FAMILY INSURANCE PLANNING

Sam Esaw,
CFP, CLU, CHFC
Certified Financial Planner
Insurance Consultant &
Mutual Fund Advisor
sam@familyinsuranceplans.com

Also visit:
www.familyfinancialplans.com
www.familyinsuranceplans.savetax.ca


www.familyinsuranceplans.com
22500 Cochrane Drive
Richmond, B.C. V6V 2R1

Cell: (778) 999-7768
Fax: (604) 526-1321



Request for Solo Quote

Please fill in and Submit the following form. Sam will contact you according to the method you choose within the form.

If you experience any difficulties, (or if you are not using a forms-capable browser) you may email your response to this form to: sam@familyinsuranceplans.com

INSURED PERSON'S INFO
Insured Person's Name:
Email:
Telephone:
Fax:
Mailing Address:
Province of Residence:
Country:
Postal Code:

Please Contact me by:
Telephone   Fax   Email

Date of Birth (MM/DD/YR)

Gender:
I am a non-smoker:
Male Female Yes No


Insured's Occupation & Duties

Insurable GROSS Annual Income

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SPOUSE (TO BE COVERED) INFO

Spouse to be covered YES NO

Name of spouse

Province of residence

Date of Birth (MM/DD/YR)

Gender:
I am a non-smoker:
Male Female Yes No

Spouse's Occupation & Duties

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LIFE INSURANCE COVERAGE
$20,000 or $

Accident Insurance
Coverage desired: $ None or $
Spouse's Life Insurance
Coverage desired:
$ None or $
Spouse's Accident Insurance
Coverage desired: $ None or $
Children's Insurance
Coverage desired: $ None or $5,000 or $10,000

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DISABILITY INCOME REPLACEMENT

Coverage desired: $None or $ per month

Better Definition of Disability to last:
24 months 60 months or to age 65

Disability Benefits to begin after:
14 days 30 days 60 days or 120 days

Disability Benefit Period to last:
5 years or to age 65

Are you covered by Workers Compensation? Yes No

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EXTENDED HEALTH CARE, DRUG CARD & DENTAL

Yes No

Annual Deductible:

$50 single, $100 family - Expense Reimbursement of 80%
$500 one time only - Expense Reimbursement of 100%
$5 user pay drug card - Expense Reimbursement of 80%
$50, $100 family - Expense Reimbursement of 100%

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DENTAL COVERAGE to be added to Extended Health?
Yes No

Dental for Single (1 Individual only)

Dental for Couple (2 adult persons only)
Dental for Single Parent (with children under age 19)
Dental for Family (2 parents with children under age 19)

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BUSINESS EXPENSE REIMBURSEMENT - when disabled?
Yes No

Monthly Business Expense Disability coverage desired:
$

Monthly Business Expense Reimbursement to begin after:

30 days 120 days