Seniors Coalition Insurance Benefits Program
Program Manager, Michael L. Crifasi, CFP

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for Life
 
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Term Life Request

Please fill in the information requested so that we can email you a proposal specific to your state. The required fields are indicated in bold.

Member's Information

If not a member, click here to join The Senior Coalition

Member Name:
Member E-mail Address:

Insured's Information

Name:
Date of Birth:
Address 1:
Address 2:
City:
State:
Zip Code:
Phone 1:
Phone 2:
FAX:
E-mail Address:
Height:
Weight:
Spouse's Name

Medical History
Have You Ever Used Tobacco?
Date of Last Use:
List all health conditions, dates, and medications with dosage.

Coverage Information

How many years of coverage do you need?

Face amount requested ($)

What type(s) of life insurance you are interested in?
10 Year Term 20 Year Term 30 Year Term Whole Life Universal Life Other

Insurance company AM best rating requested

Have you previously been declined for coverage

Are you receiving Social Security Disability Income?

Has any proposed insured's immediate family member (parent, brother or sister) had heart disease, diabetes, cancer, polycystic kidney disease or other familial disease? If Yes, please identilfy the proposed insured, relationship of family member, disease or illness, whether living or deceased, and current age or age at death.

Within the last year, have you had a moving violation, reckless driving, or DUI/DWI? Please list.

Do you participate in any dangerous activities/avocations (scuba diving, racing, skydiving, etc.). List all.

Are you intending on traveling to any foreign countries (excluding Canada)? Please list.

Why do you need the requested insurance?