CLIENT QUALIFICATION FORM
YOU’RE DOING SOMETHING GOOD. CONGRATS!
Protecting your home and family (or yourself!) is one of the wisest decisions you will ever make.
When accident, illness, or death happen, your loved ones will be in a great financial position, thanks to your forward-thinking.
Thank you for the chance to serve you and those you love.
LOOKING AHEAD
We just need a few hours to get illustrations back from each of the 32 “A” and “A+” rated carriers. We’ll work with their Underwriters and Risk Assessment team to determine your insurability. Don’t worry – we’ll represent you to them to ensure the highest coverage with the lowest monthly premium.
Hang tight. We’ll be back in touch shortly!