This is the most important part of providing options to your client for their Long-Term Care needs. It determines which products they can qualify for and helps us provide realistic options. We can’t emphasize enough how important this step is. This Medical Pre-Screen form is designed to capture important information that will allow up to pre-underwrite and provide realistic quotes. If we have not yet had a case discussion with you we’ll send you a request for that discussion so that we can develop quotes for your client’s specific needs.
When using this form either you or your client can send the completed form directly to us at the email address at the bottom of the form or via fax number, also at the bottom of the form.
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