CA$H-FIRST/Assured Solutions GOLD

For assistance call 1-800-842-7799

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   Normal / Prepare by End of Day    Please call me to discuss my case

APPOINTMENT
DATE & TIME
 
STATE
 
AGENT NAME
 

Prefered method of contact: Phone   Fax   Email
**Be sure to enter "Method of Contact" info below.**
PHONE
  
EMAIL
  
FAX
  
Let GOLDENCARE USA be your back office! Our Marketing Team can run the numbers you need through our list of carriers. We can quote the right company,even if your client has/had:Congestive Heart Failure,Severe Emphysema,Parkinsons,Severe Diabetes,Heart Attack or Stroke. We can even help with declines. Please provide any information you have - missing information is not generally an issue.
TELL US ABOUT YOUR CLIENT(S)
Name  
Date of Birth
 
Height
  
Weight
  
Smoker
  Yes  No

Previous Decline
  Yes  No
Married
   Yes  No
Health History
(within last five years)
Medications
(include dosage and length of treatment)
Spouse Applying Yes  No
Spouse's Name
 
Date of Birth
  
Height
  
Weight
  
Smoker
  Yes  No

Previous Decline
  Yes  No
Health History
(within last five years)
Medications
(include dosage and length of treatment)

 

OPTION #1 - DESIGN A PLAN WITHIN A CLENT'S BUDGET

Client can spend up to
$ per month
For:
Self and Spouse  Self Only

 

- OR -

OPTION #2 - QUOTE ON PLAN WITH FOLLOWING BENEFITS & OPTIONS

Carrier Preference

United of Omaha - Combination of CA$H-FIRST & Reimbursement Benefits
Other
Most Competitive

 

CA$H FIRST PLAN
Maximum Monthly Cash Benefit in $200 Increments
   $ Maximum Monthly Benefit is  2.5 x Cash Benefit 
Maximum Lifetime Benefit
  $ ($50,000 to $500,000  in $25,000 increments) 
See grid on next page
Reimbursement Benefits
(% of Maximum
Monthly Benefit)

Nursing Home 100%
Basic HHC 100%  
Prof HHC 200%
Assisted Living
   50%  60%  70%  80%  100%

Built-in Benefits to Age 65
 Additional Benefit for Injury -- Return of Premium 

 

OR

Assured Solutions GOLD Plan
Maximum Monthly Benefit
  $500 increments 

Maximum Lifetime Benefit (Years)
2  
3
4
5
6
8
Lifetime
Reimbursement Benefits (% of Maximum Monthly Benefit)
Nursing Home 100%
Basic/Prof HHC

100% 
75%
50%
Assisted Living
 50%
75%
100%

Standard Cash Benefit

40% of HHC

 

Other Options (APPLIES TO CASH-FIRST & ASSURED SOLUTIONS GOLD)
Calendar Day Elimination Period

0
30
60
90
180
365
Waive for HHC   Yes  No
Increase Cash Benefit from 40% to 50% of Basic HHC
   Yes  No  

Inflation Protection Options
5% Simple:

Lifetime

5% Compound:

Lifetime
20 Years

(5% Compound)
Maximum Increase:

2x
3x
4x
Lifetime Compound with Buy Up Option:

3%
3.5%
4%
4.5%
None with Future Purchase Option
Spouse Related Options
Shared Care
 Yes  No  
Survivorship
 Yes  No  
Waiver of Premium
 Yes  No  
Spouse Security (Benefits for Uninsured Spouse)


Yes  No  
 
Extend Built-In 5 Year Rate Guarantee to (Years)
6
7
8
9
10

Return of Premium
Less Claims
Full (only available with CA$H FIRST)  

Premium Options

Lifetime
Single
10-Year Pay
20-Year
Pay to Age 65

Flex to Age 85
70
80
90
(percent of premium payable in 1st year) Policy schedule will display premium increases for each policy anniversary until insured is 85.  

Restoration of Benefits
 Yes  No

Benefits & Options may vary by Carrier & State

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