Below is the 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 companies 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
