| CLIENT NAME |
(* required) |
| SPOUSE NAME |
|
| TELEPHONE |
(* required)
|
| E-MAIL |
(* required)
|
|
| STATE |
|
| TAX OPTION |
TAX QUALIFIED NON-TAX QUALIFIED |
| TYPE |
REGULAR PARTNERSHIP |
|
| INSURED SEX |
MALE
FEMALE
|
| SPOUSE SEX |
MALE FEMALE |
| INSURED DATE OF BIRTH |
|
| SPOUSE DATE OF BIRTH |
|
| INSURED UND. CLASS |
PREFERRED
STANDARD
IMPAIRED
TOBACCO
|
| SPOUSE UND. CLASS |
PREFERRED
STANDARD
IMPAIRED
TOBACCO
|
| INSURED ELIMINATION PERIOD |
0 30 60 90 180
365 |
| SPOUSE ELIMINATION PERIOD |
0 30 60 90 180 365 |
|
| INSURED DAILY BENEFIT |
|
| SPOUSE DAILY BENEFIT |
|
| INSURED BENEFIT PERIOD |
1 2 3 4 5 6 LIFE |
| SPOUSE BENEFIT PERIOD |
1 2 3 4 5 6 LIFE |
| INSURED INFLATION |
NONE SIMPLE COMPOUND COLA |
| SPOUSE INFLATION |
NONE SIMPLE COMPOUND COLA |
| CASH BENEFIT |
YES NO |
| MONTHLY BENEFIT |
YES NO |
| SHARED ADVANTAGE |
YES NO |
| DUAL WAIVER |
YES NO |
| SURVIVORSHIP |
YES NO |
| RESTORATION |
YES NO |
| NONFORFEITURE |
YES NO |
|
MEDICAL HISTORY / DETAILS / DATES / MEDICATIONS / TREATMENT / OTHER INFORMATION |
|
|
|
|
|