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A. Product Overview

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Key Takeaways
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Educational Objective
  • V.A.1. Regarding long-term care insurance, be able to identify: a. Why this coverage might be needed; b. Standard levels of care; c. Places services are generally provided; d. The triggers for policy benefits (activities of daily living — ADLs, cognitive impairment, or Alzheimer's disease); e. Marketing standards and responsibilities including Health Insurance Counseling and Advocacy Program (HICAP); f. Available forms of LTC coverage; g. Guaranteed renewability and rates.

Long-term care (LTC) insurance includes any insurance policy, certificate, or rider that provides coverage for diagnostic, preventive, therapeutic, rehabilitative, maintenance, or personal care services that are provided in a setting other than an acute care unit of a hospital.

Long-term care insurance includes all products containing any of the following benefit types:

  • Institutional care including care in a nursing home;
  • Convalescent facility;
  • Extended care facility;
  • Custodial care facility;
  • Skilled nursing facility;
  • Personal care home;
  • Home care coverage including home health care;
  • Personal care;
  • Homemaker services;
  • Hospice or respite care; or
  • Community-based coverage including adult day care, hospice, or respite care.

Long-term care insurance includes disability-based LTC policies, but does not include insurance designed primarily to provide Medicare supplement or major medical expense coverage.

In California, long-term care insurance contracts may be designed to pay for care only in one of the following settings:

  • In a facility;
  • In a person's home (or the home of another); or
  • In any "community-based" setting, such as adult day care or hospice care.

Long-term care contracts can also be designed to be "comprehensive" — paying for care in either a facility setting or in home-based or community-based care settings.

Although long-term care insurance could be added by rider to either a Medicare supplement or health insurance policy, it does not pay for any Medicare or other major medical expenses.

The following are standard levels of care:

  • Skilled nursing care;
  • Intermediate nursing care;
  • Nonskilled nursing care;
  • Assisted living;
  • Personal care;
  • Home health care; and
  • Home care and community-based care