2020 Business LTCi Tax Guide – Mutual of Omaha | Carrier Flyers, Long Term Care, LTCi Client Tools, Tax Info, Worksite | carrier-flyers long-term-care ltci-client-tools tax-info worksite portal product-intel client-tools |
2020 Fingertip Tax Guide – John Hancock | Carrier Flyers, Portal, Tax Info | carrier-flyers portal tax-info |
2020 LTCi Individual Tax Guide – Mutual of Omaha | Carrier Flyers, Portal, Tax Info | carrier-flyers portal tax-info |
2020 LTCi Tax Guide for Small Businesses | LB Client Tools, Long Term Care, LTCi Client Tools, Worksite | lb-client-tools long-term-care-3 ltci-client-tools worksite client-tools portal long-term-care product-intel |
4506T | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Accelerated Underwriting | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Alcohol Usage | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
American General Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Angioplasty | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Arthritis | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Asset Based LTC Product Details | Long Term Care, Portal, Product Intel | long-term-care portal product-intel |
Atrial Fibrillation | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Available Riders – Term Products | Product Intel | product-intel portal |
Available Riders: Permanent Products | Permanent Products, Portal, Product Intel | permanent-products portal product-intel |
Aviation | Underwriting Cheat Sheets | uw-cheat-sheets portal |
Aviation | | |
Avocation Exclusions | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
AXA Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Bankruptcy | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Bladder Cancer | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Blood Pressure | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
BRCA Positive | Underwriting Cheat Sheets | uw-cheat-sheets portal |
Breast Cancer | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Brighthouse | Life, Underwriting Guides | life underwriting-guides portal |
C Corporation Tax Flyer | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
Cancer | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Carrier Illustration Software | Operations Intel, Portal | operations-intel portal |
Carrier Software Info | Operations Intel | operations-intel portal |
CBA User Guide | Portal | portal |
Cervical Cancer | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Charitable Giving | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Child Riders | Portal, Product Intel | portal product-intel |
Cholesterol | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Claude Thau Resume | | |
Claude Thau Testimonials | | |
Climbing | Avocation, Questionnaires | avocation uw-questions underwriting portal |
Colon Polyps | Impairment, Questionnaires | impairment uw-questions underwriting portal |
Colorectal Cancer | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Compare LTCi and Linked Benefit | Client Tools, Customizable Flyers, LB Client Tools, Linked Benefit, LTCi Client Tools, Portal | client-tools customizable-flyers lb-client-tools linked-benefit ltci-client-tools portal product-intel |
Coronary Artery Disease | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Credit Tax and Bankruptcy | Underwriting Cheat Sheets | uw-cheat-sheets portal |
Criminal History | Criminal Histories, Questionnaires | criminal-histories uw-questions underwriting portal |
Crohn’s Disease | Impairment, Questionnaires | impairment uw-questions underwriting portal |
Customizable Consumer LTCi Guide from NLTCN | Customizable Flyers, Portal | customizable-flyers portal |
Customizable Consumer LTCi Guide Order Form | Customizable Flyers, Portal | customizable-flyers portal |
Customizable LTCi Tax Guide from NLTCN | Customizable Flyers, Long Term Care, Portal, Tax Info | customizable-flyers long-term-care-3 portal tax-info |
Depression | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Detailed LTC Tax Info | Portal, Tax Info | portal tax-info |
Determining the best Linked Benefit Product | Client Tools, LB Client Tools, Linked Benefit, Questionnaires | client-tools lb-client-tools linked-benefit uw-questions portal product-intel underwriting |
Diabetes | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Driving History | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Drug Usage | Impairment, Questionnaires | impairment uw-questions underwriting portal |
Enrollment Support | Worksite | worksite long-term-care product-intel portal |
Estate Growth | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Executive GI and SI Guidelines | Portal, Product Intel, Specialty Products | portal product-intel specialty-products |
External Term Conversion Programs | Product Intel | product-intel portal |
Family History | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Final Expense Product Details | Portal, Product Intel, Specialty Products | portal product-intel specialty-products |
First Year Premium | Portal, Product Intel | portal product-intel |
Foreign National | Questionnaires | uw-questions underwriting portal |
Foreign Nationals | Foreign Nationals, Portal, Underwriting Cheat Sheets | foreign-nationals portal uw-cheat-sheets underwriting |
Foreign Resident | Questionnaires | uw-questions underwriting portal |
Foreign Travel | Foreign Travel, Questionnaires | foreign-travel uw-questions underwriting portal |
Global Atlantic Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Hepatitis | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
HIPAA | Prequalification, Questionnaires | prequalification uw-questions underwriting portal |
How to avoid Elder Abuse | Articles | articles |
Income Replacement | | |
Income Replacement | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Informal Inquiry | Prequalification, Questionnaires | prequalification uw-questions underwriting portal |
Inspection Reports | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
John Hancock Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Juveniles | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Key Person Insurance | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Lab Results | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Life Insurance in Qualified Plans | Portal, Product Intel | portal product-intel |
Life Settlements | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Lincoln Financial Field Underwriting Guide | Life, Linked Benefit, Underwriting Guides | life linked-benefit-underwriting-guides underwriting-guides portal |
Lincoln Financial MoneyGuard Phone Interview Preparation for Client | Linked Benefit | linked-benefit-underwriting-guides underwriting-guides portal |
Lincoln Financial MoneyGuard Pre-submission UW | Linked Benefit, Prequalification | linked-benefit-underwriting-guides prequalification underwriting-guides portal uw-questions underwriting |
Lincoln Section 162 Powerpoint | Carrier Flyers, Portal | carrier-flyers portal |
Lincoln TermAccel Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Linked Benefit for Employers | Customizable Flyers, Linked Benefit, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care worksite portal product-intel |
Linked Benefit Married Female Age 60 | Client Tools, Customizable Flyers, LB Client Tools, Linked Benefit | client-tools customizable-flyers lb-client-tools linked-benefit portal product-intel |
Linked Benefit Married Male Age 60 | Client Tools, Customizable Flyers, LB Client Tools, Linked Benefit | client-tools customizable-flyers lb-client-tools linked-benefit portal product-intel |
Linked Benefit Single Female Age 60 | Client Tools, Customizable Flyers, LB Client Tools, Linked Benefit | client-tools customizable-flyers lb-client-tools linked-benefit portal product-intel |
Linked-Benefit consumer flyer for males | LB Client Tools, Linked Benefit | lb-client-tools linked-benefit client-tools portal product-intel |
Linked-Benefit consumer flyer for married females | LB Client Tools, Linked Benefit | lb-client-tools linked-benefit client-tools portal product-intel |
Linked-Benefit consumer flyer for single females | LB Client Tools, Linked Benefit | lb-client-tools linked-benefit client-tools portal product-intel |
Loan Rescue: 1035 Exchanges with Outstanding Loan | 1035 Exchanges, Permanent Products, Portal, Product Intel | 1035-exchanges permanent-products portal product-intel |
LTC 101 | Client Tools, Linked Benefit, Long Term Care, Long Term Care, LTCi Client Tools, Worksite | client-tools linked-benefit long-term-care long-term-care-3 ltci-client-tools worksite portal product-intel |
LTC and Chronic Illness Rider Details | Long Term Care, Portal, Product Intel | long-term-care portal product-intel |
LTC Carrier Software | Portal | portal |
LTC CBA Brief | Long Term Care, Portal | long-term-care-3 portal |
LTC CI Foreign National Options and Payments-Abroad | Foreign Nationals, Long Term Care, Portal, Product Intel | foreign-nationals long-term-care portal product-intel underwriting |
LTC Prequalification | Portal, Prequalification, Questionnaires | portal prequalification uw-questions underwriting |
LTCi Flyer for Medicare Clients | Client Tools, Customizable Flyers, LB Client Tools, Long Term Care, LTCi Client Tools | client-tools customizable-flyers lb-client-tools long-term-care ltci-client-tools portal product-intel |
LTCi For Accountants | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
LTCi for Attorneys | Customizable Flyers, Linked Benefit, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care-3 worksite portal product-intel long-term-care |
LTCi for Chamber of Commerce | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
LTCi For Doctors and Dentists | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
LTCi for Employers | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
LTCi for Farmers | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
LTCi for Mom and Pop Businesses | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
LTCi For Professors | Customizable Flyers, Linked Benefit, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care worksite portal product-intel |
LTCi for Ranchers | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
LTCi for School Districts | Customizable Flyers, Linked Benefit, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care worksite portal product-intel |
LTCi for Teachers | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
Lymphoma | Impairment, Questionnaires | impairment uw-questions underwriting portal |
Marijuana | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
MassMutual Study: Great Interest in LTC Protection | Articles, LB Client Tools, Linked Benefit, Long Term Care, Long Term Care, LTCi Client Tools, Worksite | articles lb-client-tools linked-benefit long-term-care long-term-care-3 ltci-client-tools worksite client-tools portal product-intel |
Max Issue Age | Portal, Product Intel | portal product-intel |
Medical Requirements | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Middle Market SI Product Details | Portal, Product Intel, Specialty Products | portal product-intel specialty-products |
Multiple Sclerosis | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Mutual of Omaha Adverse Info Auth | Long Term Care, Underwriting Guides | long-term-care-underwriting-guides underwriting-guides portal |
Mutual of Omaha Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Mutual of Omaha LTC Underwriting Guide | Long Term Care, Portal, Underwriting Guides | long-term-care-underwriting-guides portal underwriting-guides |
National Guardian Adverse Info Auth | Long Term Care, Portal, Underwriting Guides | long-term-care-underwriting-guides portal underwriting-guides |
National Guardian LTC Guide | Long Term Care, Portal, Underwriting Guides | long-term-care-underwriting-guides portal underwriting-guides |
Nationwide Care Matters II UW Process | Linked Benefit, Underwriting Guides | linked-benefit-underwriting-guides underwriting-guides portal |
Nationwide CareMatters Prequalification | Linked Benefit, Prequalification | linked-benefit prequalification product-intel portal uw-questions underwriting |
Nationwide CareMatters Underwriting Process | Linked Benefit, Linked Benefit, Underwriting Guides | linked-benefit linked-benefit-underwriting-guides underwriting-guides product-intel portal |
Nationwide Field Underwriting Guide | Life, Linked Benefit, Underwriting Guides | life linked-benefit-underwriting-guides underwriting-guides portal |
Nationwide Personal History Interview Info | Carrier Flyers, Linked Benefit, Linked Benefit | carrier-flyers linked-benefit linked-benefit-underwriting-guides portal product-intel underwriting-guides |
New York Life Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
New York Products | Portal, Product Intel | portal product-intel |
NGL 1035 Exchange Flyer | 1035 Exchanges, Carrier Flyers | 1035-exchanges carrier-flyers portal |
Non Medical | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Non Profit Tax Flyer | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
Non Working Spouse | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
North American Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
NT Pro BNP | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Offer CE to HR Professionals | Customizable Flyers, Portal | customizable-flyers portal |
Older Age | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
One America Field Underwriting Guide | Linked Benefit, Underwriting Guides | linked-benefit-underwriting-guides underwriting-guides portal |
Order form for Customizable LTCi Tax Guide | Customizable Flyers, Portal, Tax Info | customizable-flyers portal tax-info |
Ovarian Cancer | Impairment, Questionnaires | impairment uw-questions underwriting portal |
Pacemaker | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Parkinson’s | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Pass Thru Entities Tax Flyer | Customizable Flyers, Linked Benefit, Long Term Care, Long Term Care, Worksite | customizable-flyers linked-benefit long-term-care long-term-care-3 worksite portal product-intel |
Polycystic Kidney Disease | Impairment, Questionnaires | impairment uw-questions underwriting portal |
Potential Claims Spreadsheet | Client Tools, LB Client Tools, Linked Benefit, Long Term Care, Long Term Care, LTCi Client Tools, Worksite | client-tools lb-client-tools linked-benefit long-term-care long-term-care-3 ltci-client-tools worksite portal product-intel |
Pre Appointment States – Life | Operations Intel, Portal | operations-intel portal |
Premium Deposit Accounts | Portal, Product Intel | portal product-intel |
Premium Financing Guidelines | Permanent Products, Portal, Product Intel | permanent-products portal product-intel |
Premium Rules | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Principal Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Pro Athletes | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Product Availabiility by State | Portal, Product Intel | portal product-intel |
Product Type by Carrier | Portal, Product Intel | portal product-intel |
Projecting Potential LTCi Benefits | LB Client Tools, Linked Benefit, Long Term Care, LTCi Client Tools, Worksite | lb-client-tools linked-benefit-underwriting-guides long-term-care-3 ltci-client-tools worksite client-tools portal underwriting-guides long-term-care product-intel |
Prostate Cancer | Impairment, Questionnaires | impairment uw-questions underwriting portal |
Protective Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Prudential Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Racing | | |
Range of Exposure – Consumer Advisor Version | Client Tools | client-tools portal |
Range of Exposure Brief | Client Tools, Long Term Care, LTCi Client Tools, Portal | client-tools long-term-care-3 ltci-client-tools portal |
Range of Exposure Flyer | LB Client Tools, LTCi Client Tools | lb-client-tools ltci-client-tools client-tools portal |
Range of Exposure User Guide | Portal | portal |
Range of Exposure User Guide | Linked Benefit, Long Term Care | linked-benefit long-term-care-3 product-intel portal |
Return of Premium Rider Details | Product Intel | product-intel portal |
Routine Medical Care | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Sample LTCi Consultant Report | Long Term Care, Worksite | long-term-care worksite product-intel portal |
Scuba | Avocation, Questionnaires | avocation uw-questions underwriting portal |
Section 162 Bonus Plan from Lincoln Financial | Carrier Flyers, Portal | carrier-flyers portal |
Section 162 plans with Linked Benefit Policies | LB Client Tools, Linked Benefit, Permanent Products, Worksite | lb-client-tools linked-benefit permanent-products worksite client-tools portal product-intel long-term-care |
Securian Field Underwriting Guide | Life, Linked Benefit, Underwriting Guides | life linked-benefit-underwriting-guides underwriting-guides portal |
Skin Cancer | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Sky Sports | Avocation, Questionnaires | avocation uw-questions underwriting portal |
Sleep Apnea | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
State Income Tax Incentives for LTCi | Long Term Care, Tax Info | long-term-care-3 tax-info portal |
State LTC Licensing Information | Long Term Care, Operations Intel, Portal | long-term-care-3 operations-intel portal |
Statistics for Consumers (and exposure of misleading statistics) | Articles, Linked Benefit, Long Term Care, Product Intel, Worksite | articles linked-benefit long-term-care product-intel worksite portal |
Stroke and TIA | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Symetra Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Term Conversion Privileges | Product Intel | product-intel portal |
Term Face Reductions | Product Intel | product-intel portal |
Testicular Cancer | | |
Thrivent Underwriting Guide | Long Term Care, Underwriting Guides | long-term-care-underwriting-guides underwriting-guides portal |
TIA | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Tips for a Conversation with your Elders – Client Version | Client Tools | client-tools portal |
Tips for a LTC Conversation with Your Elders | Client Tools, Customizable Flyers, LB Client Tools, Long Term Care, LTCi Client Tools | client-tools customizable-flyers lb-client-tools long-term-care-3 ltci-client-tools portal |
Tobacco | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Transamerica Field Underwriting Guide | Life, Underwriting Guides | life underwriting-guides portal |
Transamerica LTCi Underwriting Guide | Long Term Care, Underwriting Guides | long-term-care-underwriting-guides underwriting-guides portal |
Transamerica What Happens Next | Long Term Care, Portal, Underwriting Guides | long-term-care-underwriting-guides portal underwriting-guides |
Transgender Applicants | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Ulcerative Colitis | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Underwriting Credits | Portal, Underwriting Cheat Sheets | portal uw-cheat-sheets |
Unisex Pricing | Long Term Care, Product Intel, Worksite | long-term-care product-intel worksite portal |
Valve Surgery | Impairment, Portal, Questionnaires | impairment portal uw-questions underwriting |
Why Spouses are Covered in Executive Carve Outs | Linked Benefit, Long Term Care, Long Term Care, Worksite | linked-benefit long-term-care long-term-care-3 worksite product-intel portal |
Worksite Census LTC | Long Term Care, Worksite | long-term-care worksite product-intel portal |