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Qualify Your Living Benefits!

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!
14Questions
  • 1
    Please provide your name and contact information.
    -- Select an Option --
    • -- Select an Option --
    • TV
    • Radio
    • Internet / Social Media
    • Family or Friend
    • Strategic Philanthropist
    • CPO Presentation
    • Other
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    AM
    • AM
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  • 3
    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.
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  • 4
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    Pick a Date
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  • 5
    Please answer ALL and as ACCURATELY as you can so your Strategic Philanthropist can make a proper assessment.
    -- 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
    -- Select an Option --
    • I don't know
    • Term
    • Universal Life
    • Whole Life
    • Permanent ("not Term")
    -- 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
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  • 6
    -- Select an Option --
    • -- Select an Option --
    • Self
    • Spouse
    • Child
    • Advisor
    • Caregiver
    • Other
    -- Select an Option --
    • -- Select an Option --
    • Male
    • Female
    -- Select an Option --
    • -- Select an Option --
    • I don't know
    • 1 - Excellent
    • 2 - Good
    • 3 - Fair
    • 4 - Poor
    • 5 - Terminal Illness
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  • 7
    CHECK ALL VACCINATIONS that apply:
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  • 8
    CHECK ALL DIAGNOSIS that apply:
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  • 9
    If there are any existing conditions which were not listed previously, please describe here.
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  • 10
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  • 12
    If "YES" then please submit additional qualification form after fully completing and submitting this analysis.
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  • 13
    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.
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  • 14
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iCovest Life Living Benefits Analysis (Insured)
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