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Life Insurance Quotation Request Form
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*Name: Last, First & Middle Initial *Address: City: State: Zip: *Home Phone: Best Time To Call: Work Phone: Best Time To Call: Fax: *E-Mail:
How would you like to be contacted?
[E-Mail: ] [Phone: ] [Fax: ]
Life Insurance Information
How much life insurance would you like quoted?
What type of plan are you interested in? Term with Gtd. Level Premium for 5 years 10 years 15 years 20 years 25 years 30 years Universal Life UL to age 100 - guaranteed 2nd-to-Die (survivorship) Whole Life Other
Have you ever smoked cigarettes or used any other forms of tobacco or nicotine? Never Smoke cigarettes Use nicotine gum Quit less than 2 years ago Quit 2-3 years ago Quit 3-5 years ago Smoke pipe Smoke cigars Chew Tobacco
Do you take any prescription medications?yes no Please list the medications:
Do you have any health conditions such as diabetes, cardiovascular disease, cancer, other? yes no
Has any parent or sibling had heart disease, cancer, stroke or diabetes prior to age 60? yes no If Yes, please provide diagnosis, age at onset and age at death (if applicable):
Do you engage in any hazardous activities such as scuba diving, mountain climbing, motor racing, hot air ballooning, heli skiing, other? Please provide deatils:
In the past 10 years, have you been convicted of driving while intoxicated? yes no
In the past 3 years, have you had more than 2 moving violations? yes no
Do you possess a pilot's license? yes no If yes, please provide details:
Within the next two years, do you have plans to travel outside of the US or Canada? yes no
Will existing coverage be replaced? yes no If yes, please select type of policy: Term Permanent
Have you ever had insurance declined or rated? yes no
Underwriting Center 10335 N. Port Washington Rd., Ste. 200, Mequon, Wisconsin 53092-5763 Telephone: 262-478-1000 Facsimile: 262-478-1001 Toll Free: 800-845-4145