Underwriting and Pre-Qualification for Long-Term Care Solutions
A necessary step in the sales process is underwriting. Prescreening your client may help you decide whether to submit an application for a particular product. Below we have compiled some helpful underwriting guides to help determine whether a particular product may be right for your client.
ASSET BASED LONG-TERM CARE
LINCOLN
- MoneyGuard Personal History Interview Preparation
- MoneyGuard Underwriting At A Glance
- MoneyGuard Presubmission Underwriting Tool
NATIONWIDE
- CareMatters Prescreening Your Client
- CareMatters Prequalifying Your Client
- CareMatters Interview Preparation
- CareMatters Process Guide
SECURIAN
ONE AMERICA
- Annuity Care Ineligible Impairments
- Asset Care Ineligible Impairments
- Pre-Undewriting Inquiry
- Pre-Interview Worksheet
- Ticket Application Scheduling & Interview Tips
GLOBAL ATLANTIC
- ForeCare Facts and Factors (underwriting info on page 2)
- ForeCare Interview Phone Interview (for clients 70 and older)
- ForeCare Sales Process