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Client Information
Name
E-Mail Address
Date of Birth
(Month)
January
February
March
April
May
June
July
August
September
October
November
December
/
(Day)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
/
(Year)
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
Height
2
3
4
5
6
7
feet
1
2
3
4
5
6
7
8
9
10
11
inches
Weight
lbs.
Smoker
Yes
No
Marital Status
Married
Single
Divorced
Separated
Medical History:
Insulin Dependent Diabetes
Stroke/TIA
Memory Loss
Osteoporosis
Parkinson's
Alzheimer's
Sleep Apnea
Client Medical History
(last 10 years)
Prescriptions / Dosage /
Frequency / Onset:
Any RX Changes
in Last 12 Months?
Yes
No
Spouse Information (optional)
Name
Date of Birth
(Month)
January
February
March
April
May
June
July
August
September
October
November
December
/
(Day)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
/
(Year)
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
Height
2
3
4
5
6
7
feet
1
2
3
4
5
6
7
8
9
10
11
inches
Weight
lbs.
Smoker
Yes
No
Marital Status
Married
Single
Divorced
Separated
Medical History:
Insulin Dependent Diabetes
Stroke/TIA
Memory Loss
Osteoporosis
Parkinson's
Alzheimer's
Sleep Apnea
Spouse Medical History
(last 10 years)
Prescriptions / Dosage /
Frequency / Onset:
Any RX Changes
in Last 12 Months?
Yes
No
Propsoal Benefits
Daily Benefit
$100
$120
$150
$200
Elimination Period
30 Days
60 Days
90 Days
180 Days
365 Days
Benefit Period
2 Years
3 Years
4 Years
5 Years
6 Years
Lifetime
Inflation Protection
5% Simple
3% Compound
5% Compound
Shared Benefits
Yes
No
Notes
7941 Ravenna Rd., Hudson, OH 44236, (330) 656-0007.
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