Trusted Advisor Forms

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  As our Trusted Advisors we have provided the following forms to aide in your client relations.

  Form Name (Click to View)	Description
  Traditional LTC Quote Request	Print and fax to obtain proposals for your clients
  Asset-Based LTC Quote Request	Print and fax to obtain proposals for your clients
  Medigap Quote Request	Print and fax to obtain proposals for your clients
  LTC Liability Release	A liability release clients sign who decide they don't want LTC insurance
  1 Simple Question	Consumer piece addressing the question "Does LTC pose a financial threat?" (short)
  5 Reasons You Should Consider LTC	Consumer piece addressing 5 topics regarding the purchase of LTC insurance (long)
  All Plans Are Not The Same	Consumer piece addressing the basic policy functions in today's LTC policies
  LTC Client Health Request	Use as an introduction piece to help gather you clients health information.
  Inflation Factors	Inflation factors illustrating 5% simple vs. 3% compounding vs. 5% compounding
  Inflation Chart - Monthly Benefits	Monthly inflation charts illustrating 45 years of simple vs. compounding
  Inflation Chart - Daily Benefits	Daily inflation charts illustrating 45 years of simple vs. compounding
  Why Plan Ahead for LTC?	A great introductory tool to use with potential LTC clients.

  For ALL carrier specific licensing and point-of-sale materials, please contact our office.