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Get started selling LTC

Your success is at the heart of what we do

Our full-service sales team is available for individualized case consultation and business-building strategies. Help your clients secure their care, their assets and their legacy — for the long-term.

Four steps to your first hybrid life/long-term care (LTC) sale!

We know your time is valuable, so we’ve assembled everything you need to get started selling our hybrid life/long-term care solution in one convenient stop.

Number one

Register for our site for financial professionals

It only takes five minutes – before you know it, you’ll have access to proposals, tools and more right at your fingertips.

Number two

Log in to run proposals and access our eApp

Once in our secure site:

Number three

Take required training and pre-screen your client

Ensure you have the proper licensure to sell hybrid life/LTC, including any state-required long-term care training through ClearCert®. And take a health history of your client and do a pre-screen to make sure they are a good fit.

Number four

Get appointed

In most states, you don’t need to be pre-appointed to submit an application. Our ‘just in time’ appointment process offers the flexibility to submit appointment paperwork, proof of your licensure and any completed LTC training requirements at the same time as an application.

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.

DOFU 11-2023

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