| NAME |
(* required)
|
| TELEPHONE |
(* required)
|
| E-MAIL |
(* required)
|
| TYPE |
SINGLE LIFE
SURVIVORSHIP
|
|
| CLIENT #1: |
|
| NAME |
|
| SEX |
MALE
FEMALE
|
| TYPE |
PREFERRED+
PREFERRED
STANDARD+
STANDARD
IMPAIRED
|
| TOBACCO |
YES
NO
|
| IMMEDIATE FAMILY HISTORY |
HEART
CIRCULATION
CANCER
DIABETES
DEATH OF FAMILY MEMBERS PRIOR TO AGE 60
|
| DATE OF BIRTH |
|
|
| CLIENT #2: |
|
| NAME |
|
| SEX |
MALE
FEMALE
|
| TYPE |
PREFERRED+
PREFERRED
STANDARD+
STANDARD
IMPAIRED
|
| TOBACCO |
YES
NO
|
| IMMEDIATE FAMILY HISTORY |
HEART
CIRCULATION
CANCER
DIABETES
DEATH OF FAMILY MEMBERS PRIOR TO AGE 60
|
| DATE OF BIRTH |
|
|
| STATE |
|
| FACE AMOUNT |
|
|
| RIDERS: |
|
| WAIVER |
YES
NO
|
| ACCIDENTAL DEATH BENEFIT |
|
| SPOUSE RIDER |
# UNITS
|
| CHILD RIDER |
# UNITS
|
|
| TERM: |
|
| STANDARD |
5
10
15
20
30
|
|
| UNIVERSAL LIFE: |
|
| MINIMUM PREMIUM |
|
| $1 @ MATURITY OR AT AGE |
|
| ENDOW @ MATURITY |
|
| D.B. GUAR.@ MATURITY |
|
| OPTIONS |
CURRENT
ALTERNATE
GUARANTEED ASSUMPTIONS
|
| |
PAY ALL YEARS
PAY YEARS
|
|
| WHOLE LIFE: |
|
| |
ALL BASE
% TERM BLEND
|
| |
PAY ALL YEARS
PAY YEARS
|
|
| MEDICAL HISTORY / DETAILS / DATES / MEDICATIONS / TREATMENT / OTHER INFORMATION |
|
|