Voice 800 700-7500 Fax 781 643-2775


info



Foreign National / Foreign Travel



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:    

    *DOB:       *Height?      *Weight?  

    *Sex?      

 

If your client is a foreign national or lives or travels extensively, please answer the following:

 

Section A - Citizenship

1. Is your client a citizen of the Unites States?  

 

2. If your client is not a citizen of the United States, what country are they a citizen of?  

           

 

3. Does your client have a green card?  

            Card Number?  

 

4. Does your client own a home in the United States?  

           If yes, what is the address? 

 

5. If married, does your clients family live with them.  

           If no, where do they live?  

 

6. Does your client own a home in a foreign country?  

           If yes, address:    

 

7. Business Relationship in the United States:   

neonblue.gif (11170 bytes)

Section B - Foreign Travel

 

1. Does your client plan to travel outside the United States within

the next year?  

            If yes, where?    

 

2. What is the purpose of your clients travel outside of the United States?

            Business     Frequency      Length of Stay  

            Pleasure     Frequency      Length of Stay   

 

3. Where does your client travel in the foreign country?

            Large Cities       Towns      Rural      Other      

            If other, please explain:  

 

4. Please list all trips taken out of the United States in the past two years:

                   

 

5. Please list occupational duties performed outside of the Unites States (include missionary duties):

                  

 

  

 

 

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.

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


           

Insurance Professionals and Associates, IPA, a Life, Disability and Long Term Care Insurance Brokerage Agency Updates

Insurance Website Template. All content on this website is © Copyright 2000-2010 - All Rights Reserved
Website template powered by VooWeb.com Insurance Website Template
The content on this site may not be reused or republished. Insurance Website Template