Annuity and Retirement Services

Insured Name:		Birthdate:
Insured Height:		Insured Weight:
Insured Occupation:		Hazardous Activities? (if yes, describe):
Sex (M/F):		List children's ages to be covered

Do You use tobacco?	Yes No	Describe usage (cigar, cigarettes, etc.)

Any Pre-existing Health Conditions?		(If yes, descibe in detail, and to which of the insured persons they apply.)

Any Covered Persons Currently Taking Medication of Any Kind?		(If yes, descibe in detail, and to which of the insured persons they apply.)

Check the Kind(s) of Plans You Are considering:	Retirement Plan 401K Plan IRA (Retirement) Plan Annuity Savings Plan Other Type of Pension Plan (describe in remarks)

How Much do Your have to Invest Monthly? (so we may present to you the best investment options.)	$ per month
Remarks

We value your input as PRIVATE information. Every step has been taken to insure your privacy, security, and our intent is to release quote information only to you. We will not give your data to ANY other person or group for sales, marketing, or ANY other purposes. By checking the box below you agree to allow our agency to release this information via the method you have chosen, and to release us from any liability should this information be accidentally viewed by others. Our intention is to maintain your complete privacy.	YES
	NO

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