Complete the form on this page and we will call you to set up an Application Partner,
or call us at (877) 949-4582.
or call us at (877) 949-4582.
Expert Concierge Application Fullfillment Services
Schedule an Application Partner
Talk to your client
And ask them a good date to take the application. It takes approximately 30 minutes for an individual or 45 minutes for a couple.
Schedule the call
Complete the form below with best dates and times and we will coordinate with your client(s) directly.
We'll complete the application
We’ll take the application over the phone using secure carrier e-applications and electronic signatures where possible.
Case Management Services
After submitting the application to the carrier we will follow up with any additional requirements through policy issue
Need Sales Help?
If you need help discussing long-term care insurance to your clients, see how to schedule an assisted sales call.
Need an updated Illustration?
If you need an updated LTC illustration to get client buy-in please contact us.
First things first
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Clients will be required to complete an Underwriting Partner (our health underwriting screening), to be sure they are eligible to apply for long-term care insurance.
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Every advisor on the application must have a current license and CE for the state the application is in and must be contracted with the proper carrier.