Client Information Form Client Information Please fill out this form to register as a new client and receive a detailed quote. 1* Full legal name 2* Date of birth (ie. Jul/10/1979) 3* Gender MaleFemale 4* Preferred contact phone number 5* Email 6* Preferred contact method EmailPhone 7 Home address 8 Country of birth 9 Citizenship 10 What is your marital status? —Please choose an option—Single (no children/dependants)Single (with children/dependants)Married (no children/dependants)Married (with children/dependants) 11* Have you used tobacco products in the last 12 months? YesNo 12 Have you used marijuana products in the last 12 months? YesNo Note: marijuana use may qualify for non-smoker rates. 13 Approximate gross annual household income —Please choose an option—Under $50,000Between $50,000 - $100,000Between $100,000 - $200,000$200,000 or more 14 Type of coverage desired (select all that apply) Life InsuranceIllness ProtectionDisability InsuranceOther: 15 Coverage amount desired —Please choose an option—$50,000$100,000$250,000$500,000$750,000$1,000,000$1,500,000$2,000,000 & above Unknown 16 Policy length desired? TermPermanentNot sure 17 Purpose of insurance (select all that apply) Mortgage & Debt InsuranceIncome & Family ProtectionBusiness Loan CollateralTaxes & Capital GainsKey PersonEstate PlanningBuy-SellInsured Retirement Program (IRP)Other reasons 18 Describe your health AverageGoodExcellent 19 Additional Details: (i.e. other health information, details of other existing policies) * Required information All information is confidential and kept private in accordance with the company's privacy policy. Δ