This form is not an application. Answering the questions on this form will not result in a determination of your eligibility for coverage. We can suggest a long term care (LTC) insurance plan that is right for you. We will work with you to choose insurance coverage based on your care preferences, the benefits you would like to receive, and the amount of coverage that meets your planning and budgetary goals.
Full
*
First Name
Last Name
Resident State
*
E-mail Address
*
example@example.com
Phone Number
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
*
-
Month
-
Day
Year
Date
Occupation
Are you a Business Owner or Self-Employed?
Yes - Business Owner
Yes - Self-Employed
No
Marital (Household) Status
*
Single
Married
Domestic Partner
Live with another
Name (Spouse or Partner)
*
First Name
Last Name
Date of Birth (Spouse or Partner)
*
-
Month
-
Day
Year
Date
What time if the day is best to reach you?
1. Most financial advisors suggest you should not spend more than 5-7% of your annual income on long-term care. Please consider your annual income. is it:
*
Under $20,000
$20,000 - $30,000
$30,000 - $50,000
$50,000 - $100,000
Over $100,000
2. Are you currently working with another agent or financial planner?
Yes
No
3. Have you received any quotes for long-term care insurance?
Yes
No
4. Have you submitted an application for long-term care insurance and awaiting a decision?
Yes
No
5. Have you already schedule a meeting to review your Long Term Care planning options?
*
Yes
No
6. Would you like to schedule your meeting next?
*
Yes
No
Additional comments or questions:
Please verify that you are human
*
Submit
Should be Empty: