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Long Term Care Insurance (LTC)
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Individual Coverage Overview
Health Insurance
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Long Term Care Insurance (LTC)
Dental Benefits
Vision Benefits
Travel Policies
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Medicare Fact Finder – Client
Individual Fact Finder
Prescription Drug Fact Finder
Scope of Appointment
About
Contact
Employee Benefit Plans
Employee Benefit Plans Overview
Group Health Plans
Life Benefits
Dental Benefits
Vision Benefits
Accidental Death
Long Term Care Insurance (LTC)
Disability Benefits
Medicare
Medicare Overview
Medicare Supplements
Medicare Advantage Plans
Prescription Drug Plan
Life Insurance
Annuities
Long Term Care Insurance (LTC)
Dental Benefits
Vision Benefits
Travel Policies
Individual Coverage
Individual Coverage Overview
Health Insurance
Life Insurance
Annuities
Long Term Care Insurance (LTC)
Dental Benefits
Vision Benefits
Travel Policies
Forms
Medicare Fact Finder – Client
Individual Fact Finder
Prescription Drug Fact Finder
Scope of Appointment
About
Contact
Individual Fact Finder - Jeff Latall
Name
First
Last
Email
Phone
Zip Code
Gender
Male
Female
Date of Birth
Month
Day
Year
Marital Status
Single
Married
Divorced
Tobacco User?
Yes
No
Household Income Level
Required to determine if eligible for a subsidy.
Household Size (# of individuals on tax return)
Are you an existing Arch Brokerage client?
Yes
No
How did you hear about us?
Current Insurance Carrier
Deductible
Coinsurance
Current Monthly Premium
What hospital networks (BJC, Mercy, SSM, etc) – do you need to have access to?
Which, if any, doctors is it essential to have in network?
If Spouse/Dependents are currently covered and/or you would like coverage for them, please complete the following:
Spouse Name
Gender
Male
Female
D.O.B.
Dependent 1
Gender
Male
Female
D.O.B.
Dependent 2
Gender
Male
Female
D.O.B.
Dependent 3
Gender
Male
Female
D.O.B.
Dependent 4
Gender
Male
Female
D.O.B.
Additional Information
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