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Index to Medical and Avocation Questionnaires

Many times, we receive inquires from agents that do not know or understand their client's medical information.  These agents have a very low placement ratio vs. the knowledgeable agent.

The medical and avocation questionnaires linked on this page along with the underwriting information page are specifically designed to assist us and our underwriters determine a fair and accurate preliminary indication as to what company, plan of insurance, rating, etc. to offer you and your client.  Please complete them as best as you can and either submit them or print and e-mail them to IPA at 781 643-2775.  If you have any questions, please e-mail us or call us at 1-800-700-7500 toll free.

All preliminary offers are subject to complete underwriting standards based on a current APS, Blood, HOS, EKG or any other testing or information deemed necessary by the underwriters to complete the underwriting process.

 

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Always complete the Underwriting Information Questionnaire first, this form asks many general questions.

 

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Instant Online Medical Questionnaires:

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.

Alcohol and Drug   /  Anemia  /  Angina  /  Angioplasty   /  Aortic Valve Disorders  / Arrhythmia - Irregular Heart Beat  /  Arthritis / Back DisorderBreast Cancer  /  Bypass - CABG  /  Coronary Artery Disease   /  Cancer  / Cerebral Vascular-Neurological / Colon - Colorectal Cancer  /  Depression   /  Diabetes Mellitus  /  Epilepsy - Seizure Disorder  /  HeadacheHeart Attack  /  Hepatitis  /  Immunodeficiency / Kidney Disease  /  LiverLiver Enzymes  /  Lupus and Connective Tissue / Mitral Valve Disorders  /  Multiple Sclerosis   /  Murmur - Heart  /  Nervous Disorders-Dementia / Pacemaker  / Peripheral Vascular Disease - NeuropathyProstate Cancer   /  Pulmonary Disease  / Sleep Apnea  /  Testicular Cancer  /  TIA-CIA/Stroke  /  Ulcerative Colitis - Crohn's Disease

 

Special Applications:

Special Application Questionnaire (age 70 and over)

Foreign Nationals - Foreign Travel

 

Avocation:

Auto Racing  /  Aviation  /  Mountain Climbing  /  Scuba  /  Sky Diving

Printable Friendly PDF Forms

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Underwriting Information Questionnaire / Home

 

 

 

 

 

 

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