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Lighthouse Santa Cruz

CREATING PEACE OF MIND
SINCE 1964

Life Insurance Questionnaire

Who Referred you to Santa Cruz Insurance:

ALL INFORMATION PROVIDED ON THIS FORM WILL BE HELD CONFIDENTIALLY BY Santa Cruz Insurance Services, Inc. BY COMPLETING THIS FORM YOU UNDERSTAND THIS INFORMATION WILL BE SHARED WITH INSURANCE CARRIERS RECEIVING YOUR APPLICATION FOR INSURANCE AND THAT SCI WILL PROTECT THIS INFORMATION FROM BEING SHARED OTHERWISE.

DOB:
Month
Day
Year
Term:
Nicotine Use?:
Yes
No
Other

+ If you have minor children or young adult children, we suggest you name your Trust or your Estate as contingent Beneficiary.

Please provide a brief overview of your general health and medical history over the past 10 years.


Include any significant conditions, surgeries, ongoing treatments, or prescribed medications that might affect your insurability.

When was the last time you had a physical examination that included lab work (such as blood or urine testing)?Please include the physician’s name and location, along with the month and year (at minimum, the year).


This information is confidential and helps us provide a more accurate and personalized life insurance proposal.

The underwriting process will ultimately determine final insurability and rates.

*Please note: if you leave this page before hitting submit, your form will not be saved.

Interested in other coverage options or a package discount?

Earthquake Insurance
Flood Insurance
Personal Umbrella Protection
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