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Universal Life Quote Request

Client Name:  
Home Phone:  
Email:  
Name:  
Birthdate:  
Gender: Male: Female:
Health Class [Chart]:  
Desired Face Value:
Medical Problems:
Medications & Dosage:
Insured #2
Name:  
Birthdate:  
Gender: Male: Female:
Health Class [Chart]:
Desired Face Value:
Medical Problems:
Medications & Dosage:


Fields in Bold are Required

Your request cannot be honored unless this form is completed.

Select Your Health Class Based on the Criteria Below
Carefully review the information below to ensure you get an accurate quote.

Preferred Plus Non-Tobacco Preferred Non-Tobacco Standard Plus Non-Tobacco Standard Non-Tobacco
Tobacco Use: None in the last 5 years

Aviation or Hazardous Avovation: No

Cholesterol: If HDL <4.5, 205If HDL <4.0, 240

Blood Pressure: 0 - 60:140/8561+:150/85 and no Blood Pressure Treatment

MVR: 1 violation in 3 yearsNo DUI, Reckless driving or Revocation/Suspension in last 5 years.

Family History: No Cardiovascular disease prior to age 60 (Parents Only). Personal History: No cancer or ratable impairment.

Select Preferred Plus
 

Tobacco Use: None in the last 3 years

Aviation or Hazardous Avocation:

No Cholesterol: If HDL <5.5,235 If HDL <5.0, 260

Blood Pressure: 0 - 60: 145/88 61+: 155/88Or Pref. Plus BP w/ Treatment

MVR: 2 violations in 3 yearsNo DUI, Reckless driving or Revocation/Suspension in last 5 years.

Family History: No Cardiovascular death prior to age 60.(Parents Only) Personal History: No cancer or ratable impairment.

Select Preferred

Tobacco Use: None in the last 2 years

Aviation or Hazardous Avocation: With flat extra

Cholesterol: If HDL <6.5,250 If HDL <6.0, 280

Blood Pressure: 0 - 60: 150/92 61+: 160/92Or Pref. Plus BP w/ Treatment

MVR: 2 violations in 3 yearsNo DUI, Reckless driving or Revocation/Suspension in last 5 years.

Family History: No Cardiovascular death prior to age 60.(Parents Only) Personal History: No cancer or ratable impairment.

Select Standard Plus Non-Tobacco

Tobacco Use: None in the last year

Aviation or Hazardous Avocation: With flat extra C

holesterol: If HDL > 6.5, 250 If HDL > 6.0, 280

Blood Pressure: 0 - 60: 150/92 61+: 160/92Or Pref. NT BP w/ Treatment

MVR: 3 violations in 3 yearsNo DUI, Reckless driving or Revocation/Suspension in last 2 years.

Select Standard Non-Tobacco

Preferred Tobacco Standard Tobacco
Aviation or Hazardous Avocation: No

Cholesterol: If HDL <5.5, 235 If HDL <5.0, 260

Blood Pressure: 0-60:145/88 61+:155/88 or Pref. Plus BP reading with Treatment

MVR: 2 violations in 3 years.No DUI, Reckless driving or Revocation/Suspension in last 5 years.

Family History: No cardiovascular death prior to age 60. (Parents only)

Personal History: No cancer or ratable impairment

Select Preferred Tobacco

Aviation or Hazardous Avocation: With flat extra

Cholesterol: If HDL > 5.5, 235If HDL > 5.0, 260

Blood Pressure: 0-60: 145/88 61+: 155/88 or Pref. NT BP reading with Treatment

MVR: 3 violations in 3 years.No DUI, Reckless driving or Revocation/Suspension in last 2 years

Select Standard Tobacco

       

 

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