1.) Personal Information
Name
Email
Phone
Address
Social Security Number
Date of Birth
Weight
Height
Occupation
2.) Requested Coverage
Proposed Amount of Insurance
Plan
...
Term
Whole Life
Universal Life
Survivorship
Don't Know-Need Recommendation
Please Provide Details on In Force Coverage
Company
Policy Date
Amount
Current Premium
Do you intend to replace?
Do you have any other pending or anticipated applications for life insurance?
Have you had any life insurance applications declined, rated, postponed, withdrawn, modified, cancelled, or not renewed?
If Yes, List Date & Reason
3.) Personal History
Driver's License Number
Driver's License Expiration Date
Any moving violation in last 3 years?
Have you ever had your license suspended, restricted or revoked?
Have you ever been convicted of a DWI/DUI?
If Yes, Date of DWI/DUI
Did you lose or gain more than 10 pounds in the past year?
If Yes, Explain Reason For Weight Changes
Do you engage in regular exercise?
If Yes, Times Per Week/How Long Per Occasion
Do you intend to reside or travel outside of the United States within the next two years?
If Yes, Provide City, Country, Dates/Duration and Purpose of All Travel
4.) Tobacco Use
Have you ever used any form of tobacco or nicotine products?
If yes, are you a current user?
If no, date of last use?
If yes, what type?
...
Cigarettes
Cigars/Cigarillos
Pipe
Smokeless
Vaping
Nicotine Delivery System (Including Gum, Patches, Wafers etc)
If yes, quantity of use?
5.) Medical History
Who Is Your Primary Care Physician?
When Did You Last Consult Him/Her?
What Other Physician Have You Consulted During The Past 3 Years and Why?
In What Hospitals, Clinics, or Other Facilities Have You Ever Been Treated?
List All Current Medications, Including Over The Counter Drugs & Vitamins
Have You Been Diagnosed With Coronary Disease?
Have You Been Diagnosed With Any Form of Cancer?
If Yes, Type/Location and Stage
Have You Been Diagnosed With Diabetes?
What Is Your Diabetes Treatment?
...
Diet Only
Oral Medications
Insulin
Have You Ever Had Any of The Following: Eye Trouble, Kidney Trouble, Heart Trouble, Neuritis/Neuralgia, High Blood Pressure or Insulin Reaction?
If Yes, Please Provide Details
6.) Family History
Have Your Immediate Family Members (Parents, Siblings) Been Diagnosed Or Died From Heart Disease Or Cancer?
Provide Details-Including Relation, Diagnosis, Approx. Age of Disease Onset & If Deceased, Age at Death
7.) Drug & Alcohol Use
Do You Currently Drink Alcohol?
If Yes, Amount Per Week, Type Of Alcohol (ie, Beer, Wine, Liquor)
Have You Ever Used Illegal Drugs Or Sought Treatment Because Of Drugs Use?
If Yes, Provide Details
8.) Activities
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