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Ensuring Accuracy
Please complete this form at least 24 hours prior to our appointment so we can provide you with a proper quote.
40
Questions
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Language
English (US)
Spanish (Latin America)
1
Provide your legal name
The name you will use when submitting your official application for coverage.
Prefix
First Name
Middle Name
Last Name
Suffix
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2
Enter your current age
Ex: 28
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3
What is date of birth?
*
This field is required.
Format (mm/dd/yyyy)
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4
What do you do for work?
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5
Are you married?
YES
NO
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6
Are you a parent?
Include their names and ages.
Put n/a if this does not apply
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7
Do you have any grandkids?
Include their names and ages.
Put n/a if this does not apply
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8
Do you regularly participate in dangerous hobbies?
i.e: skydiving
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9
What is the total amount of your monthly take home pay?
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10
What is the ideal amount you prefer to spend each month for your policy? What is the max?
Please note a policy can be paid monthly, quarterly, and every six months.
Indicate if you prefer quarterly or six months
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11
Are you a homeowner?
YES
NO
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12
How much does it cost you per month to ensure a roof over your head?
List the monthly amount of your rent or mortgage.
If you have both rent & mortgage- please add
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13
Renters: How much do you pay yearly at your current home?
Homeowners put in n/a
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14
Homeowners: How much is left of your mortgage
Renters put n/a
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15
Do you have anyone reliant on your income?
This only applies if your income helps their day to day livelihood.
YES
NO
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16
Do you rely on anyone else's income?
This only applies if their income affects your day to day life.
YES
NO
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17
What made you start looking into coverage?
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18
How much coverage were you shopping for?
If you aren’t sure - no worries! Type what amount you think you will need.
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19
Do you have any other life insurance policies?
Do NOT include any work life insurance policies.
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20
Ideally, how long would you like your coverage to last for?
There are no right or wrong answers to this question.
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21
Do you consume nicotine products? If yes - have you been diagnosed with COPD?
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22
Are you currently wearing stents to prevent blood clots?
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23
Have you been prescribed an inhaler?
Make sure to include the name of the inhaler
If you can’t remember the name, that is fine.
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24
Have you ever had cancer, a heart attack, or a stroke?
If you’ve had more than one, please indicate how many.
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25
Do you take any medication that is designed to treat chronic pain?
i.e: Gabapentin, Oxycodone, Hydrocodone
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26
Do you have type 2 diabetes? What was your lastest AC1 level?
If you do not have diabetes, put in/a
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27
Are you taking insulin?
YES
NO
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28
How many milligrams of metformin do you take?
Please Select
500 mg
1,000 mg
Not prescribed metformin
Please Select
Please Select
500 mg
1,000 mg
Not prescribed metformin
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29
Have you been diagnosed with anxiety or depression?
YES
NO
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30
Have you been hospitalized for mental health reasons?
If it’s been more than seven years answer no.
YES
NO
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31
Have you been a patient of a drug rehab facility?
If it’s been more than seven years answer no
YES
NO
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32
Have you been diagnosed with high blood pressure?
Please Select
Yes - prescribed Lisinopril, Losartan, or Amlodipine
No - does not apply to me
Please Select
Please Select
Yes - prescribed Lisinopril, Losartan, or Amlodipine
No - does not apply to me
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33
Have you had any surgeries in the last couple of years?
YES
NO
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34
Please provide your height and weight
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35
If you have been prescribed any other medications that were not listed above provide them below
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36
Have you been convicted of a felony within the past seven years?
YES
NO
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37
Do you have any felony charges pending at the moment?
YES
NO
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38
Have you had three or more speeding tickets in the last few years?
YES
NO
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39
Signature Required
*
This field is required.
Signing this form confirms that you agree that all questions have been answered to the best of your abilities and knowledge.
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40
Was this form quick and convenient for you?
1
2
3
4
5
1 - No
5 - Yes
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Accuracy Is Our Goal - Life Policies
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