 |
This product or service is offered through COPIC Financial |
To obtain a comprehensive life insurance illustration, contact Mike Edwards, CFP, LUTCF, at (720) 858-6289 or (800) 421-1834, ext. 6289. Be sure to have the following information ready:
- Name
- Home address
- City
- State
- Zip
- Date of birth
- Height
- Weight
- Are you a smoker?
- Do you take any medications or have any major health issues?
- Age of your parents and did either die or contract any major health issues?
- Primary reason for coverage
- Practice loan
- Key person/buy & sell coverage
- Family income protection
- College savings
- Retirement savings
- Other (mortgage, estate taxes, charitable giving)
- How long do you think you will need this protection?
- Term of years:
- Lifetime needs:
- Email address
- Phone number
- Best method and time for contacting you