Make Applying for Insurance as Easy As Possible
First, congratulations for reviewing your life insurance needs. We believe in life insurance and want everyone to have the right amount of coverage.
We also feel it's our duty to make the process as easy as possible for you to get the coverage you need, even if you buy it from someone else.
Before even filling out a form, calling a number, or meeting with an agent, we recommend that you first answer the following five questions by yourself.
Term life coverage amount and duration
Driver's license number and expiration date or other form of ID information
Social Security Number
Current residential address and prior address, if you have lived at your current address less than 6 months
Accurate list of current medications, if you take any
Accurate assessment of your health history
Name and address of your primary care physician
Date of your last of visit or physical
Information on any current life insurance coverage you may own, such as your policy number and company name
Beneficiary information including full names, either date of birth or Social Security number and address of each person
If you plan to pay the monthly premiums by EFT, have your bank routing number and account number ready to set up.
Download a printable version of this worksheet today
Also, did you know you can apply online for our term life in about 15-20 minutes?