Fill in the form below to receive a Disability Illustration:
All Fields Are Required
Agent Information
Agent's Name:

Email

Phone #: :

Fax #:

Date:                                     Return Method: Mail    Fax    Email  
Client Information
Client's Name:
Date of Birth:
Sex: Male Female
State:
Tobacco: Yes No
Job Title and Duties:
Annual Income + any bonuses:
Business Owner?: Yes No
  If Yes, Years of Ownership:
  # of Fulltime Employees:

Existing Coverage:

Individual: Group:
  Elimination Period: Benefit Period:
Plan Design Information
Plan Type:      Personal      Business Overhead      Buy/Sell
Elimination Period
Personal:
Business Overhead:
Buy/Sell
Benefit Period
Personal:
Business Overhead:
Buy/Sell
Monthly Benefit
Amount:  Desired Amount:    OR   Quote Maximum Amount
Optional Benefits
Cola %:
Other:
Additional Information:
Please indicate any special health/underwriting considerations. 
 

A disability illustration cannot be provided unless
this form is completely filled out.


Copyright ©2002, J.L. Thomas and Company

 

Copyright © 2008 J. L. Thomas & Company  [Please read Disclaimer]
Some of the forms on this site require free Adobe Acrobat Reader. Download Acrobat Reader
Last modified: September 09, 2008