
* = Required Field
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*Full name:
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*Address:
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*City, State, Zip:
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*Day phone:
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*Evening phone:
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*Best time to contact:
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*Email address:
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Fax:
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*This quote is for:
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*Desired Coverage (Face Value):
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*Describe your
tobacco usage:
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*Height:
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Feet Inches
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*Weight:
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lbs.
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*Gender:
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Male Female
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*Date of birth:
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/ / (MM/DD/YY)
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Type of insurance
wanted:
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Approx. household
income:
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Your employment status:
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Primary purpose:
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Amount of insurance
currently in force:
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Annual premium:
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$
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When did you last
apply for insurance:
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To which companies:
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What was the outcome:
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Accepted Declined
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Do you have any
health problems:
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Yes No
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Are you on any
medications:
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Yes No
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Name(s)/Dosage(s):
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Have any of your immediate family members been diagnosed with cancer/heart disease prior to reaching age 61?
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Yes No Don't Know
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If yes, please
describe:
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Do you have plans to travel outside North America:
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Yes No
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Do you participate in a hazardous occupation or activity (i.e.; pilot, rock climbing, etc.):
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Yes No
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Have you had any speeding tickets, moving violations, DUIs, license suspensions or revocations in the last 5 years?
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Yes No
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Do you take any prescription medications, other than for blood pressure and cholesterol?
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Yes No
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Do you plan to replace or lapse any existing life insurance policy, or have you done so in the past 6 months?
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Yes No
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Have you ever had any life insurance rated, restricted, cancelled or declined?
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Yes No
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