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Step 2:

Get Your Custom Plan
Fill out your Pre-Screen Form to Start the Process!

Step 1

Education And Understand Your Options

Step 2

Design Your Custom Plan

Step 3

We'll Get You Approved

Let’s Start Building Your Plan! ​

Once you feel like you understand your options and decide to move forward, this is your next step. Submit the Pre-Screen Form below. Then, we’ll reach out to help you choose the right options and design your custom plan.  

Your Pre-Screen Form

The form below is entirely confidential.
Our expert team uses this form to understand which plans you qualify for and which one may fit your situation the best. Once you submit it, we’ll reach out to schedule a meeting to discuss your options.

Before You Submit This Form

Unfortunately, if you are taking certain medications or have been diagnosed with certain conditions, you will be uninsurable. Please refer to the list below to see if this applies to you. If you have any questions or concerns, please contact our office.

Antabuse®, Aricept®, Artane®, Avonex®, Azilect, Betaseron®, Campral®, Cogentin®, Cognex®, Comtan®, Copaxone®, Depade, Donepezil, Eldepryl®, Exelon®, Fentanyl, Galantamine, Hydergine®, Interferon®, Larodopa®/L-Dopa, Lucemyra, Memantine, Methadone, Mirapex®, Namenda®, Namzaric, Parlodel®, Permax®, Razadyne®, Reminyl®, ReVia®, Rivastigmine®, Sinemet®, Suboxone®,Symmetrelº, Vivitrol®

Some of these medications may be considered if taking for a different reason than normally prescribed.

  • Activity of daily living deficits (need help with any of the ADL’s)
  • Alcoholism (active)
  • Alzheimer’s/Dementia
  • Amyotrophic Lateral Sclerosis (ALS)
  • Balance disorder/Gait impairment
  • Cerebral palsy
  • Cirrhosis
  • Depression (severe or hospitalized in the last 5 years) 
  • Down syndrome
  • Drug addiction/illicit drug use (within last ten years)
  • HIV positive
  • Huntington’s disease
  • Macular degeneration (progressive/wet)
  • Memory loss
  • Mental retardation
  • Multiple myeloma
  • Multiple sclerosis (MS)
  • Muscular dystrophy
  • Organ transplant (except kidney)
  • Organic brain syndrome
  • Osteoporosis with compression fracture
  • Paralysis (paraplegia/quadriplegia)
  • Parkinson’s disease
  • Pregnancy (current)
  • Stroke (multiple or residual effects)
  • Surgery pending (will review after)
  • Ventricular tachycardia
Pre screen Form (#4)

Once You Choose a Plan,
There’s Just One Step Left!

3. We’ll Get You Approved

The application process for long-term care plans is complex. You’ll be guided through it to make sure your plan is accepted.