Permanent Life Quote Request

Broker Information
Agent Name*
First Last
Address
Street Address Address Line 2 City State ZIP Code
Email*
Business Phone*
Cell Phone
Fax
Client Information
Applicant's Date of Birth
MM slash DD slash YYYY
Applicant's Name
First Last
Applicant's Sex
- Female
- Male
Tobacco History
Current or date of last use:
Quote a preferred class on the applicant?
- Yes
- No
Client 2 Information
Second Applicant's Date of Birth
MM slash DD slash YYYY
Second Applicant's Name
First Last
Second Applicant's Sex
- Female
- Male
Tobacco History
Current or date of last use:
Quote a preferred class on the second applicant?
- Yes
- No
Quote Information
State of quote
Primary objective
- Death Benefit
- Cash Accumulation
- Retirement Income
Other objectives / needs
- Key Man
- Family Protection
- Buy Sell
- Loan / Debt Repayment
- Other
If "Other' please explain:
Face amounts(s)
Specified carrier
Product Information
Payment Mode
- Single Premium
- Full Pay
- Short Pay
Plan Type
- Universal Life
- Index UL
- Survivorship UL
- Variable UL
Permanent - Desired Interest Rate
Permanent - Alternate Interest Rate
Short Pay Options
Suspend Pay - At age
Suspend Pay - In Specific Year
Payment Mode
- Annual
- Semi-Annual
- Quarterly
- Monthly
Additional Premiums
1035 Exchange
Lump Sum
Death Benefit Option
- Level
- Increasing
Riders
Riders - Child Rider

Specify Gender, Age, & Amount
Riders - Waiver of Premium
- Yes
- No
Riders - Accidental Death Benefit
- Yes
- No
Specify Amount:
Case Information
Are you in competition for this case?
- Yes
- No
If yes, please specify:
Additional comments or health concerns?

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Oak Tree Insurance Brokerage
Jeffersonville, Pennsylvania 19403
484-686-0685
info@oaktreeib.com

Permanent Life Quote Request

Broker Information

Client Information

Client 2 Information

Quote Information

Product Information

Short Pay Options

Additional Premiums

Riders

Case Information