New Phone Extensions: Starting Tue. 5/21, please discard any four-digit extensions and contact your team for updated info.
Don't Guess. Know.

Everyone thinks they're healthy, but many clients will not qualify for Preferred pricing. Don’t create a false expectation based on a best-case scenario! Sell long-term care the smart way — by letting your client provide medical and health history details directly to Ash Brokerage through a secure, digital process.

Improve Client Experience

Armed with predictive information, you will have better answers to provide your client

Avoid Unnecessary Delays

Set realistic expectations with clients and uncover underwriting challenges early on

Increases Your Success Rate

With a preview before a price, you'll create happier clients who say "yes" with less stress

Set Up Your Access

Schedule a 30-minute virtual meeting with our Onboarding team. We'll get your account set up and help you send your first LTC PreView questionnaire to yourself or a client.

LTC Pre View Long Term Care Field Underwriting Ash Brokerage
Keep the Medical Records At Home

Your clients can complete the questionnaire in their own home or on the go at their convenience. They just need the following:

• Current medication information, including the name(s) and dosage
• List of any medical procedures, including dates, within 10 years
• Past and present medical diagnoses

See How To Start Get Help with Setup
Prepare Your Clients

To help you introduce LTC PreView, we've prepared a client-facing overview video

There's also an accompanying flier. Share them with your clients before you send them a PreView questionnaire, encouraging them to take the first step toward a long-term care plan.

LTC Pre View Advisor Portal Long Term Care Field Underwriting Ash Brokerage
Try It On Your Next Case
Access LTC PreView Now

A free account on the Ash Brokerage Advisor Portal is required to access LTC PreView.

You can access LTC PreView on the Portal homepage from the Tools menu. You can also send a test PreView to yourself to review the process before using it with your clients.

Get an accurate snapshot of health

Stop looking for the perfect client and start looking for perfectly set expectations!

Long-Term Care
An Advisor's Story: How LTC PreView Increased Efficiency
Hear from your peer! Advisor Damon Strickland is no stranger to long-term care opportunities. But when he adopted Ash's LTC PreView prescreening tool into his process, efficiency followed. See why it helps get field underwriting right — right from the start.
11 minutes
Long-Term Care
How To Use LTC PreView
See how to access our long-term care prescreening tool, LTC PreView, on the Ash Advisor Portal. You'll get a walkthrough of what clients will see and how you can use the platform to gather information, improve client experience and avoid unnecessary delays.
2 minutes
Long-Term Care
Get Accurate Pricing and Faster Placement
If you are having your clients apply for LTC insurance without knowledge of their medical history, it's as good as asking a Magic 8 Ball. Ash's LTC PreView tool takes the guessing out of LTC underwriting and helps increase your odds of success.
1 minutes
Long-Term Care
LTC Preview — Don't Guess. Know.
Field underwriting for long-term care insurance should always start with accurate information. The more we know upfront, the better we can quote a price and design a plan that will get issued. Get it right, right from the start, with LTC PreView.
1 minutes

For financial professional use only. Not to be reproduced or shown to clients.

There are multiple ways to insure for long-term care needs. Options vary and some are less expensive than others, but may offer fewer guarantees. A financial professional can work with you to determine what coverage is right for you and how much coverage you should purchase. Health insurance doesn’t cover long-term care expenses. Medicare will cover some long-term care costs, but only up to 100 days (after a 3-consecutive-day stay in a hospital under treatment). Medicaid will cover long-term care expenses for individuals with assets of $2,000 or less (varies by state) and covered care may be limited to a nursing home. Paying for long-term care costs out of pocket may not be practical or cost-efficient for many people.