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INSTRUCTIONS:
If you want an accurate quote, it's extremely important you answer all questions honestly and with as much detail as possible. If we have questions about your request, we will call you to obtain the answers before we research the market and provide any quotes.

Please fill out completely!

Name:
Address:
City:
State:
Zip Code:
Daytime Phone:
Evening Phone:
Fax Number:
E-mail Address:

Best time to contact you:
Daytime Evening

Best place to contact you:
Work Home

Sex:
Male Female

Date of birth:
Month/Day/Year / /


Your Height:
Feet Inches
Your Weight:
pounds

How much life insurance would you like us to quote?

What type of life insurance are you looking for?


Description of other type of coverage you are looking for:

The coverage to be quoted will likely be:
new coverage (I have none now)
additional coverage
replacement of existing coverage

Tobacco Usage
I have never smoked.
I used to smoke, but I quit
I smoke cigarettes.
I smoke cigars, pipe, or chew tobacco.
I am on "the Patch" or other smoke ending plan.

Do you take any prescription medication?
Yes No

If yes please explain.

Do you have any health problems?
Yes No

If yes please explain.

Are you a private pilot?
Yes No

If yes, please explain type of rating,
type of aircraft,
total number of hours experience,
and hours flown per year:

Do you engage in scuba diving, sky diving, rock climbing,
motorized racing, or other hazardous
avocation or occupation?
Yes No

If yes, please explain in detail:

Have you been convicted of drunk driving,
or had your drivers license suspended or revoked
in the past five years?
Yes No

If yes, please explain in detail:

Have you been convicted of three or more
moving violations in the past three years?
Yes No

Have you ever been convicted of a felony?
Yes No

If yes, please explain dates, charges, and details:

In the past 10 years, I have been advised
regarding, or been treated for:

Hypertension Heart Disease Cancer
Diabetes Stroke Alcohol or Drugs
AIDS Other

If you checked any of the above, please explain:

My latest cholesterol reading is:

Did any of your grandparents, parents or siblings
have heart disease or cancer, prior to age 65?
Yes No

If yes, please explain:

Any other Questions or Comments?

 

Financial Objectives | Group Insurance | Life Insurance | Estate Planning
Business Planning | Annuities | Retirement Planning | Long Term Care

Professional Community Advisory Services, Inc.
4075 Hermitage Drive
Voorhees, New Jersey 08043
Tel: 856-424-0103
Toll Free: 1-888-424-1533
Fax: 856-424-0102
E-mail: info@profcommty.com