LONG TERM CARE QUOTE




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Long Term Care Highlights

  • Representing 8 Major Companies
  • Facility / Home Health Care Option Available
  • Facility Only or Home Health Care Only Option Available
  • Partnership & Non-Partnership Available
  • Benefit Periods: Daily, Weekly, Monthly, Indemnity 
  • Discounts Available:

                    Preferred Health
                    Marital & Spousal
                    Affinity Group

                    
Did you do your Fact Finding?

 


 

Agent Information

          Name   

          Title  

          Business Name  

          check here to use address of record  

          Mailing Address  

          Address (cont.)  

          City  

          State  

          Zip Code  

          Work Phone   

          Fax Number  

          E-mail  

          check here to update your address of record  

 

Client Information

          Name #1   

          Date of Birth    (mm/dd/yyyy)

          Sex  

          Tobacco User  

          If Yes, Describe Usage  

          General Health / Existing Conditions  

          
          Name #2  

          Date of Birth   (mm/dd/yyyy)

          Sex  

          Tobacco User  

          If Yes, Describe Usage  

          General Health / Existing Conditions  

          State & Zip Code of Residency   

          Income During Retirement   $

          Approximate Assets   $

 

Policy Information

             Non-Partnership                  Partnership  

                                                                               if other indicate what state  

          Elimination Period  

          Policy Max Benefit  

          Daily Benefit Limit ($70 - $350)

                    Nursing Home   $

                    Home Health Care  

          Inflation Option  

          Benefit Option  

          Limited Pay Option  

          Additional Riders

   Non-Forfeiture             Shared Benefits             Restoration of Benefits

   Dual Waiver of Premium             Survivorship

NOTE - elimination periods, benefit periods, and daily benefit options may vary by company.  NOT all companies have all riders available.

 

Additional Information / Special Instructions / Goal We Would Like To Meet


       

This Illustration Is Needed By:      (mm/dd/yyyy)

I Would Like My Request Sent By:

                  E-mail        Fax       Mail

 

 



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