Planning Excellence for Life

Quick Quote Questionnaires

When you have any reason to believe your client may not qualify for Preferred rates, completing a Quick Quote Questionnaire will enable you to intelligently question your client and develop information that an underwriter needs to evaluate your case. Fax to us and we'll quickly give you an accurate assessment on your case. No client signatures necessary.

For all life cases, start with our Pre-Underwriting Tool/Quick Fact Finder.

Impairments

CANCER

CARDIAC/HEART CONDITIONS

KIDNEY RELATED


Non-medical Questionnaires

A Complete Evaluation in Less than 48-Hours

 

Quick Links

MINNESOTA HIPPA Authorization Form
(Minnesota) Minnesota Standard State HIPAA.
HIPPA Authorization Form
(All States) Necessary to shop impaired risk case.
Request for Medical Information
(Used to obtain lab results & rating reasons)

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