Our Long-Term Care Insurance Process
Support at Every Stage
Long-term care insurance requires specialization and careful attention to detail. Our process is designed to make it easy for you to add this product to your practice by working with our expert team to support both you and your clients.
Are you insurance licensed or looking to get licensed? Contact us to discuss this option further!
How It Works
You or your client completes our intake form.
Complete our intake form or contact our office to speak with a member of our long-term care insurance team. We’ll need some information from your client, including marital status, health and medication information, and some financial information.
The intake form is reviewed by our office.
Next, a member of our office will review the intake form with your client to ensure we have all the information we need. If your client is likely not insurable, we’ll let you know upfront. If they are a good fit for LTCI, they’re ready to move to the next step.
Our in-house LTCI specialist schedules a consultation with your client.
Our long-term care insurance specialist will contact your client to schedule a consultation to go through their intake form, long-term care planning goals, and potential product options. You can choose to be involved in this process or just let our specialist work with your client directly.
We work with the client to design a policy that fits their needs and budget.
There is no one-size-fits-all approach to long-term care insurance. If your client chooses to proceed, their specialist will design a policy that is tailored to the client’s budget and long-term care goals.
We handle the submission of the application and issuance of the policy.
We’re with you until the end—we’ll see your client through the application process, underwriting, and issuance of the policy. From there, both you and your client will achieve peace of mind knowing they have a comprehensive estate plan in place.
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Traditional LTCI
Traditional LTCI is a tried and true product to help your clients protect against a long-term care event.
Explore Traditional
Asset-Based LTCI
Asset-based, or hybrid, LTCI offers your client additional flexibility and opportunity for growth.
Explore Asset-Based
LTCI FAQs
Get answers to commonly asked questions regarding long-term care insurance and our process.
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