Key Takeaways

  • Texas requires a 10-day free look period for disability insurance policies
  • Texas participates in the Long-Term Care Partnership Program for Medicaid asset protection
  • LTC policies must offer inflation protection and nonforfeiture benefit options
  • Producers must complete 8 hours of LTC-specific training to sell LTC insurance
  • Disability policies must include standard provisions like grace period and reinstatement
Last updated: January 2026

Texas Disability and Long-Term Care Insurance

Texas has specific regulations for disability income insurance and long-term care insurance.

Disability Income Insurance

Free Look Period

Texas requires a 10-day free look period for disability insurance:

  • Policyholder can return for full premium refund
  • Begins when policy is delivered
  • Applies to individual policies

Required Policy Provisions

Texas disability policies must include:

ProvisionRequirement
Grace PeriodMinimum 31 days for annual premium
ReinstatementMust allow reinstatement
Notice of Claim20 days after loss begins
Proof of Loss90 days after end of period
Time to Pay ClaimsImmediately upon receipt of proof
Legal ActionsNot before 60 days after proof

Definition of Disability

Policies must clearly define disability:

  • Own occupation - Cannot perform own job
  • Any occupation - Cannot perform any job
  • Split definition - Own occ for initial period, then any occ

Long-Term Care Insurance

Free Look Period

Texas requires a 30-day free look for LTC policies:

  • Can return policy for full refund
  • Applies to all individual LTC policies
  • Begins when policy delivered

Required Provisions

ProvisionRequirement
RenewabilityMust be guaranteed renewable
Pre-existing ConditionsMaximum 6-month look-back
Benefit TriggersADL impairment or cognitive impairment
Inflation ProtectionMust offer option
NonforfeitureMust offer option

Texas Partnership Program

Texas participates in the Long-Term Care Partnership Program:

How It Works

  • Purchase a Partnership-qualified LTC policy
  • Receive care covered by the policy
  • If benefits exhaust, apply for Medicaid
  • Asset protection - Keep assets equal to benefits received

Example

Without PartnershipWith Partnership
Spend down to $2,000Protect assets up to benefits paid
May lose home equityEnhanced asset protection
Standard Medicaid rulesSpecial Medicaid rules

Producer Training Requirements

To sell LTC insurance in Texas:

  • Complete 8 hours of LTC-specific training
  • Training must be before first sale
  • Ongoing CE requirements for LTC
  • Must complete before license renewal
Test Your Knowledge

How many hours of training must a producer complete to sell long-term care insurance in Texas?

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Test Your Knowledge

What is the primary benefit of the Texas Long-Term Care Partnership Program?

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