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VALERIE FINANCIAL GROUP
Financial Freedom starts with a PLAN!
14
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1
Full Name
*
This field is required.
First Name
Last Name
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2
Phone Number
*
This field is required.
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3
Birthday
-
Date
Year
Month
Day
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4
Date
-
Date
Year
Month
Day
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5
Do you give Valerie Freeman NPN (11025774) consent to represent you with your health/life insurance needs?
This would be good for one year and would need to update with me periodically.
YES
NO
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6
Do you have an Authorized Representative
This would be one that handles business on your behalf.
YES
NO
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7
What type of coverage are you interested in?
Choose as many as you would like.
Income Protection/Mortgage/Rental Protection
Burial/Final Expense Insurance
Life Insurance
Medicare Adv/Med Supp
Long Term Care
Heart, Cancer, Stroke
Hospital Indemnity/Copay Protection
Home Health Care/Disability
Health Supplements
Retirement Planning
Children's Life Insurance
Homeowners Insurance
Policy Review
Notary Services
Legal Services/Representation
Stroke/Heart Attack/Cancer Policy
Unsure
Marketplace/ACA
Food/Utility/Fitness Assistance/Programs
Prescription RX Reimbursement
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8
Height and Weight
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9
E-mail
*
This field is required.
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10
Beneficiary
First Name
Last Name
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11
Do you have any medical conditions/diagnosis?
YES
NO
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12
Please list any medical conditions/diagnosis?
The year of diagnosis also, if possible.
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13
List any medications that you are prescribed
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14
Please add any additional comments or questions:
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