1181 Noe Bixby Rd   
Columbus, OH 43213   
614-863-3633    800-862-0085     Fax 614-863-0205   

 
 

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Life Quote Request Form
.........................................................

Dodd Brokerage
Phone: 614-863-3633   Toll Free: 800-862-0085   Fax: 614-863-0205

Agent: Phone: 
Fax: 
   
                        Email: 

  Date of Birth: Height Weight Have you used tobacco products in the last 12 months?
Client 1:  




 


 

Client 2:




 


 

1. Do you have symptoms of or have you received medical advice, diagnosis or treatment, or consulted with a member of the medical profession for any of the following conditions within the last fives years?

  Client 1 Client 2   Client 1 Client 2   Client 1 Client 2
Heart Disease     Bowel Disorders

  Reproductive Disorders    
Coronary Artery Disease     Bladder Disorders   Respiratory Disorders    
Circulatory Disorders     Prostate Disorder   Parkinson's Disease    
High Blood Pressure     Kidney Disorder   Seizure    
Leukemia     Depression   Tremor    
Lymphoma     Alcoholism   Diabetes    
Cancer     Liver Disorder   Alzheimer's Disease    
Paralysis     Osteoporosis   Dementia    
Stroke, TIA     Arthritis   Memory Loss    

 

    Client 1 Client 2
2. Within the last 5 years, have you been hospitalized or consulted or been treated by a member of the medical profession for any reason not Previously stated?    
3. Do you currently use any assistive or mechanical devices?    
4. Have you ever received home health care or been confined to a nursing home or rehabilitation facility?     
5. Do you currently need or receive any help in doing any of your activities of daily living?    
       

Details:

Question #   Date of Onset  
Details
Question #   Date of Onset  
Details
Question #   Date of Onset  
Details
Question #   Date of Onset  
Details
   
Medications:
Medications:

 

LTC Benefit Description Client 1 Client 2
Daily Benefit
Elimination
Inflation Option
Benefit Period

 

Life and
Long Term Care Combo
Client 1 Client 2
Death Benefit Amt (Quoted as Guaranteed Death Benefit with No Lapse Premium)
Long Term Care Rider Amt (This rider can be issued for up to 100% of the Death Benefit)

 

             

 


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