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Client Information
Client/Agent Name
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Address
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City
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State
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Zip
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Email
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Fax
Return Method
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Mail
Broker Deliver
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Insured #1
Name
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Birthdate
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1
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1899
1898
* Required
Gender
Male
Female
* Required
Height:
4'
5'
6'
0''
1''
2''
3''
4''
5''
6''
7''
8''
9''
10''
11''
* Required
Weight (in pounds):
* Required
Rating Class
Preferred Plus
Preferred
Standard Plus
Standard
Sub-Standard
Need Help?
* Required
Tobacco/Nicotine Use
Never
Quit within the year
Last used over 1 year
Last used over 2 year
Last used over 3 year
Last used over 5 year
Current
* Required
Medical Problems
Medications
Annual Income
Occupation
Does Client work at home?
No
Yes
What %:
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Job Duties
State Within
Business Owner Information
Business Owner
No
Yes
# of Employees
# of years in business
C-Corp
No
Yes
Existing Coverage In Force
Group LTD in force
No
Yes
Amount $
Group inforce %
Group Cap $
Replace Coverage
No
Yes
Individual Coverage
No
Yes
Amount $
Illustration
Premium to be paid by
Employee
Business
Benefit Amount
(Enter
"Max"
for maximum benefit)
Elimination Period
45 days
90 days
180 days
Benefit Period
Age 65
Age 70
Age 75
Age 80
Age 85
Age 90
Age 95
Age 100
Optional Riders
Own-Occ
COLA
Residual
Return of Premium
Future Purchase Option
Social Security Benefit
Special Instructions
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