Underwriting Partner

Tap into the expertise of our LTC consultants to use our exclusive Underwriting Partner program to pre-screen your clients' health and recommend a long-term care solution. We've found that using this screen prior to taking the application reduces application declines by 33%!

You can send our health screen (copy and paste this link) directly to your clients or have our LTC consultants call your client to pre-screen their health. Our survey is built on industry leader Survey Monkey and is HIPAA compliant.

 Partner your health screen with the Genivity HALO Assessment. Determine your longevity and out-of-pocket care costs and make sure it fits into your financial plan.

See the future, so we can plan for it. Health and care costs projections are critical to a healthy financial plan. Let's get them right, together.

"This is excellent feedback. I love this process." 
Dana Mikstay-Executive Vice President at Alliant/Mesirow Insurance Services


In addition to sharing the health screen link, you can contact us directly to arrange or Request a Proposal.