NLTCB
On-line Appointments

Welcome to the NLTCB on-line appointment processing system.

The following are the instructions for using the system. Please also note, further down this page is a list of State Specific requirements for being properly licensed to sell LTC insurance Please also note that at the very bottom of this page is a button called "Start Appointment Process". The following instuctions apply to the web page AFTER you click the "Start Appointment Process" button

New Applicant

• Log on using the Login section
• Enter applicant's first name (Capital first letter, lower case thereafter)
• Enter applicant's last name (Capital first letter, lower case thereafter)
• Enter applicant's social security number (no dashes or spaces)
• Create a personal password (3 to 12 characters)
• Confirm the password
• Enter the Client Package Code (the code is LTC) provided by the Insurer
• Click on the Log on to nomoreforms button

Returning Applicant
The first Login box can be used if the applicant is returning as well

• Log on using the Returning Applicant section
• Enter applicant's social security number (no dashes or spaces)
• Enter the personal password
• Enter the Client Package Code (the code is LTC)
• Click on the Log on to nomoreforms button

Completing Applicant Forms

**Every required form MUST be completed before the applicant can submit forms or attachments

• Click on the first form, National LTC Data Sheet in the listing
• Complete the entire form - Note that ALL RED FIELDS are required fields and must contain data
• Click on the SAVE YOUR INFO button at the bottom of the document to save the form
• If the applicant has not completed all mandatory fields, they will have the option of either returning to the form and complete the required fields that are missing information and SAVE YOUR INFO again, or clicking the button IF YOU NEED TO COME BACK LATER, CLICK HERE TO SAVE YOUR INFORMATION AND LOG OFF. If the applicant elects to choose the second option, when they log in at a later time, their form will be partially completed based on the previous information they had supplied
• Repeat this process for all required forms and again click on the SAVE YOUR INFO button as they are completed
• PRINT ALL DOCUMENTS, SIGN THEM AND SUBMIT THEM TO WFG WITH A COPY OF YOUR LICENSE AND E&O INSURANCE

Important Licensing Note: Several states do mandate that an agent take a special course(s) to be permitted to market/sell long-term care products in that state. Please reference the below requirements:

California: All licensed producers must complete 8 hours annually for the first 4 years licensed and biannually thereafter to sell Long term Care. To sell the Partnership, producers need an additional 8 hours of Partnership CE training biannually.

Colorado: Effective 1/1/09, Colorado requires that all licensed resident producers must take a one-time 16-hour training course consisting of 8-hours of general LTC training; and 8-hours of training specific to LTC Partnership in a classroom setting. They are also requiring ongoing training of no less than 5 hours every 24 months.

Connecticut: All agents must complete a one-time 7-hour LTC program to market/sell the CT Partnership.

Florida: All licensed producers must complete 8 CE hours to sell Long Term Care.

Idaho: All licensed producers selling LTC insurance complete an initial 8-hour NAIC Partnership training course (followed by a 4-hour refresher course every 2 years).

Illinois: All agents must complete a 6-hour course, and receive certificate of completion.

Indiana: Indiana agents only must take an 8-hour course to market any LTC in this state. Indiana agents must also complete an additional 8-hour course to market IN Partnership.

Maine: All licensed producers must complete the initial 8-hour NAIC Partnership training (followed by a 4-hour refresher course every 2 years).

Maryland: Maryland agents only must take a 2-hour course to market LTC in this state.

Michigan: All licensed producers selling LTC must provide evidence that they have completed training on subjects relating to LTC insurance and long term care. This training can be administered by carriers, or an 8-hour NAIC Partnership Training course from any state will suffice.

Minnesota: Minnesota requires that all resident producers selling LTC insurance complete an initial 8-hour NAIC Partnership Training course (followed by a 4-hour refresher course every 2 years). Minnesota resident producers must take a course that has been filed and approved in the state of Minnesota. Minnesota will not allow resident producers to complete the 8-hour training from another State.

Montana: Effective 7/1/2008 Montana requires that all resident producers selling LTC insurance complete an initial 8-hour NAIC Partnership training course (followed by a 4-hour refresher course every 2 years).

Nebraska: Effective 8/1/2008, Nebraska requires all producers licensed to sell LTC insurance complete an initial 8-hour NAIC Partnership training course (followed by a 4-hour refresher course every 2 years).

New York: As of April 1, 2005, The NY Partnership mandates that an agent be certified to market/sell a NY Partnership policy. Please visit www.nyspltc.org for more information. If you are certified, please be sure you have faxed a copy of your certificate to 518-371-6131, Attention: Jennifer.

North Carolina: NC agents must obtain a special LTC license. In addition to an L&H license, one must complete a 10-hour LTC/Medicaid course and pass a state exam to market LTC in NC. Non-resident agents marketing in NC are exempt but must apply for the LTC license.

North Dakota: Effective 7/1/2008, North Dakota requires all producers licensed to sell LTC insurance complete an initial 8-hour NAIC Partnership training course (followed by a 4-hour refresher course every 2 years).

Oregon: Oregon requires all producers licensed to sell LTC insurance complete an initial 8-hour NAIC Partnership training course (followed by a 4-hour refresher course every 2 years).

Pennsylvania: Agents must complete 1 CE hour to sell Long Term Care

Rhode Island: Rhode Island requires that all producers complete an initial 8-hour NAIC Partnership training course (followed by a 4-hour refresher course every 2 years).

South Dakota: Effective 7/1/2008, South Dakota requires that all producers licensed to sell LTC insurance complete an initial 8-hour NAIC Partnership training course that includes information about South Dakota's Medicaid Program (followed by a 4-hour refresher course every 2 years).

Virginia: All licensed producers must complete a Virginia-specific 8-hour NAIC Partnership training course (followed by a 4-hour refresher course every 2 years). VA requires that the training be filed as Continuing Education.

Washington: All agents must complete a 6-hour course, and receive certificate of completion