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The McGill Brokerage LTCi Sales Kit Your one stop for everything long term care and linked benefits. Scroll down to get started!

McGill Brokerage presents an easy-to-use interactive kit for financial professionals that highlights the McGill long term care carriers' company/industry information and current product materials, as well as provides you with McGill produced materials. Carriers include Forethought, Lincoln, Mass Mutual, Mutual of Omaha, National Guardian Life, Nationwide, OneAmerica, Securian, and Thrivent.

You can use the information inside this kit to help better understand the long term care insurance (LTCi) market and to help when discussing extended health care planning with your clients. For additional information or to submit a LTCi illustration request please reach out to McGill Brokerage at 800.279.0751.

Products and programs offered through McGill Brokerage. Please check your approved carrier list before proceeding.

McGill Brokerage Materials

LTCi Quote Request Form - fillable form you can complete with your client and return to McGill Brokerage to obtain a quote for traditional LTCi.

Linked Benefit Quote Request Form - fillable form you can complete with your client and return to McGill Brokerage to obtain a quote for linked benefit / hybrid LTCi.

Medical History Form - fillable form you can complete with your client and send back to McGill Brokerage to ensure the most accurate quote.

Starting the Conversation: Extended Care Planning - suggested talking points to help you begin the LTC discussion.

LTCi Coverage Waiver - fillable form you can complete with your client for record that LTCi was discussed / recommended.

Types of Long Term Care – snapshot of available settings for long term care. (client approved)

Agent’s Intro and Training Guide for LTCi – everything you need to know about selling LTCi with McGill Brokerage.

Hybrids Have Their Advantages – one-page snapshot of the key features of each of the linked benefit products available through McGill Brokerage.

Hybrid Annuities Have Their Advantages - one-page snapshot of the key features of each of the annuity linked benefit products available through McGill Brokerage.

Effective Advisor Process for Leveraging LTCi for Your Clients - six-step planning strategy for advisors to effectively utilize hybrid LTCi.

Multi-Life At A Glance - a quick reference sheet for all of your multi-life LTC questions.

Linked Benefit Product and Premium Overview: Life/LTC No Inflation - comparison guide for life/LTC linked benefit products with no inflation.

Linked Benefit Product and Premium Overview: Life/LTC with Inflation - comparison guide for life/LTC linked benefit products with inflation.

For Insurance Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non-registered products only. Tellus operates under the license of Tellus Brokerage Connections, AR license #100107713. Products and programs offered through Tellus are not approved for use in all states. SOLC20-7232-A 0820

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