Assisted Sale

We can be on a call with you and your client to present the quote you requested.  Answers to questions and requotes can be provided on the spot to more quickly facilitate the sale. 

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How Assisted Sale Works

Instant Expertise

Instant Expertise

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

1. Plan Design

1. 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.

2. Assisted Sale Conference Call.

2. Assisted Sale 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.

3. Application Partner

3. Application Partner

Once clients are sold on a specific proposal, if not already completed, we will request a health pre-screen via Underwriting Partner.  Once reviewed, we will schedule a call to take the application via our Application Partner