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About
About Us
Book a meeting
Buying Insurance Through Us
Latest Content
Contact
Life Insurance
Instant Term Life Insurance Quotes
Instant Laddered Term Life Insurance Quotes
Insurance Carriers
Life Insurance Quotes with Health Questionnaire
Term life insurance income replacement calculator
Term life insurance retirement calculator
Term Life Insurance Companies
Life Insurance Calculator
Laddered Term Life Insurance
Buying Life Insurance
Disability Insurance
Request Disability Insurance Quotes
Instant Disability Quotes for Residents
Executive Summary – Individual Disability Insurance
Apply for an increase on an existing policy
Student Loan Disability Protection
Disability Quote Roll
Schedule a Webinar
Physician DI Grid
Servicing Existing Policies
Document Library
Disability Insurance Companies
Specimen Contracts
Employer Discount
For Practices and Businesses
General Requests
Overhead Expense Disability Insurance Quote Request
Key Person Replacement Disability Insurance
Resources
Critical Illness
Request Critical Illness Insurance Quotes
Long Term Care
Insurance Underwriting Process
Insurance Underwriting Exam Results
(781) 613-2104
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About
About Us
Book a meeting
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Latest Content
Contact
Life Insurance
Instant Term Life Insurance Quotes
Instant Laddered Term Life Insurance Quotes
Insurance Carriers
Life Insurance Quotes with Health Questionnaire
Term life insurance income replacement calculator
Term life insurance retirement calculator
Term Life Insurance Companies
Life Insurance Calculator
Laddered Term Life Insurance
Buying Life Insurance
Disability Insurance
Request Disability Insurance Quotes
Instant Disability Quotes for Residents
Executive Summary – Individual Disability Insurance
Apply for an increase on an existing policy
Student Loan Disability Protection
Disability Quote Roll
Schedule a Webinar
Physician DI Grid
Servicing Existing Policies
Document Library
Disability Insurance Companies
Specimen Contracts
Employer Discount
For Practices and Businesses
General Requests
Overhead Expense Disability Insurance Quote Request
Key Person Replacement Disability Insurance
Resources
Critical Illness
Request Critical Illness Insurance Quotes
Long Term Care
Insurance Underwriting Process
Insurance Underwriting Exam Results
(781) 613-2104
Future Insurability “Short Form” Fact Finder
Future Insurability "Short Form" Fact Finder
Personal Information
First Name
*
Middle Name
Last Name
*
Birth Month
*
January
February
March
April
May
June
July
August
September
October
November
December
Birth 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
Birth Year
*
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
Mobile Phone Number
*
Preferred Email Address
*
Home/Residence Information
Street Address
*
Street Address #2
City
*
State
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
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Ohio
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Oregon
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Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zipcode
*
This is my mailing address
Yes
No
Mailing Address
Street Address
*
Street Address #2
City
*
State
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zipcode
*
Occupation Information
Occupation
*
Physician
Dentist
Veterinarian
Other
"Other" Details
*
Not Listed
Accountant
Actuary
Acupuncturist
Adjuster
Advertising Professional
Aerobics Instructor
Agent
Agriculture
Archaeologist
Architect
Artist
Attorney
Auctioneer
Audiologist
Banker
Barber
Broker
Chiropractor
Clergy
Coffee Shop Owner
Computer Programmer
Corporate Executive
Dean
Decorator
Dental Assistant
Dental Hygienist
Dental Lab Technician
Dental Lab Technician
Dentist
Detective
Dietician
Driver
Economist
Editor
Electrician
Elevator Repair Worker
Embalmer
EMT
Engineer
Entertainment Industry Worker
Federal Government Employee
Financial Planner
Firefighter
Fishing Industry
Flight Attendant
Florist
Funeral Director
Geologist
Government Employee
Graphic Designer
Guidance Counselor
Hairdresser
Health Club Manager
Hedge Fund Manager
Hotel Owner
Human Resources Manager
Inspector
Insurance Agent
Interpretor
Janitor
Jeweler
Journalist
Librarian
Lobbyist
Locksmith
Management Consultant
Manufacturer's Representative
Meeting Planner
Minister
Model
Mortgage Broker
Musician
Nurse
Nurse Anesthetist
Nurse Practitioner
Nutritionist
Occupational Therapist
Office Worker
Optician
Optometrist
Paralegal
Paramedic
Pharmacist
Photographer
Physical Therapist
Physician
Physician Assistant
Physicist
Pilot
Podiatrist
Police Officer
Portfolio Manager
Postal Employee
Professor
Psychologist
Psychotherapist
Public Relations (PR) Agent
Radiation Therapist
Real Estate Agent
Repair Person
Reporter
Respiratory Therapist
Restaurant Owner
Retail Worker
Sales Representative
Scientist
Secretary
Speech Pathologist
Speech Therapist
Stewardess
Stock Broker
Taxidermist
Teacher
Trainer
Travel Agent
Truck Driver
Ultrasound Technician
Writer
Zoologist
"Not Listed" Details
*
Present Career Stage (Physician)
*
Resident
Fellow
Hospital Employed/Private Practice
Locum Tenens
Present Career Stage (Dentist)
*
Working Full Time
Fellow
Resident
Student
Year you will complete training (Physician)
*
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
Year you completed training (Physician)
*
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
Year you will complete training (Dentist)
*
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
Year you completed training (Dentist)
*
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
Changing jobs (or career stage) in next 12 months?
Yes
No
Congrats. Where are you heading and when? Details?
*
Specialty
*
Not Listed
Acupuncturist
Allergist
Anesthesiologist
Immunologist
Cardiologist - Interventional
Cardiologist - Diagnostic
Cardiovascular Surgeon
Critical Care Specialist
Dermatologist
Embryologist
Emergency Medicine
Endocrinologist
Family Practice
Gastroenterologist
General Practice
General Surgeon
Geneticist
Geriatrician
Gynecological Oncologist
Hematologist
Hospitalist
Immunologist
Infectious Disease
Infertility Specialist
Internist
Neonatologist
Nephrologist
Neurological Surgeon
Neurologist
Neurosurgeon
Obstetrician
Gynecologist
Occupational Medicine Specialist
Oncologist
Ophthalmologist
Orthopedic Surgeon
Osteopath
Otolaryngologist (ENT)
Pain Management
Pathologist
Pediatrician
Physiatrist (PM&R)
Plastic Surgeon
Psychiatrist
Pulmonologist
Radiation Oncologist
Radiologist - Diagnostic
Radiologist - Interventional
Rheumatologist
Thoracic Surgeon
Toxicologist
Medical Student
Surgeon
Urologist
"Not Listed" Details
Designation (MD, DO, Other/Additional)
*
M.D.
D.O.
Other/Additional
Designation (DDS, DMD, Other/Additional)
D.D.S.
D.M.D.
Other/Additional
Designation (DVM, VMD, Other/Additional)
*
D.V.M.
V.M.D.
Other/Additional
"Other/Additional" Details
*
Highest Professional Designation and/or Degree
Job Title
*
General Dentist
Dental Anesthesiologist
Endodontist
Oral Surgeon
Periodontist
Pediatric Dentist
Orthodontist
Prosthodontist
Dental Student
Other
Job Title
*
Additional Job Title Description, if needed
Quick, high-level summary of duties
*
Hours (average) worked per week
*
Hours (average) worked per week, all employment
*
Notes/clarification section on: New/Next Contract, career, career stage, next step:
Employment Information - Current Employer Information (Main Source of Income)
Employer Name
*
Employer Street Address
Employer Street Address #2
Employer City
*
Employer State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employer Zipcode
*
I have multiple employers (sources of income)
Yes
No
Additional Employment Notes
*
Employment Type (Main source of income)
*
W2 (Employee)
Sole Proprietor
1099
Locum
Owner-Partner
Other
"Other" Details
How is your business organized?
*
Sole Proprietor
S Corp
C Corp
Other
"Other" Details
Percent Ownership
*
Income Information
Current Annualized Gross Income (all sources/employment)
*
Total Gross Income Previous Full Calendar (you can round)
*
---------- (Guardian policies only) Total Gross Income 2 years ago
Unearned Income (if greater than $20,000)
Notes on income information, or upcoming changes
Disability Insurance Information
Do you have "group" (employer-sponsored) long term disability?
Yes
No
Unsure
We are more than happy to review the .pdf that lays it out. And/or, if you know it top of head:
What % of income it replaces?
*
What is its maximum payment ("cap")?
Besides the policy we are discussing here, do you have other individual disability?
Yes
No
Details for existing coverage
Carrier Name
Ameritas
Guardian
Mass Mutual
Metlife
NY Life
Northwestern
Ohio National
Principal
Reliance Standard
Standard
The Hartford
UNUM
Other
"Other" Details
Monthly Benefit Amount
Is this also with Insuring Income?
Yes
No
plus1
Add
minus1
Remove
Final notes, thoughts, curiosities we didn't cover above?
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