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The Ark Group
Your Partner In Success!
Disability Income Insurance Illustration Request
Agent Information:
Agent Name:
Phone Number:
Fax Number:
E-mail:
Would you like this quote:
Client Information:
Name:
DOB:
Age Nearest:
Sex:
Resident State:
Tobacco:
Overweight
If Yes
Employment:
Gross Income:
(W-2 Employees Only)
Net Income:
(Self-Employed Only)
How long at current position?
Occupation and Duties:
Other Current DI Coverage:
If so,
Type of Disability:
Pre-Underwriting/Additional Comments:
Please list any known health conditions, medications, dosages and/or hospitalizations during the past 5 years:
Height
Weight
Name of Company:
Elimination Period:
Benefit Period:
Does Coordinate with Social Security:
Is Coverage Employer Paid:
Percent of Salary Replaced:
Replacement:
If so, Current Premium:
Monthly Benefit Amount:
Benefit Period:
Elimination Period:
Riders (If Available):
Residual:
COLA:
ROP:
Own Occupation:
Guaranteed Insurability:
Retroactive Injury:
Illustration Design
Note: All quotes will include an alternative benefits page
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E-mailed
Faxed
Yes
No
Male
Female
W-2
Self-Employed
Yes
No
Personal
Business Overhead
Buy/Sell
Mortgage
Yes
No
Short Term
Long Term
Yes
No
Yes
No
Yes
No
Maximum Available
Specific Amount
1 Year
2 Years
5 Years
10 Years
To Age 65
30 Days
60 Days
90 Days
180 Days
365 Days
Yes
No
Yes
No
Yes
No
2 Years
5 Years
To Age 65
Yes
No
Yes
No