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. We'll use the informal information to:
Armed with predictive information, you will have better answers to provide your client
Set realistic expectations with clients and uncover underwriting challenges early on
With a preview before a price, you'll create happier clients who say "yes" with less stress
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.
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
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.
The reality is, everyone thinks they are healthy, but many clients will not qualify for Preferred pricing. Don’t create a false expectation based on a best-case scenario! Stop looking for the perfect client and start looking for perfectly set expectations!