Annual Policy Review

Thank you for updating your client records. It allows us to ensure we provide all the discounts available while ensuring we live up to our "Duty of Care" commitment to our clients.

This will take less than 5 minutes and it might even save you some money.

Thank you,

Jarrett, Paula & Maggie

Is there anyone else living at this address other than Jarrett, Erin, Tristan, Will & Hannah?

No

Yes

Other

Please enter the full name, sex and birth date for all other residents not listed in the question above (if applicable)

Have you made any changes or renovations to your home in the last few years?

No

Yes

Other

If the answer to the above question was yes, please list changes and/or renovations below.

Do you currently have Life Insurance or Mortgage Insurance?

Yes

No

Where is your current life insurance?

Would you like us to give you a 2nd opinion or discuss your life insurance needs?

Yes call me

Yes email me

Later

No

Do you currently have disability insurance?

Yes

No

Where is your disability insurance?