BJFIM/Paradigm Insurance Marketing
6800 Owensmouth Avenue Suite 410
Canoga Park, California 91303
Tel: (818) 883-8700 x201 Fax: (818) 883-9036
Email:
info@paradigmins.com
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Proposal Request
PRINT VERSION
Marketing Contact:
Please choose one
Ron Halen
Dolores Marquardt
Barry Fisher
Sue Root
Kae Hammond
Manny DeLeon
Susan Blais
DATE:
AGENT NAME:
TELEPHONE:
FAX:
EMAIL:
ADDRESS:
CLIENT State of Residence:
California
Arizona
Colorado
Nevada
NAME:
DATE OF BIRTH:
HEIGHT:
WEIGHT:
CURRENT MEDICATIONS:
(list name of medication and dosage)
DO YOU USE A CANE,
WALKER OR WHEELCHAIR:
yes
no
DURING THE PAST 12 MONTHS,
HAVE YOU USED TOBACCO:
yes
no
INDICATE IF YOU HAVE YOU BEEN MEDICALLY DIAGNOSED OR TREATED FOR ANY OF THE CONDITIONS NOTED BELOW:
Abnormal Blood Pressure
yes
no
Heart or Circulatory Disorder
yes
no
Chronic Respiratory Disorder
yes
no
Falling or Unstable Gait
yes
no
Confusion or Memory Loss
yes
no
Bladder or Bowel Control
yes
no
Neurological Disorder
yes
no
Weakness or Fatigue
yes
no
Dizziness or Fainting
yes
no
Stroke or TIA
yes
no
Cancer
yes
no
Diabetes
yes
no
Comments
CLIENT (joint policy)
NAME:
DATE OF BIRTH:
HEIGHT:
WEIGHT:
CURRENT MEDICATIONS:
(list name of medication and dosage)
DO YOU USE A CANE,
WALKER OR WHEELCHAIR:
yes
no
DURING THE PAST 12 MONTHS,
HAVE YOU USED TOBACCO:
yes
no
INDICATE IF YOU HAVE YOU BEEN MEDICALLY DIAGNOSED OR TREATED FOR ANY OF THE CONDITIONS NOTED BELOW:
Abnormal Blood Pressure
yes
no
Heart or Circulatory Disorder
yes
no
Chronic Respiratory Disorder
yes
no
Falling or Unstable Gait
yes
no
Confusion or Memory Loss
yes
no
Bladder or Bowel Control
yes
no
Neurological Disorder
yes
no
Weakness or Fatigue
yes
no
Dizziness or Fainting
yes
no
Stroke or TIA
yes
no
Cancer
yes
no
Diabetes
yes
no
Comments
REQUESTED BENEFIT DESIGN:
Daily Benefit Amount:
Elimination Period:
0 days
30 days
90 days
Benefit Period:
# of years:
Lifetime:
Additional Options:
Tax-Qualified
Non-Tax Qualified
Type of Coverage:
Comprehensive
Nursing Facility Only
Inflation Protection:
None
5% Simple
5% Compound
Payment Options:
Annual Pay
10-Pay
Single Pay
Comments
(Type in the text above)
Copyright © 2006 Barry J. Fisher Insurance Marketing, Inc., is a registered trademark of Barry J. Fisher. All other names and terms in this release are trademarks or registered trademarks of their respective companies.