Request for Life Insurance
Name
*
First Name
Last Name
Date of Birth
*
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
2
3
4
5
6
7
8
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11
12
13
14
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18
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22
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26
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29
30
31
Day
Please select a year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
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1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
Year
Smoking Status
*
Non-Smoker
Smoker
Gender
*
Male
Female
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Death Benefit Amount
150k or Less
250k
500k
1 Million or more
What do you want life insurance to do for you? (Select all that apply)
I want to help my family with funeral expenses and some financial support
I want my family to be fully taken care of for years after I pass
I want my mortgage to be covered
I’m not sure what I want from it
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Current Address
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Phone Number
*
Format: (000) 000-0000.
Date of Birth
-
Month
-
Day
Year
Date
Gender
Please Select
Male
Female
Place of Birth
City and Province/State Or Country if Outside Canada
Marital Status
Please Select
Married
Single
Divorced
Widowed
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Height
in cms
Weight
in Kgs
Tobacco Use
Please Select
Yes
No
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Employer
Occupation/Title
Est. Income
Primary Beneficiary
First Name
Last Name
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Medical Issues
Cancer
Heart
Diabetes
AIDS/HIV
None
Other
Any Medications Used
Name of Prescription, Dosage, Frequency
Primary Care Physician/Health Care Provider
Name & Address
Parent Info
Age, Living, Medical Issues
Siblings
Please Select
1
2
3
4 or more
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CLIENT ACKNOWLEDGEMENT AND SIGNATURE
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By signing below, I/we acknowledge reading and understanding this full document comprising of the following: • Advisor Disclosure • Privacy Protection Notice • Privacy Policy Consent • Canada’s Anti-Spam Legislation (CASL) Consent
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