Prescreen your Long Term Care Insurance Clients
Prescreen your Long Term Care Clients:
Traditional Long Term Care Insurance is still the Gold Standard, but it’s not necessarily for everyone.
When it comes time for Long Term Care planning, the first step is educating your clients about the need for protection and establishing expectations.
Explain that Long Term Care planning is not about buying a specific policy, rather it is about protecting their families and their hard earned retirement savings from the life changing event of an extended health care need
Prescreening can help:
Establish realistic expectations
Jump-start the underwriting process
Lead to more efficient processing
Shorten turnaround time