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To ensure compliance with requirements imposed by the IRS in Cir. 230, we inform you that, unless expressly stated otherwise, any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending. For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1. 09.15 Copyright © 2014 Tellus Brokerage Connections. The Long Term Care Solution Center Presents: The LTC Producer Kit The LTC Producer Kit 800.279.0751 | www.jcmcgill.com Access the Kit

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  • To ensure compliance with requirements imposed by the IRS in Cir. 230, we inform you that, unless expressly stated otherwise, any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending.

    For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1. 09.15 Copyright © 2014 Tellus Brokerage Connections.

    The Long Term Care Solution Center Presents:

    The LTC Producer Kit

    The LTC Producer Kit

    800.279.0751 | www.jcmcgill.com

    Access the Kit

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    The LTC Solution Center presents an easy-to-use interactive producer kit that highlights the long-term care carriers’ company/industry information and current product materials, as well as provides you with McGill Brokerage produced materials.

    You can use the information inside this kit to help you better understand the long-term care insurance (LTCi) market and to help you discuss

    Introduction Carrier MaterialsMaterials

    Materials Carrier Materials

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    McGill Brokerage Materials

    Introduction Carrier MaterialsMaterials

    Agent Introduction to Long Term Care Insurance – an answer to all of your questions regarding LTCi and working with the LTCi team.

    Long Term Care Decision Tree – a guide to help you through your client’s LTCi funding options.

    Quote Request Form – request an LTCi quote by filling out this basic form and sending to our LTC team.

    Ins and Outs of Long Term Care Processing – points to help define the ins and outs of LTCi processing.

    10 Long Term Care Assumptions – learn the top client and producer assumptions.

    10 Reasons Why We’re the Place to Put Your Long Term Care Business – learn why McGill Brokerage is the place to put your LTC business.

    http://docs.tellusbrokerage.com/documents/AgentIntrotoGeneric1013-MRS.pdfhttp://docs.tellusbrokerage.com/documents/DecisionTree2013ProducerUpdated-MRS.pdfhttp://docs.tellusbrokerage.com/documents/QuoteRequestForm-MRS.pdfhttp://docs.tellusbrokerage.com/documents/InsAndOuts-LTCupdate-MRS.pdfhttp://docs.tellusbrokerage.com/documents/Top10LTC-Assumptionc_2013_Producer-MRS.pdfhttp://docs.tellusbrokerage.com/documents/Top10ReasonsLTC-MRS.pdf

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    Introduction Carrier MaterialsMaterials

    Mutual of OmahaGenworth John Hancock Lincoln Financial OneAmerica Transamerica

    Genworth

    Privileged Choice® Flex 2 Client Brochure – product guide for your client.

    Privileged Choice® Flex 2 Q&A – get all your questions answered with this handy producer brochure.

    Privileged Choice® Flex 2 State-Specific Differences – a look at Privileged Choice® Flex 2 by state.

    Privileged Choice® Flex 3 Announcement – producer announcement about the Privileged Choice® Flex 3 launch.

    Total Living Coverage® Client Brochure – product guide for your client.

    Total Living Coverage® Sales & Features Producer Guide – explains the details of Total Living Coverage®.

    Total Living Coverage® State-Specific Differences – a look at Total Living Coverage® by state.

    LifeSecure

    http://docs.tellusbrokerage.com/documents/LTCprodkitGENFLEX2Brochure.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitGENFLEX2ProducerQA.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitGNWFlex2StateVariations0614.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitGNWPCFlex3.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitTLCBrochure.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitTLCSalesFeaturesGuide.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitGNWTLCStateVariations0614.pdf

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    Introduction Carrier MaterialsMaterials

    John Hancock

    Custom Care III featuring Benefit Builder Client Brochure – explains the product details for your client.

    Custom Care III featuring Benefit Builder State Variation Brochure – provides state variations.

    Custom Care III featuring Benefit Builder Pricing Changes – details the pricing changes.

    Mutual of OmahaGenworth John Hancock Lincoln Financial OneAmerica TransamericaLifeSecure

    http://docs.tellusbrokerage.com/documents/LTCprodkitJHCustomCareIIIbrochurewithBBcompactstates.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitJHCustomCareIIIbrochurewithBBStateVariationChart.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitJHMay19changesaddparameds_final_5114.pdf

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    Introduction Carrier MaterialsMaterials

    Mutual of OmahaGenworth John Hancock Lincoln Financial OneAmerica Transamerica

    Life Secure

    LifeSecure LTC II Consumer Brochure- generic brochure for your client.

    LifeSecure LTC II Product Overview– product guide for your client.

    Field Underwriting Guide - a quick reference tool designed to help answer some more common product and underwriting questions.

    LifeSecure

    http://docs.tellusbrokerage.com/documents/LifeSecureConsumerBrochGeneric_0814.pdfhttp://docs.tellusbrokerage.com/documents/LifeSecureProductOverviewGeneric_0814.pdfhttp://docs.tellusbrokerage.com/documents/LifeSecureUnderwritingGuide_0814.pdf

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    Introduction Carrier MaterialsMaterials

    Lincoln Financial

    MoneyGuard® II Advisor Guide – guide to help explain MoneyGuard® to your client.

    MoneyGuard® II Client Brochure – product guide for your client.

    MoneyGuard® II Client Presentation – presentation to help explain MoneyGuard®.

    MoneyGuard® II Presubmission Underwriting Tool – this tool includes disqualifying conditions for MoneyGuard® solutions coverage.

    MoneyGuard® II Height and Weight Guidelines – build chart to help determine eligibility for life insurance and long-term care solutions.

    State Availability Guide – a look at product availability by state.

    Mutual of OmahaGenworth John Hancock Lincoln Financial OneAmerica TransamericaLifeSecure

    http://docs.tellusbrokerage.com/documents/LTCprodkitADVGuideMGII.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitMGRIIClientBrochure0214.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitLIFMGR140001MGRCLT2PPT004Z02FINAL.pptxhttp://docs.tellusbrokerage.com/documents/LTCprodkitMGRIIPreQualTool0214.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitMGRIIBuildChart0214.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitLincolnStateAvailabilty0614.pdf

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    Introduction Carrier MaterialsMaterials

    Mutual of Omaha

    MutualCare® Solutions Portfolio Overview – a high-level overview of MutualCare® Custom Solution and MutualCare® Secure Solution.

    MutualCare® Custom Solution Client Brochure – details of MutualCare® Custom Solution.

    MutualCare® Secure Solution Client Brochure – details of MutualCare® Secure Solution.

    MutualCare® Solutions Product State Specific Matrix - a look at availability by state.

    Mutual of OmahaGenworth John Hancock Lincoln Financial OneAmerica TransamericaLifeSecure

    http://docs.tellusbrokerage.com/documents/LTCprodkitMOOMCSolutionsPortfolioOverview.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitMOOMCCustomSolutionclientbrochure.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitMOOMCSecureSolutionclientbrochure.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitMOOSolutionsStateVariations0614.pdf

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    Introduction Carrier MaterialsMaterials

    OneAmerica

    Annuity Care® Client Brochure – short brochure with the features of Annuity Care®.

    Annuity Care® II Client Brochure – explains the features of Annuity Care® II.

    Asset-Care® Client Brochure – an overview of the features of Asset-Care®.

    Asset-Care® Producer Guide – a summary of Asset-Care solutions.

    Asset-Based LTC Solutions Product Overview and Training Guide - a summary of asset-based LTC solutions.

    Care Solutions State Availability – a look at the Care Solutions portfolio by state.

    Mutual of OmahaGenworth John Hancock Lincoln Financial OneAmerica TransamericaLifeSecure

    http://docs.tellusbrokerage.com/documents/StateLifeAnnuityCareClientBroch_0814.pdfhttp://docs.tellusbrokerage.com/documents/StateLifeAnnuityCareIIClientBroch_0814.pdfhttp://docs.tellusbrokerage.com/documents/StatelifeAssetCareConsumerBroch_0814.pdfhttp://docs.tellusbrokerage.com/documents/StateLifeAssetCareAgentGuide_0814.pdfhttp://docs.tellusbrokerage.com/documents/StateLifeProducerGuide_0714.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitOneAmericaProductStateAvailability.pdf

  • For Insurance Professional Use Only — not intended for use in solicitation of sales to the public. Products and programs offered through Tellus are not approved for use in all states. For use with non-registered products only. 09.14 LTCI14-3939-A-1 09.15 Copyright © 2014 Tellus Brokerage Connections. www.jcmcgill.com

    The LTC Producer Kit

    Introduction Carrier MaterialsMaterials

    Mutual of OmahaGenworth John Hancock Lincoln Financial OneAmerica Transamerica

    Transamerica

    Multi-Life at a Glance – one page glance at multi-life.

    Multi-Life Enrollment Communication Guide – producer guide for multi-life offerings.

    TransCare III Consumer Brochure – consumer brochure explaining benefits and features.

    TransCare III Frequently Asked Questions – questions and answers about TransCare III.

    TransCare III Interstate Compact States – a look at availability by state for compact states.

    TransCare III Non-Interstate Compact States – a look at availability by state for non-interstate compact states.

    LifeSecure

    http://docs.tellusbrokerage.com/documents/LTCprodkitTransMultilifeataGlance.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitTransMultilifeProducerGuide.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitTransCareIIIConsumerBrochure.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitTransCareIIIFAQ.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitTransCareIIIStateVariations0614.pdfhttp://docs.tellusbrokerage.com/documents/LTCprodkitTransCareIIIStateVariationsCA0614.pdf