✅ Checklist: What to Know Before Getting a Life Insurance Quote

Before you request a quote, having the right information ready can help us give you the most accurate and affordable coverage options. Use this quick checklist to make the process smooth and simple:

🧍 Personal Details

Full Name

Date of Birth

Gender

Height

Weight

Phone Number

Home Address

U.S. Citizen or Permanent Resident? (yes/no)

💬 Health & Medical Info

Do you use tobacco or nicotine?

Any current medical conditions?

Are you taking any prescription medications?

History of surgeries, hospitalizations, or major illnesses?

When was your last doctor’s visit?

Tip: You don’t need to know every medical detail, but honest answers help match you to the right policy.

💵 Financial Snapshot

What’s your current income?

Do you have any major debts (like a mortgage)?

How much life insurance coverage are you considering?

Do you already have life insurance?

🧾 Policy Preferences

Type of coverage you’re interested in (Term, Whole Life, etc.)

How long would you like coverage to last?

Would you like to add riders like Living Benefits, Accidental Death, etc.?

👥 Beneficiary Info

Who would receive the benefit if something happened to you?

Their full name & relationship to you

Backup or contingent beneficiary (optional)

🔍 Other Helpful Things to Think About

What’s your main reason for getting life insurance?

What monthly budget would feel comfortable for you?

Or scroll up to review your answers again.