Quotes

Need a quote? Complete our request form below and we'll prepare an illustration for you.

You may also run your own quotes using WinFlex Web.

Permanent Life Quote Request

Fields marked with * are required

Producer:

* Agent Name:

* Address:

* City:

* State:

* Zip:

* Email Address:

* Phone #:

* Fax #:

Agent / Dealer:

Return Method:

Fax Mail Agent Pick-up Email

Client:

Insured #1

Name:

Birthdate:

Gender:

Male Female

Health Class:

Preferred Standard

Tobacco Use:

Pipe Cigar Chewing

Cigarettes:

(If quit, last used: )

Medical Problems:

Medications & Dosage:

Insured #2

Name:

Birthdate:

Gender:

Male Female

Health Class:

Preferred Standard

Tobacco Use:

Pipe Cigar Chewing

Cigarettes:

(If quit, last used: )

Medical Problems:

Medications & Dosage:

Illustration:

Primary Objective:

Death Benefit Cash Accumulation Guarantees Low Premium

Face Amount(s):

Specified Carrier:

Product Type:

Universal Life Whole Life Whole Life Blend
% Term Variable Survivorship
Other


Term: ART 5 10 15 20 30
Other


Super-Preferred? If so, HT: WT:


Payment Plan:

Level -Pay -Pay To Age

1035 Rollover: Other Dump-In:


Cash Value Target:

Endow

Alternative Amount: at Maturity or Age


Interest/Div. Rate: Current Other: %


Payment Mode:

Annual Semi-Annual Quarterly Monthly


State of Issue:

State in which insurance is to be issued -

Riders:

Term Rider - Insured Amount: To Age:
Term Rider - Other

Name:

Birthdate:

Amount:

To Age:

Waiver of Premium

Child Insurance Rider:

ADB:

Other:

Mail, Phone and Fax (If other than Agent Information):

Special Instructions:

Supplies:

Appointment Forms Application Packs Product Information

Your request cannot be honored unless this form is completed.

 

 

Atlantic Financial :: 860-841-1361 :: info@atlanticfinancialmarketing.com
171 Market Square , Suite 106 , Newington, CT 06111

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