Trusted Advisors:

Forms

Name Description View
Traditional LTC Quote Request Form Print and fax to obtain proposals for your clients view pdf
Asset-Based LTC Quote Request Form Print and fax to obtain proposals for your clients view pdf
Medigap Quote Request Print and fax to obtain proposals for your clients view pdf
LTC Liability Release A liability release clients sign who decide they don't want LTC insurance view word doc
LTC Client Health Request Use as an introduction piece to help gather you clients health information view pdf
Inflation Factors Inflation factors illustrating 5% simple vs. 3% compounding vs. 5% compounding view pdf
Inflation Chart: Monthly Benefits Monthly inflation charts illustrating 45 years of simple vs. compounding view pdf
Cleveland Clinic Medical Release Form Authorization for the Release of Medical Information from the main campus of the Cleveland Clinic
Notice of Long-Term Care Insurance Coverage A policy awareness piece meant to be send to family and/or friends that may be concerned about your client’s wellbeing at claim time.