Easily fill out the form below and I will contact you regarding your quote for Long-Term Care.
Analysis Request
Name:
E-mail:
Telephone:
ex. 480-555-5555
Address:
City:
State:
Zip Code:
Date of Birth
ex. 1-2-1968
Spouse Name
Spouse DOB
ex. 1-2-1968
What Role Will Your Children Play in
the Care Giving Process?
Do you have any children?
Yes
No
If yes, how many?
0
1
2
3
4
5
Have you had a discussion with your children about how
long term care services would be provided and paid for?
Yes
No
How involved do
you
want your children to be with the care giving process?
Not At All
Partially
Fully
Would your children be willing to assist you with
any of your physical or financial demands?
Yes
No
Do your children live in the same state you do?
Yes
No
If not, would this effect their ability to participate in assisting with your care?
Yes
No
Somewhat
Will your children's job effect their ability to participate in providing care?
Yes
No
Somewhat
Personal Experience
What prompted you to start seeking information about Long Term Care insurance?
Do you know anyone who has ever needed care in a nursing home, assisted living facility or at home?
Yes
No
What was the effect on their family during this time of need?
What effect did it have on them financially and emotionally?
How was the care paid for?
Savings/Retirement
Current Income
Medicaid/Welfare
Do you feel you are adequately prepared, if you found yourself in a position where you needed care tomorrow?
Yes
No
If you were faced with a long-term care stay at $49,000.00 per year, where would the funds come from to pay for it?
Savings/Retirement
Current Income
Medicaid/Welfare
If you needed care tomorrow, would you rather receive that care in a facility or at home?
Home
Facility
Medicare
Are you aware of what Medicare will and will not cover in regards to long term care?
Yes
No
Do you know what requirements must be met before you can qualify for any coverage under the Medicare system?
Yes
No
Medical Information
Husband
Wife
Tobacco Use:
Yes
No
Quit
Please Answer
Tobacco Use:
Yes
No
Quit
Please Answer
Height:
xxxx
xx.xx
Height:
Weight:
xxxx
xxxx
Weight:
x
List all hospital stays or serious illness or injury within the past
ten
years. Hepatitis, Heart Attack, Stroke, TIA, Diabetes, High Blood Pressure, etc.
Have you had any type of cancer in the past five years?
If yes, explain type, treatment, and current prognosis
What prescription medications are you currently taking?
Medication Taken:
Medication Taken:
Condition It's For:
Condition It's For:
Medication Taken:
Medication Taken:
Condition It's For:
Condition It's For:
Medication Taken:
Medication Taken:
Condition It's For:
Condition It's For:
Medication Taken:
Medication Taken:
Condition It's For:
Condition It's For:
Final Summary
What is your primary objective in considering Long Term Care insurance?
If you were faced with a long-term care stay tomorrow at $50,000 per year, how many years would you be able to last?
Less than 1 Year
1 Year
2 Years
3 Years
4 Years
5 Years
Never run out of money
SECURITY CODE
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Analysis Request Form