Disability Worksheet

Agent Information:
Name: Email: Phone:
Date:
State:    

Proposed Insured Information:
Name:  
Male: Female:
 
DOB:      
Smoker?   Yes: No:
Occupation:
Income:  $
Specific Job Duties:
Is proposed insured an executive, manager or supervisor?   Yes: No:

 

Number of years in position:

Number of employees managed/supervised:

Line of business:
Does proposed insured have current coverage in force?   Yes: No:

 
Individual monthly amount: $
Group - Monthly max benefit: $
Coverage to remain in force?   Yes: No:

Quote Information:
Monthly Benefit: $
State of Issue:  
Elimination Period (Days):   60 90 180 360 730
Benefit Period:   2 Years 5 Years To Age 65 Lifetime (if available)
Benefit Options:   COLA 3% COLA 6% Social Security Rider