* Must Read *

General

Find information on getting licensed, completing Partnership training, and using the MassMutual LTC website

Sales Tools

We have developed a few tools to help agents sell LTCi

Quotes / Phone Consult

Setting initial appointment with client, instructions for running quotes, product brochures

Underwriting

Underwriting checklist, how to pre-screen a client, underwriting guides, how to underwrite common conditions, contact info for pre-screen questions

Applications

Where to find app forms, how to process app forms, how to walk client through app, how to monitor app through underwriting, etc.

Policies & Delivery

Understanding policy effective dates, mailing the policy to the client, and holding a policy delivery meeting

Other

MassMutual contact info, Ash Brokerage contact info, tax guide, seminar book

If you have questions, the best way to reach Cary is by email at cmcgroarty@financialguide.com and she will get back to you as soon as she can. There is additional contact information for MassMutual resources and Ash Brokerage resources in the Other section on this website.