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Over Age 70 Questionnaire
Please complete the underwriting information questionnaire and any other medical impairment page necessary to properly underwrite your client.
* Mandatory Fields
Agents Info:
*Name:
Agency:
*Phone #: *Fax #:
*E-mail address:
Client Info:
Height? Weight?
If your client is age 70 and over, please answer the following:
1. Sex? Male Female Date of birth?
2. Describe your clients current marital status: Married Single Widowed Divorced
If spouse is diseased, date of death?
Not so fast, say the term lifers. The only reason to have fast life insurance is to replace the lost income of a family member who dies, and then only when the spouse or family is dependent on that income. If you are single with no dependents and no debts fast life insurance . If you are married and your spouse works, you probably do not need fast life insurance, either, assuming your spouse makes enough to support himself or herself.
4. What type of regular exercise does your client get, if any (ex. gardening, walking, swimming, etc.)?
Please explain:
5. What is your clients height? Weight?
6. Has your clients weight changed by ten pounds or more in the past 12 months? Unknown Yes No
If yes, please give details?
7. Does your client see a regular physician? Unknown Yes No
8. Does your client see other doctors? Unknown Yes No
If yes, please explain:
9. When did your client have a complete medical examination? Date:
10 Has your client been hospitalized in the last five years? Unknown Yes No
If yes, please give details:
11. does your client do their own grocery shopping? Unknown Yes No
12. If your client is retired, is he capable of working? Unknown Yes No
13. Does your client have any major health problems (ex. cancer, heart etc.)? Unknown Yes No
Please complete the Main Underwriting Worksheet and send it along with the this page or any other impairment page necessary to complete underwriting.
Main Underwriting Worksheet / Medical and Avocation Selections Page / HOME