Ameriprise RFP

Request a Proposal

All requests will be directed to an LTCI Partners planning specialist for review and processing.
Once processed, proposals detailing plan options to meet your clients’ needs will be provided.

Advisor First Name*

Advisor Last Name*

Advisor Email*

Advisor Phone Number*

Advisor State*

Please complete this required field.

National Producer Number (NPN#)

Planning Specialist*Please let us know of your preferred LTCI Partners planning specialist or simply put "no preference" and one of our planning specialists will work on your request.

Your Client's First Name*

Your Client's Last Name*

Client Date of Birth*

Please complete this required field.

Client Gender*

Which State does your client reside?*

Client Marital Status*

Single / Unmarried
Married
Domestic Partner

Would you like a quote for their spouse or partner?*

Is your client a business owner? *

Type of Proposal Requested*

Ballpark or sample rates (for financial plan or general idea)
Full carrier illustration from most competitive option
Competitive analysis (compare multiple carriers & solutions)

Do you have a meeting scheduled with your client? *

What type of Product are you interested in?*

Standalone (Traditional)
Hybrid Life + LTC
Both Standalone and Hybrid Life + LTC

Do you have a target premium or budget in mind for this coverage?*

Please complete this required field.

Plan Design Request (includes riders/product features & benefits)If you leave this section blank, we’ll provide proposals based on our most requested designs.

Please share any insights into your client’s health, such as height & weight, medications & dosages, and chronic health conditions. If unknown, please put N/A.*

Please note that we’ll provide quotes based on a standard health.

For a more accurate proposal and to better access your client’s eligibility for coverage, we recommend that your clients complete an underwriting health screen.

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