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Advisor Quotes
Our Team will work to get you the right quote for your client!
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Your Name
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Last
(as you would like it to appear on quote)
Your Email
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Your Phone Number
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Client Name (optional)
First
Last
Client Date of Birth
mm/dd/yyyy
Client Age (If DOB Unknown)
Gender
Female
Male
Client's State of Residence
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AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
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NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
What can we quote for you?:
Life Insurance
Disability Insurance
Long Term Care Insurance
Other
Monthly Benefit
Life Insurance Face Amount
Please list proposed death benefit.
Type of Life Insurance
Whole Life
Term Life
Indexed Universal Life
Guaranteed Universal Life
Other
Term (Years)
Annual Renewable
10 year
15 year
20 year
30 year
Purpose of Insurance
Family Income Replacement
Estate Planning
Long Term Care
Wealth Accumulation
Charitable Giving
Retirement Planning
Buy-Sell Funding
Key-Person
Juvenile Life Insurance
Which Disability Products?
*
Individual DI
Disability Buy-Out
Business Overhead Expense
Business Reducing Term
Disability Insurance Monthly Benefit
Specify Monthly Benefit
Calculate Monthly Benefit
Requested Monthly Benefit
Income Type
Salary
Bonus
1099 / Business Owner Income
Salary
Please list annual salary
Is there group disability insurance in force?
Yes
No
What is the percentage of salary covered by the group disability benefits?
i.e. The Group disability insurance may cover 60% of base compensation to a cap of a specific dollar amount.
What is the monthly benefit cap of the group disability benefits?
i.e. The Group disability insurance may cover 60% of base compensation to a cap of a specific dollar amount.
Who pays for the group disability benefits?
Employer
Proposed Insured
Bonus
Please list average bonus compensation.
1099 / Business Owner Income
Please list annual business and/or 1099 income.
Buy-Out Value
Please list ownership value of proposed insured. For professional services, you may use ownership value of annual gross receipts.
Monthly Business Overhead Expenses
Monthly Business Loan Obligation
Number of Months Remaining on Loan
Occupation
Other
Abdominal Surgeon
Accountant
Actuary
Acupuncturist
Adjuster
Administrator
Advertiser
Advisor
Agent
Aide
Air Conditioning
Airport Personnel
Allergist
Analyst
Anesthesiologist
Anesthetist
Anthropologist
Antique Dealer
Appraiser
Architect
Artificial Limb Manufacturer
Artist
Assayer
Assembler
Assessor
Assistant
Astronomer
Attorney
Auctioneer
Audiologist
Auditor
Automobile Industry
Bacteriologist
Baker
Banker
Bartender
Biochemist/Botanist
Biologist
Booking Agent
Bookkeeper
Broker (Corporate)
Broker (Individual)
Broker First Line
Building or Apartment House
Business Machines Sales and Service
Butcher
Buyer
Cabinet Maker
Cantor
Cardiologist
Cardiovascular Surgeon
Caretaker
Carpenter
Cashier
Caterer, Management Only
CEO
Certified Public Accountant
Certified RN Anesthetist
Chef
Chemical Industry
Chemist
Chiropractor
Claims Adjuster
Cleaner
Clergyman
Clerk
Clothing Manufacturer
Coach
Collector Account OR Account Collector
Colon And Rectal Surgeon
Comptroller
Computer Industry
Computer Scientist
Construction
Construction Engineer
Consultant
Contractor
Controller
Coordinator
Corporate Officer
Correspondent
Counselor
Courier/Express Mail
Curator
Custodian
Customer Service Representative
Demographer
Dental Anesthesiologists
Dental Assistant
Dental Hygienist
Dental Lab Technician
Dental Student
Dental Resident
Dental Specialist
Dermatologist
Diagnostic Surgeon
Dietician
Director
Dishwasher
Dispatcher
Distributor
Doctor (specialists listed)
Draftsman
Driller
Driver
Drug Store
Dry Cleaning and Dyeing
Ecologist
Economist
Editor
Efficiency Expert
Electrical
Electrician
Embalmer
Emryologist
Emergency Room Physician
Employment Agency
Endocrinologist
Endodontist
Engineer
Entomologist
Epidemiologist
Estimator
Event Planner
Executive
Exporter/Importer
Express, Motor Freight, Warehouse
Exterminator
Facial Plastic Surgeon
Financial Advisor
Fire Arms
Fireman
Fisherman
Flight Attendant
Florist
Funeral Director
Furniture Designer
Gardener
Gastroenterologist
General Agent
General Manager
General Practice Physician
General Surgeon
Geneticist
Geologist
Geophysicist
Geriatrician
Glazier
Graphic Designer
Grinder, Buffer, Polisher
Gynecological Oncologist
Hand Surgeon
Head and Neck Surgeon
Heating Apparatus
Hematologist
Hospitalist
Hotel
Household Appliances
Immunologist
Income Tax Service
Industrialist
Inspector
Instructor
Insurance
Interior Decorator
Internist
Investigator
Investor
Janitor
Jeweler
Judge
Lab Worker
Landscaper
Librarian
Liquor Industry
Literary Agent
Lithographer
Loan Officer
Lobbyist
Locksmith
Lumber Industry
Machine Shop
Manager
Manufacturer
Manufacturing
Marine Industry
Market Research
Mason
Maternal & Fetal Medicine
Meat Cutter
Mechanic
Medical Assistant
Medical Laboratory
Medical Student
Meteorologist
Meter Reader
Midwife
Miner
Minister
Mold Maker
Mortgage Banker
Movie Theater
Moving and Storage
Musician
Naturopath
Neonatal Medicine Practitioner
Neonatologist
Nephrologist
Neurological Surgeon
Neurologist
Neurosurgeon
Newspaper Industry
Nurse
Nurse Practitioner
Obstetrics and Gynecology
Occupational Therapist
Office Manager
Oncology
Operator
Opthalmologist
Optician
Optometrist
Oral Surgeon
Orthodontist
Orthopedic Surgeon
Osteopath
Otolaryngologist
Outside Sales
Owner
Pain Management Physician
Painter
Paralegal
Paramedic
Parole Officer
Pastor
Pathologist
Pediatric Surgeon
Pediatrician
Periodontist
Pharmacist
Pharmacological Scientist
Phlebotomist
Photographer
Physiatrist
Physical Therapist
Physician
Physician Assistant
Physicist
Physiotherapist
Piano Repair
Pipefitter
Plasterer
Plastic Surgeon
Plumber
Podiatrist
Police Officer
Political Economist
Political Scientist
President
Principal
Printer
Producer
Professor
Programmer
Proofreader
Prosthodontist
Psychiatrist
Psychologist
Psychotherapist
Publicity Agent
Publisher
Pulmonologist
Purchasing Agent
Radio/TV
Radiologist
Rancher
Real Estate Appraiser
Realtor
Receptionist
Recruiter
Reporter
Representative
Resident
Respiratory Therapist
Restaurant
Retailer
Rheumatologist
Roofer
Sales
Scientist
Secretary
Serviceperson
Shipping
Social Worker
Sociologist
Specialist
Speech Therapist
Sports
Statistician
Stenographer
Stockbroker
Student
Sublicensee
Superintentant
Supervisor
Surgeon (Specialist Listed)
Surgical Assistant
Surveyor
Tailor
Taxicab Co
Teacher
Technician
Technologist
Telecommunications
Teller
Textile Industry
Therapist
Thoracic Surgeon
Trainer
Translator
Transportation Industry
Traumatic Surgeon
Travel Agent
Treasurer
Tree Surgeon
Ultrasound Technician
Underwriter
Unknown Specialty
Upholsterer
Urological Surgeon
Urologist
Vascular Surgeon
Vending Machine Industry
Veterinarian - Large Animal
Veterinarian - Small Animal
Vice President
Watchmaker
Writer
X Ray Technician
Zoo Director
Zoologist
Tobacco / Marijuana Use
None
Cigarette
Cigar
E-Cigarette
Marijuana
Health Issues
None
Cancer
Cardiac Conditions
Depression, Anxiety or other M/N Disorders
Diabetes
Neck or Back Disorders
Sleep Apnea
Other
Height
Unknown
4'10
4'11
5'
5'1
5'2
5'3
5'4
5'5
5'6
5'7
5'8
5'9
5'10
5'11
6'
6'1
6'2
6'3
6'4
6'5
6'6
6'7
6'8
6'9
6'10
6'11
7
7'1
7'2
7'3
7'4
Weight (lbs)
Unknown
< 125
125 - 150
150 - 175
175 - 200
200 - 225
225 - 250
250 - 275
275 - 300
300 +
Please give us a brief description of how you would like us to structure your quote. Please include any additional health issues the client may have.
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