Key Takeaways

  • Montana requires standard policy provisions for disability income insurance
  • Long-term care policies must be guaranteed renewable
  • LTC policies must offer inflation protection options
  • Montana participates in the Long-Term Care Partnership Program
  • Disability policies must include minimum grace periods
Last updated: January 2026

Montana Disability and Long-Term Care Insurance

Montana has specific regulations for disability income insurance and long-term care insurance under Title 33, Chapter 22 of the Montana Code Annotated.

Disability Income Insurance

Required Policy Provisions

Montana disability policies must include:

ProvisionRequirement
Grace PeriodMinimum 31 days for annual premium
ReinstatementMust allow reinstatement within specified period
Notice of Claim20 days after loss begins
Time to Pay ClaimsReasonable time after proof of loss
Legal ActionsTiming restrictions for lawsuits

Renewability

Montana disability policies may be:

  • Non-cancelable: Cannot cancel or raise rates
  • Guaranteed Renewable: Cannot cancel, may raise rates by class
  • Conditionally Renewable: Limited cancellation rights
  • Optionally Renewable: Insurer can decline to renew

Long-Term Care Insurance

Montana has comprehensive LTC insurance regulations under MCA 33-22, Part 11:

Incontestability Period (MCA 33-22-1127)

Montana has tiered incontestability for LTC:

  • Less than 6 months: Can rescind for material misrepresentation
  • 6 months to 2 years: Can rescind for material misrepresentation pertaining to the condition for which benefits are sought
  • After 2 years: Cannot rescind except for fraud

Required Provisions

ProvisionRequirement
RenewabilityMust be guaranteed renewable
Pre-existing ConditionsMaximum 6-month look-back period
Elimination PeriodMust be clearly disclosed
Inflation ProtectionMust offer option
NonforfeitureMust offer option

Montana Partnership Program

Montana participates in the Long-Term Care Partnership Program:

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

Producer Requirements

To sell LTC insurance in Montana:

  • Complete LTC-specific training
  • Meet continuing education requirements
  • Follow suitability guidelines
  • Provide required disclosures
Test Your Knowledge

What is the primary benefit of purchasing a Montana Partnership-qualified long-term care policy?

A
B
C
D
Test Your Knowledge

Under Montana law, when can an insurer rescind a long-term care policy that has been in force for 1 year?

A
B
C
D