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


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