Individual Or Family Form

Please complete the following form and click Submit. We will contact you as soon as possible regarding your request.

1) Name (required)

2) Address (required)

3) City (required)

4) State (required)

5) Zip Code (required)

6) Phone (required)

7) Fax

8) E-mail Address (required)

9) Sex (required)
 M F

10) Smoke (required)
 Yes No

11) DOBMM-DD-YY (required)

12) Height & Weight: (required)

14) Major Health Conditions or medications for all family members?: (required)

15) Spouse Info:
 M F

16) DOBMM-DD-YY

17) Smoke
 Yes No

18) Height #'& #":

19) Weight:

20) Children DOB'S MONTH / YEAR, SEX M/F:

21) Deductible:
 500 to 5,000  1,000 to 25,000  Variety of choices  HSA DEDUCTIBLES

22) Desired Effective Date MM/YEAR: (required)

23) Type of Insurance Desired: Check all that apply.(required)
 Health Savings Account HSA  Maternity  Dental  Vision  Disability  Life  Supplemental Accident Long Term Care  Medicare Supplement  International Health Plans  HEALTH INSURANCE Annuity  Short Term Coverage

24) Are you interested in a Medicare Supplement Plan Letter?
 Yes No

25)  Medicare Supplement Plan Letter

26)  Short Term Coverage
# Months

27) Are you interested in Life Insurance?  Yes  No
Desired amount of coverage? $

 Accidental Death  Spouse Rider  Child/Children Rider

 Level Term # years

 Return of Premium Term

 Universal Life Whole Life

 Student Pilot
 yes no
Hazardous Activities  yes  no

If yes, please explain activity

28) Are you interested in Long Term Care?  Yes No

Desired Daily/Monthly Coverage Amount
$

Benefit Period
 3 year 5 year Lifetime

 Home Health Care
 yes no

Waiting Period # Days

29) Are you interested in Disability?  Yes No

Job Description

 Owner Employee

Last Years Gross Income $

Desired Coverage Period
 3 year 5 year Till Age 65-67

Desired Amount of Coverage $
Not to exceed 2/3 gross

Elimination Period/Deductible
 30 60 90 180 365 Days

30) Are you interested in an Annuity?  Yes No

Desired Amount $

Distribution Options
 Specified Period
#Years  Lifetime

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