Please complete the following
information if you would like to obtain a quote on Long-Term Care
Insurance. Please understand this is not an application for insurance.
An application will be sent to you if coverage is desired.
All information provided on this information sheet is confidential
and will be used solely for the purpose of developing a quote for
you. |
| Personal Information |
| What is your name? |
Last
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First
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Middle
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| What is your e-mail address? |
e-mail
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| What is your address? |
Street
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City
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State
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Zip
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| What is your telephone number? |
Day
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Evening
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| What is your fax number? |
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| What is your birth date? |
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| What is your gender? |
Gender
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Male
Female |
| What type of policy do you want? |
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| How long of an elimination period do you want? |
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| Would you want a long term care policy that would pay benefits for care that's received outside the United States? |
Yes
No |
| Which of the below statements most accurately describes your thoughts on long term care insurance? |
We've decided that long term care insurance is definitely right for us and we plan on purchasing a policy within 3 months or so. Right now we're looking for information to help us choose the policy that's best for us.
We're not sure if long term care insurance is right for us. To help us decide, we want to see what kind of benefits are available and at what cost.
Right now we want some information about costs and benefits so that we can better plan on when to move forward with a policy. It will probably be at least six months to a year before we plan on purchasing a policy. |
| Is there anything else that is very important for you to have in your long term care insurance policy? |
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| Do you or your spouse own a business? |
Yes
No |
| If so, what type of business entity is it for tax-filing purposes? |
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| Are you married? |
Yes
No
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Spouse's Birth Date?
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| Spouse's Name |
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| Fill in spouse if spouse is
also applying |
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Spouse
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| Height? |
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| Weight? |
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| Do you smoke? |
Yes
No
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Yes
No |
| When did you last use a tobacco product? |
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| What kind of tobacco product was it? |
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| When was the last time you had a physical? |
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| If it was more than a year ago, when was the last time you saw a medical doctor for any other reason?
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| Have you ever had any type of cancer? |
Yes
No |
Yes
No |
| If so, what kind of cancer was it? |
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| When did you receive the final cancer treatment? |
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| Have you ever had any type of stroke or mini-stroke? |
Yes
No |
Yes
No |
| If so, how many strokes or mini-strokes have you had, when was the last one, and are there any residual effects (e.g. impaired vision, paralysis, cognitive impairments). |
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| Have you had any major injuries, falls or broken bones in the last 5 years? |
Yes
No |
Yes
No |
| If so, please provide details |
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| Do you have any shot-term memory problems? |
Yes
No |
Yes
No |
| Do you have any other chronic illnesses? |
Yes
No |
Yes
No |
| Please give as much detail as possible. |
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| Are you currently receiving any type of disability payments or worker's compensation payments? |
Yes
No |
Yes
No |
| If so, what is the cause of disability? |
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| Are you diabetic? |
Yes
No
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Yes
No |
| Are you insulin dependent? |
Yes
No
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Yes
No |
| Do you use a cane? |
Yes
No
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Yes
No |
| Do you use a walker? |
Yes
No
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Yes
No |
| Do you use a wheel chair? |
Yes
No
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Yes
No |
| Do you use any other equipment? |
Yes
No
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Yes
No |
| If you have required assistance with everyday
activities in the past 2 years, please explain |
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| In the past 5 years have you: |
| been confined to a hospital? |
Yes
No
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Yes
No |
| nursing home? |
Yes
No
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Yes
No |
| had home care? |
Yes
No
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Yes
No |
| had long-term care? |
Yes
No
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Yes
No |
| received rehabilitation? |
Yes
No
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Yes
No |
| Please describe your particular health problems |
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| Prescribed medications |
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| Do you currently own a long-term care policy? |
Yes
No
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Yes
No |
| Long-Term Care Quote Selections |
| Benefit period desired |
(Average stay in a nursing facility is
about 3 years) |
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| Daily Benefit - nursing home coverage |
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| Daily benefit - home & community care |
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| How long can you afford to pay for a stay in
a nursing home out of your savings without having to sell any of
your assets such as your home, property, cars, investments, etc?
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The average cost per month is $5,000 which
could be more depending on area of country |
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| Inflation protection/cost-of living adjustment
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Most needed for younger applicants |
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| Best Time to Contact You
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| Please let us know the best time to call and discuss your quote.
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Morning
Afternoon
Evening
Anytime
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Or specify other:
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