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A member of LifeMark Partners
LTCi Sales Items and Support Resources    


Article Reprints
 
A 3-Step Guide to Smarter Long-Term Care Planning
A special planning guide for Kiplinger’s Personal Finance readers presented by the American Association for Long-Term Care Insurance
2010
A Shopper's Guide to Long-Term Care Insurance
National Association of Insurance Commissioners
2009
Cost of Long Term Care Across the Nation
Interactive Online Guide
Genworth Financial
2010
Guide to Long-Term Care Insurance
AHIP America's Health Insurance Plans
Providing health benefits to over 200 million Americans
John Hancock Cost of Care Summary
Private Nursing Home Average Daily Costs
2008, Revised 1/10
Kiplinger Long-Term Care Video
7 Segment Retail LTC Video produced by Kiplinger's Personal Finance
Kiplinger's Long-Term-Care Insurance for Less
Kiplinger's Personal Finance
By Kimberly Lankford
December 2008
Long Term Care Insurance Is A Good Hedge
The Savage Truth on Money
By Terry Savage
Monday, September 24, 2007
LTCI Selling Guide
Agent's Sales Journal
By Heather Trese
September 2010
Ten Things You Need To Know About Long-Term-Care Insurance
Forbes Magazine
By Carrie Coolidge
May 22, 2008
The 2009 LTCI Carrier Report Card
Agent's Sales Journal
September 2009


CLASS Act
 
A Survey of Employer and Consumer Perceptions
Summary and Key Findings
Fall 2010
Employer frequently asked questions (FAQ)
Health Care Reform & CLASS Provisions
Overview of the "Class Act"
Published by John Hancock
Providing the best solution. An overview of CLASS & LTCI.
Review the these objectives with clients if they are questioning—in light of the CLASS Act—whether they need to purchase LTCI or are considering canceling their current coverage.


Other Sales Information
 
Annual Review Flyer
Contact me to see how you can customize this flyer to send to your clients for their annual review.
Client Confirmation Letter
Upon receipt of an R.S.V.P. for the LTCi educational class, please mail them this customizable confirmation letter to ensure greater attendance.
Client Invitation to Attend LTCi Class
This is part of our "I'll Sell It, You Write it, You Keep 100% Commissions" campaign. Invite your clients to attend our zero sales LTCi educational class. Get them trained up and then they'll come see you to pick their plan.
John Hancock - Custom Care III Application (AZ)
John Hancock Custom Care III & Core Care Overview
John Hancock Custom Care III - Brochure
Liability Waiver
Once your clients have attended our LTCi educational class, should they choose not to purchase coverage, it would be appropriate to ask them to sign this waiver to remove future liability to you and your organization.
Rules of Engagement Agreement
This document must be signed prior to participating in the "I'll Sell It, You Write It, You Keep 100% Commission" program.


Partnership Material
 
Guide to National Partnership Exchange Program
John Hancock Life Insurance Co.
Initial Training Requirements by State
Interactive Online Requirements Guide
Compliance Certification Clearinghouse, LLC
2010
Ongoing Training Requirements by State
Interactive Online Requirements Guide
Compliance Certification Clearinghouse, LLC
2010
Partnership 4-Hour CE Refresher Course
Click here to register for a class taught by Mari Tautimes, LTCP


Special Authorization Form
 
CIGNA HealthCare
Authorization for Disclosure of Private Health Information
List of Doctors Requiring a Special Authorization Form
Check here for doctor’s offices that require special authorization forms in addition to the carrier's HIPPA authorization form. Proactively managing this detail can save up to 2 weeks of processing time!
MAYO CLINIC
Authorization to Release Protected Health Information


Taxes
 
2011 Federal and State Tax Guide
This brochure presents an overview of the rules and regulations concerning the tax implications of qualified long-term care insurance.
By John Hancock
State Tax Incentives for LTCi Premiums
By John Hancock
Tax Advantages for Business Owners and Employees
Provided by Mutual of Omaha Insurance Company
Tax Advantages for Individuals
Provided by Mutual of Omaha Insurance Company




FREE LTCI Selling Guide

  LTCi PRODUCTS

  LTCi COMPANIES


Long Term Care Insurance Waiver



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