SECTION
I: AGENT INFORMATION
Full Name of Agent:
Agent's Phone Number
Agent's Fax Number
Agent's E-mail
SECTION
II: CLIENT BACKGROUND INFORMATION
Client's Name
Date
Of Birth:
Sex:
Male
Female
Smoker:
Smoker
Non-smoker
If history of smoking, date stopped?:
Occupation? (if not currently employed explain - ie: disabled,Social Security Disability Workman's Comp., etc.)
Type of product:
Term Life
Universal Life
Whole Life
Second To Die
Variable Life
Face amount requested?
Premium Range Desired? (If replacement, list current premium and face amount)
SECTION
III: CLIENT MEDICAL INFORMATION
Prior company action? (Name of company, rating, premium)
Type of medical impairment or other underwriting problem?
Date condition was first diagnosed?
Current height and weight? (If weight has changed in the last 12 months, please indicate)
Current blood pressure readings?
Name all medications currently being taken. Include dosage and frequency. (ie: 25mg. 2X per day)
Is client currently seeing a doctor for listed condition? Date of
last visit?
Types and dates of surgery or hospital treatment?
Has any immediate relative (father, mother, sister, brother) died prior to age 60 of heart disease, diabetes complications, or cancer?
Any other medical history?
SECTION
IV: CANCER QUESTIONS
Definition:
A cellular tumor (new growth). Exhibits properties of invasion
and metastasis (transfer of the disease to a part of the body
not directly related). Cancers can be carcinoma (originates in
the epithelial tissue, covering the body, lining cavities and
ducts) or sarcoma (originating in mesodermal tissue, which is
connective tissue, bone, cartilage) in addition to many other
types of cancer.
IMPORTANT
NOTE: If Cancer history is within 10 years then the pathology
report must be provided. If the Pathology Report is available,
please FAX to us for a firm quote. If not, then give us tumor
details: Stage? Grade? Size?
Type of Cancer? Location of Cancer?
Has the client had any reoccurrence?
Was there any metastasis (spread) to any other organ or tissue?
If "Yes," where?
Describe treatment:
Surgery: Date(s) started? Date(s) ended?
Chemotherapy: Date(s) started? Date(s) ended?
Radiation: Date(s) started? Date(s) ended?
Any other treatment(s) or medication(s)? If "Yes", list type(s)? Date(s) started? Date(s) ended?