Assisted Sale Support

Instant Expertise

We’ll provide you with instant expertise for your clients’ long-term care insurance needs.

Plan Design

Send a quote request on our Request for Proposal page and we will design a proposal based on your clients’ needs and budget.

Assisted Sales Conference Call

Our specialists will schedule a call with you and your clients to go over the plan in detail and answer all of their questions.

Application Partner

Once clients are sold on a specific proposal, our team will schedule a call to take the application.  Clients must first complete a health pre-screen questionnaire.

Here’s how it works

 View our process below. We have created an infographic with all of the details. Take a couple of seconds to download and you will see how simple we can make it... 

 

 

Take a couple of seconds to download our Assisted Sale Infographic

 

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Take one minute and 11 seconds to see what it's all about...