Advice from an insurance agent explaining steps to complete a life insurance application: you'll be connected to the agent’s business partner (Sebastian) to walk through a detailed questionnaire (allow ~30–45 minutes). The speaker lists required personal documentation (driver’s license, SSN, addresses) and emphasizes disclosing family health history and providing primary care physician contact so the insurer can pull medical records.
If you have any health concerns, any diagnosis in the family, any kind of cancer, brothers, sisters, mom, dad, grandparents. You'll be asked that in the, in the questionnaire. When you do fill out the application you get, you're going to get connected to my business partner, Sebastian, to walk you through the whole process, and we'll take you through a whole questionnaire. So you want to set Aside, you know, 30, 45 minutes to be able to do that for you and your wife. And you'll need to have all your information ready. Driver's license, Social Security address, home address, your doctor's information, their address and phone number, so that the insurance company can pull medical records from your primary care physician and then go from there.
