CLIENT QUALIFICATION FORM
HELLO! A FEW QUICK QUESTIONS TO GET US STARTED
When an accident, illness, or death happens, insurance can provide your loved ones the financial means to carry on in your absence or in your illness.
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!