Life Quote Request
for Cayse Mersch
Questions? Call me at
1-800-290-7226 x. 108
Agent First Name
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Agent Last Name
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Phone Number
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Agent Email Address
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Client Information
Client First Name
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Client Last Name
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STATE
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
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Hawaii
Idaho
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Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Gender
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Male
Female
DOB
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MM
01
02
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12
DD
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YYYY
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2014
2015
Height & Weight
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Smoker
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Yes
No
Health Condition
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Stroke/TIA
Cancer
HBP
Cholesterol
Tobacco 1 - 5 Years
Heart
Diabetes
Arthritis
None
Other
If Other, please specify
Any other medical condition that might alter the quote that I am going to give?
*
Yes
No
If Yes, please specify
Family history of heart disease, cancer, etc.
*
Family death before age 60?
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Yes
No
If Yes, who was it and what was the cause?
Driving Record
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Product Desired
TERM
Number of years desired?
Face Amount?
Premium mode?
Carrier?
Rate Class?
Riders (WP, ROP, Child Rider)?
If you selected a rider, number of units?
Permanent Plans
Whole Life
UL
Index UL
SUL
Permanent
Face Amount
Option 1 or 2
Goal Desired (Cash value or Guaranteed Death Benefit)
Solve Option (Face, Premium, Years to pay)
Dump in
Rate Class
Premium Mode
Rider
Funding preferences (for IUL). Pay how much? For how long? Income? Index rate?