Buy Sell Proposal Request Form
* Indicates Required Input
DRG Rep.
Any
Benjamin K. Perez
James Brown
Jeffrey J. Tabor
John F. Nichols
Kevin P. Cloutier
Rick Fitzke
Producer Information
*
Producer Name:
*
Producer Company Name:
*
Address:
*
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
*
Zip Code:
*
Phone:
*
Fax:
*
Email:
*
Producer Broker Dealer or National Account Affiliation
Send Proposal To:
Case Information
*
Business Name:
*
State Located:
*
Type of Industry:
*
Years in Operation:
Type of Entity:
Personal Services
Professional Services
Non-Service Business
Owners
Name
Gender
Tobacco
DOB
Duties
Income
% Owner
Benefit Amount
*
1
M
F
%
$
2
M
F
%
$
3
M
F
%
$
4
M
F
%
$
5
M
F
%
$
6
M
F
%
$
7
M
F
%
$
8
M
F
%
$
9
M
F
%
$
10
M
F
%
$
Less than 10% ownership or more than 10 partners will not be considered for Buy/Sell coverage.
Case Design
*
Total Business Value:
$
*
Benefit Payment Options
Lump Sum
Payout Options
Monthly Installment
$
2 Years
3 Years
5 Years
Down Payment
$
2 Years
3 Years
5 Years
*
Elimination Period:
365 Days
540 Days
730 Days
Future Purchase Option
Yes
No
Other Case Design Info:
If any owners currently have Buy Sell coverage inforce, please indicate who and how much:
Replacing:
Yes
No
Is There Competition in the Case?
Yes
No
If Yes, Provide Details:
Check with underwriting regarding the following medical conditions:
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