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Disability Insurance Application

Applicant Information

P

Applicant's Name (First, Last)

P

State of Residence

P

Sex

  Male    Female

P

Height

P

Weight

P

Smoker?

  Yes    No

P

Other Insurance Company Actions

  Rated Table    Postponed    Declined
If Rated Table, Enter information here:
 

Applicant Financial Background

P Current Income W-2 Income      

If self-employed, income from Schedule C    
P

Monthly Income Amount Desired

 

P

Duration for Insurance

2yrs 3yrs 5yrs 10yrs until 65

P

Waiting Period

30 days 60 days  90 days 180 days  1 year

 

Occupation

  Other notes regarding this application
 

Agent Information

P Agent Name   
P Agency Name
P Address
P City
P State
P Phone
P Email
P Fax number
  Other Comments

Please be specific with above information and include phone numbers. 
It will expedite processing


Robert D. Fink and Associates  After filling out the necessary information on this form you will receive a quote via phone or email and then have the option of applying for the actual overage. There is no commitment for filling out the information on this form and receiving a quote.