Penn Treaty has modified the traditional long-term care insurance sales process

Save time and money:

1. Fill out the LTCi QuickPass^SM form (download form)
   Ask 5 simple health questions
   • in the clients home
   • over the phone
   • through the mail

   No client signature required and no up-front premium commitment to start the process!

2. Submit the LTCi QuickPass^SM:
   Mail: 3440 Lehigh St.
   Allentown, PA 18103
   Email: marketing@penntreaty.com
   Fax: 610-966-1642
   

Prepare your client for what to expect next:

1. A Registered Nurse will visit your client for a face-to-face health interview and HIPAA authorization
2. Depending on your client's health history, medical records may be requested from his or her medical care provider(s)
3. Penn Treaty will then complete the underwriting process

   If eligible for coverage:

4. A 30-day guaranteed proposal* will be sent to you to review with your client
5. You assist your client in choosing the right plan for him or her
6. Complete the full application and suitability forms
7. Collect the premium

Benefits of LTCi QuickPass^SM

• Easy-to-use, turnkey process
• Submit all of your business with Penn Treaty using this process
• Provide a second carrier point-of-sale option during an interview
• Opportunity to re-visit clients with impaired health risks
• Cross-selling opportunities
• QuickPass FAQ's (download form)
• Printable Version of this Presentation (download form)

*subject to financial suitability requirement

Copyright © Penn Treaty American^SM Corporation 2008. All rights reserved. For Agent Use Only.