Lincoln Financial Group TermAccel

TermAccel Client Overview and Fact Sheet

Introduction to Lincoln TermAccel and benefits offered by the solution.

TermAccel Underwriting Guide

Updated to integrate Lab-Free. A comprehensive guide to the underwriting process and criteria specifically for Lincoln TermAccel.

TermAccel Tele-App Process & Presubmission Checklist Filter

Highlights the simplicity of the 3-step fully electronic process, including checklist of disqualifying conditions to aid in determining if the client is a good candidate for TermAccel.

TermAccel Tele-App Interview Prep

Worksheet to help set expectations and prepare clients for their tele-app interview, should be completed by the client prior to the interview to ensure a smooth process.