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Financial Group
Home
About Alpha
Meet Team Alpha
Licenses & Designations
Solutions
Financial Planning
Special Needs Planning
IAFF Wealth Management Initiative
Client Solution Levels
Get Started
Insights
Market Updates
Events
Client Access
Personal Financial View - eMoney
Investor360
Contact
Underwriting Submission
PROPOSED INSURED'S INFORMATION:
Name
*
First Name
Last Name
Date of Birth
*
MM
DD
YYYY
Human Life Value No:
*
Driver's License No:
*
State:
*
Phone:
*
(###)
###
####
Best time to call:
*
A.M.
P.M.
Annual Income Earned:
*
Annual Income Unearned:
*
Financial Net Worth:
*
HAS THE PROPOSED INSURED:
Smoked cigarettes in the past 12 months?
*
Yes
No
If "No," used tobacco or nicotine in any other form in the last 12 months?
Yes
No
Used tobacco or nicotine in any form during the past 24 months?
*
Yes
No
If you answered "Yes" to any of these questions, please provide details:
HAS THE PROPOSED INSURED:
In the last ten years, received any treatment or advice in relation to alcoholism or the use of alcohol?
*
Yes
No
In the last ten years, used barbiturates, narcotics, cocaine, or other controlled substances not prescribed by a physician?
*
Yes
No
In the last two years, been treated or attended by a member of the medical profession, or been advised by a member of the medical profession to be admitted to a hospital or other medical facility?
*
Yes
No
Ever tested positive for human immunodeficiency virus (HIV) or been treated or diagnosed by a member of the medical profession as having acquired immune deficiency syndrome (AIDS)?
*
Yes
No
Been advised of, treated for, or had any known indications of cancer, stroke, heart disorder, respiratory disorder, blood disorder, tumor, kidney disorder, diabetes, high blood pressure, heart or circulatory disorder, or gastrointestinal disorder?
*
Yes
No
In the last 5 years been in a motor vehicle accident, been convicted of operating a motor vehicle while under the influence of alcohol or other drugs, been convicted of a moving violation, or received a driver's license restriction or revocation?
*
Yes
No
Ever been convicted of a felony?
*
Yes
No
Applied for life insurance within the last 10 years and been declined, postponed, rated, or restricted??
*
Yes
No
IS THE PROPOSED INSURED:
Currently disabled?
*
Yes
No
Details of "Yes" Answers.
If you answered "yes" to any question in this section, please provide details below. Reference the question and include the condition, duration of condition, dates of treatment, results of treatment, and name and address of the physician(s) who treated the conditions.
HAS THE PROPOSED INSURED:
In the last 3 years been, or now expect to become, a pilot, student pilot, or crew member of any type of aircraft?
*
Yes
No
if "yes" what type of license(s) do you have?
Private
Commercial
In the last 3 years taken part in, or now expect to take part in, underwater diving, hang gliding, parasailing, parakiting, parachuting, skydiving, mountain climbing, or organized racing by automobile, motorcycle, motorboat, or snowmobile, or any other form(s) of hazardous activity?
*
Yes
No
If "yes" what type of activity do you engage in or expect to engage in?
DOES THE PROPOSED INSURED:
Contemplate foreign travel?
*
Yes
No
If "yes," location:
If "yes," purpose:
If "yes," duration:
If "yes," dates:
Have life insurance coverage (individual or group) in force or an application currently pending?
*
Yes
No
If "yes" please provide the company name, year issued/pending, and the face amount:
Is there a current arrangement or commitment to sell, transfer, assign, or release this policy - or any beneficial interest of this policy or its ownership structer - to a life settlement company, viatical company, bank, investor, or secondary market provider?
*
Yes
No
After this form has been completed in full and submitted, one of the planners on our team will review your submission and will be in contact.
Congratulations
on taking the next step towards ensuring that your
families financial future is protected!
One of our planners will contact you within 72 hours.