Consultation Checklist

Prior to any consultation taking place, please make sure you have provided us with the following documents:
  • A COMPLETE COPY OF THE INSUREDS LONG TERM CARE INSURANCE POLICY 

 

  • ANY APPLICABLE DENIAL LETTERS 

 

  • ANY APPLICABLE POLICY LAPSE NOTICES 

 

  • ANY AND ALL INVOICES FOR HOME CARE AND / OR ASSISTED LIVING

 

  • ANY ASSESSMENTS OR CARE PLANS GENERATED BY YOUR HOME CARE COMPANY AND / OR ASSISTED LIVING FACILITY

 

  • PAYMENT OF THE CONSULTATION FEE 

 

  • IF YOU ARE ACTING AS POWER OF ATTORNEY ON BEHALF OF THE INSURED, PLEASE PROVIDE A COPY OF THE POWER OF ATTORNEY DOCUMENTS 

  • LinkedIn Social Icon
  • Facebook Social Icon