Essential Life Solutions Clarity Call Prep

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*Disclaimer*

This information is CONFIDENTIAL, These questions are for us to see if I am the best fit for your needs.

To help me understand your specific needs and circumstances better, I kindly ask you to complete this questionnaire. Your responses will assist me in providing you with the best possible advice regarding your life insurance needs.

Please rest assured, all the information provided will be kept strictly confidential and will only be used to assist in your life insurance inquiries.

If you have any questions or concerns during this process, please don't hesitate to reach out to me. I am here to help.

Thank you so much for considering Essential Life Solutions, and I'm looking forward to working with you!

Call Me TODAY!

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Protect Your Family's Future: Why Wait?

First Name

Last Name

Please Provide Your Contact Information, (Cell) *

What prompted you to look into life insurance and are you familiar with living benefits?

Could you briefly describe your current family situation?

Single

Married

Divorced

Widowed

Care Taker

Guardian

Другое:

Do you have any dependents (children, parents, or others)?

Are you currently covered by any form of life insurance? If so, could you tell me a bit about your current policy?

Have you ever been denied life insurance in the past, and if so, why?

Do you have any significant health issues that you are aware of? (Smoking, obesity, diabetes, or any other chronic diseases)

What are your main financial goals for the next 5 to 10 years?

How would your family's lifestyle be affected if you were to unexpectedly pass away?

What kind of budget have you allocated for a life insurance policy?

Are you seeking coverage for a specific term or are you more interested in a permanent life insurance solution?

Have you considered a plan of action in the event of a critical or chronic illness?

Yes

Другое:

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Would you be interested in a policy that includes critical or chronic illness? *

YES, Give me more Info

No, I Figured it out

Другое:

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