Insured First Name
*
Insured Last Name
*
Date of birth
Phone Number
*
Email Address
*
Home Address
*
City
*
Province
*
Postal code
Employment/ Occupation
Employer's Name
Owner's Name
Marital Status
Debts and Funeral Expense
Credit Cards
CA$
Line of Credit
CA$
Car Loan
CA$
Student Loan
CA$
Personal Loan
CA$
Funeral Expense
CA$
Other Debts
CA$
Net Income
Current Income
*
CA$
Year(s) of Income Required
*
Child Care Fund Needed
*
CA$
Education Fund Needed
*
CA$
Mortgage
CA$
Current Life Insurance Coverage
*
CA$
Client Financial Goals & Additional Comments
What are your short-term financial goals?
What are your long-term financial goals
Describe your current financial situation:
What other information can you provide to help us determine the product that best suits your situation.
In case of premature death, what would be your family's immediate need?
