NEEDS ANALYSIS - PRELIMINARY UNDERWRITING

Needs Analysis: What Protection Plans & Benefits Are You Eligible for Today?

Jimmy Olson / NPN # 19835505 / Independent Broker / Senior Field Underwriter / Problem-Solver / https://www.magnetinsurancegroup.com
3 Easy Steps!

1. ELIGIBILITY, 2. OPTIONS, 3. SUBMIT REQUEST

1. My job is to assist you with identifying your risk & providing solutions.

2. I help you plan your strategy & determine what plans you're eligible for.

3. All my questions are relevant to mortgage protection underwriting.

4. I work with many companies & will serve as YOUR Broker.

5. We search the marketplace for the best rates & coverage ... together!

6. We find the best option that makes sense for your family needs & budget.

7. We will submit a request for coverage & get you APPROVED!

*NO MEDICAL EXAMS, ... no blood draws, urine samples or nurses to the house.

*MIB REPORT, ... they check your medical history for eligibility & approval.

*LIVING BENEFITS, ... for illness, and when you can't work, you can access the money early. Not everyone is eligible for Living Benefits. Health & age considered.

*CHOICES, ... I work with many reputable carriers; and have a plan for every budget. As an independent Broker, I have access to many carriers to ensure we find you the perfect coverage for the best price.

*INSTANT APPROVALS! ... we'll know in minutes if you are qualified. It's called Simplified Issue & most of my carriers offer that, versus fully-underwritten, when submitting your information. That makes this critical process quick & easy!
Date

MonthDayYear
Date
Email
example@example.com
Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What do want the Mortgage Protection coverage to do for you & your family?

Other
Please describe your plan for you, and your family, if your spouse passed away?
Who is your BENEFICIARY (who you are protecting)? (Click all that apply):
Do you have a will? (Ask me how to get access to a will & estate planning tools.)
What is the current BALANCE of the loan for payoff?
What is the purpose of the mortgage?

Other
What is the LENGTH of the mortgage?

Other
If you sold your home today, HOW MUCH could you sell it for? (How much equity?)
What is your current mortgage PAYMENT?
What TYPE of life insurance do you currently have?
What type of FINANCIAL TOOLS are you urrently using to protect your family?

Other
What is your DATE OF BIRTH?

MonthDayYear
Date
What is your HEIGHT?
What is your current WEIGHT?
Have you been HOSPITALIZED in the past 5 YEARS?

Other
Have you been diagnosed with these MEDICAL ISSUES (by a doctor)?:
Please answer each question honestly, as insurance carriers verify your information against your Medical Information Bureau (MIB) report to ensure accurate quoting and approval.

"Click" the gray button "+ Add Row" after each MEDICAL ISSUE(S) and/or MEDICATION(S) to add additional data. Please be thorough for best results.
Please accurately describe the MEDICAL ISSUE(S) referenced above.
Please accurately list the MEDICATION(S) that are prescribed by your doctor:
How is your driving record over the past 10 YEARS?
What is your monthly income AFTER taxes?
What is the source of the INCOME? Please check all that apply:

Other
Please add any additional information that would be helpful in finding the most important information for protecting your family, health history or questions: (This space can be used to describe your situation & any special requests, too.)
"By submitting this form, you acknowledge that you are voluntarily providing personal information solely for the purpose of obtaining a preliminary mortgage protection life insurance quote, that no purchase obligation is created, that your information is kept secure and confidential in accordance with applicable privacy and insurance regulations, and that we do not sell, share, or distribute your data to any third parties for marketing or unrelated purposes."
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Needs Analysis: What Protection Plans & Benefits Are You Eligible for Today?