Quote Request

- Simple Tools for Custom Solutions -

REQUEST A TAILORED QUOTE OR PROPOSAL
FOR YOUR CLIENT

We offer a variety of long-term care solutions to fit your client's unique needs. From quick product quotes to comprehensive crisis planning strategies, we've got you covered. All quotes and proposals are complimentary with no obligation to proceed. Choose an intake form below to get started.

QUICK & EASY ANNUITY QUOTE

QUICK QUOTE
MEDICAID COMPLIANT ANNUITY

If you already know the term and premium amount of the Medicaid Compliant Annuity your client needs, use this quick form to obtain a simple annuity quote.

CUSTOM CRISIS PLANNING STRATEGY

COMPREHENSIVE PROPOSAL
MEDICAID COMPLIANT ANNUITY

If you’re unsure how to structure a Medicaid Compliant Annuity or you’d like a full, complimentary analysis of your client’s situation, use one of our comprehensive quote options below. These forms require specific client data, such as information regarding assets, income, and cost of care, in order to provide a custom plan for eligibility.  This quote includes:

  • A detailed proposal outlining a strategy to accelerate Medicaid eligibility;
  • A custom annuity recommendation specific to your client’s needs; and,
  • The economic results of the plan.

Single Person

married-couple

Married Couple

institutionalized

Institutionalized Couple

PROACTIVE PLANNING FOR YOUNGER CLIENTS

PRE-PLANNING TOOL
LONG-TERM CARE INSURANCE

If your younger, healthy client is taking a proactive approach to a potential nursing home stay, Long-Term Care Insurance is the best way to pre-plan. Use our comprehensive intake form to obtain quotes for this powerful tool and you’ll be contacted by an LTCI Advisor within or associated with our office to discuss your client’s options.

QUICK SOLUTIONS FOR A
COMPLEX ASSET

PRE-EXISTING ANNUITY
NON-COMPLIANT ANNUITY VALUATION

It is common for seniors applying for Medicaid to own an existing annuity that will make them ineligible for benefits. In these cases, we will review your client’s contract and find a solution that fits their needs. If it can be sold on the secondary market, we assist in the valuation and sale of the contract at no charge.

STAPLE PRODUCTS IN ANY
MEDICAID PLAN

SUPPLEMENTARY PRODUCTS
IRREVOCABLE FUNERAL EXPENSE TRUST

An Irrevocable Funeral Expense Trust consists of a small whole life insurance policy assigned to a funeral trust controlled by the insurance company and, when the face value is below the state-specific limitation, is considered exempt for Medicaid purposes. Upon the owner’s death, the funds can be used to pay for funeral and burial services.

STAPLE PRODUCTS IN ANY
MEDICAID PLAN

SUPPLEMENTARY PRODUCTS
WHOLE LIFE INSURANCE POLICY

A Whole Life Insurance Policy is an insurance contract funded with a single premium. The contract is guaranteed issue and remains with the owner through their death, at which point the contract is passed on to the owner’s named beneficiary. For Medicaid purposes, a small policy is considered an exempt asset. Use the form below to obtain a quick quote.

NOT SURE WHICH INTAKE FORM TO USE?

We’re here to help. Our staff of highly-trained Benefits Planners will walk you through your case, step by step.