When it comes to case design, a comprehensive list of the client’s health history is one of the most valuable tools we have. We can construct an effective estate plan for a client, but if they cannot qualify for life insurance due to their health history then the case cannot move forward. These questionnaires to be completed by your clients will help us assess their current and past health history. This will help not only with case design but will also help provide realistic expectations for the client’s potential coverage amounts and future premiums.

Please download, fill out, and submit the Preliminary Application. This allows us to gather your client’s medical records and share them with carriers in order to proceed accordingly with the client’s specific needs.

Preliminary Application

Health Questionnaires

Please use the following health-specific questionnaires to gather further details regarding the client’s medical history.