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Proposed Life Insured:
Mr.
Mrs.
Ms.
Miss
First Name
Initial
Last Name
Demographic Information:
Date of Birth (d/m/y)
Place of Birth
Marital Status
Single
Married
Common Law
Separated
Divorced
Widowed
Marital Status
Former/Maiden Name
Canadian Status
Canadian Citizen
Landed Imigrant
Contract Worker
Other
Canadian Status
Employment & Contact Information:
Employer
Occupation
Website
Bus. Address
Home Address
AB
Prov.
BC
MB
NB
NF
NS
ON
PE
SK
Prov.
AB
BC
MB
NB
NF
NS
ON
PE
SK
Bus. Phone No
Home Phone No
Email Address
Mailing Address:
Business Address
Home Address
Beneficiary:
Full Name
Relationship
Share (%)
Life Insurance in Force:
Do you have any Life Insurance in force?
Yes
No
Carrier
Date Issued
Amount
Premium
Personal Information:
In the past 24 months, have you used any form of nicotine, marijuana, nicotine product or nicotine substitute?
Yes
No
Has any company declined to issue, reinstate or renew, rated, modified, postponed or cancelled any insurance on your life?
Yes
No
Is this insurance intended to, or will it in fact, replace, or will it cause a change in, or involve a loan under any insurance or annuity policy?
Yes
No
Within the last 6 months have you applied for life or health insurance with any insurance carrier?
Yes
No
Have you ever applied for or received a pension, disability benefit or any other compensation because of illness of injury?
Yes
No
Have you ever experienced high blood pressure, heart attacks, angina, cancer, diabetes, stroke, epilepsy or mental disorders?
Yes
No
Please provide details to any of the above questions that were answered 'Yes'
Net Income
Unearned Income
Net Worth
Life Insurance Applied For:
Plan
Universal Life
10 Year Term
20 Year Term
Term to 100
Amount
100,000
125,000
150,000
175,000
200,000
225,000
250,000
275,000
300,000
325,000
350,000
375,000
400,000
425,000
450,000
475,000
500,000
525,000
550,000
600,000
650,000
700,000
750,000
800,000
850,000
900,000
950,000
1,000,000
1,250,000
1,500,000
1,750,000
2,000,000
2,250,000
2,500,000
3,000,000
3,500,000
4,000,000
4,500,000
5,000,000
6,000,000
7,000,000
8,000,000
9,000,000
10,000,000
11,000,000
12,000,000
13,000,000
14,000,000
15,000,000
16,000,000