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Select the topics that you would like to discuss
Final Expense
Recovery/ Short Term Care Insurance
I am not sure
Why are you looking for a Final Expense program (Check all that apply)?
*
I want my end-of-life expenses covered to ease the financial burden on my family
To pay for health emergency costs, such as cancer, stroke, long term illness
I'm looking to replace my current policy with something more affordable
I currently have a policy but would like additional coverage
Other
Note: If you currently have a policy, please have the policy nearby. If you can't find it, we can help you get another copy
How do you feel about getting life insurance(Check all that apply)?
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Confident
Guilty/Ashamed
Frustrated
Overwhelmed
Anxious
Clueless
Do you currently have a Life Insurance Policy?
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No, I do not have a policy in place
Yes (Note: Please have the policy nearby if you have it. If you can't find it, we can help you get another copy)
Who will be the Beneficiary?
*
Please Select
Spouse
Children
Other family member
Friend
Charity
Other
The beneficiary is the primary person or entity who will receive the death benefit from a life insurance policy when the person passes away.
Beneficiary's Name
*
Have you ever had life insurance that was declined, rated, canceled or postponed?
No
Yes
I'm not sure
Health Questions
This is to help the agent prequalify you for the Final Expense Program that will best meet your needs at the most affordable rate. All information that you share will be kept confidential. Please be as accurate as possible. Insurance Carriers will verify can verify accuracy by running you mib report. For more information about your MIB report, go to www.mib.com.
What is your gender?
*
Male
Female
What is your date of birth?
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/
Month
/
Day
Year
This helps us recommend an insurance product that meets you where you are in life.
Height (ft)
*
Please Select
<4'8"
4'8"
4'9"
4'10"
4'11"
5'0"
5'1"
5'2"
5'3"
5'4"
5'5"
5'6"
5'7"
5'8"
5'9"
5'10"
5'11"
6'0"
6'1"
6'2"
6'3"
6'4"
6'5"
6'6"
6'7"
6'8"
6'9"
6'10"
6'11"
7'0"
7'1"
7'2"
7'3"
7'4"
7'5"
7'6"
7'7"
7'8"
7'9"
7'10"
7'11"
Weight (lbs)
*
Skip the scale, provide us with you best estimate
What products have you used in the last 12 months?
*
None
Chewing Tobacco
Marijuana
Vaping and e-cigarettes
Cigarettes
Cigars
At any time, have you been medically diagnosed, treated, or had surgery for any of the following
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None
Lung Disease, COPD, or Emphysema
Cancer
Asthma
Diabetes - Insulin Dependent
Diabetes - No Insulin
Heart Attack
Congestive Heart Failure
Stroke
Kidney Problems
Cirrhosis
Hepatitis
HIV/AIDS
Other serious condition
Have you been hospitalized overnight within the past 2 years?
*
No
Yes (Agent may ask you the dates of each hospitalization)
At any time, have you been medically diagnosed, treated, or had surgery for any of the following
None
Cancer
Diabetes
Heart/Cardiac Problems
Lung or Respiratory Problems
Stroke
Kidney or Liver Problems
Neurodegenerative Disorders (Parkinson'sDisease, Lou Gehrig's Disease, Alzheimer's Disease, Dementia, multiplesclerosis, muscular dystrophy, cerebral palsy)
Seizures
Other serious condition
Most insurance carriers will require you to have a checking or savings account from a local bank. However, some will accept a Pre-Paid Debit card such as Direct Express. Which one do you use? (Note: No payment is required until the policy has been issued and you've accepted it)
*
Please Select
I have a local checking or savings account
I have a prepaid debit card
I don't use a bank or pre-paid card
(Note: No payment is required until the policy has been issued and you've accepted it)
Your Budget Requirement
The better we understand your financial situation, the better we can maximize your financial future. You don’t have to pay anything until the policy has been issued and you’ve accepted it.
If you can qualify you for a program today, what would be considered an affordable monthly rate (optional)?
No payment is due today.
Coverage/Death Benefit Amount (Optional)
The death benefit is the money your beneficiary receives from your life insurance company after you pass away. On average, final expense death benefits range anywhere from $5,000 to $50,000.
Ready to receive your quote & gift card?
Once submitted, you will be assigned to a local licensed professional who will contact you within 24 hours to assist you in understanding the available options tailored to your needs. You will receive your free Walmart Gift Card after receiving your quote.
***No payment is required today***
Name
*
First Name
Last Name
Phone Number
*
E-mail
*
example@example.com
Best time to reach you (Check all that apply)?
*
Between 11am-1pm
Between 1pm-3pm
Between 3pm-5pm
Between 5pm-7pm
Anytime
Weekends Only
Zip Code
*
This helps us find the right products available to you in your area.
I prefer to meet...
*
Over the Phone
Virtually (We use Zoom)
In-Person (Limited to certain areas)
Doesn't Matter
Optional: This will be needed later to deliver your policy information.
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Reconfirm Favorite Hobby
*
Used for verification purposes
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