SBG has a bank of resources to help you grow and strengthen your business. Use SBG as a resource to help you find sales opportunities.
Preliminary Health Assessment Form
For Life, Long-Term Care and Disability Insurance.
When to use this form:
- A need for insurance has been determined and you seek preliminary pricing information
- To uncover potential issues that may impact coverage eligibility or plan design
- To narrow down the specific insurance carrier that will price your client’s health issues most favorably
- To avoid surprises during underwriting that could damage your credibility with the client and result in a lost sale
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