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    Life Insurance . . .

Individual Life Insurance Quote Form

Name:
Address:
City, State, Zip:
Telephone:
Facsimile:
Email:

Person to Be Insured . . .
Name:
Zip Code of Home Residence:
DOB:
Sex:

Prospects Medical History . . .
Prospect Height
Prospect Weight
When did you last use tobacco products ?
If you answered the previous question that you have used tobacco products within the past 5 years, what type of products have you used (or do you currently use)?
Check off all that apply:
Cigarettes   Pipe   Chewing tobacco   Cigars
Do you participate in any aviation or avocation?
Yes No
If yes, explain . . .
In the last 3 years, how many moving violations (including speeding tickets)
have you had?
Please provide details . . .
Have you ever been convicted of DUI/DWI?
Yes No
If yes, explain when and details . . .
Has a parent or sibling of the proposed insured died before age 65 from any major illness?
Yes No
If yes, explain . . .
Does the proposed insured or family have any history of . . .
Yes No -- Cardiovascular (Heart) Disease
Yes No -- Cancer
Yes No -- Diabetes
Yes No -- High Blood Pressure
Yes No -- High Cholesterol
Yes No -- Substance Abuse
Yes No -- Other Medical Problems
If any questions were answered Yes above, please list the details, including the date of diagnosis and type of treatment administered:
Are you currently taking any medications?
Yes No
If so, please list the details as to what the medication is for . . .
Do you currently have Life Insurance?
Yes No
If so, please describe what type of policies you have . . .
Will this insurance replace your current policies?
Yes No
Please check which type of policies you would like quoted:
Term Life Insurance   (Rate Guaranted for length of term)
       Yearly renewable
       5 year level
       10 year level
       15 year level
       20 year level

Universal Life

What amount of Insurance are you looking for?

($50,000 minimum for term insurance, $25,000 minimum for Universal Life)

Other
Please explain...
Do you want an accidental death benefit rider?
Yes No
Do you want a waiver of premium rider (in case you become disabled)?
Yes No
Additional Information you would like to provide . . .
Please tell us how you found our web site . . .

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