What to Bring

***CONFIDENTIAL ***

√ Prior 3 to 5 years’ tax returns (or as many of these you can find)

√ drivers license(s) and social security card(s) for ALL family insurance candidates

√ Your personal report of your social security account

√ voided check, to be used for monthly premium payments via your bank (if not paying annually)

√ list of your current doctors, with their contact info

√ list of your current prescriptions from your pharmacy

√ list of assets and liabilities (to the best of your ability)

√ monthly or yearly budget estimates (to the best of your ability)

√ complete the Life Expectancy Calculator

***CONFIDENTIAL ***

Comments are closed.