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Qualify Your Living Benefits!
Find out if your policy qualifies to generate several living benefits that you can personally enjoy today, while building and preserving a cash flow legacy for your family tomorrow!
14
Questions
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1
Your Name:
*
This field is required.
Please provide your name and contact information.
First Name
Last Name
Please enter your phone number
Please enter your email address
-- Select an Option --
TV
Radio
Internet / Social Media
Family or Friend
Strategic Philanthropist
CPO Presentation
Other
-- Select an Option --
-- Select an Option --
TV
Radio
Internet / Social Media
Family or Friend
Strategic Philanthropist
CPO Presentation
Other
How did you hear about iCovest Life?
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2
Date of Submission
*
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Minutes
AM
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3
Policy Owner's Name:
*
This field is required.
If you are the insured, then just click "NEXT" If you are not the policy owner, please provide policy owner's full name as it is registered with the insurance provider.
First Name
Last Name
Please enter your phone number
Please enter your email address
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4
Policy Owner's Date of Birth
*
This field is required.
-
Date
Year
Month
Day
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5
Policy Information
*
This field is required.
Please answer ALL and as ACCURATELY as you can so your Strategic Philanthropist can make a proper assessment.
-- Select an Option --
<$50k
$50k - $99k
$100k - $249k
$250k - $499k
$500k - $749k
$750k - $999k
$1M - $2.49M
$2.5M - $4.99M
> $5M
-- Select an Option --
-- Select an Option --
<$50k
$50k - $99k
$100k - $249k
$250k - $499k
$500k - $749k
$750k - $999k
$1M - $2.49M
$2.5M - $4.99M
> $5M
Amount of Policy's Death Benefit?
Life Insurance Carrier Name (Company Name)
I don't know
Term
Universal Life
Whole Life
Permanent ("not Term")
-- Select an Option --
×
I don't know
Term
Universal Life
Whole Life
Permanent ("not Term")
Select Policy Type
-- Select an Option --
I don't know
< 2 yrs
2 - 3 yrs
4 - 5 yrs
6 - 10 yrs
11 - 15 yrs
16 - 20 yrs
21 - 25 yrs
> 25 yrs
-- Select an Option --
-- Select an Option --
I don't know
< 2 yrs
2 - 3 yrs
4 - 5 yrs
6 - 10 yrs
11 - 15 yrs
16 - 20 yrs
21 - 25 yrs
> 25 yrs
How long has the policy owner owned the policy?
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6
Your Relationship to the Insured
*
This field is required.
-- Select an Option --
Self
Spouse
Child
Advisor
Caregiver
Other
-- Select an Option --
-- Select an Option --
Self
Spouse
Child
Advisor
Caregiver
Other
The Insured Party is My:
-- Select an Option --
Male
Female
-- Select an Option --
-- Select an Option --
Male
Female
The Insured Party Sex is:
-- Select an Option --
I don't know
1 - Excellent
2 - Good
3 - Fair
4 - Poor
5 - Terminal Illness
-- Select an Option --
-- Select an Option --
I don't know
1 - Excellent
2 - Good
3 - Fair
4 - Poor
5 - Terminal Illness
The Current Health of the Insured Party is:
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7
Has the Policy Holder Ever Been Administered any of the Following Treatments
*
This field is required.
CHECK ALL VACCINATIONS
that apply:
COVID Tested (Corona Virus)
COVID-19 Vaccine (Corona Virus)
Flu Vaccine (H1N1)
Hepatitis A Vaccine
Hepatitis B Vaccine
IV (Human Immunodeficiency Virus) Vaccine
HPV (Human Papillomavirus) Vaccine
Meningococcal Vaccine
MMR (Measles, Mumps, Rubella) Vaccine
Pneumococcal Vaccine
Shingles (Zoster) Vaccine
Tetanus, Diphtheria, Pertussis (Td, Tdap) Vaccine
Varicella (Chickenpox) Vaccine
HAS NEVER BEEN VACCINATED
Other
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8
Has the Insured Party Ever Been Diagnosed with the Following
CHECK ALL DIAGNOSIS
that apply:
ALS (Lou Gehrig's Disease)
Alzheimer's Disease or Dementia
Cancer
Chronic Lung or Respiratory Disease
Heart Disease (Including Pulse or Rhythm Issues)
Insulin Dependent Diabetes
Liver Disease
Multiple Sclerosis (MS)
Parkinson's Disease
Stroke / Cerebrovascular Disease
Other
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9
Please provide any additional health information for the insured:
If there are any existing conditions which were not listed previously, please describe here.
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10
Does the insured use any assistive devices or ongoing medial support such as homecare, hospice, or continuous therapy?
*
This field is required.
YES
NO
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11
Is there another insured party on the policy that is still living?
YES
NO
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12
Do you have another life insurance policy that you would like to qualify?
If "YES" then please submit additional qualification form after fully completing and submitting this analysis.
YES
NO
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13
Relationship & Royalty Sharing Covenant
*
This field is required.
By Digitally Signing below, I agree to a
Relationship & Royalty Sharing Covenant
together with all
Policies & Agreements
of iCovest.
DISCLAIMER
: Information you receive which is provided by iCovest is solely based on the information you provided. Initial strategies presented through iCovest online or personal counsel are not binding estimates of performance because we are not able to verify your identity. Your final strategy and capital performance may differ when you close with an iCovest qualified financial professional; however, it is iCovest's Code of Conduct,
Policies & Agreements
to provide you with accurate information based on your stated information. By proceeding to enter your data, and Submitting it to iCovest FBO, you agree to be matched with an iCovest Strategic Philanthropist, and consent
(not required as a condition any goods and/or services)
for us and/or them to contact you
(including through automated means; e.g. autodialing, text and pre-recorded messaging)
via telephone, mobile device
(including SMS and MMS)
, and/or email, even if you are on a corporate, state or national do not call registry.
IMPORTANT MESSAGE
: iCovest FBO presents the iCovest Life program here on
iCovest.Academy
which is a website owned and operated by iCovest FBO, an Ecclesiastical State Integrated Auxiliary Trust operating by rule of necessity as Unincorporated Association (herein, “iCovest”). We are a Faith Based Organization qualified and operating under Title 26 U.S. Code § 508c(1)a Non-Assumptive 28 U.S. Code § 1746 (1). By accessing the website and any pages thereof, you agree to the binding terms of use of all iCovest Policies & Agreements, as each may be amended from time to time. iCovest is not a registered broker, dealer, investment adviser, investment manager or registered funding portal. Any and all private offerings on this site are available without contravention of Rule 506(b) of Regulation D, as “safe harbor” under Section 4(a)(2) of the Securities Act, and pursuant to the iCovestor Relationship & Royalty Sharing Covenant made in acquiescence at the time of any like kind exchange for any goods, services, and/or subscription made in the medium and measurement of silver in the form of authorized government minted 1 ounce silver legal tender coined money (Measured Digitally and/or Physically exchanged thereof as an Intentional Community Opportunity (-ies), a.k.a. “ICO” or "ICOs"). The information contained on this site is provided for informational purposes as a service to the public as part of the mission of the iCovest and does not constitute legal or tax advice. Legal Information is not the same as Legal Advice. Some of the information on this site and corresponding emails provide information about law designed to help users safely cope with their own Faith Based Organization needs. The application of law varies depending on many circumstances. The laws of every state are in constant change, and although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a lawyer if you want professional assurance that this educational information, and your interpretation of it, is appropriate to your particular situation.
Clear
By My Digital Signature Above, I AGREE to iCovest FBO Policies & Agreements
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14
Please verify you're not an Orwellian Cyber-Bot bent on taking over the free world:
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15
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iCovest Life Living Benefits Analysis (Insured)
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