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 Fax Entire Application Print Complete Application & Forms Kit Print Complete Application & Forms Kit Data Enter Application Access the Application ‘Resource Center’ Access the Application ‘Resource Center’ Client Appointment Consultation & Signature Client Appointment Consultation & Signature

Visit your agent portal

Enter the “Resource Center”

Paper Application Process Overview Fax Entire Application Fax Entire Application Data Enter Application Client Appointment Consultation & Signature Client Appointment Consultation & Signature

Helpful Pop-ups (not errors)

Enter “Your Business”

Variances: On-Line vs. Paper The Online ApplicationThe 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