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?
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 Female Male
Tobacco User No Yes
If Yes, Describe Usage
General Health / Existing Conditions
Name #2
Sex Male Female
State & Zip Code of Residency
Income During Retirement $
Approximate Assets $
Policy Information
Non-Partnership Partnership New York Connecticut Other
if other indicate what state
Elimination Period 0 Days 20 Days 30 Days 45 Days 60 Days 90 Days 100 Days 180 Days 365 Days
Policy Max Benefit 2 Years 3 Years 5 Years 7 Years Unlimited
Daily Benefit Limit ($70 - $350)
Nursing Home $
Home Health Care 50% 60% 75% 80% 100%
Inflation Option 5% Compound 5% Simple CPI None
Benefit Option Daily Monthly Cash
Limited Pay Option 10 Pay Reduced Pay at Age 65 Paid Up at Age 65
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:
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