage or Partnership Provisions? Just call, email or fax your questions or request.

From traditional long term care policies to asset-based linked benefit life with long term care provisions we can assist you in providing your clients with the most comprehensive coverage available.

Request For Proposal

Contact Sales

john mitchell long term care life brokerage financial group clearwater florida

John Mitchell

Brokerage Director
Life Brokerage Financial Group

Phone: 866-811-5234
Fax: 954-491-0524

Traditional LTCi Carriers

– Genworth Financial
– John Hancock
– MedAmerica – Cash in Advance LTCi
– One America
– State Life
– Transamerica Life
– Mutual of Omaha

Asset Based Linked-Benefit Care Solution Carriers:

– Lincoln Financial – MoneyGuard, Life/LTC
– Genworth – Total Living Coverage
– State Life – Annuity Care, Annuity/LTC
– State Life – Asset Care, Life/LTC

LTCi Forms

Pre-Qual Form
Financial Review

Disability Insurance (DI)

Principal Life Insurance Company is our carrier of choice when it comes to individual disability insurance (IDI).

Principal Life is dedicated to helping you from start to finish with your IDI sales.

Principal Life is easy to do business with and offers a complete portfolio of IDI products, including disability income, overhead expense and disability buy-out insurance.

They have a TeleApp process that is easy to use, and a compensation package that includes competitive first year commissions and strong renewals. Plus their experienced team will assist you with pre-sale and post-sale support . You’ll also get case design support through your Disability Income Regional Vice President/Disability Sales Manager, and from our Brokerage Directors at LBFG if you need.

Start a case: complete the Proposed Info Form from the Forms & Docs page.

Print and fax your completed forms to: (866) 590 3161

Request For Proposal

Contact Sales

Doug Shellabager

Life\Annuity Sales
Phone: 727-512-6700

Principal Contact

Julie L. Follstad

Sr. Wholesale Marketing Associate
(866) 275-0100 ext. 3
(813) 873 8171
Email Julie

or visit:

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (FL). Life Brokerage Financial Group (LBFG) and LPL Financial are separate entities. FOR FINANCIAL ADVISOR USE ONLY.

LPL Financial Privacy Policy

Important consumer information: This site is for information purposes only and is not intended to be a solicitation or offering of any security and;

1) Representatives of a broker-dealer (BD) or investment advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2) Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquires that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.