800.308.BELL

Impairment Questionnaires

When it comes to case design, a comprehensive list of the client’s health history is one of the most valuable tools we have. We can construct an effective estate plan for a client, but if they cannot qualify for life insurance due to their health history then the case cannot move forward. Ward T. Bell & Associates has created a simple questionnaire to be completed by your clients that will help us assess their current and past health history. This will help not only with case design but will also help provide realistic expectations for the client’s potential coverage amounts and future premiums.