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Life Services
1
Which service are you interested in acquiring?
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Annuity
Estate Planning (Will, Trust, & Power of Attorney)
Funeral Coverage Package ($75/mth)
Life Insurance
Supplemental Insurance
Annuity
Estate Planning (Will, Trust, & Power of Attorney)
Funeral Coverage Package ($75/mth)
Life Insurance
Supplemental Insurance
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2
Full Name
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First Name
Middle Name
Last Name
Suffix
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3
Phone Number
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4
E-mail
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example@example.com
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5
Is this policy for a child or adult?
Child
Adult
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6
Type Of Insurance
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Please Select
Whole Life
Term Life
IUL
Final Expense
Mortgage Protection
I'm Not Sure
Please Select
Please Select
Whole Life
Term Life
IUL
Final Expense
Mortgage Protection
I'm Not Sure
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7
What is the gender of the person to be insured?
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Male
Female
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8
Current Age
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9
Smoker or Non-Smoker
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YES
NO
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10
Birthdate
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-
Date
Month
Day
Year
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11
What state do you currently reside?
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12
Please Enter Your Zip Code:
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13
Desired Coverage Amount:
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14
What financial areas are you concerned about?
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Funeral Expenses
Debt
Leave Inheritance
Unexpected Sickness
I just want coverage
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15
Please choose a payment frequency option for your premium:
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Please Select
Monthly
Quarterly
Semi-Annually
Annually
Please Select
Please Select
Monthly
Quarterly
Semi-Annually
Annually
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16
Please select any health issues that you currently may have:
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Diabetes
High Blood Pressure
Cancer
Tumor
Dialysis
Heart Conditon
N/A
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17
Do you own a home?
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YES
NO
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18
What is the balance of your mortgage?
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Please Select
$25,000 - $100,000
$100,000 - $200,000
$300,000 - $400,000
$500,000 - Up
Does not apply to me
Please Select
Please Select
$25,000 - $100,000
$100,000 - $200,000
$300,000 - $400,000
$500,000 - Up
Does not apply to me
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19
Do you agree to receive SMS notifications from IAMDFS Financial Group?
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YES
NO
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20
Terms and Conditions
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