Long-Term Care Insurance Preliminary Health Screen
Please complete all sections, then select Submit at the bottom of the final page to send back to us.
Long-term care insurance is medically underwritten - meaning that in order to make the best recommendations, your financial advisor is requesting some preliminary health information to see what product and carrier may be most appropriate.
This health information will ONLY be used for the purpose of investigating LTC Insurance and will not be shared with anyone. After we have reviewed your answers, we will delete your response. if you are looking at LTC Insurance with a partner or spouse, they will need to complete a separate survey.
Any questions during the survey? Call us at 877-949-4582 and ask for assistance with the Underwriting Partner Survey.