Let us take the application
If you need help selling long-term care insurance to your clients, see how to schedule an assisted sales call.
When clients say yes
Once your client has seen a quote and decided to buy, we can take the application for you.
How it works
- Find out possible dates that work for your clients. It takes approximately 30 minutes for an individual or 45 minutes for a couple
- We’ll schedule a time and send them a confirmation email
- We’ll take the application and let you know when it is complete.
- We’ll get signatures from the clients and you and submit the application
Complete the form on this page and we will do the rest or call us at (877) 949-4582 to schedule by phone.
First things first
- Clients must complete a health underwriting survey to be sure they are eligible to apply for long-term care insurance
- Every advisor on the application must have a current license and CE for the state the application is in and you must be contracted with the proper carrier.