Paper Driven Application Process
(signature via fax)
Long Term Care Insurance
For Agent Use Only. Not For Solicitation Purposes
Paper Application Process Overview
Fax Entire Application
866-556-3393
Fax Entire Application
866-556-3393
Print CompleteApplication & Forms Kit
Print CompleteApplication & Forms Kit
Data Enter ApplicationData Enter Application
Access the Applicationwww.YourLifeSecure.com
‘Resource Center’
Access the Applicationwww.YourLifeSecure.com
‘Resource Center’
Client AppointmentConsultation & Signature
Client AppointmentConsultation & Signature
Visit your agent portal
Enter the “Resource Center”
Paper Application Process Overview
Fax Entire Application
866-556-3393
Fax Entire Application
866-556-3393
Data Enter ApplicationData Enter Application
Client AppointmentConsultation & Signature
Client AppointmentConsultation & Signature
Helpful Pop-ups (not errors)
Enter “Your Business”
Variances: On-Line vs. PaperThe Online Application The Paper Application
Personal Worksheet:
Section ‘L’
The Personal Worksheet:
Separate document
Agent’s Report:
Section ‘M’
Agent’s Report:
Section ‘N’
Applicant Authorization:
Section ‘N’
Applicant Authorization:
Section ‘M’
HIPAA Form:
Section ‘O’
HIPAA Form:
Section ‘L’
Final Checklist:
Section “P”
Final Checklist:
Section “P”
Other Helpful Presentations
Page by Page on-line Application
Policy Decisions: Issued or Adverse
Amendment Process
Monitoring your Business
Changes to Coverage
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