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CLIENT INFORMATION
Your Name
*
:
Company:
Owner-Self employed
C-corp
Your Date of Birth
*
:
Industry:
Sex
*
:
Male
Female
Number of Employees:
Your State
*
:
Years in Business:
Your Zip Code
*
:
Number of Years Ownership:
Your Phone
*
:
Percentage of Ownership:
Your Email
*
:
Tobacco User?
Yes
No
Government Employee:
Yes
No
Branch:
Federal
State
County
City
Net Annual Income
*
:
Number of Years:
Occupation
*
:
Group LTD In Force?
Yes
No
Number of Years
*
Monthly Amount: $
Work at home:
Yes
No
Percentage:
60%
67%
Percentage of Time:
Employer Paid:
Yes
No
% of Time Traveling
*
:
Individual Coverage In Force?
Yes
No
Monthly Amount: $
To Remain In Force?
Yes
No
Exact Occupation Duties:
Medical Issues or Other Comments :
INDIVIDUAL DISABILITY POLICY
Premium Paid By?
Employer
Employee
Monthly Benefits: $
Elimination Period:
60
90
180
365
Benefit Period:
2 yrs
5 yrs
to age 65
66/67
Benefit Riders:
SSIB
Residual benefits
COLA
Non-cancelable
Return of premium
CAT
Own Occ.
Future purchase option
Lifetime
No riders
OVERHEAD EXPENSE POLICY
Monthly Benefits: $
Benefit Period:
12 mos
18 mos
24 mos
Elimination Period:
30
60
90
Benefit Riders:
Residual benefits
Future purchase option
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