custom quotes

Long Term Care Insurance
Life Insurance with LTC benefits
Annuity with LTC benefits

We recommend you first read Quick Quote – this will give you an idea of the cost of long term care insurance.

The quotes based on current rates from the top companies as of

We represent all the major insurance carriers for long term care insurance, life insurance and annuties with LTC riders. The premiums are the same if you buy your insurance through us, another agent or agency, or directly from a company or organization.

We DO NOT share or sell your information. We are not a "lead" company. You will not be getting multiple phone calls from different agents.

An advisor will contact you to make sure you received the information and to answer questions you may have. We can also arrange for a local advisor meet with you.

Fill out this form only if you are interested in insuring through us in the next 90 days because the rates, your age, or your health can change (it happens all the time) and the quote will no longer be accurate.

The more information you provide in the form the more accurate quote we can provide.

We respect your privacy, we do not share this information.


I am interested in : A, B, or C (you can select more than one)

A: Long Term Care Insurance Quote
How much have you budgeted for a monthly premium?

per person
How much of a daily benefit do you want to receive?
blankHow long do you want the benefits for?

B: Life Insurance with LTC Benefits Quote
I currently have: (select sources of funding if any)
Current Whole Life or Universal Life policy
(not Term life insurance)
Current policy cash $
Other sources for Life/LTC funding (cash/qualified) $
Life/LTC policy amount desired: (limit depends on company)

C: Annuity with LTC Benefits Quote
Annuity LTC rider desired amount :
Non-Qualified: after-tax dollars. Taxes have been paid.
Usually stocks, bonds, savings, CD's, money market accounts.
Can transfer to annuity with LTC.
Annuity CD Money Market Savings Other $
non-Qualified vs Qualified explained
Qualified: employer provided plan or an individual retirement plan. Usually 401ks, IRAs, retirement plans, tax deferred annuities, age 59 1/2 or older.
Consult with plan about any possible early withdraw penalty.
401k IRA Other $

Name or initials:

Age
Weight:
Lbs.
Height: (ft, in)
Spouse or Other:

Age
Weight:
Lbs.
Height: (ft, in)
Marital Status (possible discount even if only 1 insures).
Does either applicant take prescription medications?
Y N
*specify what meds taken, what for, and which applicant
Does either applicant use tobacco?
Self Other Applicant

The reason I am requesting a quote is:
I have read the Quick Quote and the premium is affordable.
Y N

Do you currently have a long term care insurance policy? (required)
Y N
Are you an agent or licensed to sell insurance (active or inactive)? (required)
Y N
Are you working with anyone now about long term care insurance? (required)
Y N

I prefer to apply by: (required)
Mail/FedEx In-Person
When do you want to apply? (required)

City and State of residence:
(required)
E-mail me the quote to :
(required to send quote)
(email address)
Phone: (required)
Best days to contact you:
M-F Sat Sun
Best times to contact you:
AM — PM

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