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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:

    *Name:    

    Height?       Weight?    

 

 

If your client is age 70 and over, please answer the following:

 

1. Sex?     Date of birth?  

 

2. Describe your clients current marital status:  

           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.

3. Please describe your clients living arraignment?  

 

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?   

            If yes, please give details?  

 

7. Does your client see a regular physician?  

          

8. Does your client see other doctors?    

            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?  

           If yes, please give details:  

 

11. does your client do their own grocery shopping? 

 

12. If your client is retired, is he capable of working?   

 

13.  Does your client have any major health problems (ex. cancer, heart etc.)?  

            If yes, please give details:  

 

              

 

 

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

 


           

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