LIFE/Final Expense info
See attached pieces as a guide for Life Insurance conversations! Also, check out the online needs analysis calculator that you can use as well:
- How Much Coverage is Enough Flyer (Click Here)
- How Much Life Insurance (Click Here)
- https://lifehappens.org/life-insurance-needs-calculator/
Information needed to quote life insurance:
- Name (optional)
- Gender
- DOB
- State of residence
- Coverage amount
- Product (term or permanent)
- Medications
- Health risks
- Height/weight
- Nicotine? If yes, what type
Here is the company’s phone info.
Russell Schalk – Sales manager
Lakeview Financial
410-527-1806 (home office)
410-382-4492 (office)
Lakeview Financial
208-401-0309 | 800-841-2855 x119
www.lakeviewfinancial.net