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Interested in a Disability Comparison Summary?
Walk through these quick steps and we will assign you a risk management specialist to get started on your comparison!
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1
Lets start with the simple stuff!
Should only take 1-2 minutes to complete
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2
Name
*
This field is required.
First Name
Last Name
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3
Age
*
This field is required.
Current Age
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4
Personal Email
*
This field is required.
if you put your hospital email - our comparison summary will likely be sent to spam bc we attach the side by side carrier comparison pdf. We would prefer to use personal email, but if you use your hospital email, please be on the lookout for our email.
example@example.com
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5
Are you currently in training?
*
This field is required.
Residency / Fellowship
YES
NO
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6
Do you finish training this summer?
going out into practice
YES
NO
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7
Tell us about your training program
*
This field is required.
Current Specialty
Current Training Program Name (Hospital/ University)
Yr. you expect to finish training
additional notes - ex: if you plan to do a fellowship, are you a Non-US Citizen, Military Residency
Biggest Financial Concern
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8
Tell us about your current training program and future employer (if known)
Current Specialty
Current Training Program Name (Hospital/ University)
Employer (if known)
Biggest Financial Concern
Start Date (if known)
Income (if known)
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9
Tell us about your position
*
This field is required.
Specialty
Employer
Income
Do you have any other Long - Term Disability coverage in place?
Biggest Financial Concern
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10
Do you currently have Student Loans?
Could be Federal or Private
YES
NO
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11
Approximate Student Loan Amount
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12
Want a Life Insurance Quote?
*
This field is required.
We can knock out both at the same time super easily
Yes, just for Myself
Yes, for My Spouse and I
Not at this time
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13
Spouse Information
First Name
Last Name
Age
Gender
Email
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14
Phone Number - We will ONLY use this to send a text confirmation that the comparison summary has been sent.
*
This field is required.
Many of our physicians mentioned that they never received our comparison summary or it gets lost in your ever growing inbox. We simply send you 1 text to let you know that we sent the quotes so that you can be on the lookout for it.
Area Code
Phone Number
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15
How did you hear about Twin Oak?
*
This field is required.
Chief Resident
Program Coordinator
A Colleague
Webinar
Email
Web Search
LinkedIn
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16
Please let us know who so we can thank them!
First Name
Last Name
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17
Last Step! - Any major health concerns or major medical diagnosis?
*
This field is required.
This is kind of like giving us your symptoms to get a more accurate diagnosis of which carrier is best for you. If yes, we just have a few more questions to give us better background info.
YES
NO
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18
Tags
Todo
In Progress
Done
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