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Substandard Life Quote

The quote you have requested requires that you complete the following survey as completely and accurately as possible. Once submitted the information will be e-mailed to our office(s) and we will expedite your request. This information will be kept confidential and will be used for quote purposes only. We look forward to serving you.

NOTE: If you are interested in a second-to-die quote then you must complete this entire form again for the proposed second insured.

 

Contact Information
*First Name
Last Name
*Email Address
Work Phone
Home Phone
City
State
Zip
Quote Information
Date of Birth

(mm/dd/yy)

Gender Male Female
Have you used tobacco? Yes No
If yes, specify date (mm/dd/yy) of last use:

Cigarette

Cigar

Pipe

Chewing Tobacco

Height (ex: 5'8")
Weight (ex: 150 lbs)
Are you a private pilot? No Yes
Amount needed
Policy Type

Term
Permanent
Second-to-Die

   
General Medical
Describe your Health / Medical impairment or Special risk:
Date Diagnosed: (mm/dd/yy)
Medications (Include Dosage):
Cholesterol / Ratio /
Blood Pressure
Types and dates of surgery or hospital treatments:
Family History ("Father", "Mother", "Siblings") Give Reasons for any Deaths prior to age 60:
Since diagnosis, list any lifestyle changes: (Exercise Program, Stopped Smoking, etc.)
Additional Considerations/ Requests

Please give any additional comments you feel appropriate for this quotation.


Please click on the "Submit Request" button to send us your quote request.
An Agent will contact you shortly.

 

 

 

 

 

 


Legacy Planning Group. Copyright © 2007

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific.
The authors, publisher and host are not providing legal, accounting or specific advice to your situtation.