Pre-Sale
Life Insurance
Personal
1 PAGE
Basic Fact Finder
5 PAGES
Comprehensive
CASH VALUE
All Questionnaires
Tobacco use
Date of Birth
Height & Weight
Lifestyle
Essential information necessary to accurately quote products.
Personal medical history
Family history
Financial history
Existing policy review
Extensive information on all categories to provide an in-depth assessment.
Cancer
Marijuana
Alcohol
Bankruptcy
Complete library of questionnaires to gather detailed history.
