Become a Long Term Care Consultant Now!
Peter B. Daenzer, CLU, CPCU
Chairman, LTC Consultant Group, Inc.
77-564 Country Club Dr., Suite #116
Palm Desert, CA 92211
(877) 501-4890, (760) 772-8235, FAX (760) 772-8236, E-mail

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LONG TERM CARE INSURANCE QUOTE REQUEST FORM
AGENT INFORMATION
Agent Name:
Agency Name:
Address:
City:
State: ZIP:
Home Phone: Work Phone:
E-mail: required FAX:

* It is important that you specify at least one point of contact (home/work phone, fax or e-mail) so that we may respond to this quote request. Otherwise we will not know how to contact you. Thank you.

How may we contact you? (remember to specify this contact information above)
Home Phone
Work Phone
FAX
E-mail

CLIENT INFORMATION
Client Name: Joint Applicant Name:
(i.e. Spouse)
Client
Birthdate (DOB):
Joint Applicant DOB:

Please complete as much of the following as you can at this time. Thank you.
If you are unsure about an option, simply leave it unselected. (Leave it as "Select One")

Facility Care Daily Benefit Amount:
Facility Care Daily Benefit Amount represents the daily amount of coverage reimbursed by the insurance company for facility care. This would include nursing homes, assisted living facilities, residential care facilities and adult congregate care.

Benefit Period:
Benefit Period represents the number of years benefits will be paid from 2 years to life (unlimited).

Elimination Period:
Elimination Period is like a deductible and represents the number of days at the beginning of the covered stay before the benefit payments actually begin. (The longer the elimination period, the lower the premium.)

Home Care Daily Benefit:
Home Care Daily Benefit represents 0%, 50%, or 100% of the Facility Care Daily Benefit for Home Care Benefits. These benefits include skilled home health care providers, adult day care, homemaker, hospice, and personal care services.

Cost of Living Adjustment (COLA):
Cost of Living Adjustment (COLA) increases both facility and home health care benefits to keep pace with the rising cost of care.

Does your client smoke? Yes No

Does your client's joint applicant smoke (i.e. spouse)? (leave unselected if this does not apply)
Yes No

Please specify answers for each applicant in the following questions.

Health Condition: Please describe client's overall health condition here. No physical examination is required for Long Term Care insurance. Your client need only answer a few simple questions.

Hospitalizations: Please describe client's hospitalizations in the last 10 years.
[i.e. Reason, how long ago, results (i.e full recovery)]

Medications: Please list any medications your client is currently taking.
[i.e. Name of medication, amount taken daily, how long they've been taking it, reason they're taking it]

Special Requests or Questions about Long Term Care:

You may SUBMIT this Long Term Care Insurance Quote Request when you are finished or CLEAR this form to start again.

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