LifeTel Financial offers 24/7 access to underwriting notes, as well as round-the-clock case status checks on our myAdvisor Cloud (MAC). Work with dedicated case managers to help the case approval process take place as quickly as possible.

  • Use in-house underwriters to process cases as quickly as possible
  • Check status of pending cases 24/7
  • Review cases for accuracy and compatibility
  • The Case Manager's Role and Process

Case Managers assist agents in providing supportive services that promote solutions. We provide exemplary service and build long lasting relationships built on trust and value. Case Managers review new business submitted to ensure financial, medical and lifestyle suitability to reduce the underwriting process. Our goal is to get the application through underwriting as quickly as possible.


Pending Cases

Ready to Explore New Possibilities?

Please contact LifeTel Financial today, for an agent interview and consultation. We'll work with you to determine your roadmap to success. We look forward to speaking with you soon!

Call Now: 888-898-7334