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Broker Information
Agent Name
*
First
Last
Company Name
Email
*
Phone
*
Client Information
Single Life or Joint Life
*
Single Life
Joint Life
N/A
Client's Name
First
Last
Client's Date of Birth
MM slash DD slash YYYY
Client's Gender
Male
Female
Marital Status
Single
Married
Widowed
Divorced
Client's State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Client's Tobacco History
None
Cigarette
Cigar
Chew
Assumed UW Class
Standard
Preferred
Super Preferred
Table 2
Table 3
Hidden
2 Clients Info
Client 1 Name
First
Last
Client 1 Date of Birth
MM slash DD slash YYYY
Client 1 Gender
Male
Female
Client 1 State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Client 2 Name
First
Last
Client 2 Date of Birth
MM slash DD slash YYYY
Client 2 Gender
Male
Female
Client 2 State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Primary objective
Death Benefit
Cash Accumulation
Retirement Income
Other objectives / needs
Key Man
Family Protection
Buy Sell
Loan / Debt Repayment
Other
Plan Type
Term Life
Universal Life
Index UL
Survivorship UL
LTC
LTC Hybrid
Disability
GUL
Variable Life
Whole Life
Fixed Annuity
Fixed Index Annuity
Complete for Life Quotes Only
Death Benefit
Term Life Duration
10 years
15 years
20 years
30 years
Permanent Life Premium Duration
Riders
LTC
Chronic Illness
Waiver of Premium
Payment Mode
Annual
Semi-Annual
Quarterly
Monthly
1035 Exchange? (Yes/No)
*
Yes
No
1035 Exchange or Non-1035 Lump Sum Amount
Death Benefit Option
Level
Increasing
Please provide current health status of insured or any additional pertinent information.
Complete for LTC/LTC Hybrid Quotes Only
Monthly Benefit Amount
Premium Duration
Lifetime
Single
Short Pay
Elimination Period (If other than 90 days)
Benefit Period (If other than 5 years)
Complete for Disability Product Quotes Only
Monthly Benefit Amount
Insured's Occupation
Insured's Income
Additional Riders/Exclusions
Complete for Annuity Quote Only
Minimum Deposit Amount
Maximum Deposit Amount
Surrender Charge