Prescreen your Long Term Care Insurance Clients.
When it comes time for Long Term Care planning, the first step is educating your clients about the need for protection and establishing expectations.
Explain that Long Term Care planning is not about buying a specific policy, rather it is about protecting their families and their hard earned retirement savings from the life changing event of an extended health care need.
Prescreening can Help:
Download Long Term Care Prescreening Form
Simply fill out this form to download
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